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Expect a flurry of new Contract awards over the coming months given global investment in the O&G sector ( outside of the NS âŚ,thanks to Hunt ) has its own momentum, and PFCâs own comments â a healthy Group pipeline scheduled for award in the next 18 months of US$62 billion â. We also have a healthy level of Traders â Shortâ.
Annoying, but fairly academic with every likelihood Labour will shortly be in Government who most probably will just have a straight 78% Profits Tax, which wonât be that much of a shock. Itâs the Investment Allowance next on the agenda that concerns me more !
Havenât been paying attention here, but thatâs a welcome release of funds. Still believe this has a good way to go under the current CEO.
Well according to AS youâll need to awaitâ Phase 2 efficacy study(subject to FDA approval) which the Board considers to be a major value-driving event for the Group â. But there again such value driving events in the past have driven us down to this point !
Well if no TR1âs there is a good chance theyâve already allocated their holdings to cover a few Short positions. Institutions donât do loyalty, unless youâre generating FCF & Dividend returns, we were likely seen as chance to generate a quick return and who can blame them. AS isnât the only one who can tell a good story !
Problem with scientists they thrive on trying to push boundaries with their inventions. Thatâs fine when they play with their own money, but living on others means comes with a responsibility to protect that support, and not be taken for granted.
Problem for AS is that theyâre not always in control of timelines, the FDA in particular are fairly stringent and methodical in their approach and can easily knock you back a few months if not careful, hence the liberal use of the word â expectedâ.
Be interesting to see the REX take up, which will indicate where the Retail investors see this Share going over the next few months. With management credibility shot it wouldnât surprise to see it fall rather flat.
Iâm coming to believe that we are seeing the influence of Christina Coughlin here, she wonât allow the messaging to get in front of itself, she has a highly regarded reputation for good reason. The real question though is what, if anything, she is also seeing in the data readout !
In the secondary market retail shareholders are so far down the pecking order we count for little, thus Directors probably feel weâre very ungrateful in not recognising a Retail Offer, of sorts, was indeed made and we need to accept our place in life !
Youâll find most posters burn themselves out after a few months of shouting and seeing their investment going nowhere. Best just accept weâve been done over by the BoD, sentiment and loss of confidence will take a long time to recover just like the SP.