Member Info for Run1

I really appreciate the 23% rise so far today but I must admit I'm finding it hard to celebrate a share price of 6p, like many of us here I'm deeply under water here with an average of 17p. The glass is still half empty.

I'd be more worried about Mrs. Malarkey at Meatable, with a name like that :-)

Just kidding

When the price got to 65p last week I moved my stop loss up to 59p, now nervous about losing my holding, but best to protect capital. Thoughts anyone?

A good article today giving SSIT some spotlight in the Money Week magazine on-line and print, also extolling the critical nature of the space industry.

Yes, and over 60p today. I stand by my 80p prediction, being around 20% discount to NAV.

Dominicusbenacus, yes it is a good thing that Jim Mellonm has a seat on the board in a company that ANIC is invested in. This is a positive indeed as you say.

My only point was to highlight the complicated holdings and relationships between the different entities that Jim Mellon is an executive and shareholder of, but without judging it.

Not my best post ever, sorry...

In 2019, Mr. Mellon co-founded Agronomics and now sits on the board of three of Agronomics’ portfolio companies including Liberation Labs, Meatly and Clean Food Group.

I think it'd best put in the dusty "10-year" folder and compound the dividends.

Right dazzle. 40p would do me nicely.

Mayuranshans, based on your posting history that's a hell of a wild guess.

Well if the NAV is back over 100p from September's 96p, we should be looking at an SP of around 80p, at least.

Tomorrowtoday, if Shishir is intentionally driving down the share price then I suspect that you two are in cahoots.

Let's say an 8% discount on 26% of sales is an overall 2% of sales - the cost of Panagraf coming between TGR and its downstream customers. To offset that is the saved cost to TGR of managing those sales to Panagraf's customers. Maybe it ain't so bad at this stage of the business, but the $ cost of using Panagraf will grow exponentially with TGR's CAGR.

Do we know what % of TGR sales are bought by Panagraf?

(It's obvious why I'm asking that so I won't expand on it - too busy licking my wounds - losses here and Kenmare are irking me.)

Lucky me then only 23% down.

NAV needs to shift up before the SP goes over 55p. It's going to stay at a sizable discount until the mood improves. Need NAV boost.

A good sign now would be the new CFO investing her money in a decent amount of shares.

Does anyone know what caused the volume and price spike this morning?

Tomorrowtoday - why are you A SHAREHOLDER (your words) in TGR? If the SP is going to 2.5p and you are convinced of it, why don't you sell now for 10p+? I'd love to know the logic behind that.

I expect that the new licencees in Asia will make a cash offer once they realise that it would cost them less to buy the brand than to pay the licence fee over the next 5 years or so.

Pedrobull - Dawn will come when there's a realisation that the ex-Cath Kidston (that went well?) gang is not the right calibre to run this company successfully. The talent is at businesses like Next, Adidas, Wolverine, Authentic Brands, JD Sports.