The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
Evening..The story of pubs has not changed for years but CV has changed the way pubs will operate in the future..Like many here have said smaller groups of pubs might struggle where space is a premium..quant, cosy and friendly is not going to do it in the immediate future..I have never run or owned up a pub but I spent a career financing them with Grand Metropolitan Estates...today it’s called Diageo ....they were brewers who got into the business of financing pubs because they wanted to sell all their wet sales into pubs, social clubs , night clubs etc etc...
Now RBG has got its financing together there is one revenue stream rarely mentioned in any news...the brewers incentives for buying beer, spirits and mixers etc etc ..in a business like RBG , based on their turnover , their suppliers will be falling over themselves for those wet sales from RBG and will offer every imaginable incentive a sales representative, sales manager or director of a brewery or drinks supplier can offer ..and in the case of RBG..they will when they open be in a strong negotiating position , and those incentives , I know from experience ultimately only do one thing to each trading unit...which is lower the costs and increase the profits ...and if RBG BOD s are as good as I am led to believe , eventually that will filter through to the SP...This once the placing is over could get quite interesting for all LTH..I may be wrong but I am a strong holder here as RBGs target audience like to drink ...as we all did when we were young...even if it’s lower alcohol..it’s still a drink .LP
Liversage85..DYOR of course but even 12p is a good price..see it a bit like life assurance...you may have it with the worst life company or the best life company in the world....and the cost to the person insured could be high with the worst life company and low with the best company...but in the end all that’s irrelevant...what’s relevant is that you have the life assurance as the value of £100,000 to your family is the same .
I am not suggesting GGP is like life assurance but in my view 12p is still a good price because the road to gold has only just started and you are now part of it.\
In addition, the sooner you control your Sipp the better you will feel.LP
lochranzalad..You must be an olde un if you use the name of the lindsay charnock multiple winner..LP
Skintnurse..Do not think your 100,000 holding is small..it’s a fortune and congratulations to you and your endeavours..The best bit is you invested in an ethical company and the guys on this board will help you and steer you but of course it’s DYOR and let’s us hope your holding here allows you to enjoy a trip on The Gann with your family ...now that would be a treat to enjoy..Well done .LP
Costamoney..Brst thing you did was take control of your money...well done but please do not get carried away...DYOR..Thete are plenty of excellent guys posting on here and their words are invaluable but I know you know this...even though GGP looks good, do not put all your eggs and your family’s eggs in just a few baskets...spread your risk and know you have found gold with GGP..Best wishes and enjoy your control, as you worked hard for your money .LP
Guys not good for those that cane in above 25p ish but with insolvency and uncertainty over, long term this looks like RBD will survive in a sector that’s going to be bombed out..This is beginning to like like an excellent long term hold to me...I am excited about the future for RBG..as I believe their cash position and ability to generate good trading cash flow when all units are open , is long term going to boost the SP...Not good if you are a trader!!!!!.LP
Peter..It’s not rot..no one has suggested any share would go only up...only a fool would think this or any share is going to go in one direction..Moreover, posters here are not as stupid as you imply....I know you do not work and I know you are already invested here and frankly I do not care if the price is going to fall....as I intend being here for the long haul....it’s the cancer treatment that attracted me, so the CV test is a bonus but if I took any notice of your drivel I would sell all my shares tomorrow..
Your history is there as is mine and as it shows you have a scattergun approach to everything ...but only you Peter know all these is to know about every share on all of the world markets...Experts got us into this CV mess but they will not be able to get us out of it without a cheap reliable and easy to use saliva based test ...whatever you might suggest.LP
barnetpeter..I am not sure what world you live in but you have so much to say about everything ..Of course you are entitled to your opinion and I have read so much of the drivel you have written on Stockopedia....however, I know you are better off financially due to CV but many people are not and if you did any kind of work, your employer is going to test you until you are sick off it...The virus is up unfortunately not going away and neither is testing...people are too complacent by far and whilst I initially thought we could avoid a second wave, now I think it is inevitable sadly.
Further, I think you believe the contributors here are all mugs, fools and dream chasers...well you are the same , if you buy any small company share and based on your history of posting on Stockopedia , you own quite a few Small company shares and you like me , you read SCVR each day...so then you are as thick, stupid, unintelligent , greedy and foolish as I am .
The most money in life, I have been able to bank is proving I could do things that others told me was not possible.
So I respect your opinion but for good or for worse I am happy to ignore it...in future I will read more carefully your posting on Stockopedia and give you a more honest view of your drivel...Finally, I wish you every success in whatever form that takes.LP
Kinfralph82...I agree quite a bit with what you write..However, short term you are probably right , but restaurants still at certain times will want punters through the door....the situation as I see it, is the product Dish are offering is brilliant, the timing less so but eventually we will return back to normal life and the chance to use the Dish app will be excellent....we all love going to restaurants , it’s in our dna...and post Covid I believe the sector will rebound strongly ..far more strongly than most people realise...Of course the virus is serious but there are biotech products coming which will be game changing for all of us and probably sooner than a vaccine .
The current price has a lot of froth but when the price has retreated back to lower levels I will add to my holding again...LP
Millionaire106...I agree with what you write...today showed where our future is looking like .LP
Numbty5 ..I write as a fisherman an investor and someone who has spent many years working in electric heating and Air Source Heat Pump (ASHP) installations in domestic properties in the U.K. .
Through my fishing I have spent much time in Argentina, Chile, Venezuela and Russia ..these countries adopted solar, cheap back up battery, diesel generation and wind turbines and they all in rural environments and put the UK and Europe to shame...Argentine and Chilean Rivers are pristine and the fish large and the protection for the environment is paramount ...and beautiful to experience...I have fished in the remotest locations and enjoyed fabulous accommodation, food and company and living well off grid where the pollution is minimal, is an experience to behold...this started in 1998.
Today, we are installing ASHP in houses in remote locations in West Wales...these ASHP are brilliant but what we need is solar linked to battery storage ..there is a great deal of solar already but most is wasted by being sold back to the grid...particularly if the house is heated by electric..
Rick Ken got me hooked in an instant when I researched the redox battery...and the Vanadium Electrolyte .and learnt that this great company BMN..provides the some of the Vanadium and has Bushveld Energy in its portfolio ..plus the other bits of the portfolio being built by Fortune.
I hold other shares and if you forget the name of the company , so many BB contributors, on so many companies all write...’will be xx tomorrow ..going to be 50 p in 3 months, £5 in a year and so on ...I ignore all that hype , unless it can be backed up with evidence..However, when I completed my research on BMN...I bought in and I am still buying in...I am not at the moment predicting what the SP will be in the future, because all I believe is that BMN is a company I MUST invest in because the worlds economy and the world consumers and businesses need what BMN have got...and sooner or later as numpty5 wrote, energy storage is going to be so big ..it’s going to be one of the industries of the future...we all need to use energy in a way better for our planet , our children and grandchildren ...and with BMN at some point ..it’s going to start producing Vanadium from one of the biggest mines on the planet ..it all adds up to me as a compelling investment...I am prepared to be wrong but the future direction of BMN is only going to go one way and sooner or later the masses will wake up to what we have with BMN and then our SP will reflect what the world at present is ignoring at its peril..LP
Paulorufus..You do not have a tiny holding...you have a good holding...why ?...Simple, millions of people in UK have no holding in Avacta and your 15,000 shares could make you a sum of money most people could only dream of.
The fact you made the decision to invest is brilliant and whilst there is risk in everything in life, you have taken the right step...so good on you .
I started with just 4500 shares at £1.14 ... and have steadily built from there....I wanted to buy earlier but it took 2 months to complete a Sipp transfer that should have taken a few days ..as I waited the price just went up and up and up...I do have other shares in BMN and GGP but I could not bring myself to sell those to invest in Avacta....Now my Sipp money has arrived I have been buying all the way up to £1.88... and I topped up again today.
Therefore, at least you are in Avacta and well done to you.LP
Bobrad..I am already a holder but intend buying much more but was limited by the fact that I transferred my Sipp monies from Pru and it has taken them an eternity to process the transfer...all arrived Friday so it’s off to RBG as from 8 am Monday...
Hopefullyforgold...That You Tube link to Carl was excellent...all GGP should watch it..Well done.LP
Millionaire106....I agree with you ..I have never been in a Revolution Bar...too old but if this does what I think it’s going to do...I will find a Revolution Bar...and buy everyone a drink....and then wait for further growth...tomorrow I believe will be a test day to see if there is sustained demand for the stock...LP
Dear Guys..I am sure many of you know that Paul Scott of Stockopedia gave this share an incredibly detailed write up in April when he “ reversed the truck and filled it up with the shares of RBG.”... Those shares were bought from Keith Ashworth Lord and his detailed analysis of Rev Bars on Stockopedia was excellent, it gave all sides of the argument and with the Nat West facility extending working capital...subsequently extended he suggested through his knowledge of the directors this had the potential of a 5 bagger...If BoJo gives bars the green light to open some of their premises subject to social distancing....Revolution might be a 10 bagger from there mid teens lows....either way it’s looking good and the supply looks like it’s being crushed by the wave of demand...We’ll done to all holders...myself included .LP
Hey Mushroomkid....I imagine because your son works in finance, is successful,he thinks he knows better than you...All my children think the same because that’s what we are like when we are young.
Only when GGP delivers will he see the financial value in you but at least when GGP delivers you can smile silently for the rest of your life.
Give him a new choice 100,000 shares in GGP or £9k to invest in any company of his choice in any UK listed share...and do a dive up on 31st Dec 2020.
Dear MKumar...Thank you for your reply...My view on the saliva test is we have to be able to trust the CEO of Avacta...if we do not , it becomes difficult to invest anymore...also, if we know 100% that the saliva test really is the real deal, the price of Avacta will be on another planet and beyond most LTH...Of course we need to have faith but paradoxically, the more expensive the shares become the greater anxiety early holders have ...it’s like backing a horse...you have studied the form , it’s competitors, the trainers, the track etc etc ...but in order to make a profit you have to put your money on before the race starts....once your money has been placed it’s all out of your hands.
I have made my money by successfully beating the bookmakers...you will always here the same “ the bookies always win”... they don’t always win because they have to bet on every race by the rules of their licence, whereas I can decide when to bet....I know when the odds are in my favour....on balance the odds with Avacta are now in our favour ...the rising price is the fact that current holders are sticking and the supply of shares are reducing...its basic supply and demand..Of course we could all be wrong but that’s the risk we take.....but the power of the cancer treatment Exocet missile , is in the hands of Avacta ...is the main reason I got involved ...We are still good enough without CV ...with CV this horse is in my view is the one to beat....There May be other runners who get out in front of Avacta ..but it’s only in the final 100 yards that the winners emerge from the pack to win their race ...there will be many other contenders trying to win the race but if the form Avacta has been showing on the home gallops , is translated to the track , there is only going to one winner in my view.
Finally, do not be put off by the current price, because , if we get to £2.50 by Thursday and you have not bought more at sub £2 , you will kick yourself ...you will never get the entry point at the right price but as long as you get the shares, when we get the right news it will not matter....
Yes, I am `GGP and once again I trust all the directors there and in NC...they are not bxll shxtters..and whilst I did my research the shares went up 50% but I needed to know GH was genuine and trustworthy, I believe he is and that’s counts for so much.
ATB.LP
Wilson 63...Make no mistake I have done plenty of my own research and I happy as a holder here...I fact I am intending to buy substantially more Avacta next week as it’s got to a point now where I believe it’s going to move substantially higher ..if I am wrong it will not kill me , as Avacta is part of my portfolio and I would not put all my eggs in a basket of a few shares....Personally, I think a portfolio of 10-15 shares in plenty , it’s just a matter of weighting the money in proportion to each share , as no two companies are the same..Additionally, in my business , I know how to evaluate risk and far too many investors do not like losing....once you accept the risk that you could lose all your money on any share on AIM , it’s easier.
An earlier contributor stated previously that as a result of CV no share is 100% .
Before CV imagine the BOD being asked by their chairman to write a business plan where they have to close down for 3 months, a fall off on demand and a fall off in supply..it would be akin to asking a cafe owner in Hiroshime for his fiscal strategy if the Americans drop an atomic bomb ...it’s impossible to produce such a fiscal strategy but as a result of CV a small number of investors will own shares in a small number of companies whose products will change the future of everyone on the planet....and it will change the lives of those smart investors who bought into those life changing companies .
We all have a choice but the vast majority of the population know as much about money and investing as I know about the amount of money in every bank account in Switzerland .LP
Dear Richken...I am sure I speak for many on this and other BB’s...I offer you my greatest thanks for the contributions you have made...I literally have read 1000.s of your postings going back some years.
You remind me contributor to a paper/magazine from when I was younger...that gentleman was incredibly successful in his field and his writings were both educational and informative.
Anyone can learn so much from what you write as your generosity to show potential investors where they can find invaluable information to complete their research is invaluable and I thank you for all you have done here for Avacta and BMN investors .
I know many here are guided by you here because they lack business experience ...that is not a problem for me , but I have been in business for years and have been relatively successful in my career....and have made my own decisions about where I invest my money.
Like you I have money in Fundsmith Equity..where a substantial amount of pension Sipp is invested ..however, 35% of my pension money I control with me making my own pension decisions.
DYOR is vital but anyone with time and motivation can nowadays do research far beyond what was possible when you and I were younger..,.provided all potential investors do their research, it’s clear to me companies like Avacta .and others really can change the world we live in.
I know the vast majority of guys here want the best for their families and a better lifestyle for all....none of us knows the potential for Avacta because the future is still ahead of us but I do know the financial cost to every country of CV is mind boggling...and if Avacta can achieve their potential and I do not doubt they will....working class guys like me will be screaming with delight.
Further, once we have cash ringing in our tills and profits in the Avacta bank account ...our JV with Cytiva will be much more valuable than most posters here believe...it was shrewd of CEO AC to team up with a USA company because Wall Street will be knocking our door down...If Avacta tests save the USA economy as it will save ours and others , make no mistake Avacta with a USA stock quote , will dwarf a UK stock quote..To put the size of the UK stock market into prospective it needs to be appreciated that Amazon and Google together are worth more than every UK stock market company in total ...Avacta with a USA quote will get a quotation that will make every decent holder here wealth beyond their wildest dreams ..but first we need to get the money flowing.
I came here late as I spent a long time doing my research but I never invest until I am happy with my research and as a former banker the golden rule in business is only do business with men or women who you can trust...we all know AIM is full of dubious characters but when you watch numerous videos , read posts like yours ..which are invaluable for all here, it’s clear there are brilliant companies like Avacta that are going to change the world .LP