Member Info for oogleflugal

First extension to end of year. Clearly these are serious negotiations with Madison Dearborn. Might well still be other interested parties. Won’t be surprised if this rattles along into early spring. In the meantime trading in line. Could be worse!

BMB5. Glad you can see that far ahead:) would have put it at about 50 years or less myself. Pretty confident it will happen though. There is so much money from the east with a far more urgent need for this to succeed

Rupans. Thats why I said you can either thank him or blame him ‘depending how your trades went. I did not get it wrong. As ‘far as I can remember it did get over £4 a couple of years back, but now back below placing price. Time flies and the loans and bonds etc must be nearing redemption in the not too distant future. So Dehann is after 10% to loan himself the money to refinance ? Crafty. I believe his wife or ex also purchased quite heavily on the way down. Still has enough dosh to buy the whole shebang. Also he has been shocked at the criticism he has received in developing Folkestone harbour recently. I saw UE increased stake recently, not sure how the share structure has changed over the last couple of years. It has been an intriguing puzzle, so I thought it was time to have another look with a new CEO, but I can see it might be more trouble than its worth. Its still a punt and a lot of guess work basically

You can either thank Euan or blame him for keeping this afloat. It was him after all that approached DeHaan about a comeback. I should think he is well burned out! If they offload the insurance arm that had propped up the becalmed cruise business I might get tempted again now the roles are reversing. Increased revenues and falling profits are not a pretty sight. There needs to be a step change and perhaps that is what the review and change at the top is about. The market never likes change until it works out it is for the best.i’d take it as a positive first step

Nocheddar. Its actually Lord John Lee and IC. There are 3 this years the last one where he mentions Cnc at the end was dated september 27th. Martin Flinton (Private Punter) has also interviewed Miles a few times recently and will be doing so again tomorrow and will write up on his blog. Gl

I think if you try John Lee podcast in Google where he discusses his portfolio you should find it near the end. If you look in Lord Lee disclosures you will find all his holdings listed. He has been in Cnc for yonks.

About 5% holding in CellX @ august 2023. Bacon looks very yummy. Good article Gonsan. Thanks

Some pretty hefty volumes today not surprisingly. Fairly muted response from stockopedia guy, describing the RNS as ‘gushing’ and ‘overly exited.’

Which is a bit rich from the guy who regularly gets over exited about far less interesting shares. The truth is though don’t run before you can walk. This turnaround has been rapid, from crippling supply chain shortage, useless auditors, suspended dividends and reduced revenues and profits to acquisition, more new products, meteoric rise historic record revenues. So how quickly will the profit return and grow. Not to much guidance on that yet. It’s all developing very fast and as Miles declared ‘don’t want to bite off more then they can chew.’ Lord Lee on the other hand (being an old hand and long term holder) is convinced this is being transformed into the big league. That will take a bit longer than the turn around we have seen in just a few months. Definitely something to get exited about.

I didnt realise t hat many of the drink packs currently on supermarket shelves are not recyclable. Seems this market takes a lot of persuading. To be honest this is the case with many innovations in different sectors. New potentially game changing product gets zero rating by the meerkat. Frankly it doesnt seem any more of a gamble than anything else at the moment. You'd think industry would be queueing up for this

Well this is a bit of a Christmas cracker. More record orders and revenue. Supply chain continues to ease. It going to bloody need to with these contracts coming in. Brilliant

Options at £3.9, not exercisable for 3 years from grant date. Now this seems the acceptable face of options, not like some companies that seem to rob shareholders blind. This is fair incentive to staff and fair to shareholders.

All the big banks have being robbing client blind for years. When are they ever investigated.? Not only did they not pay interest on accounts, we had to bail them out when they became even more incompetent than usual

They have spent all this time under investigation and what exactly have they come up with? FA!

Nasty business the finance world . Wouldnt be surprised if it turns out some big bank or another broker has an axe to grind.

All the info is in the last very useful and impressive presentation from Paul and Nigel. Nanogenics could be the deal if the century or not. Nigel pointed there out there are options other that direct finance from N4 if required. No more placings at current SP obviously. ‘ the best way to validate N4p is to get product into clinical trial.’ This is what is happening now along with grants for further research with Professor Yu at Queensland uni where it all begins!

If the worst did happen, pretty sure they would get bought out and keep the same format. Really is very good. If I can operate and navigate, anyone can.Hope it doesnt come to that though

Having just read up a bit on brokers, one article suggests that this is a sector problem far from confined to Jarvis. I held shares in JIM, IGG, and CMCX. I sold them all because it seemed obvious there would be a sector wide problem with volumes and spread betting falling off a cliff. Hope to god we dont get shipped off to Barclays or even worse Lloyds! Igg was good , just didnt like the site much. Pain to navigate. Iweb utter tozzers. When I filed a complaint to the ombudsman I rang up Lloyds PB to complain. They had never heard of them . I had to point out to them that they were the parent company.

Been with Jarvis for years. Best broker by a country mile. User friendly site. Always someone at the end of a phone if needed. Always prompt reply to emails. I don’t leave cash around there long enough to worry about interest rates. They have stopped trading against value of portfolio which is sensible. Don’t know what the fuss is about . Far worse and less scrupulous brokers around than them.

As expected more dilution to new lows for this lamentable shower

Not just any old accountancy firm either but Crowe uk voted top firm in 2022.