Member Info for oogleflugal

The Oak bloke has done a fantastic dig into the complexities of ATM, of which there are many, rather than the cosy fireside chat approach. As OB says shareholders have been under constant bombardment for a couple of years. The battle not yet one but firmly on the front foot once more with the back up of metal prices, increasing uses for tin, and widening portfolio, but there are weaknesses which explains the volatility . A lot more things need to go right to achieve the kind of victory we would like to see.

Well done Tech. At least you tried. Basically Nigel communicates with the market when he needs more money.

NAScan. I think Mills mentioned something about having to unload a few shares because they were slightly in breach of maximum permitted holding. I fortunately bailed at the last update. I did attend a meeting last March where they unveiled their 5 year plan. My feeling is they are hardly a growth company apart from the blood testing. They should be paying a decent dividend by now. Bains gave some limp excuse about once starting to pay a dividend they couldnt stop it by law! What a load of rollox. They could easily pay a special or are they planning to fritter away on the disastrous fermentation business. Bains obviously usefully back on the golf course. I thinking they have tried quite hard to right a holed ship, just misdirected and not very successful so far. Who knows it could suddenly turnaround . Stranger things happen at sea, but very little evidence after a long time.

Great results ahead of expectations and accelerating growth. So why the sell off? Can only be fund managers again.

Something of a relief rally today especially after Mark Carney’s brilliant statesman like speech. At last somebody resembling a true world leader, although trump wouldn't understand any of it, he’s not likely to crawl back under a rock anytime soon. Expecting more outrages from the orange barnacle and plenty more volatility

Nb ‘not to ignore! Lol

Slight beat. Decent trading . Footwear may not excel this year like last year, but surely will take off again as the next olympics approaches. Sure Nike are a big part of the business, but the increasingly are becoming a lot more than that providing much more sophisticated foam products to industry. If cookney rebel says multi bagger, its a not a good idea to ignore, especially with so few really good small caps to choose from.

Direction of travel is not really a numbers guide. The only prediction so far is that research having had an exceptional year, would return to normal historical levels. No target for growth in America or anywhere else. Just saying you expect further growth is not really guidance. A couple of years back analysts were talking about Niox catching up with its valuation and moving in up to £1 plus. Instead it’s meandered around these levels for over two years. It’s not bad if you give all the profits back to shareholders but it does start to look like ex growth. Probably why the former largest shareholder at 29 percent , Griffiths , left the party.

No guidance , which is disappointing. USA has been a problem because something went wrong with their distributer. I thought they were with Thermofisher? So they are going to employ 10 sales staff which won’t be cheap. The research saw a one off this year and will return to norm. It’s a great company with the tax offset and the new pro selling well. Doesn’t sound like any progress with the home kit which is disappointing. I too sold out my much smaller position on the spike . Really don’t know what to make of it. Complacency set in? Johnson gone to BIG and doing well there. I can understand now why takeover was short lived. I think was more than just about volatile markets. Nice little earner but unless they come up with something more substantial I think it’s looking fully priced.

No pleasing some people. A slight beat and the sp retraces! That’s happened to a few stocks reporting record results this week. Cavendish actually upped its price target to £7.60 on these results. If a strapped cash council like Cornwall’s can’t do without their services it suggests that JNEO is pretty indispensable which is not a bad position to be in .

You can transfer into an ISA more than £20,000 from an EES scheme so long as it’s not more than 90 days after leaving the scheme. So it must be an employee. Would expect an RNS in a few days about that if it’s a director which presumably it is.

Pretty sure it’s a£20,000 limit for ISA. Otherwise there would be nothing to stop people transferring all their holdings into an ISA. The transaction cost of the two trades is showing exactly the same on London Stock Exchange at 13.30 twenty seconds apart. That would be one of the smallest spreads on record for a b&b. Just over 6 million trade exactly the same.

There were two trades on the 15th around 14.00? Sells . Surprisingly liquid though. Was hoping they might be exercise of warrants but think that would have been @.4p , so unless Nigel has a rabbit trick up his sleeve don’t be surprised if a placing is the next announcement with or without news which could be tricky in the current climate. So far they failed with Nuvec at vaccines , got nowhere with the raise for eye surgery recovery, sure there was something else. Now we are just relying on a mouse with IBD.

Yes sorry the limit you can b&b is still only 20k, in one year.

Nb. There is a share ISA you can take money out of and put it back in the same year but my new broker does not operate that system. Think it was called a flexi ISA

Currently you can hold as much as you like in a share ISA whether it’s invested or not. You can add 20k per year to your ISA . Lord Lee was the first millionaire ISA. Don’t know how much of that was his initial investment or how much he made. So in theory over 5 years you could have invested 100k. If you sell some of or all of your shares and don’t take it out you are still left with your 100k to reinvest ( but hopefully considerably more on your initial investment or less if you lost). So you can b& b into your ISA whatever cash you hold in it, but you can’t add more than another 20k in a single year. So if you had already invested 20 k for the current year you would have to sell something in order to instruct a b&b trade.

One of those marmite shares . My partner loves it . I think it’s full of toot. We both like marmite though

It’s more a question of what Mellons alternatives were. They already announced they couldn’t or wouldn’t hold a placing while their is such a big discount to nav, so he has done it by issuing shares at the actual nav price of £14. 50 ish. Which is considerably better than trying a raise at probably 4p!

No but Professor Dumbledore at Strathclyde university has shovelled all the snow away from the entrance to the laboratory . Hot drinks all round with CMAC (Cadbury Milk and Chocolate). Come on Nigel Christmas is done. Time to throw off the duvet and think about the next placing.

Although it does look like Nav is coming down to meet the Sp rather than the other way round that was hoped for. So no fee for this year the greedy Shellby Mellon management. Not that he needs or deserves it.