focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Thanks for the link AgentB. I was going to post last night that I thought the 8% story sounded like a big pile of poo, as that would have been picked up in the trials. But I forgot and watched another episode of The Serpent.
https://www.reuters.com/article/health-coronavirus-eu-astrazeneca/germany-fears-astrazeneca-vaccine-wont-get-eu-approval-for-those-over-65-bild-idUSL8N2K05OP
Conjecture and rumour.
Can't remember who floated the idea (on here or another share board) but I agree we can expect a big announcement leaked to the Sunday papers (most likely Sunday Times) and then followed up in a Monday press conference. Next Sunday or the one after look likely to me.
There's been a lot of emphasis this past week on vaccines not being goood enough to get us out of lockdown early, with optimistic predictions saying the month of May for the first easing of restrictions. So the groundwork has been done to make the impact of the announcement of the mass testing programme bigger.
IMO.
I've been monitoring DNL for a month or two and, on the back of the RNS today (especially the geographic spread into Canada, next door to the US) and a slight retrace in the price, decided to dip my toe in the water here. Apologies in advance for the imminent share price collapse; you can blame me. :-)
I cannot add anything constructive to the useful information re-emphasised by others on the fundamentals but I can say thank you to the sellers for a chance to top up on the one stock I have the most faith in on AIM. I've gone for a "weak buy" as I'm comfortable with my holding now but might top up again if we drift further downwards.
They've been putting out updates on their Twitter feed. No clear explanation but they seem to be blaming high demand.
So we dropped 20% today. I presume the sell-off was related to the Pfizer vaccine news and folks deciding that WfH technologies are no longer worthy of stock holding? If so, it's a crazy over-reaction - albeit not atypical of AIM - and an opportunity to top-up. I've been stuck in (irony alert) Teams meetings all day so not had the chance to work out any tactics.
Shiraz, thanks for your very informative posts. I get that the Covid stuff is a bonus but, even as a relative newcomer to AIM, I can see that - more so than elsewhere - logic does not drive the market. One whiff of bad news about the Covid stuff and there could be an illogically big sell off. The opportunist in me wonders whether to wait for that (IMO probable event) before topping up or not. Something to ponder for the weekend.
Oh, and my 125U registration showed up in iWeb SSISA sometime yesterday or overnight, showing blank information but with a valuation of £6.22. Lol. I think it may end up being a little more than that.
Thordon, that Microsoft link you shared on Sunday - it's a guide for a Microsoft 365 administrator to analyse telephony activity withith their own organisation. It won't allow you to see data outside of your org, e.g. nationally. I am a M365 admin where I work and we use Teams but not Teams Telephony, not yet anyway. If Loopup end up bidding for our business, I may have to redact myself from the conversation, as a shareholder!
I've used the opportunity to get on board the good ship ECR, a boat I thought had sailed whilst I was umming and ahhing whether to jump on. A silly consideration I'll admit but I think the term "Blue Moon" was the final piece in the jigsaw for me (after DMOR obviously). GLA.