Member Info for oogleflugal

Come on Nigel. Time to get out of the rocking chair, put the fishing rod down and tell someone why the shares have 6 times the average volume today.
A couple of price monitoring RNS are not sufficient.

No reflection on PIworld . Big fan. This presentation reminded me of an episode from the apprentice. Love to hear an Alan Sugar appraisal.

The world maybe ending but aint nobody going to stop Oli's quest to reorganise the house buying process!

How to kill a share price , Award schemes and exercise of options. Good of them to do it before us PI's got mugged by the placing . Institutional investors might not be so happy.

Spades. Any more news on Triccoya plant. Can only see that the hope to beat the operational date of July 22. I see the took over operations to speed up the final stages

I do understand the sp looks awful. Unfortunately this is what happens when stock like this has a fairly high media profile and attracts thousands of retail investors and it is largely them that drive the sp up or down. The big investors have taken their positions and don't general trade on outside news like retail investors because it has very little to do with the actual business. I think our recent Finland investment is closest to Russia and not a very large investment at that. Looks a very good addition though. At the moment its pretty much across the board, and some companies have stockholders that are forced sellers when events like this occur, such as investment trust and insurance companies. I'm trying very hard not to buy more here as I expect other investors feel to. The sp now is pretty immaterial to where it might be in 2 or 3 years. Best to diversify because there are and will be plenty more equally good investment cases in a similar state after this weeks route.
So if not fully invested yet, very good luck. May get cheaper but the value is the same or possibley a lot better than when the sp was in the 30s.

Some very odd comments here.about share price drop . They still have 45 million cash , which is a very sizeable war chest to pick up some bargains and have already realised profits from the sale of assets. The sp just reflects paranoia at the moment in this horrific situation.

I think EVR beats that . Stock 52p. Div 35p! Seems to be the investment needed to bet against Amazon and Netflix causing concern. Anyone here subscribe to Britbox?

I dont think anyone else got a look in. The placing was for 35 million shares. Max got 6.5 million, Schroder's nearly 13 million and Slater took 26.3 million in this oversubscribed deal which is a grand total of circa 45 million and then us plebs get the crumbs. Bit disappointed with 1% to be honest. Someone on Investor meet Company asks whether private investors could take up bonds in future which gave Ben a bit of suppressed chuckle!

As Murray Walker used to say 'Anything can happen and it usually does' .

Schroders hedge fund already hold, so this looks like a confident addition along with Kestrel taking another 6.5 million after consolation on the legality of their right to subscribe being ok. Must be pretty close to the limit. Be interesting to see who else pops on the register. Thats over 18 million shares between them, about half the placing.

So 42 million raise completed just like that. Excellent stuff!

I look forward to the meeting. This acquisition runs a little differently to recent commentary from the company, so it must have been an irresistible proposition and especially at a time like this. So hopefully an excellent time to strike another enhancing deal

There is also this presentation on Monday at 4.30 with Investor Meet Company. Easy to register and free!

Interesting operational update. Good to hear everyone is safe and they are still operational. A cessation in rail transport could hamper them for a while and largely depends how much infrastructure gets damaged in the process of Russia's 'self-defence.'
As they say it is impossible to predict the outcome of Putin's intentions as he is yet to update the world on that if he actually knows. The world will still of have a massive requirement for oil, gas and iron ore. That's the bargaining chip. I don't think they care too much where it comes from.

Russia owns the land and it is licensed to the company. The same applies in Ukraine. As far as counting for anything you might light to ask the poor citizens languishing in Iranian jails if it their citizenship counts for anything. and probably made worse by Johnson's feeble interventions. BP is down because of its involvement in Russia. They had to hand over a massive part of their 'partnership' in Gazprom to Russia a few years ago. I don't think we are about to embark on. world war3. Could be wrong, perhaps Putin is nuts. Everything Putin has said so far although skating round the truth( remind you of anyone else?), has been carefully scripted to try to avoid full-blown confrontation. He's is not invading or occupying Ukraine, he is demilitarising and defending the rights of Russia and its people. I think they are are as much likely to be the judge of that in coming months. If he is as good as his word he will be hailed a hero, it it goes wrong, he will be confined to history.
I think some of these stocks particularly FXPO are a very good gamble right now, but thats what they are and always were a huge geopolitical gamble which is why their true value has always been suppressed.

Typically idiotic reaction from the market, with another quality replacement CFO and exec director from QQ.as the good Doctor builds a sold and exciting team to take the Tardis into a new phase.

The markets are nearly always confused about something. At the moment there seems a lot more to be confused about. Dodgy world leaders, are not unusual but they do seem to hog the limelight even if these matters are maybe a little trivial in the over all seems at the same time as being completely reprehensible. Russia , China, Brexit, supply chain, inflation, interest rates, energy container ships etc. The markets have stayed up remarkably well considering. The good thing is this all news that is out. Its the hidden stuff the market doesn't like. On Russia, I think Rasputin is seeing how far he can push and what he can get away with unless he actually has a death wish. Hopefully nearly all these issues can be resolved in the next 12 months.
BG had record withdrawals in January which is hardly surprising, not least because mostly they have performed well with the exception rather surprisingly of Japan. Naturally they are imploring investors not to give up. I guess they could start by practicing what they preach and do some serious buying themselves.

As the new scientist points out, both these industries are too valuable for a solution not to be found re 5g:
https://www.newscientist.com/article/2304975-will-5g-mobile-networks-in-the-us-really-interfere-with-aircraft/

There seems to be an issue in the markets with tech stocks. That issue is valuations compared to growth and profitability. Even if growth is in line and cash flow ahead whatever the reason for a slowing in profitability is going to knock the valuation. On a PE of around 20 currently is about right for this sort of stock. I guess it will improve when sentiment in the sector returns. The only other slight concern is the wrangling by airlines mostly in the States about possible interference from 5g. These concerns always seem to surface with the next generation of telecom mobile. Will see if its more than just political but I'm sure certain airline manufacturers would love to have something to pin the blame on