Member Info for oogleflugal

How weird. it was working. I copied and pasted to google just now and it opens up fine. Hope the stock picks up again soon. Have good weekend all

Leo I already posted that interview a few posts back earlier in the week. Shares are available again at 4.54p. Someone still offloading

Cheers Leo. Haven't been able to but a single share this morning. I guess MMs are holding on to everything they can get before the trading update

Hi Ishi. I have been keeping an eye out for the Darktrace IPO. It seems it will mow go ahead having been put back and nearly withdrawn. The valuation will probably put me off and will wait to buy in once floated. Its bound to be volatile. Mike Lynch ex autonomy boss was an easy substantial investor in Darktrace. There is currently a US extradition order for him from the US from where HP allegedly grossly overpaid when they bought his company out. I don't what part all the lawyers and advisors HP played in this, but would have thought the fault or blame lays squarely at their feet id in deed there is a case to be answered. I remember Autonomy was a very volatile stock. Was in it myself. A lot of news again today about Russias "solar spy project' evading American security with relative ease it seems. There will be no shortage of work for cybersecurity in coming years. Darktrace pedigree sounds dramatic 'started by Cambridge mathematicians and ex government security intelligence officers. Gives me the creeps already.

Eventually the truth outs. The media are just great at sensationalist extremes to suit their headlines, rather than reporting a more balanced view on the facts. Virolens may have been a bit naive. Unfortunately they have no control of being misquoted. Of course they have influence with what they publish, history is littered with bad press unfairly tarnishing reputations.

[Today 07:34] (Alliance News) - Travellers arriving at Heathrow are being forced to queue for up to six hours due to coronavirus checks at the border, an airport executive said. Chief Solutions Officer Chris Garton told members of Parliament that "the situation is becoming untenable" and the police have been forced to step in.
6 months ago the Director of Heathrow begged the government to fast track Virolens. Then a journalist from the FT with another agenda decided to trash this British invention instead of congratulating them for a great achievement in a short space of time. A twenty second test now with its own phone app passport! Way ahead of the game

Great start to my day after three rather lack lustre updates from 3 other companies I could do with a few more of theses:
Revenue US$44.0 million, a 35.4% increase on Q1 2020 (US$32.5 million) and a 27.2% increase on Q4 2020 (US$34.6 million), the strongest quarterly revenue performance since the Company's inception;

I'm not surprised F if its one of my posts! Food price inflation generally but Cashew an Palm oil specifically are very strong prise wise. Lincoln mentions in the interview that not only are they hitting record yields the prices are also being squeezed higher. They have agreed to a fixed price for locals which is nice, but with the provider that that price is held should it go lower. Pretty canny! Like hedging any commodity. It makes a lot of sense both for the community and the company for stability in an unstable financial environment. Old Dutch Band name, although it was so long ago I'm not sure if thats actually even the name to be honest. I think it meant WGAF!

I wouldn't worry about the Sp. Looks like a UT trade. Update in next couple of weeks may help. The main thing is the business prospects look outstanding. Their website is excellent that should cheer you up if you haven't seen it. This is a bit off the radar I feel but I expect the market will catch up especially if prices keep rising on the back of an expanding business

Glad I'm not the only 1 R! I find it useful in some regards and learn what to take with a pinch of salt and ignore. Thanks for your posts on DKL too. Was meaning to get in much earlier but at least took a surprising chance to get in under the 5p placing price when it emerged recently. Posted the Directors Talk link yesterday with Lincoln Moore . Their website is amazing too. This looks a really sophisticated well organised and well tooled organisation.

Two writers on Stockopedia passed this over recently. Although they were quite keen they didn't like its low assets, they seemed a bit suspicious. I understand companies like Carillion gave construction companies a bad name but this is nothing like Carrilion IMO. This is a quality company with quality partners. I must say Stockopedia is good as an encyclopaedia of stocks, I'm not sure I'm entirely convinced by some of their assessments and gradings. I suppose its good to get a variety of opinions. Roll on £7!

hTtps://www.***************************/dekel-agri-vision-delivering-best-ever-month-of-production-interview/412976791. Very encouraging interview with Lincoln Moore on director talk.
Was surprised to be able to pick up shares below placing sp. Well chuffed. love the cash in cashew nuts

gell. Firstly if you sell will you reinvest? Secondly is your trade leveraged? thirdly If you reinvest again you could compound the loss if that investment also goes down. Fourth do you have a time constraint.
This is a very news driven stock. News of impending US patent could cause a spike surge in SP. News of partnership will probably double treble quadruple or more. It all takes time but would hope that there will be are a few weeks away on more patent news and a few months on partnership. Delays often happen with this line of work. There is the possibility that there will be a need for more cash as they have no income if they don't get a partnership
If you are simply uncomfortable about the sp remember there is no gain without pain.
This is a high risk venture. there are no guarantees. Its a high risk/reward stock. My feeling is we will see a very good return at some point, but you don't get a strict time table. The sort of stock you tuck away, add to sometimes, and sell on news, not no news. Gl

From march 23rd:
“We congratulate Deliveroo on their IPO and can confirm that on completion of the IPO, Amazon will still own a large proportion of our pre-IPO minority stake,” a spokeswoman for Amazon said in an email.

Deliveroo CEO Will Shu plans to sell 6.7 million shares, a sliver of his existing holdings, valued at 30.8 million pounds at the top end of the price range.

Shu will hold 6.3% of the company post listing, though the stake will carry 57.5% of Deliveroo’s voting rights because he will be the sole owner of Class B shares, which carry 20 votes each, versus one vote each for Class A stock.

ES on Stockopedia did say fill your boots if it hits 17p. Does a UT trade count?

I think you guys have done well. It did drop to 90p at onstage which made me wonder if I was reading the wrong company results. Apparently they spent more on R&D this year which I would have thought would be another positive, and of course there was their on version of Brexit (Indibrexit)from India which was sensible and will save money although it cost about 0 .7 million. So the eps is actually down a bit, but those are one offs and wealthier are hopefully at the end of the pandemic rather than the beginning. Its seems the market looks a stock report making profits and goes o no this can't be happening no million pound debt they're not to be trusted.

Actually with the press having told the world institutions shunned this IPO it looks like they took nearly 60% at IPO price. Almost sounds like a conspiracy lol!

Seems to be the negative sentiment from institutions affecting the price. Goldman Sachs bought a big chunk of the IPO to support the placing which was already at the low end. With support from Amazon who have more than than just a financial interest and a trading update on Thursday we will see just how crazy the valuation is either way. So have taken a small position this morning too

Yes I've been wanting get back into silver. A lot of commentators are expecting it to have outperformed gold by next year. looked at ETF tracking spot price which is obviously going nowhere. Poly is interesting too but I don't feel comfortable investing in Russia or China come to that. The particular concern wit FRES seems to be that Covid is slowing production. Currently I am investing more in precious metal specialist not only scarce and valuable but useful too. All miners seem to be negative and decided that was a good opt top up on BRWM. Fortunately waiting for it to drop back from the spike first thing. Definitely keep alert on Fres. Its just knowing when to make your move.

The results seem ti have induced lot of selling. They do say sell on news. I didn't think the results would do much for the sp, but Its a very solid if cautious set of the results. The market seems to prefer unachievable wild targets than the truth. A great performance under the circumstances with 52% improvement in margins, modest increase in cash, dividends and revenue and we are coming out of the pandemic if the rest of the world can organise themselves better