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The CEO already owns about 25% of the company , there are also plenty of share based payments for the directors so I doubt that you will see any purchases, they have not noticeably done so in the past.
The problem is that, looking forward, it has gone from a >25%CAGR to somewhere well below 10% . Compounding this, the boom in esg themed investment has back tracked over the past year.
I had it in my 'safe', recession resistant pot with an eye longer term to climate change but It has not held up as well as I would have liked.....
It is a well run, profitable company, but unless they can inject some extra growth from either their new products or expanding their customer base I don't see the share price rocketing off any time soon.
We are entering a El Nino weather pattern now which has typically resulted in droughts in their market regions, with this comes more pressure to conserve water, so maybe this will help provide a catalyst for a step up?
Reassured by these results. I had emailed them to query the $150 statement and had not received a reply and so was wondering if the numbers were going to be lower than they actually are.
Communications to retail investors from some of these aim companies can be really poor, I have often received a better responses from much larger companies.
I've no idea. Trading update which covers this period was good, recent sun should be a positive to quality of harvest (and probably good for sales as well).
Could be either someone taking profit (or a forced seller).The only other reason I can see there is some news leaked about the new winery which involves raising money.
How about this?
Roche Holding AG will push for a more productive pipeline of new medicines as a new management team seeks to learn the lessons from recent research setbacks.
The company aims to move fast on high-risk, high-reward projects, Chief Executive Officer Thomas Schinecker said at a meeting with analysts and investors in London. Roche will also seek deals, he said, looking at potential targets that are already in human trials, typically a pricier class of assets
(From Bloomberg)
The latest Newsletter was very nice and clearly shows that the management teams have a laser focus on marketing -but- there was no mention of this years crop!
From what I have read and seen elsewhere it should be a very good harvest with the early wet weather filling the grapes and the current sun boosting the sugars . The Champagne region are predicting a bumper season with the individual grapes being far larger than in recent years.
I was hoping for a bit of commentary as to whether the cooler wetter weather in August caused any disease problems but it looks like I will need to wait until the next Newsletter -or go and visit .
I feel it was as much a plug for SEEEN's Technology day this week as for Watr..... The CEO of Water is also the Chair of SEEEN (which watr invested in some years ago).
What caught my eye was the $150M , I thought we were above this value but it is hard unpicking exactly whether the $165 mentioned at year end is the same .
'2022 Network Sales (direct corporate sales and indirect gross sales to third parties from which franchise royalty is derived) grew 11%, reaching approximately $165 million (FY 2021: $148.5 million)'
WII looks to contribute around $7M which would be on top of the $150 M mentioned this time (which was for the US alone), but I find trying to unpick the numbers, particularly the headline one confusing .
Can anyone shed further light on this?
Santander just skipped an AT1 call option. It is not one in Bips but does show that at least some banks are reluctant to re-finance at the current level. It looks to have been expected as bond price has not moved much, it should be noted that this was the first skipped call since March.
Shortfall of rex raise (to limit of what they can offer with the subscription etc without a vote) has almost been meet by a 'strategic investor' , so someone clearly has confidence in the companies future prospects.
I believe that the VCT shares (still to be issued) will have to be held for 5 year to qualify for tax relief, so although this does not mean they cannot be sold it must mean that they are far more likely to be held for at least this period than those issued in this initial placing. So although there has been a significant dilution I can still see this moving quickly on any news.
No problem getting the full allocation with around 200K raised from retail (max of £500k allowed).
The short notice period with the carrot of potential new orders rather than something 'in the bag' would not have helped.
I had been using around 40p as a top up point, so with the finances looking solid now I took the opportunity to increase my holding by 50%. In practice it provided a good opportunity to reevaluate my other small caps as I had to sell some for the funds.
A comparative review of Bips/HDIV/NCYF
https://citywire.com/investment-trust-insider/news/james-carthew-soft-landing-vs-recession-weighs-on-bond-funds/a2423262
From Bloomberg-
Although there has been an increase in BTL in arrears with an increase in repossessions, homeowner mortgage repossessions dropped 19% from the first quarter to 610, which is close to historic lows.
Yes, definitely going to get some. Just been looking at the best way to finance it, not too much cash in my small cap pot this year!
You only have to look at the number of orders that have been placed for new commercial aircraft to see that this income stream is set to grow. I think that the additional opportunities for defence contracts and other applications gives the potential for this to be a really strong growth story going forward.