The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
not sure if posted before but dated today. Apologies if so.
https://www.huffingtonpost.co.uk/entry/twice-weekly-testing-for-covid-explained_uk_60586f23c5b6cebf58cff128
"Two British firms have signed deals with the Department of Health and Social Care (DHSC) to make lateral flow tests and will be aiming to make two million rapid turnaround tests every week by the end of May, reports PA Media. The hope is the tests will detect asymptomatic cases, thought to be prevalent in one in three people, and require people to stay home if they test positive."
not sure if this has been highlighted before but you can find a detailed report on green ammonia by edf by popping in Sailing on Solar into google.
Michelle Wiese Bokmann of Lloyds List on twitter says:
"I'm researching ammonia as a marine fuel, particularly its scaleability & came across this fact: it costs $620m to build 1 green ammonia plant to supply equivalent energy to provide marine fuel for 4 post-Panamax sized vessels. Mind. Blown. How will shipping ever decarbonise?"
I agree, only a few trades each day, sometimes none. As you say with small number of shares available, any pressure either way makes the swings that much bigger. But with the recent excellent progress I'm betting on a sustained rise in due course. Like you, I can't put a date on it but happy to wait and add on weakness.
Bought a few more here this morning. This feels very undervalued to me.
Company keeps delivering. All looking very good here.
I think it is a very positive update for the company and positions them well for the immediate and longer term future. I'd have liked to see it hold and build on the gains of the SP this morning as there cannot have been that many trading it in the lead up to these results (the daily trades have been in single figures most days) who then bail out for their gains, obviously there were enough of them. Time as ever will tell but I'm happy with what has been achieved to date.
https://www.campaignlive.com/article/djaba-abraham-tilbian-langley-join-line-up-when-sorrell-met-mediamonks/
Magnus Djaba, David Abraham, Julie Langley and Lorna Tilbian will be among the speakers at Campaign's breakfast briefing with Sir Martin Sorrell and MediaMonks.
"Back to the Future: When Sorrell met MediaMonks"
1st November presentation/talk so I'd expect a fair amount of publicity after this date.
https://www.campaignlive.co.uk/article/campaign-martin-sorrell-legend-wpp-born/
All these, however, pale into insignificance in comparison with the following four events.
"And lastly, when in September 2018 Derriston (to be renamed S4 Capital) was relisted on the London Stock Exchange – the start of a new journey exploring digital content, first-party data and digital media planning and buying; the start of my third journey in our industry over the past 40 years or so, about 10 years less than Campaign. Happy half-centenary!"
Looks like this could be the reason: http://www.shareprophets.com/views/11245/tom-winnifrith-bearcast-a-butchers-at-rosslyn-data
Any thoughts on the drop, spread is at a whopping 11%.
Well I suppose anything is possible. Either way having them wanting to become a partner shows the potential here, we may even see more than one trade a day soon ;)
Interesting rns, if pwc are happy to resign they clearly see great value in a partnership going forward and as they will know the company inside out this sounds like a very positive bit of news. As ever we'll have to wait to find out details of the prospective partnership but I'd imagine it would not be too long now they have announced the resignation.
Just for reference the 30000 trade was mine and was a buy at 17.43 not the sell it was reported at. The reported spread is well out of whack.