Member Info for Misterh

Highly likely to get a few column inches in today's IC advising readers of the total disconnect between SP and reality.

Discount to NAV is absurd.

Oh well. At least with Touchstone paper we make it onto Malcy's 2024 bucket list!

Well spotted. I didn't realize that either. I wonder if they managed to exit IRON before the SP collapsed.

Couldn't agree more.

Mr. Market is clearly in need of a double dose of Fluoxitine.

Richard Penny of Crux Asset Management has a few comments on BVC worth listening to [29.20 mins in], highlighting the complete disconnect between the SP and sum of the parts valuation. The divestment of non core assets could spark a rerating.

Isn't this just a BED and ISA/SIPP transaction?

Divestment of non core businesses and now priced below last reported NAV. Fantastic growth opportunities.

With market pessimism still dominating, this is a contrarian investor's dream.

Aiming to raise £700,000 but unlikely to raise more than a few pence looking at the SP.

There's a an interesting extract in today's DM from 'How not to age' by Dr Michael Greger focusing on healthy eating.

Perhaps the most poignant line of all is 'Excess salt appears to be humanity's number one dietary risk factor for death'

If the trained teams of 'super tasters' at the likes of PepsiCo conclude that our product has no unpleasant metallic or bitter notes when added to certain foods [as is the case with current low salt alternatives] we could be on to something very big indeed.

I must say that A J Bell were very efficient and put out an email very promptly allowing an order to be placed immediately following the announcement. Might be worth changing brokers.

I've just read the Times reader's comments and concluded that this must be one of the most loathed stocks in the FTSE Aim All Share. If I were Basu, I think I'd keep a low profile having lost so many investors so much money over the years. I definitely wouldn't crow about turning EBITDA positive. We're not that stupid!

How sad that the UK is not longer regarded as a fiscally stable place to invest. With the right policies we could have nurtured a domestic energy champion in HBR but instead have driven the investment abroad. We can now import the gas instead creating a bigger carbon footprint and add to our ballooning balance of trade deficit. Imbecilic decisions to woo a few popular votes sadly have real repercussions.

Yes, incredible. Now equivalent to 159p on the bid price. Even after today's confirmatory RNS I must be missing something but will continue buying in my SIPP. Worst case scenario is the deal falls through but in the long term still trading at a huge discount to NAV and value will out in the end.

Anyone looking to take part in the retail offer needs to act quickly. I've just had an email saying it will close no later than 11am today.

No wonder PMG is wearing the yellow jersey today.

Still ludicrously undervalued at this price. The UK tax losses of £188M alone must be worth more than the current Mcap.

Yes Koolhead, quite remarkable and I can't remember the last time this happened especially in such a dire market.

Nobody rings a bell when the bottom is reached but I think this comes somewhere close.

A great little summary just published on IC website: 'Profit from medtech growth with this undervalued stock'

Just published.

'An oil stock that could double in value'

In the RNS of 19.6 it states that the company has 'a very significant pool of UK tax losses which total in excess of £150M'

If PMG merged with another NS company with significant production, does this mean it could be worth up to 40% of this i.e. £60M? I'm sure that cannot be correct as it would make PMG ridiculously undervalued. Perhaps someone could enlighten me on how this works. [I am aware that it cannot be used to offset the 35%EPL]

Well spotted.

'Whilst a placement of NetScientific shares remains an available option, the Board has no current intention to pursue that in light of the Company's current share price relative to its net assets.'

This is reassuring as another placement at a ludicrous discount would be a huge negative.

Having read this more than happy to add given massive value on offer.