The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
James, I don't think graphene is finished, far from it, but VRS and NR in particular was fixated on securing scores of deals/collaborations instead of concentrating on a few which would generate income. The scores of collaborations could then have gradually been introduced. GLA
You only have to look back a few pages to see a plethora of 'deals' with top companies, whatever happened to those, before that amongst dozens of collaborations there was the Israeli airforce, and a Fortune (500) company, I don't recall any termination details about them, and what happened to Matt Walker?
I did very well out of VRS, but latterly having bought on 3 occasions I have given some back. I still hold but will not be adding more. GLA
My preference would be for a Rights Issue, let all current holders have the choice to participate, as opposed to a placing. I also think that where we are now looking towards meaningful growth in the co. the discount could be quite narrrow.
I've been investing since the 1980's, I read 'never invest in something you don't understand'. Well I did and BLU was it, I still don't understand it, but after buying on a spike I averaged down to the point where today I am in profit, long may it last and to the knowledgeable people here, thank you GLA
Thank you for sharing Dozzawba, a few folk here automatically assume nothing is getting done and blame MB, whilst no one is perfect I believe everything that can be done, is being done. The holdup appears to be at the MG's end.
GLA