Member Info for Mulder

What was the general vibe?

How are sales going?

Why are directors not purchasing stock?

Bullish.

.

Alliancepharma@buchanan.uk.com

Try them, you may get some sort of a response.

Cora and Investor Relations are completely mute it seems. Absurd. They should be ashamed and embarrassed.

DBay meanwhile continue to add. Now at 28% stake.

Have any of you spoken to Cora at Investor Relations or emailed these idiots?

Decent.

BoE likely to follow IMO this month.

May CPI may be

New piece out today FWIW

.

This month.

Another smart financing move here from DEC who have completed securitising a tranche of assets with the issue of ABS VIII of $610m gross, net $592 at a blended fixed coupon of 7.28%.

This is particularly impressive given the cautious state of some financing markets at the moment.

The funds will be used to retire other debt, reduce the FCF and for general corporate purposes. It is such a good barometer of how the market sees DEC and its financial strength and in return the company has fixed up the balance sheet and used positive investor demand to indirectly invest in the acquisition from Oaktree via the FCF.

https://www.malcysblog.com/2024/06/oil-price-dec-zephyr-deltic-hunting-beacon-and-finally/

Based on that looking at around a $750M hit for GSK.

Market short sellers lopped off $10 billion today!

Insanity.

?

FTSE stocks trading at mid single digit P/Es

This is around 30 still.

Just a technicality.

Well sentiment is completely washed out.

Faith in the CEO is at rock bottom.

Soames has proven to be very disappointing as Chairman, against expectations.

The board refuse to purchase shares with their own money.

Investor Relations are in denial when spoken to.

Company is heavily out of favour.

What are they not telling us?

All time highs have been broken here and on JSE.

Should get some new investment in.

He should have mentioned forward P/E of only 3!

PGM basket price rising ++