Member Info for oogleflugal

Thanks for the post Foo. A very well debated discussion. "I'd want to be out of the dairy industry tomorrow morning" so says Jim. I think if you were a highly leveraged dairy farmer with a new automated milking parlour I'd agree its not a comfortable position to be in. I can see America, some South American countries, Australia and New Zealand being in trouble with agriculture at some stage. A lot depends on how the transition period goes, it could become seriously difficult. I dont see small British and French dairy farms being impacted in the same way as some of the big bank rolled farms. The uk has some of the best small batch cheese producers in the world. I dont see that changing in 5-10 years , if anything that industry could benefit from the interim period of change and continue quite happily alongside the new food production revolution. I like the comparison to cultured meat only requiring the same level of hygiene as baked bean production, rather than the discipline required in the production of drugs. I think I mentioned before about shelf life comparisons and one of the big advantages that lab meat has is the absence of blood. There is no doubt that the old guard are absolutely shiiting themselves , which is why they are coming up with fairly spurious arguments as to why it won't work and why companies like Nestle, Findus, Mitsubishi are already heavily positioning themselves on the side of this new techno food revolution.

So Kestrel, in which Mr Scott has a 'legal entitlement ' increase their holding to use over 29% level with Mr Scott's personal holding. Are they just soaking up what ever comes to market? Never seen the likes of this kind of buying before. I suppose at the some stage they expect the penny to drop and like CNIC they will see some kind of infection point when the cash conversion kicks in. I can't imagine there is much more to spend on R&D, but possible acquisition maybe? They still have a lot of cash sitting around

Its quite extraordinary that all 4 of those stocks I mentioned have seen big gains this week. All in technology which is supposed to be out of favour. Even Cnic had a very strong sell off but now recovering strongly. Uls have a new CFO who looks a good replacement. Hope the momentum keeps going. GL

As I said on Advfn a lot of suspicious trading been going on here, which doesn't reflect the the business or its potential. There was a similar pattern end of last year with the sp dropped back 20% for a couple of days to £1.05 I think it was. According to LSE there were some big SL trades recently that look like sells. I rewatched the November update on Monday. There were so may positives but one thing that struck me was the comment about heir business not relying from an uptick from lockdown.
This is an important point because many online services saw a 5 fold increase in activity for 1 year only to fall back again.
For CNIC they identified that a lot of new business created by lock down was simply start up, and too small and unreliable for them . Their growth is coming from the established market place and although quite sticky, it works well for them both ways, i.e winning new customers and keeping them, so increasing recurrals. Full results not till March 1st so this recovery is very encouraging 'expected at least at top end of forecasts.'

Pinterest was acquired for about 7 million. So whilst in the grand scheme of things a £300,000 contract may sound insignificant, with the hundreds of clients on the books it is actually a pretty decent deal and of course could lead to other work. As Mr Williams says 'SWG is in the best shape its ever been with no debt" Probably why he and Mr Higgins sunk yet more of their money into the stock. Just so typical of the market at the moment with small caps to put 2 and 2 together and come up with a minus figure
.

The sp has taken a big hit because the possibility of getting some much needed revenue had a set back from 1 study. The results were clearly disappointing, but also surprise. That t doesn't mean its the end of the story, it just makes the share price questionable for now. The fact remains that Nuvec has a wide variety of possible uses in oncology and virus vaccine delivery for which they have a global patent.
This is never a straightforward process and the fact that larger potential partners are prepared to cary out their own trials is pretty encouraging. There is no question that they have some thing unique and able to improve efficacy of medicines.

Thanks Bod. Great to see momentum still here. Having said I would rather be here than any of the others just seen top riser this morning: Ingenta! Still the case though I don't know enough about these other companies, but they are clearly very canny investors

https://kestrelpartners.com
here's the link to Kestrel. I think ULS and CNIC are the pick of their current stable which includes Access Intelligence, Ingenta, Gresham Tech and Idox, none of which would get preference over investing more in the two I'm already in. It does look as thought part of the plan is to develop, add value and pass on these companies. Also an interesting comment about lack of interest from UK investors in small caps and an increasing interest from overseas investors who view these companies as undervalued

Hi Bod. Just googled the info from the RNs about holdings. I have actually sent an email to ULS for clarification but not heard back as yet. I suspect its all done via . I also have looked at Stockreport on Stockopedia. According to them there is a 73% holding by institutions with Schcoders, Herald etc. Kestral have 28.99%. Ollie Scott has 29%. The Kestrel holdings are in a 'Guernsey cell'. Kestrel have been accumulating share for clients and directors. Very similar structure with CNIC another company I am invested in along with Kestrel. As you say not a significant shareholder but I hold a fairly unhealthy weighting now both in ISA and nominee accounts with JIM. Worth reading up on Kestrel. Cnic started to lift off earlier last year and still expected to double . Great to see ULS getting going again. I got a bit lucky on my timing here, selling at over a quid last year and been building back a much larger holding since. Much needed luck really because the sell off has been quite indiscriminate in the autumn. Housing market could be quite flat next year. Wonder if they will try and take their model abroad. The great thing here is land registry is now all digitalised and access to planning info is all online. Hardly need a ruddy solicitor any more, just an intermediary to hand the cash over for house transaction. As Aimsurfer says looking for exponential returns from both these company. Must check out Kestrel and see if there is anything else they are involved with!

Think I may have got the Jim Mellon connection wrong. JIM is Jarvis securities and BNY Mellon is a large specialist wealth management company based in New York. So in many ways that's even better! GL

Jags to go fully electric by 2025, just 3 years away and Volvo by 2030. Toyota outselling General Motors in USA. Vroom vroom! o no that will be a noise of the past

This is getting very interesting. Not Only is Ollie still buying but looks like Jim Mellon is aboard too. Great stuff

The Nikkei has been doing well this week. The price you pay for expertise and excess of nav: Failure

Obviously oblivious to the rise in the Nikkei!

Well done CNC. Terrific performance in a dreadful year. I don't mind admitting I was sweating a bit with no expected update before Christmas. Dividend in tact and slightly ahead of expectations:
The Company expects to report revenues and profitability slightly ahead of market expectations despite the ongoing challenges that the worldwide component supply chain is experiencing. Whilst the component issues are ongoing, the Company enters 2022 with a robust order book and an exciting pipeline of innovative product releases to grow our customer base and revenues in 2022 and beyond. Really well done guys and gals



The Company also expects to pay a final dividend to shareholders and to pay this after the final results for 2021 are announced.

Certainly looks that way hectordog. Interesting rise on total voting rights RNS. One of the few brighter stars in small caps at the moment.

No posts for 11 years! Not bad for this little trust thats gone up 3.5 times and pays a decent dividend. Not surprising that 72% held by institutional holders. I sold in the summer ut pleased to get in again just before Christmas. Many big investors have tipped Japan to take off again after a period of consolidation.

Exactly right Expart. Copper . Not sure that you were at all incorrect in your assertion. A management investment company is a type of investment company that manages publicly issued fund shares. Management investment companies can manage both open-end funds and closed-end funds.Thats exactly what Hl is. It has various funds under management for pensions etc just like any other investment vehicle. All investment companies are effectively investing their clients money. As far as I can tell this is not simply a nominee account. The fact is ATM have over 50% institutional shareholders now. With the Christmas addition of Mr Rawlinson to the board I think we can safely assume that his role is to bring in a lot more institutional investing ' to take this to a billion dollar company,' Gl all

Great link Alfacom. thanks for that. Very exciting and much to look forward too. Amazing how laid back some of these city gents are about billions. I suppose thats just what they are used to dealing with.....yawn

Yeh. Very disappointing. No news and cybersecurity sell off. Dark trace halved in price in last few weeks. Not totally surprised.
I asked Klass about Darktrce and simply said they are in a very different area of cybersecurity. Crossword update today was pretty flat. I don't suppose Andrew Walker selling 300,000 sell 'to pay for options. helps the sp. Somebody must have bought them or is the MM's dumping them on the market? Fincap held their £1,25 target on results analysis. They were pretty quick to lower their target a few years ago when they went doing so well. This has been a great turnaround, cash in the bank, 12 of thirteen loan notes converted to shares. Covid won't have helped their expansion plans. Klaas said no way would he go to the new office in Amsterdam till Covid subsides. In the same boat as many small caps except we have a strong balance sheet. Need some order news and or an acquisition.