Member Info for NelsontheDog

Hi
Long term lurker following poorly timed buys with an average of 90p. I am actually thinking of topping up today - seems good value. That's a big turnaround as I havent enjoyed this journey to here at all, in fact its my least favourite time in a share for 8 years or so - even the BB imploded and at one point there were almost as many posts as trades. Seems to have calmed down a little and much better apart from SATAN and his simmering secret crush on Regulator UK with his wooing with his wealth and need for acknowledgement by him in every post. Cmon SATAN just tell him you are harbouring a huge wonton for him - lol
NtD

Sorry - seen ex div dates below - missed that first time

Thanks for post Bobbyreg and LL.
I agree your point on investing Bobby - I am a long term holder and I also only allow a certain % of excitement in PF now - and have a good size "dull" PF where my goal is to increase divi payment income by 10% yoy in addition to traditional capital increase - tends to keep the majority of my stuff on safe grounds now. I dont think there are any new tricks in investing, it just seems you have to live the highs and moreso the lows to learn a way to make it work for you.
FXPO now my longest hold and I dont expect to sell anytime soon.

GLA
NtD

Did anyone see reference to the special div ex-div date? Sorry just skimmed through this am and didnt see it. Have to say I thought we may see a better bounce here this morning to put it mildly. Lets hope we are a slow burner and over the next few days we rise.

GLA
NtD

Hi Owl,
You are of course correct in your statement on price. TBH i think I have blacked that part out of my memory as dark times followed - this share was early in my re-investing journey and I made a lot of mistakes and was very worried for some time when we almost went bust. After taking a position in early 2010 i topped up at 4.80 and then watched the demise and bank issue and the cash squeeze. I had done the dfinition of catching a falling knife doubling down twice and ended up with about 40% of PF value invested in FXPO which at the low was a big big loss. The downside of investing is knowing it is entirely your own actions that put you in a hole and I stressed for a long long time with much self flagellation mentally. However after we got past debt squeeze i put a little more in and have been okay. But this share seemed to kick investors a lot up until 3 years ago and whilst the operational performance has always been good i see this as a "tame lion". No matter how much other peeps say it is safe to pet and enjoy, at any moment it may decide to rip one of your limbs off with no warning. The good effect is i am now better at asset allocation and risk review but i was very lucky to get away with it.

Great results today - expansion and the bigger special divi - should make good headlines and pique a little interest i hope.

GLA
NtD

Rhubarb and Grace
Thanks, I've jotted down some notes and will forward to my friend, ahem....

OB
https://www.tripadvisor.com/LocationPhotoDirectLink-g2686405-d4790916-i98186499-Kimba_Cafe-Kimba_South_Australia.html

I suppose we need to ask - would you prefer a ****atoo....

Sorry - Switzerland, not Russia.

Agree with you LL on the mercurial ways of this share. I originally bought into FXPO as they were spending big to get the 65% pellets capacity and my own personal hope for the cash is an aggressive push to grow capacity on their own roadmap further towards the 20mtpa goal, before they do any acquisitions but, hey, we are all varied in our views. I suppose bottom line is does Mr Z want to put any more assets under the FXPO name, or will he pull out divis and from his non Ukraine base in Russia build another empire there? My impression of Ukraine and most old USSR business environments is that its terrifyingly ruthless and involves much posturing. So if Mr Z doesnt invest in FXPO it could be seen as a sign of weakness and needs to demonstrate he is still the man. As such take the divis but expand confidently as he did in the past- Message "I am still here and I expect to be here as long as I like.". All speculation.
If he doubles all the divi's this year in line with the last announced we are looking at a double digit yield at this price so thats not the worst outcome to ponder.

Yes Scrambler!
I have seen excellent re-rates of ARB and KR1 already in gaining access to US investors. If the same happens here for DDDD I am definitely going to do some research on NASDAQ listing pipeline to see if I can spot further opportunities.
22nd is the expected go live i assuming all approvals pass in GM's. Not long to go...

Thats my learning for the day - Finasteride. Just asking for a friend - does it work....
Please say OB isnt your only customer reference!
Lol

of 365p would be a new all time high and put us in great shape for a strong rise after results tomorrow. I was hoping we would be up into higher than this pre-results but need a strong afternoon to get there now. Still feeling bullish for reaction to results tomorrow and hope FXPO will be done with the 300's as of today.
GLA
NtD

Grey lady
It will be hard for VAL to sign a deal when/if the offer has not been made and is pending internal approval in AZ. If this is a buy the company deal and not just the drug then I am not sure the current board would be more than just passengers in the process. The email leak isnt so far causing too much stink and the share price uplift isnt too sporty so far either so hopefully no damage has been caused to any potential offer. In the meantime it would be lovely if this could wind up the Japanese pharma into - well, into any conclusion tbh....
I dream of a bidding war but wake up to the desire for a deal to move this drug forward (andf maybe even make investors a little money also).
GLA
NtD

Hi Sadman
You are right, not as much reaction so far (though a small uplift from yesterday am that could be the start. Key point for me however is that there are two potential events to push the share up - i) the pre-Nasdaq rise we hope for is driven by LSE speculators prior to the NASDAQ listing. I dont think we are a very high profile share and I certainly dont think we are shouting about listing (i had forgotten and had to go back and check yesterday as to the timing). On that basis maybe we are a little under the radar - however a trader may drop in with plenty of time to do so prior to listing. ii) the real impact will hopefully occur on listing on NASDAQ with simple market access for US biotech investors to select 4D - given US market tends to value future cashflow growth higher than the UK, the hope is we will rerate once upon NASDAQ. I would expect that SPAC directors and 4D investors will have a good PR roadshow planned for 4D starting next week.
I am hoping for significant re-rate in the first few days and would not be too surprised to see us around 200p or more.
GLA
NtD

I am hoping for a progress RNS in relation to new project progress that will hopefully trigger a positive re-rate (and i think that will occur this week). Fairly chilled out however as I am not relying on this finance wise in the short or medium term - its for the warm glow of having the value recognised and available if needed and the validation that i was right to back the share.
The beauty of a share that is becoming independently cash accretive, is that the return will come - sooner or later as the assets, income and eventually even divi will reward to those whose personal position affords them the luxury of being patient.
GLA
NtD

I am hoping for a proper special divi of a decent magnitude rather than the frequent specials of recent years - gain some market reaction. I would love to hear of a buyback (given the tax issue on divis) but pretty sure that doesnt suit our resident Oligarch - suspect he wants cash to Switzerland to diversify his wealth - however i am not in the know. Also would be very happy to hear that we are progressing capacity upgrades taking advantage of the windfall profits here at present.
Whatever we do with the cash, hopefully the market will take note of one of the biggest cash cows on the FTSE index at present and take us off the naughty list.

It appears Odx are going to be the production expert in the gov eyes - Colin and team must have done well to win that trust. Given we can produce any test this appears to me to be a good position. The share price will go up when we start production ie after TT confirmation. I am a little concerned on this but government support and political need for uk tests mitigates this to some degree. Don’t care if Colin is comms naive - as long as he is tech and production savvy.
Gla
NtD

I have added to my position here today as imho we are now getting closer and closer to the NASDAQ listing (22nd March?) and as such I think we will start to see a rise in anticipation of a NASDAQ VALUATION re-rate on that news alone.
GLA
NtD

Those are some startling numbers Gewillia.
I have a few other shares that have highlighted the discrepency in valuation between US P/e levels and the UK - Bio-tech, tech, crypto mining where US peers have up to 10x the value the UK market puts in a share. It seems the US has a wildly inflated view of shares or the UK is wildly discounted. IMHO a lot of the former and a bit of the latter. I am seeing a UK desire for dual listings to access the higher US value perception and I hope FLTR do take this opportunity to raise there to lower debt as i do think the US will have a correction this year as a result. TBH what surprises me most is the US companies are not using this to drive a much higher surge in takeover activity from the UK market.
NtD

2021 is going to be the year of the Bitcoin but the 2020’s are going to be the decade of Blockchain. Alt coin investing will be at the end of 2029 where the cloud was at the end of 2019. Obvs all imho.
£10 will just be the beginning - 2029 price....
...add at least 1 more zero.
Gla
NtD

My order for £250k not showing as a buy or a sell.....
...maybe it doesn’t exist. Show offs - lol!
Good luck to you both and all
NtD