Stephan Bernstein, CEO of GreenRoc, details the PFS results for the new graphite processing plant. Watch the video here.
my buddy colin who is Stores /nurse says NCYT now down to just 2 pallets. 5 pallets booked in for later today and 20 pallets for tomorrow.
Thank god at last.
My mate colin at the huddersfield HRI says there are now 5 pallets of them stored up and 2 pallets of them already half way down. Storming off the pallets he says and staff getting tested first but also those on the wards and ventilators getting help.
He says they arent to be confused with the NHS own testing kit which is virtually useless.
NCYT.....Novacyt
been a big let down this week but my insider(Colin) at the Huddersfield HRI tells me they are the number one kit they are using and they are now starting to end up in volume and used in volume.
He says this is the case in the rest of the country....!!!!!!
PLP polypipe.......... providing the NHS besides others with pipes and other essentials for health besides a diversified business portfolio.
Well marked up in recent days by the very best of brokers........plenty of cash.
moving up on a bad day.
Latest broker views
Date Broker Recomm. Current Price Price when issued Old price New price
17 Apr 20 Berenberg Buy 463.25 451.00 520.00 -
01 Apr 20 Peel Hunt Hold 463.25 460.00 475.00 -
27 Mar 20 Berenberg Buy 463.25 448.00 610.00 520.00
19 Mar 20 Jefferies International Buy 463.25 453.40 626.00 576.00
18 Mar 20 Deutsche Bank Buy 463.25 485.00 435.00 550.00
https://uk.advfn.com/p.php?pid=legacydaily&epic=L^PLP&type=4&size=3&period=4&ind_type1=1&ind1_1=&ind2_1=&olx_1=3&ma_type1=3&o_1maday1=10&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=50&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=200&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES
GlaxoSmithKline
BUZZ – Biotechs likely to report strong Q1 amid COVID – 19 – SVB
20-04-2020 14:17
* SVB Leerink expects most biotech companies to beat consensus for Q1 revenue and earnings, but remains cautious in their updated outlook for 2020
* The most likely surprises to the upside seem to be Gilead Sciences , AbbVie Inc and GlaxoSmithKline – brokerage
* Says stocks that are most likely to miss consensus include Regeneron Pharmaceuticals and Alexion Pharmaceuticals
* Says products as diverse as HIV medicines, immunologicals, oral cancer medicines, and even psoriatics are likely to see surprisingly strong revenue in Q1
* GILD and Vertex Pharmaceuticals likely to be the best positioned during COVID-19- SVB
* Points that REGN and ALXN are most at risk for COVID slowdowns in demand in both Q1 and Q2
* Updates 2020 and 2021 estimates on the following cos:
Company 2020 EPS est. 2021 EPS est.
GILD to $6.95 from to $7.01 from
$6.45 $6.44
ABBV to $9.22 from to $10.00 from
$9.38 $10.20
ALXN to $11.23 to $14.04 from
from $12.03 $14.23
AMGN to $15.92 to $16.89 from
from $16.51 $17.22
(Reporting by Trisha Roy in Bengaluru) ((Trisha.Roy@thomsonreuters.com; within U.S. +1 646 223 8780, outside U.S. +91 80 6182 3635;)
Scarpa SCPA........breaking away from that bottom foundation on the chart, up over 8%
https://uk.advfn.com/p.php?pid=legacydaily&epic=L^SCPA&type=4&size=3&period=4&ind_type1=1&ind1_1=&ind2_1=&olx_1=3&ma_type1=3&o_1maday1=10&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=50&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=200&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES
FRP up over 14%. Must be signs this govt scheme isnt working for small business and its employees. Insolvencies up ?
https://uk.advfn.com/p.php?pid=legacydaily&epic=L^FRP&type=4&size=3&period=4&ind_type1=1&ind1_1=&ind2_1=&olx_1=3&ma_type1=3&o_1maday1=10&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=50&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=200&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES
Looks like a forced seller is more or less finished.
Codemasters Group Holdings Plc... CDM Peel Hunt Buy 265.00 260.00 375.00 - Reiterates.....sp target 375p
AND
Codemasters Group Holdings Plc... CDM Liberum Capital Buy 265.00 260.00 370.00 - Reiterates Sp target 370p
Ocdo Ocado just risen over 5%.
https://uk.advfn.com/p.php?pid=legacydaily&epic=L^OCDO&type=4&size=3&period=9&ind_type1=1&ind1_1=&ind2_1=&olx_1=3&ma_type1=3&o_1maday1=10&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=50&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=200&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES
VLX - Whitman Howard have noted the resilient trading by Volex in an update brokers note & have upgraded PBT & cash estimates for FY20, noting that y/e cash balances are materially ahead of expectations & retain a Buy recommendation on the company, with a 160p PT.
Breaking out from the V shaped high of early March.......
https://uk.advfn.com/p.php?pid=legacydaily&epic=L^VLX&type=4&size=3&period=4&ind_type1=1&ind1_1=&ind2_1=&olx_1=3&ma_type1=3&o_1maday1=10&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=50&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=200&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES
Yesterdays RNS......
RCS – Codemasters Grp Hldg – F1® 2020 Release Date
15-04-2020 14:00
RNS Number : 7645J Codemasters Group Holdings PLC 15 April 2020
Codemasters Group Holdings Plc
("Codemasters" or the "Company")
F1(®) 2020 Release Date
Codemasters (AIM:CMD), the award-winning British video game developer and publisher specialising in high-quality racing games, is pleased to announce F1(®) 2020 will release on Friday 10(th) July for PlayStation(®)4 computer entertainment system, the Xbox One family of devices including the Xbox One X, Windows PC (DVD and via Steam), and Google Stadia.
There has been minimal disruption for the F1(®) 2020 development team as a result of COVID-19 and everything is on schedule for the July 10(th) release date.
In a series of firsts for the F1(®) franchise, F1(®) 2020 offers 'My Team'. This major new game mode allows players to create their F1(®) team and take their place alongside the established 2020 line-up, with a new driver-manager experience offering a unique insight into the world of F1(®). Additionally, F1(®) 2020 will appeal to a broader, casual audience with the re-introduction of two-player split-screen, alongside a host of new options designed to help new players adjust the F1(®) challenge to match their expertise.
Frank Sagnier, Chief Executive at Codemasters, said:
"F1(®) 2020 promises to be our biggest and most innovative title to date. We're bringing new game modes to our core simulation players alongside accessible features that will appeal to the casual racing fan. With sporting events currently on hold around the world, our F1(®) game is seeing incredible engagement as professional drivers, esports players and celebrities race online in the F1 Esports Virtual Grand Prix series, replicating the original F1(®) calendar."
Britvic Plc : RBC raises to outperform from sector perform
VLX Volex....corker of a trading update given the present virus circumstances.
https://www.investegate.co.uk/volex-plc--vlx-/rns/trading-update/202004160700027982J/
FRP.........todays trades........
Recent tradesTrades today: 21
Trade time Trade price Trade quantity Buy/Sell Bid price Ask price
15 Apr 11:23:56 107.00 3,000 Buy 104.00 108.00
15 Apr 11:14:12 107.00 467 Buy 104.00 108.00
15 Apr 11:00:29 108.00 5,000 Buy 104.00 108.00
15 Apr 10:20:43 107.60 2,788 Buy 104.00 108.00
15 Apr 10:20:20 104.00 3,000 Sell 104.00 108.00
15 Apr 10:08:13 107.60 890 Buy 104.00 108.00
15 Apr 10:02:37 105.00 5,000 Sell 104.00 108.00
15 Apr 09:49:33 107.60 1,035 Buy 104.00 108.00
15 Apr 08:41:49 105.96 1,000 Buy 102.00 106.00
15 Apr 08:40:54 103.98 1,000 Buy 102.00 104.00
15 Apr 08:40:53 104.00 1,000 Buy 102.00 104.00
15 Apr 08:40:40 104.00 1,000 Buy 102.00 104.00
15 Apr 08:38:12 110.00 9,083 Buy 100.00 104.00
15 Apr 08:21:44 104.00 40 Buy 100.00 104.00
15 Apr 08:14:06 104.00 13,000 Buy 100.00 104.00
15 Apr 08:12:21 100.00 4,872 Sell 100.00 104.00
15 Apr 08:12:16 104.00 4,807 Buy 100.00 104.00
15 Apr 08:07:56 104.00 4,801 Buy 100.00 104.00
15 Apr 08:06:15 104.00 5,700 Buy 100.00 104.00
15 Apr 08:04:45 102.40 2,000 Buy 100.00 104.00
15 Apr 08:00:21 102.40 19,522 Buy 100.00 104.00
14 Apr 17:10:30 102.00 17,200 0.00 0.00
Had a punt on this one in the last half hour FRP ..FRP ADVISORY GROUP PLC
Going to be plenty of companies going bust and into insolvency sadly over the next few months to a year. Been looking for a play on this and saw this from Fund Investor and proprietor of Kempton Holdings and a non-executive director of a number of quoted and private companies David Kempton.................
The awful wave of companies going into administration or restructuring will be of massive benefit to the specialists in that sector and I have bought FRP Advisory (FRP), floated on the Alternative Investment Market in early March at 80p. The shares have risen to 93p following strong news of significant restructuring and insolvency contracts, but are still on a PE below 10, looking good value compared to their peers in a, sadly, strong sector.
https://citywire.co.uk/funds-insider/news/david-kempton-i-m-rebuilding-my-portfolio-with-fundsmith/a1346652?re=73658&ea=98977&utm_source=BulkEmail_FundsInsider+Afternoon&utm_medium=BulkEmail_FundsInsider+Afternoon&utm_campaign=BulkEmail_FundsInsider+Afternoon
Some big corporate backers......... INCLUDING MITON
Shareholders
Name Equities
%
RBC Global Asset Management (UK) Ltd. 18,750,000 7.89%
Miton Asset Management Ltd. 18,124,164 7.63%
Liontrust Investment Partners LLP 17,550,000 7.39%
Premier Fund Managers Ltd. 3,800,611 1.60%
Danske Bank A/S (Investment Management) 2,245,245 0.95%
https://uk.advfn.com/p.php?pid=legacydaily&epic=L^FRP&type=4&size=3&period=3&ind_type1=1&ind1_1=&ind2_1=&olx_1=3&ma_type1=1&o_1maday1=10&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=1&o_1maday2=25&o_2maday2=&o_colour2=2&scheme=&delay_indices=DELAYED_INDICES
Business Summary
FRP Advisory Group PLC is a United Kingdom-based advisory services company. The Company’s services include restructuring advisory, corporate finance, debt advisory, forensic services and pensions advisory. Its restructuring advisory includes corporate financial advisory, formal insolvency appointments, personal insolvency and general advice. The corporate finance services include mergers and acquisitions (M&A), strategic advisory and valuations, financial due diligence, capital raising, special situations M&A and partial exits. The debt advisory services offered includes raising and refinancing debt, debt amendments and extensions, asset based lending and corporate and leveraged debt advisory. Its forensic services include forensic investigations, compliance and risk advisory, dispute services and forensic technology. The pensions advisory services include pension scheme transaction advisory, pension scheme restructuring advisory, covenant advisory and corporate governance.
OCDO Ocado heading for the last top.
https://uk.advfn.com/p.php?pid=legacydaily&epic=L^OCDO&type=4&size=3&period=4&ind_type1=1&ind1_1=&ind2_1=&olx_1=3&ma_type1=3&o_1maday1=10&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=50&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=200&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES
NUM........NUMIS picking up speed now on its way up.
https://uk.advfn.com/p.php?pid=legacydaily&epic=L^NUM&type=1&size=3&period=3&ind_type1=1&ind1_1=&ind2_1=&olx_1=3&ma_type1=3&o_1maday1=10&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=50&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=200&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES
NUM,from Jeremy Grime.He also mentioned CNKS last week which i hold.
hTtps://www.charltonillingworth.co.uk/author/jeremy-grime/
Hearing and seeing bullish articles on NUM Numis. Should report next month some time.......last year was 3rd of may.
Recent update........... looks very solid and dealing well with Covid 19.
https://www.investegate.co.uk/numis-corporation--num-/rns/trading-update/202003300700079488H/
What you have to ask is how much could NUM make in the COVID refinancing boom.? A lot of profit im assuming. Certainly did after the 2008 World trade down.
For now Im watching for an entry point.
https://uk.advfn.com/p.php?pid=legacyintra&epic=L^NUM&type=1&size=3&period=a&freq=1&scheme=&delay_indices=DELAYED_INDICES