Member Info for McMakhlas

Novacyt being the perfect example....went from €0.19 to €2.00, pulled back before reaching a peak of €5.64...how many would have thought that there was no mileage left at €2.00?

Makes sense for Gilead to go after it.....could be complimentary to the Remdesivir, and if it gains bigger traction then still leaves them with the majority market share...

Everton - Dalwhinnie 15 yo - smoothest malt you can find!

So if the risk is acceptable to some one buying now the upside from your evaluation is 20% ish. I am therefore assuming that you see an upside swing of 40p without any further good news. As you were happy to but at £1.60 what is your downside risk assessment - next news is not good you don’t think this will tank way below £1.60......

So in other words it is a 50/50 flip of the coin for you over a £1000 ‘investment’ - but you’re warning others off about it being over valued and hence over priced?

So in at 1.60 - what’s your target?

According to your post 15:00 on 20 July:

‘was blown away by SNG, so threw in just over 1K when it hit 1.60. Thanks for the mention as would have missed out. Never seen a stock jump 500% in a day. These are crazy times. Now just need UJO to bubble.’

So by your own admission it was worth buying at £1.60 but is now massively over valued in the £1.90s - make your mind up!

*pricing

Two things holding this back - firstly the fact that Menzies has a massive part of its business in the US and international flights and therefore passenger numbers aren’t returning to normal any time soon due to rising infection rates. Secondly, the cash position into 2021 looks precarious (See point 1) and therefore dilution may be necessary. I like the company but think that many will wait to commit until infection rates are under control in the US and the realistic shape of the company (including margins) are more clear going forward. These are the risks the market is proving in at the moment IMO.

Significantly? Really? Care to give examples of which ones you are talking about - IAG at 5% is as much as I can see....

Definitely not the same - one involves raising capital...and ultimately dilution!

Cheese - which markets (plural) are you looking at? US is down across the board...

Rise or raise? Was that a Freudian slip?

So you keep saying, but based on what? Menzies is a global organisation and the market is going to continue pricing in the threat of infections increasing ‘globally.’ I agree the company is potentially undervalued long term, but can’t see a re-rate until the second wave threat disappears and the long term economic effects of job losses have become clear as has their subsequent effect on air travel. Finance is a concern (2021 is only 6 months away) and therefore the renegotiation of bank covenants and the potential for some dilution is likely being factored in as well. Not deramping, just trying to shed some realism on what sort of time horizon peeps should be planning for here...all IMO

Over 200 locations in 37 countries - you’re research appears way off...

https://digitaleditions.telegraph.co.uk/data/256/reader/reader.html?#!preferred/0/package/256/pub/256/page/100/article/49845

If you don’t believe me go read your own history as clearly you have a limited memory.

No speculation here, just fact. There for all to see - that was your quote - other similar quotes are there for all to see.

Always worth a read of the posters history...

Johnht (28 May) SP 195

‘Why are you bailing out, its got legs - its a buy and hold’

But now it’s all conspiracy theories (another of your favourite line of posting).

Best to ignore, DYOR and make your own decisions...

GLA

This won’t help with quick commercialisation and profit share...

Canadian government procurement has first right of refusal on all products produced as a result of this funding program.
Companies must prioritize sales to Canadian hospitals and meet those needs before sales outside of Canada can commence
Companies should be willing to license and/or share new IP for rapid scale up of production with the Government of Canada and other companies that can manufacture the new technology.”

Good post though FH - highlights why the Medusa move was an important piece of the jigsaw....

Bought alongside the tracing App...OOAVACOTITFROM...