Member Info for oxygen

Chesh....within the MW Offer Notes “The Offer Document, together with the relevant Forms of Acceptance, will be sent to Modern Water Shareholders in due course and in any event by no later than 25 September 2020 “ .

Yep subject to shareholder approval on either side hence discrepancy in SP between both, as if SKIN vote against ( unlikely ) then MWG have more of a problem.

Very few Companies will be able to claim they have been saved by a Pandemic !

Problem being it’s cheap as chips for a reason. The CEO seems to be taking the easy route of shrinking the Company realising its currently worth more in bits than in whole and turning her back on some real growth opportunities such as Asia,. Yes it will plod along but there’s no dynamism here. Good luck on her pinning hopes that the UK will deliver the goods, its economy doesn’t look in the best of health right now !

‘ Is the virus losing its potency’ ? Well the Lancet Journal certainly believes so and to the extent that Lockdown impedes it’s natural weakening, but that narrative isn’t welcomed by the Govnt shown by their fixation on highlighting new cases and not actual deaths , which plateaued sometime ago. Anyway it’s in shareholders interest to support such scaremongering so for me Matt Han**** is doing a brilliant job !

Agree, you can’t have a CEO of a Public Company giving out forward notice of RNS releases on Social Media, irrespective of the pressure Impatient investors apply. That said GB is always very supportive in helping investors understand his Company’s endeavours so will put this one down to his helpful enthusiasm.

Well as CEO of a Company which is being called a fake and who should be imprisoned , I’d be taking legal action for defamation ( libel) as otherwise TW will just naw away as is his trade mark. Not the most pleasant of individuals.

Hopefully at some point the Government will have a clear “testing” strategy . Currently MH seems of the opinion only those currently showing signs of infection need testing, which is not quite what BJ seems to have in mind . No doubt Sunak will also have an opinion. Per the Times today....
“Matt Han**** blamed people without symptoms for causing a testing shortage by getting needless checks, saying there was a need to be “firmer” about eligibility rules.
He said it was “not acceptable” for people to book a test because they were going on holiday or for schools to send whole classes for checks. A sharp rise in demand from people with no symptoms meant those who were ill were being told to drive hundreds of miles to be tested, he said.

The French Connection could be this . “ A revolutionary test called EasyCov was developed in less than three months by the Sys2Diag laboratory in Montpellier...this test is similar in ways to a pregnancy test. The colour of a saliva-soaked tablet will indicate whether or not virus antibodies are present without any need to go to a laboratory for analysis” Not quite what Avct are working on though.

As that old joke goes “ why do women get married in white ......to match the Domestic Appliances “ !

RK......I suspect many Investors are only interested in making a quick buck on the back of its LFT and thus get slightly disappointed whenever a new RNS gets a muted response from the Market. As LTH’s daily price movements are academic, I’m equally pleased to be an investor in such a UK success story, but as my investments are held in trust for others I can afford to be relaxed !

“Just tell us what the hell is happening”.......I’d start by reading a few recent RNS ‘s !!

No Pharma Company will be rushed into releasing a vaccine in the USA (or elsewhere for that matter ) unless it’s efficacy is underwritten by the relevant Government.....and that’s a big call.

Seems the silence will continue for a while given AB has already ruled out a Strategy Review or a Capital Markets Day so little to get excited about for now, unlike the ‘fizz & pop’ days with Mark Wilson !

Talk is that Oz won’t open up Long haul flights till July ‘21 !

Haven’t been paying attention of late so was interested to hear that Bressay, being 12 km from Kraken, was indeed closer than some of its drill centres, so can understand AB’s quiet enthusiasm ! . I do like the way he operates.

I seem to recall AV.s Combined Operating Ratio on their General Ins book was 99.8% ....not exactly highly profitable ! Basically Ins. Companies are Banks with a dangerous hobby , that’s why AB will probably look to curtail certain activities !!

Yes many it seem think it’s as simple as licking a stamp.....It ain’t, it’s a very exacting procedure and it takes time.

As always there will now be quite a number of individuals privy to some very interesting detail......witness a number of trades yesterday. It’s impossible to keep a good story down although Umar would be well advised to kerb his enthusiasm !

CV is now for post mfrg......can’t do that until first pilot batches produced.....its std procedure.