Member Info for Peterrr

Many funds in the same boat Steph, so probably no concern and probably some hefty golden parachutes and a poison pill or 2 to contend with. Those who haven’t been frittering their money on the likes of buybacks may be in the position to pick up some really good smaller funds on the cheap, rather than the crap they previously overpaid and rewarded themselves for.

I expect the sales results to be crap, but they will give a trial update before release and maybe some other news to lessen the pain. Expenses will be very high as they have been shunting whole external medical teams around the world for conferences and training.

Thanks, nice pickup. Steady buying today, but still some willing to give their shares away. No real downside at these prices.

Depends if you are still buying DT. I don’t mind it keeping down until the dividends crank up or I have capped out.

Let’s look at the next lot of production figures and then revisit whether it is oversold or not.

The Chair like the rest of the suits averaged down at no cost with zero hurdle options. Probably only wish they could have taken more at a lower price. Just be clear, with their salary packages it is only us bearing the true risk here. Share the pain won’t be on any board meeting agenda.

It’s not a database, it is a global tracking register everyone uses and keeps current with status and version control. Hence the new trial registration a few weeks ago. What do you think the profession uses, each company website?

I think you should look at the clinical trials register which has inputs including status current to mid March rather than relying from the fluff put out on the company website.

Works for me on happy pills but I think 3.25 max on the back of nil support for follow up funding from the VC community and raising at a discount. Especially the non core trashed. Management to award themselves a pile of zero p options for theTrump disruption to their Easter holiday plans.

How do you know the trials are going well when almost all haven’t started recruiting yet and none have reported?

15 percent market share, hoping for 25 percent annual growth. Let’s hope the rest of the world eventually catches up. Even Trump can’t do anything to stop the momentum.

https://www.swissinfo.ch/eng/banking-fintech/revolut-in-strong-growth-over-one-million-customers-in-switzerland/89106769

Thanks Tristan. Will be interesting to see how they go in South Africa. I think we can assume BC will be a success.

The company is active in almost all regulated locations. Others it is progressing approvals. Growth will be constrained until further markets allow igaming, remember still banned in 90 percent of the US and almost all of Asia.

Nothing due unless someone else funds it for them. CF would probably sprout some throw away line after a few drinks if someone hands him a mic, take or ignore that as a heads up.

One of the most profitable high growth share on AIM delivers again to stony silence. I would have preferred dividend to buy back, but this may at least clear much of the funds exiting backlog at a slightly higher price.

If the PA is dumping her annual bonus into the stock that’s a good sign. Nothing price sensitive soon then, but they have the finger on the pulse better than most of non exec board, so an overall good sign. And no one wants a grumpy PA.

Could be talking crap, I reckon Demerli will need a bit of time to get up and running if it wasn’t quickly depopulated after the fighting as what the locals being the old workforce haven’t stripped the Russian peacekeepers probably have.

Sorry, I’m hopeless got Contessa on the search, Centessa strong but dividend free.

The only thing the market will like about the Annual Report is the buyback and that’s just the funds whose managers get paid on NAV rather than capitalisation. More write down of Istesso coming down the track, so shares bought back will not move NAV much. Better off paying a dividend if they can’t trust their investment picks going forward to deliver value.

I too have been buying a few of these on borrowed money up to the ISA cap, thanks to the Trump induced market slump. Probably pick up a few more in a couple of weeks.