Member Info for mighunter

Hi Gallmat, some interesting snippets there thank you.

Have been through a few of the articles you referenced, the Grattan Institute report and others. I also see CS are on the hook for Callide C3 and C4 failures subsequently in 2021. I couldn't immediately see the other interesting fact you hinted might be there, any other clues please?

Many thanks.

The footnote below (3) indicates it’s the margin overall for the Group, not the margin on the growth.

I've been fortunate to pick up some good qualitative research from LSE posters previously from the likes of LinkedIn etc, so am just putting these bits here so others can take a view.

https://www.theepochtimes.com/epochtv/concerns-over-kooth-app-in-pennsylvania-schools-5635701?utm_source=ref_share&utm_campaign=twitter&rs=SHRNCMMW

https://www.youtube.com/watch?v=yKk6PgkWuho

Whilst I hoped that some of the negativity might blow over, or be succinctly addressed by the company, it seems to be gathering in momentum and severity. A great amount of the negativity needs to be taken with a pinch of salt due to poor understanding from individual commentators but as I have no means of crosschecking some of the hints (AZ, loss of PA district numbers), I have decided to sit this one out for now. Hope that the company can address concerns.

Ken Wotton of Gresham House comments on Kooth at 51:50 onwards

https://videos.voxmarkets.co.uk/video/7036/vox-markets-fund-manager-series-ken-wotton-managing-director-at-gresham-house/

More contracts below RNS threshold.

PCS selected IQGeo against 4 competitors following a 3 month evaluation.

...Founder and Director at PCS, Bruce Boyd commented: “There is no other software platform as flexible as Network Manager Telecom, which also happens to come with the backing of a team as experienced as the folks at IQGeo.”

https://www.iqgeo.com/news-iqgeo/pcs-looks-to-the-future-with-iqgeos-network-manager-telecom?utm_campaign=PR%20-%20Articles%20and%20news%20-%202024&utm_content=279576967&utm_medium=social&utm_source=twitter&hss_channel=tw-1068104573989109761

Now on Reuters. Share price barely budged
https://www.reuters.com/business/kpmg-reaches-settlement-with-liquidator-carillion-2023-02-17/?taid=63efa10448729e0001dea2c1&utm_campaign=trueAnthem:+Trending+Content&utm_medium=trueAnthem&utm_source=twitter

https://twitter.com/MarkKleinmanSky/status/1626590020235821057

Settlement reached between KPMG and Carillion

Sorry where are you guys getting Burford? The footnotes at the bottom of the litigation RNS make clear the funder is GLS Capital LLC

Think you're confusing Lombard Odier and Odey Asset Management...

Remember, management won't get their 27th October options below 55p and only 25% below 62p. 100% with SP 70p and above. Skin in the game on the share price. Currently they're getting just 25%..... !

Hat-tip to @unemon1 on Twitter.

https://www.lse.co.uk/rns/NANO/directorpdmr-shareholding-oihhrcc4jvhkyti.html

https://twitter.com/markkleinmansky/status/1492924701760540674?s=21

Together with near certain dividend reintroduction at upcoming finals. Expect that was Directors getting purchases in before closed period earlier this week. £428k trade just cleared through the book and price now beginning to react accordingly.

That's from December 2020

https://www.bloomberg.com/news/articles/2021-11-04/u-k-s-metro-bank-is-said-to-draw-takeover-interest-from-carlyle

Happy now?

https://www.streetinsider.com/Private+Equity/U.K.’s+Metro+Bank+Said+To+Draw+Takeover+Interest+From+Carlyle+%28CG%29+-+Bloomberg/19158033.html

Came up as newsflash on Bloomberg for what it's worth

Apparently rumoured bid interest from Carlyle

Interim results webcast now available. Best snippets:
15:00 - Elective at start of Sep >80% of Jan2020
15:30 - Elective >90% at date of webcast
45:18 - Community diagnostic hubs (part of £5.9bn to NHS) to be transformative for Medica

https://www.youtube.com/watch?v=yM1PyqcGWsk

Also, ahead of the Budget, NHS being given £5.9bn of which £2.3bn specifically for diagnostic/scan capacity.
“Some of the £5.9bn - £2.3bn - will be used to fund a big expansion of diagnostic tests, for example through more CT, MRI and ultrasound scans, the government said.”

https://www.bbc.co.uk/news/uk-59030945