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With the year-end on 30th of June, last year we had a a trading statement on the 23rd of July. Looking forward to that.
Looked at it last year in April at about 70p and didn’t buy! Still I bought this May and I’m up 18% already. I particularly like the specialism in solar shading and architectural screening, which could become very very popular. Another quiet one, a silent killer! Like Cerillion for me, which has been fantastic. Love the quiet ones, with quiet boards.
From the Guardian: ‘The next pandemic’: drought is a hidden global crisis, UN says
https://amp.theguardian.com/environment/2021/jun/17/the-next-pandemic-drought-is-a-hidden-global-crisis-un-says
Should be reliable payers!
"The integrated facilities management ("IFM") contract is with the US Government to provide comprehensive life support and maintenance services for the United States Agency for International Development ("USAID") in one of their compounds in East Africa. These services will also be provided to the US Embassy as they share the USAID compounds. The contract is for an initial two-year base period, with the option for two one-year extensions. The contract value, including the option years and incentives, is USD 21.5 million and will commence in June 2021.
Soraya Narfeldt, CEO of RA International, commented: "We are delighted to announce this landmark contract which sees us working directly with USAID...""
Looks like a great in.
No comment from Rivaldo? Usually very much on the ball - and I see elsewhere he's up early this morning! :) Let's hope he's still in here.
Nice... but any ideas why?
Hi everyone. I'm an innocent with regard to company structures, takeovers, etc. This update from the 17th puts the irrevocable undertakings to support the bid at over 50%, and seems to see that - a simple majority - as significant. Where do you get the 75% red line figure from? I'm still holding.
"Together with the irrevocable undertakings included in the Offer Announcement, Bidco has therefore now received irrevocable undertakings to vote (or, where applicable, procure voting) in favour of the Scheme at the Court Meeting and the Special Resolutions to be proposed at the General Meeting (or in the event that the Acquisition is implemented by an Offer, to accept or procure acceptance of such Offer) in respect of, in aggregate, 47,875,516 Proactis Shares, representing approximately 50.11 per cent. of the existing issued ordinary share capital of Proactis as at 14 May 2021 (being the last Business Day prior to the date of this announcement)."
Wow. Makes me so grateful, a relative had this but it was caught early because he was having a gastroscopy for something else. So he made it - but 80% don't.
So super fast analysis is terribly urgent the moment it is suspected, and to be able to take one blood draw and come up within days with personalised treatment (and likelihood of metastases?) will be fantastic for both patients and doctors. It will hit the disease development immediately, and it gives HOPE.
Really great.
They do play themselves down, don't they? This is as dry as it's possible to get. Nothing at all about the possible market size, etc.
"IQE expands its VCSEL portfolio with turnkey IQVCSEL™ product line
- IQVCSELTM product line will service communication and advanced sensing markets
- Product line is a value-add solution that includes device design
- Accelerates customers' ability to introduce new products, thereby expanding the VCSEL market
IQE plc (AIM: IQE, "IQE" or the "Group"), the leading global supplier of advanced semiconductor wafer products and material solutions to the semiconductor industry, is pleased to announce the launch of its IQVCSEL™ product line of reference VCSEL epiwafers for the communication and sensing markets. By partnering with an external, independent third-party designer, IQE's turnkey solution removes the device design burden for IQE customers who do not possess in house design expertise, thereby facilitating access to leading VCSEL product solutions. This new IQVCSEL™ solution also ensures that all existing customer designs and IP are fully protected, a core and fundamental principle of IQE's operating model...."
Trek, with regard to ISR, which sounds very interesting and much further along than I had realised, does it leave a structural weakness due to what has been extracted? Or is that too small to be significant? Maybe you can pump it full of extracted CO2 - or radioactive waste?! And charge even more for it!
Thanks barchid.
PS. However Amati buying in earlier this year was a very good sign: they're very strong on Smaller Companies, plus they'll have the chance to interrogate them personally.
"The Group's year-to-date performance gives confidence that it will comfortably exceed its stated revenue guidance of not less than $83m for the full year 2021. While the Group expects to deliver revenue beyond its initial expectations, the need to increase staffing levels, onboard customers and manage certain other costs associated with capturing this additional opportunity may temper the profit impact of this revenue outperformance.
Whilst cost management remains a key priority, management remains focused on capturing the range of new opportunities ahead of it and driving profitable revenue growth over the long-term. This long-term opportunity is underpinned by the global trends driving increased ecommerce adoption in the Group's end-markets."
Don't know what to make of this. Tempted to be very cynical. Glad I bought a bundle at 189p, but still underwater. Can't understand how they have managed to miss the opportunities for them in social distancing with their virtual queuing - and are they now paying themselves a bonus for achieving nothing?? What are these "certain other costs associated with capturing this additional opportunity"?
Lost faith but loath to leave.
That's against 2020 revenue of £87.7m, up from 2019 of £64.1.
"Following successful manufacture of large-scale batches of AstraZeneca's COVID-19 Vaccine, AstraZeneca has today committed to an increase in the number of batches required from Oxford Biomedica in the second half of 2021. As a result of this, the Group is raising revenue guidance for expected cumulative revenues from AstraZeneca by the end of 2021 from in excess of £50 million to in excess of £100 million, and as a result expects significant growth in Group Operating EBITDA in the year ending 2021."
That'll do!
I'm in the vulnerable category, and have been using the mouthwashes after significant contact with people. It's no loss, reassuring, and just £1.99 in Home Bargains! Just make sure you shake it before use, otherwise you get a mouthful of oil, and I suspect lessen the effectiveness of the rest of the bottle. I think the oil makes it stay on your epidermis for a while and that's why it's so effective.
I would normally prefer mint, but tbh it makes me gag, and I much prefer the clove flavour.
Been recommending it to friends and family, but I suspect hardly anyone took me up on it. Strange that when lessening risk is so easy we find it so hard to do. However the average mainland Chinese (with whom I have a lot of contact) is much more thorough, and many need/use mouthwash anyway for other reasons. With the right marketing I could see it becoming a major player in the market there.
Just noticed that an Israeli fund 'Ark Israel Innovative Technology' raised its stake from 1.1m to 4.2m shares, reported end March. That's quite a jump, and while I've never heard of them, the fact that they are probably Israeli is interesting.
It's a frustrating long wait here. I really should learn to take profits when spikes begin to falter. I did last May at just under £1, but not later.
goldstandard you will have noticed that they do a gold standard saliva based PCR test, but it needs lab processing. Otherwise I don't know if this is sputum-based: "The Group's COVID-19 antigen test has 4+1 gene discovery capability, including the S protein, compared with a market standard of one to three gene discovery. This enables it to provide more accurate results, reducing the risk of false positives and false negatives. The Group is now offering its 4+1 kit as its standard COVID-19 antigen test, which is being delivered to several private and government customers in Europe and other geographies." That was 24/12/20, and since they don't mention it it probably isn't.... but no harm in banging the drum!
Don't say much because I'm not qualified. Yes, the 10 and 20 year charts are lovely.
Probably bought following your lead, Rivaldo [thanks!], in 2019, then topped up X2 last year, and am up nearly 50%. Thanks again!
FWIW I use Stockopedia, which loves it rating it 94/100, and especially high on Quality and Momentum - which seem to me to be the ones that count more than Value over the long term. RNWH is the kind of main economy stock I would listen to Stockopedia on. Institutional investment pretty stable at 53%, and it qualifies for 3 long screens, all momentum based. Broker consensus is high and rising. You will note I leave the important stuff - the figures - to others!
As an AIM stock it's possible it qualifies for IHT relief if you hold it for 2 years and pop off, and being in "highly regulated and secure sectors for many years to come", and seeming to be a nice quiet steady grower may be worth looking at. DYOR on that! It may not qualify anyway.
I would be interested to know, Rivaldo, what initially brought this company to your attention?