Member Info for Monty888

Thank you both for sharing your understandings. I would like to top up but like things simple:
Eg: No abnormal international divi taxes, same trading access as always without any International trading fees or currency exchanges on BHP at least. Can see what the merger is all about down the road as it says 2022 completions. Thanks again GLA

Must admit, I don’t fully understand the nuances. Looks like BHP will still be listed in UK but it won’t be their registered HQ anymore - If correct would delay be normal after the change?
The the Woodside merger, does that profit segment get attributed to BHP P&L or is it a takeover? Can’t see BHP just shutting out UK investment permanently but I don’t really understand how we would be left or the effects on us retail traders. Be really brilliant is someone with superior knowledge could help me (and others I suspect) understand the nuances - Cheers

What chart are looking at Mr Small. Thinking fair value is likely 3 x current SP isn’t de ramping - Your pig ignorance shines through Mr Small

Looking at the numbers, cap value and SP, aside what is not really going to be that material due to cash on hand and continual cash flow. It looks like only investor sentiment that is keeping the SP below say 1000p - 1200p. As the last update says and global media is confirming, there will be be more Covid or similar this Autumn / winter. I should imagine that with the current contracts and new WIP we should see 1200p within 18 months. GLA - Let’s see, good to be onboard for sure.

Should be re ratings when October results are published, very undervalued per its enterprise value.

This newish FinTech is highly rated on many inner circles to fly. The RNS today speaks volumes as to why. Glad to be onboard backing a winner.

Well I’m thinking the interim results should share good news and forward guidance and hopefully re-rating. The new investments we fully at a discount a few months ago at 16p per share I think. So fair value should be what 19p to 22p ish based on current fundamentals I think. After the negative update knocking it back and this really good one so close behind, it does put of the institutions a bit (Credibility). However once the bottom line cash is increasing and signed off by the auditors it becomes tangible and that’s when we could get more institutional investors coming onboard (We seem to following the penny to pound share path of Centamin, that’s a beautiful graph if you look at it. Did take a while for the institutions to believe the story though as I think we have here (For now anyway).

Share trading is akin to the “patient” taking money from the “impatient” some one famous once said :)

Who is patient?

Revenue flat, margins enviable at 65% to 70% profitable, cash accreditative. Covid, Flue, Sars and the next virus as well as vaccine and NAT testing evidence are here to stay. Hence so is Novacyt and that’s compelling

Dear OPK,
As a self proclaimed disgruntled customer, your poor investment decisions caused your own losses. Your both sad and boring- Get over it, get a life

Yes this and Novacyt I would say.

We had a very positive update and revenue and EPS Practically at pre Covid levels. Dividend to reinstated as well, we if it’s not it adds to the capital value and share price anyway. So it’s quite surprising to see how low the SP is right now. With it digital content growth and back catalogues it must be prime for a takeover right now I would think!

I’m simple terms, the litigation issues will not be updated against due to reasons of legal confidentiality. (Never are). Likely to end in a negotiated settlement eventual (est Dec / Jan) as it’s big dollars. The settlement will not define the company, it’s new product launches, average gross margin and retained cash will (cash is King). That buys you ability to buy businesses cheap, diversify, develop and get stronger. Covid, SARS, Flu or the next nasty viruses are out there and like Small Pox took more than a decade to get of globally experts are saying similar with Covid. Tests and the need to show you are virus clear will become the new global entry system (Government hate making it law) , they will say “Like all health & Safety” it’s up to the companies to do their own risk assessments and protect their own people, visitors, public. If not they could be sued if they cannot demonstrate due care (Novacyt are leagues ahead in this field). Whereupon their products sold to both countries and companies can help companies to avoid litigation in cases of due care regarding virus protection. At current multiples and with the settlement closed I can see this share more than double in 12 to 18 months. Or with so much cash on the books and looking at what they do get taken out. I’m in for £80k at 329p average in the interest of declaration. (Hope heir numbers are true and no accounting issues). The rest I think will be a great ride and I’m looking forward to next set of results (will be a little lower) but the cash pile will grow and mid 2022 onwards could be stellar. DYOR.

There are rather stupid posts going out, do your research Craigy. You can see from the historical RNS’s and company websites when results are published, case of lazy mouth out rather than useful research and zero value add to all that read here.

Oxford Nanopore is raising money, not making money. Not sure where you enthusiasm comes from?
I am invested here for the longer term, not expecting any particular SP changing news for a while 115p to 120p share for next 12 months IMHO.

Very much same same as you Oi Oi

Financial Position

The Board retains its focus on cash management and liquidity. At 30 June 2021, the Group had a net cash balance of approximately £30m compared to net debt of £11.0m last year and £40.7m at 31 December 2020. The Group has a revolving credit facility for an initial £150m which was recently extended to 30 September 2023. The Group's balance sheet remains underpinned by a valuable property portfolio of c£300m (77p per share).

So net cash £30m and property at 77p / share we must be worth 85p p/s on assets alone. Enterprise value must be 100p I would think. Very vulnerable to a smash and grab. Only negative is the BOD still needs cleaning up with some highly ethical city replacements to make this jump another 25p and maybe that’s a work in progress (Fingers crossed).

Should get broker re-ratings this week. Hard to gauge, I’m thinking circa 75p
GLA

There won’t be any dividends, debt and pension top ups need sorting.
The non Unionized sensible re hiring might make the company solvent in a year or two. Look at the SP since floatation. There is a lot to sort out, at least this new guy is doing something tangible and the Ian Conman gone after raping huge salaries and share options for achieving absolutely zilch.

Imagine how good next years will be with normal post Covid and further cost savings as well. Lots more to come and we will get the broker uplifted re ratings soon once they crunch all the numbers. Solid, safe, more growth coming. My kinda share.

Got mine from Halifax yesterday