The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
This was my second biggest % gainer today, behind Unity Software. I'd like to get some more 110p or less, but that boat may have sailed now :)
If UK inflation starts to stagnate or even (unlikely) lessen when it's reported next week.. then this could also be a 4th trigger of a rally here.
Yeah, the license was the big event we were all waiting for last year from what I remember. It was interrupted due to the coup but then granted late last year.
I think the next big thing is financing? Which has been almost the entirety of 2022
I think Superdry has managed to draw in an entirely new audience tbh. Their image (at least in marketing) is totally different to the Superdry of even 3 years ago. Vegan, green, sustainable... it's all stuff young people like. Especially the wealthier younger people.
They still do the same lines which draw in the older audience too, more so in their outlet stuff from my experience.
I think people have written SDRY off as a dead or dying brand but in reality, it has adapted. The business in the financials has reformed & so has the brand.
Still super duper cheap. I can see this being a takeover target for someone moderately brave. The board should be proud of what they've managed to turn around imo. Superdry was declining into irrelevancy and bankruptcy, I think they've saved that situation now it's just about maintaining growth & cutting costs.
Honestly, I'm surprised we're up given $DKNG (DraftKings) horrible earnings last week. But maybe that's a good sign for more established players to take market share in the US.. perhaps 888 can capitalise on that.
Long term story here should be good if management can keep on top of the debt. An ever-increasing challenge given non-stop rate hikes
I think assuming financing can be secured quickly & no unexpected hiccups when it comes to getting this stuff out of the ground then a valuation of £500m is on the cheap side.
I would say £1bn sounds like a value that most shareholders would be comfortable with letting their investment go at.
Agree? Disagree? I'd love to hear!
Can somebody please explain how did this email leak? And who was the first public source? - I'm interested to know which kind of investors Draper values more than us peasents
The Unity deal sounds nice. I wonder if there's any exclusivity agreement there? Will BIDS be able to do the same kind of things with other engines (Unreal, Roblox?)
We are due to hear more detail about the new product lineup in Q4. Hopefully something in November :)
Two theories behind the price action today:
- Clarification on the WH revenue & debt position means uncertainty is now certain, even if it's not looking good it's still not looking worse that it could have (if that makes sense lol)
- Result of the relief rally that happened in the US yesterday (best day since July)
May do better than expected considering the strong $ over the past few months.
Got to say, considering the Govt can't even stick to a mini-budget for more than a couple of weeks I highly doubt the White Paper is getting published any time soon. Frustrating or promising, I'm unsure on which
Although. annoyingly, I can see this great news getting missed & price action faulting due to clownery going on at No 10 & 11 today. Kwasi will be gone any minute now
The more I look at SDRY and think about it. This isn't a question of surviving a recession at all. The case has been this was an extremely poorly ran business for many years, now Julian came back and has turned it into a streamlined business that is ran-well.
As long as they don't take their hand off the wheel, this should keep going from strength-to-strength
I mean debt is a pretty major factor in this formula, especially for an airline
SDRY should almost certainly get some good coverage in the magazines this week, Investors Chronicle & the like. There was lots of uncertainty around April/May time but hopefully last Friday showed the company is on the right track for the first time in many years.
This should hopefully attract even more buyers in. This looks very cheap to me..- obviously biggest worry now is how this copes with upcoming recession, but this board have now proven they are responsive & diligent to market trends. Cut wasteful inventory and focusing on reengaging younger customers with social media investment
DYOR
Another nice rise today :)
Poll on bull/bear case for the placing: https://twitter.com/CharlieUK98/status/1578105289836007442
Interested to get as many responses as possible. Please be honest, 1 reply with your true view. All anonymous and feel ree to share..
I've been diagnosed with Crohn's since 2019 so this company is particularly interesting to me. From my brief look so far the tech looks great. Unplanned hospitalisation is a common feature for many of us with IBD. In fact, just last week I rushed to A&E after the immunosuppressants I'm on for Crohn's meant a trivial viral infection I had turned septic and was putting my body in a very dangerous position.
Anyway, my one question so far - which I understand has probably been answered 1,000 times but I can't find it - is why did this US based (biotech?) company decide to list on AIM? Seems very strange.
Not that I'm complaining, I mean the company looks great from both a product and fundamentals point of view at the moment.
This presentation is great so far, I'll post highlights later but Penny has clearly been listening the past year.
- Clearly wants a big range before launching into Retail
- Big range includes not just DNA test, but also LFT & Blood based tests
- LFT starting around £10-12, to test things like Iron levels
- They're wanting to do more M&A, the M&A of Nell has proved great for their tech stack
All 100 constituents of NASDAQ100 ($NDX) finished red today, a very rare occasion. So I think unfortunately that may bring this a bit further down tomorrow. But to me that just represents a buying opportunity.
Hopefully things settle by the end of the week. We may have a mini bull run next week when markets open on Tuesday after Her Majesty has been laid to eternal rest (like we saw last friday, particularly with the £).