Member Info for rossdavis

I think the US will be no different in a few weeks.

That’s the restriction today. IMO more will be imposed within a week.

Yes, because restrictions have never had a negative impact before…

I think you have a thing for me.

https://www.theguardian.com/world/2021/dec/11/omicron-covid-variant-could-cause-75000-deaths-in-england-by-end-of-april-say-scientists?CMP=Share_iOSApp_Other

Strap in, and get the top-up cash ready if available!

ST has been a complete **** all day (insert your favourite word).

I’m sure they are using worst case data, but it’s always been worst case scenarios that ‘justified’ previous restrictions.

Alternatively:

https://www.theguardian.com/world/2021/dec/10/stringent-uk-covid-measures-needed-within-a-week-leak-reveals?CMP=Share_iOSApp_Other

Kinda my thoughts tbh. Also, the CFO is in London, so there is very much a board level connection to the UK where the company is listed.

If it isn't fraud, then it's fair to assume there will be an update at some point which indicates the previous guidance was correct. IF that happens, it'll rocket back up as the price now is illogical if the previous guidance is true.

Just a waiting game now either way.

Interestingly the size of the trades going through are ridiculous small.

No opinion on this. But I’d ask, based on what? If it’s all a con, what makes 120p a justified price? Any guess on what happens if 120p is hit?

I do appreciate all of this, I’m definitely less than comfortable. But I just can’t see how all of the investors at IPO would have missed something that fundamentally wrong, especially considering the valuation.

This isn’t covid volatility. 20% drop after a ‘positive’ update.

Crazy.

Clearly the stock is suppressed because of covid, ‘future of cinema’, the court case, and debt.

For me, the reduction in SP due to Omicron is upside over the next couple of weeks. Great news today re booster efficacy, especially in relation to T-Cells against variants (and the cautious expectation it’ll remain unchanged against Omicron).

So, question is: what’s Omicron not being an issue worth? 30p? So 60% plus gains?

Ha, not that clever as I’m long at 258p. I do think everything is OK, and I’m sure it’ll work out in the longer run. Given the process you need to go through to IPO in London, I’d be amazed if they managed to get a pipe dream past every investor.

I just think their IR sucks, which always creates more questions and therefore uncertainty. Until the annual report, I’m kinda turning a blind eye as it’s just guess work.

They're written as substantial updates but without any substance. It makes it seem unbelievable.

In some ways it'd almost be better to stay quiet until they can actually announce they've signed a contract that is accruing revenue now. Not 'we've done this really cool thing that will generate some income at some point in the future but which we can't define now'.

Agree with this. Their IR is horrendous - every time they release something designed to be positive, the market reacts negatively to it.

The free articles are provided by freelance journalists representing their own opinion, hence why they often conflict.

The recommendations made via the paid for services are quite good - they have a full history of all recommendations and they do well.

...opened yesterday. Might explain yesterday's largeish drop considering it isn't a T&H stock.

Sorry I’ve missed this. Do we have a rough time expectation for the judgement?

Hopefully is an indicator of what to expect tomorrow.