Member Info for morrisseysteve

Trump ends war he started having achieved none of his goals. Well played indeed.

Edbowsher. Yes, he's sold off getting on for two thirds. It's mentioned in his The Race from the Bottom post on 22 March

Re: ICR, I suspect the brief is to shield the management from the relentless drizzle of "concern" by small shareholders. There are only two real questions to answer – does the stuff work, and is the company going to run out of money before it gets it to market, however it chooses to do that? All the rest is noise.

Thank you. Reasoned argument. Might not agree but you've put all your working out on the page

Yes, cash position poor but there's more than one way to skin this cat. Enter into negotiations with more than one interested party, for instance, and play them off against each other.

The link was fine on my Turner Pope invitation.

I have that board, thanks to greenboxing. Not sure why anyone puts up with it.

Welcome to Trump's America

Some very nice places on the Wirral. You clearly have no idea

One reason why he'd sell: Capital gains tax changes in upcoming budget

We are a peripheral state. That's what leaving the EU literally meant.

Guardian is not alone. FT calls UK ISA "pretty much meaningless"

What do you want them to say? "We're still going to work every day and putting on the lab coats"? That's precisely the sort of communication that marks a company out as being in trouble.

Into the ovens?

Agree. If Avacta have what they say they have it does not need endlessly discussing.

Re: Oph. Most of all his hot tip insider knowledge pose is a fraud

Cash is going to go, it's just a matter of when, and it's being driven by Joe Public who'd rather pay with plastic. Bricks and mortar banking too, for the same reason – convenience. I take your point about contrarian style, but ultimately Metro are going to end up alongside the drystone wallers and thatchers in a world that's moved on to new technologies – in a niche. How big a niche is the question.

"Can lead" or does lead? "Can lead" is newspaper headline stuff. How much of an increased risk? A relative risk or an absolute risk? Would be good to know.

Olderandwiser
Re: when will it write off its diagnostics biz like it had to do with its veterinary business… 
https://avactaanimalhealth.com/
Took me ten seconds to find that.
Have I missed something?
Cheers

Beardozer. I think that's exactly what they're planning to do – sell up, partially at least. So those calcs might be on the optimistic side.
As per the recent RNS:
"As part of the potential initial public offering ("IPO"), it is expected that the company will include a limited secondary offer. Final details on sizing will be made available when the final prospectus is published. While the Company remains highly confident of Oxford Nanopore's prospects to realise a strong IPO and generate continuous shareholder value, given the large position of Oxford Nanopore in the Company's portfolio (21.8% of its Net Asset Value as at 31 March 2021), the Company will seek to further diversify its portfolio through a partial realisation of its holding."