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Small trader: are we sure that the earnout payment is included in the debt figure? I’m not a fully qualified accountant, but my basic training would suggest it would possibly be included in other short term liabilities rather than debt. Just asking.

Another one of these very big buys went through today. Roughly 1.5% of the market value. It’ll be interesting to see whether there are any declarations of interests tomorrow.

Thanks NotBot - I had just finished looking at the AGM RNS... you’ve saved me the trouble of looking further into it.

Any comment from 5eights?

"With 8,000 scientists and researchers working on 51 technology platforms in 650 different countries....

It’s a good RNS, but really?

It’s all relative, Knut-job
Most people here have a sub-100 average buy-in price, so your comment is only likely to be seen as a lazy deramp

Yes, it’s as good as we could reasonably expect within the context of a pandemic. I had planned to exit when I could sell for 80, since I seem to have held an interest for a very long time, even topping up to reduce my average. However, the market chooses to largely ignore SFR’s progress, and the Progressive research (ha! I don’t know why they bother continuing this), and has stubbornly remained within the 50-75 range for years. But perhaps not now. The acquisitions have been well made; the Indian enterprise will indeed deliver massive growth once CV19 has been controlled; the fundamentals are progressive - as is dividend yield. How can I sell now?!?

London74 posts in a similar, de-ramping style as a now banned poster called TomLondon over on the ITV chat board. Prophesying doom & gloom on a daily basis, that a crash to 50p was inevitable....
And ITV’s SP this morning? 122p

Dividend per share

The Board recognises the importance of the dividend to our shareholders and intends to restore dividend payments as soon as circumstances permit. The Board will balance shareholder returns with our commitment to maintain investment grade metrics over the medium term, to continue to invest behind the strategy and with the ongoing uncertainty with COVID-19.

This is from the Final Results RNS

I wouldn’t anticipate a dividend until 2nd half at the earliest

tbf I believe isb makes fair points - perhaps a little abrasively, but certainly fair. Yes, we LTHs have inched a step closer to the 20% share in Amapa, but the final deal still needs to be signed off by the Banks, and they aren’t likely to give up their case easily. After all, with iron ore prices soaring, why would they not be pushing for better terms?

I think this story has a long time to run, with today’s spike representing a burst of premature joy, if you catch my drift....

If this is a serious post (& I doubt it) and despite the fact that you’re “new to all of this”, you have a net £12k profit my advice is to cash out and pocket the £12k

Then spend as much time as you can afford in researching shares that you are considering investing in. It’s best to stick to those in sectors that you have some knowledge of.

is due for the year just ended. Hopefully this flurry of market activity is a positive marker. This was the Chairman’s Statement back in August, wherein he underlined the company’s resilience in the face of the Covid crisis:

Sopheon's Chairman, Barry Mence said: "Several of Sopheon's vertical markets - food, beverage and consumables; chemicals; defense - continue to show resilience to the crisis. However, our customer base is not immune to the difficulties faced by the general markets. Like many others, we withdrew market guidance in May, and in view of the traditional fourth quarter weighting in our business, we believe this remains a prudent approach. Nevertheless, our solutions remain highly attractive to new and existing customers. This is evidenced by revenues slightly ahead of last year, and by continuing sales traction with a doubling of new customer booking value, including major commitments like our recently announced win at Mondelez International. This also underlines that our SaaS transition is well underway. Visibility for full year 2020 is $25.5m, underpinned by ARR at $16.5m, net cash at $21.9m and a substantial, active sales pipeline - even in the toughest environment in decades, these positive metrics give us a solid platform from which to proceed with our strategy."

I think there’s reasonable expectation for good full year results and an improved outlook for the new trading year.

Someone must’ve heard you - it’s narrowed substantially now (if lse data is correct)

Relatively active in the market so far today. If I remember correctly, this is one of those companies that seems to have very leaky RNS’s

And yes, the spread is awful. I can never be sure why this should be so - other than small markets for a penny AIM Share

Sales to y/e June 2020 were up by 7%, which indicates that sales in pharma may not have been as affected as other sectors during the pandemic. Yes, the full year only includes the March-June part of this crisis, but a significant part that covers the first lockdown.

If there was a material downturn, I believe there would already have been a Trading Statement to that effect.

Last year’s Trading Update/RNS was published on 16 Jan. I would expect this year’s to be by 20 Jan or thereabouts, and I would like to think that there will be sufficient positive progress reported to generate some interest from II’s & SP progress.

Good luck us!

If you really believe that, then you should be making a substantial wager. Just a word of caution: bookmakers rarely get it that wrong....

Anticipation of good Half Year Results, due to be released tomorrow?

@UncleDoug

Perhaps there have been minor adjustments since my time in the media buying game, but there is a cap on the advertising minutage that can be sold in peak time. This is protection for the viewer and prevents the commercial broadcasters in the UK selling up to 20 minutes of peak time advertising minutes. No doubt the UK broadcasters will be asking for temporary dispensation to relax the rules, but it’s unlikely to change for the foreseeable future. What could be happening is that there are more frequent, but shorter ad breaks.

The ‘cost’ of the slots is more complicated. Firstly, ITV will only permit advertising for products with one of the target markets that fit the optimal viewer profiles - eg 16-24 Adults, 16-34 Adults and quite possibly ABC1 Adults and Housewives with Children. Each month the Station Average Price is estimated, and whilst Peak Time has a set premium, shows like IACGMOOH are classified as Specials, which used to mean that they were costed at a major premium and outside the terms of the standard agreements.

These are very brief summaries, but the key point is that the high viewership among premium audiences is extremely good news for ITV. It is, of course, just a single programme across the entire schedule, so don’t get too carried away. (If Corrie was delivering these numbers, we’d be dancing in the street, lol).

He’s best ignored. He’s not a real investor in this share; simply a minimum wage deramper

If the deal is simply a matter of time (and soon), and KDNC is a guaranteed 5-10 bagger (in the view of many on this BB), why does the SP remain stubbornly low? Don’t the markets factor in all the available information? The deal is clearly a long way from being a shoo-in, otherwise we’d be trading at 25p+ Just my honest opinion, of course - and yes, I’m a LTH