Member Info for Pedrobull

Guess the thing to do would be attend the AGM on 10th Nov and ask a question about the luxury hotel operator that is waiting to get involved...

We look forward to updating shareholders on a number of matters at the meetings, including the appointment of the new DAGG nominated director and on contractual and commercial developments, in addition to the recent announcement of the 'collaboration' agreement with an international operator of luxury hotels."

Have seen this mention in any RNS, this post is the first I've seen it?

Last year interim results said - "In H1 our Australian stockbroking business finished the period with a modest reduction in AUA from historical record levels which is in line with Australian market performance. Activity remains elevated versus pre-pandemic levels. The migration of over 500,0000 clients as of part the ANZ Share Investing acquisition deal is on track and scheduled to finish in H2 this financial year."

Then looking at the Clas Action website there has been no update for nearly 1 year:

On 19 September 2022, we filed an Amended Statement of Claim on behalf of the applicants and group members, which is accessible below.

On 24 October 2022, CMC filed a Defence to the Amended Statement of Claim. (has anyone seen this?)

On 28 November 2022, we filed a Reply to the Defence on behalf of the applicants and group members.

Cheers guys appreciate the info and will look to add a few.

This war is not ending anytime soon sadly and like the war in Ukraine will probably escalate.

Luckily there are no nuclear weapons in the mid east.

GLA

I didn't know QBT had an X twitter account, just looked it up and they've got 103 followers :)

And West Texas Intermediate now $87 a barrel

GLA

Intel has a market cap of $151,000,000,000 they sure need some software from some students in Italy.

Lol

Just thinking of the discounted price this is trading at and interested in some of the risks with the war on Hamas will bring.

I understand the HQ of BATM is in Hod Hasharon just North of Tel Aviv.

Does anyone know how many employees work in Israel and how many in US & Europe and elsewhere?

This war could last many years and involve many more than the 300,000 reservists currently called up. If many more Israelis are called up will this potentially impact BATM operations?

There was also .95p paid as well for 4 million shares at £38K

And final dividend in March 2024?

March 23 was 4 cents March 22 was 5 cents

Gives you a chance to get out before it resumes it downward trend eh!

Initial 6% fall now less than 1% down back to 390p, might end green

I added 50% at £3.68

I think FG is probably quite happy he managed to sell another £1m worth of shares at 1.4p

Probably won't think about QBT until that's spent and he needs to put out another RNS to allow him to dilute you all one more time!

As far as I know Merchants outperforms the FTSE100 with income included and the FTSE All-Share Accumulation

Below is the 1, 3 and 5 year returns also included are two other ITs I hold for income which beat the indices :)

MERCHANTS TST 6.09% 62.11% 38.17%

EDIN.INV.TST. 18.8% 59.58% 26.02%

DUNEDIN INC. 1.58% 12.81% 29.36%

CrFTSE100UETF D 10.98% 38.41% 24.34%

L&G UK Index Trust C Acc 10.03% 32.74% 22.45%

I believe in BTC but not sure QBT will see any benefit to even a $1M BTC price.

Better of buying BTC itself or a well structured miner (if there is one) or BTC proxy like Microstrategy who hold 152,800 BTC

If Iran supports Hamas and Hezbollah (Lebanon) and upsets the Strait of Hormuz any further then yes $150 oil will upset the inflation/interest rate/yield risk off trade!

https://foreignpolicy.com/2023/10/05/iran-ramps-up-showdowns-in-the-strait-of-hormuz/#cookie_message_anchor

"The incidents are emblematic of the high-stakes geopolitical game of cat and mouse that the U.S. military is playing with Iran around the Strait of Hormuz, the strategic chokepoint connecting the Persian Gulf and Gulf of Oman, through which an estimated 20 percent to 30 percent of the world’s total oil consumption."

Caledonia Investments plc ("Caledonia") announces that its unaudited diluted net asset value per share ("NAV") as at 30 September 2023, calculated on a cum-income basis, was 5203p. This incorporates the biannual revaluation of the Private Capital portfolio.

The NAV total return ("NAVTR") for the six months to 30 September 2023 was 3.7%. A final dividend of 49.2p per ordinary share for the year ended 31 March 2023 was paid to shareholders on 3 August 2023, amounting to a payment of £27m.

Cannacord see value up to 145p now..

Canaccord said earnings per share (EPS) forecasts have been cut by 50% for 2023 - cutting its target price from 240p to 145p - but predicted that this year will likely be the trough.

"The silver lining now is that in a historic context the share price and our new estimates signal trough from multiple angles: 1) Since 2011 Spirent has never seen a 20% year-on-year decline for more than six months, suggesting a snapback in 2024 is possible; 2) Operating margins at ~10% are close to 2015 lows (9%); 3) The shares' FY23E 14x P/E and 1.2x EV/Sales are at historic trough," Canaccord said.

"A rebound in demand, EPS and share price is, in our view, more a 'when' not an 'if' question and we hence maintain Spec Buy."

I can't make up my mind on this and neither can the market.

There is clearly no other bid in the market and the potential £1.50 hasn't happened.

Paid share RAMPERS as well.

Rampers tend to post on the discussion boards of companies that have performed particularly well, knowing that the shareholders of that particular stock will have spare cash to invest elsewhere. They will also concentrate on discussion boards on shares in which they hold in a bid to strengthen buying for the share.