Member Info for oogleflugal

I see somebody suggested Arnab bought 3 million shares in the placing. In fact he bought around 16,000 for 2.5k. Just for the record.

Seem to be on the rampage with another strategical purchase 9 miles west of Glasgow airport. Apart from the pandemic blip. a nice steady upward graph and near 5% dividend. Edmund Shing recommends them as a potential investment on Stockopedia. Seems a pretty shrewd investor

Aviva upped holding to 10% on Friday. Perhaps growth is around the corner.

Have bought quite a few more recently all showing as sells. Pretty sure a lot of this share weakness is down to forced selling by IGG. Even if thats not strictly the case this company has a great future, whether its in their hands or somebody else's

Seems to have been a number of factors conspiring against CAPD. Firstly the placing which the CEO correctly pointe out had satisfied a large proportion of investors. The counted selling of ex founder, the weakness of CEY share price and finally IGG snuffing out potential investors in a number of small caps. So thanks for the opportunity to buy in again here IGG and never really got on with your platform anyway so have close out permanently as clearly they only want gambling addicts for customers

The only thing that has changed since the announcement about patents is the declaration that they are in the best financial health they have ever been in and are sufficiently funded to move forward with trials and possibly in a better position to find a partner.

With all the noise on mortgage deposit easing and construction this looks like it has been well overlooked in recent months. On a ROCE & ROE value in mid thirties a bit of a steal to put it mildly

With triple the average trade volume yesterday its good to see IGP join the exclusive 52 week high momentum club today on Stockopedia. It is up 75% since last march, but I feel this has a substantial way to go yet and could be due a proper rerate before long, although not cheap on current figures. Surely they will be revised and smash short term target £1.25 .

There are thousands of companies trying to find better solutions for testing. Camels and Llamas anti bodies? Its very French. Problem 1 they are about to start 3month trials. Problem 2 the test takes 10 minutes. Problem 3 its only 90% accurate by their own admission. Problem 4 are Llamas and Camels willing participants?
I must say I am disappointed how long it is taking Iabra to get this approved. It took them 3 months to invent, design and manufacture. Its now taken 6 months to find a way to counter various dubious media reports on the authenticity and accuracy of Virolens. The other thing I find very good, is that Key Options who bought the distribution rights for Asia and Australia have plenty of information on this product on their website inviting people to register their interest. Here in the UK a company called Histate have the distribution rights. Absolutely zero mention of Virolens or any other product come to that.
The fact that they have got TTG on board is encouraging but their pr team is pathetic. I suppose they were made to look complete fools in their first foray where their evidence or lack of it , was completely pulled apart with Intel withdrawing early statements about it , and a professor roundly condemning their 'research.' I think there was a certain amount of naivety in realising that dealing with medics is not the same as hungry sensation driven media. Perhaps they are being a lot more thorough and scientific this time. It seems like a very simple idea. Take a magnified photo of the virus unmistakably recognisable in 10 seconds.

I wonder why some posters don't try researching companies they comment on :) CommAgility
CommAgility is an award-winning, world-leading developer of embedded signal processing and radio modules for 4G and 5G mobile network and related applications. They design the latest DSP, FPGA and RF technologies into compact, powerful, and reliable products based on industry standard architectures such as AMC and VPX. These products are widely used in high performance test equipment, specialised radio and intelligence systems, R&D demonstrators and trial systems working in conjunction with Intel based control processors from Concurrent Technologies. You should look at their website you will be surprised to see the range of companies they are partnered with.
I think the recent price fall had possibly some thing to do with IGG not wanting to be involved with leveraging trades in small caps and have stopped dealing certain securities. They only want gambling addicts who want to loose money it seems.

The usual sector issues. Some drag expected on earnings from last few months, but work at home is expected to become part of 'return to normality.' Looks over sold to me so adding again

They found a few more for Schroders who must be top holder now after top on Friday. Way too cheap

I think Mark's hands are tied like many small companies waiting for the airline industry to open up. Clearly their entrepreneurship at the beginning of the pandemic helped them to get in a position to survive. Without that I doubt there would have been an AIR BB to post on. They are all over the market when they have good news to shout about, but that quickly evaporated by the end of the summer. Clearly even the rich Jetset have not had the freedom to travel , just lots of enquiries. Have to judge what shape the business will take when global travel opens up. In his own words visibility still unclear. Until then they have the divi covered this year but I don't really see the point as they have a business to rebuild. Its not like they have massive income or revenue, just a decent cash pile thanks to the placing, which will evaporate pretty quick.

Hi Mark. Do you know what short positions are currently? all sites I've checked seem to agree for the first time ever only two institutional shorts for about 1.7% of company both significantly reduced recently. So it docent look to me that that has been so influential on the drop this time

not sure what you mean about 'lowering spot increase overall profit'. As with most stock the sp falls when a company goes ex div. The total dividend reduces capital of the stock for that amount. Not an exact science. The idea is to prevent people trading the stock heavily on ex dividend dates so its not worth trying to jump in and out just for the dividend. Not really anything to do with profit. Many of the big companies have 4 equal payments to prevent divi hunters. The company makes no money out of day to day share trading unless they are doing a placing or rights issue. The overall lesson is divs are just a small bonus, trading for a dividend is a fools game to quote Mr Buffet.

Investopedia: There is generally a borrowing fee for the stock, depending on its availability and liquidity. Additionally, the borrower of the stock is responsible for paying any dividends.

Not sure whats going on here with those whopping trades. Possibly Brokers fannying about. So back in, may drift back in the 230s or 220s even. Fundamentally a great company but can get a bit choppy. Long term outlook should be solid

At least it has a great div gsk if it holds. I sold them for over £20 back in 2000. Nearly everytime since then I've cut my losses so probably a bit better than even now. In fact I bought a few last year and made about £100. Interesting whats happened with big Pharma. I don't think the market appreciates AZN's non profit vaccine now back to where I sold them having risen to £90 on finding a vaccine now they've found it its not worth anything! Good on them though. I don't know if GSK have done the same offering free services to vaccines. I was looking at them again this morning, but I remember them going all the way down under £10 in 2006. Investing for dividends has not been straightforward this last 12 moths. One thing that drove mcro after interims was reinstatement of the dividend. Its total joke people who took that view have lost £1.10 off the share price to get an 11p dividend! I saved 50p of profit per share and decided they can keep the dividend. I think its going to be a lot tougher this year for investments now we're allegedly 'approaching getting back to normal'. So much recovery is already priced in

millers ton. Very wise words. I just escaped from way too big a position in MCRO with rather less profit than I should have had, listened too much to all the hype and brokers saying it should be at least 3 times current share price and has promptly dropped 25% on debt worries I would imagine. I don't want to leave so much in cash and all investment looks a bit top to me I remember my mum and aunt holding this along with Merchants Trust, Scottish Mortgage, and Majedie. They never seemed to move much but always paid a reasonable dividend. God only knows what happened to Majedie but that lost about 50% of its value over 20 years. Merchants has stayed the same, but 20 years of 5% dividend is better than sitting in a bank. Scottish Mortage really transformed itself after 2000. I should really have put everything into it and forgotten about trading altogether. ATST seems to have finally shed its old fashioned Dundee dull approach and followed to some extent SMT and MNKS into America where returns have been 4 fold what the uk has to offer. The big question is can they keep doing it? The answer is probably yes, or at least I can't see anything in the FTSE 100 of the calibre of anything on the Dow, that is likely to alter this astonishing growth and outperformance. I bought back his morning @ £8.98, so assume that nearly all trades are people buying back in too, regardless of all the reds showing this morning.

Cant quite fathom the drop when the nav is about 20p higher than when they hit 9.20. Never thought I could make money trading an investment trust. Seem to have an almighty buy back program not sure that really works either, Surely they would be better increasing investments, They don't hold the bigger positions of SMT and Mnks which probably explains why they are doing better