RE: Bizarre21 Sep 2018 10:08
To some extent I agree with Matlock, I didn't like the interview, I didn't like some of the vague and relatively downbeat answers. The new £12m contract for me should have been sang and danced about - it should have been first in the RNS as it was the most exciting thing in it, but it reads more like a footnote. It should probably have had its own RNS in fact.
That said, Trevor Phillips is not a charismatic man clearly and I don't think he was lying or hiding anything. There was nothing but a mixture of good news and no news out of the H1 and to me that equates to a good RNS and clearly puts us in better standing than we were a few days ago; becoming profitable next year is a very big deal to me.
The ONLY reason to sell here in my opinion is those looking for a quick win on Flu-v like Matlock says. I feel some sort of win is inevitable given the results and obviously there will be no chance to get back in whenever that may come so I am going to hold tight for further news. It just comes down to how quickly you want returns on investments, how much upside you see here, and how much value you feel you can get from other investments instead if you decide to leave.