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Couldn't agree more hfb, did a Bed and ISA on my last BOIL in my trading account yesterday, with the extra benefit that since they were still massively underwater I have a nice loss to offset against this year's tax bill.
I'm not a RBD holder, but I do have an interest as a UJO holder, I've also held ORPH since 2 weeks after IPO. If Cathal becomes Exec Chair here then I will buy no question.
I've met CF on a number of occasions, and I don't just mean for 2 minutes, I like him personally immensely and I trust his judgement as a cost cutter and a deal maker, it's true that he does get a bit over excited on occasion and accusations of over promising do have foundation, he also struggles a bit if a minority partner, re SEEK, but I can tell you that RBD with Cathal at the helm will be unrecognisable in 12 months time, for the better.
One invests in these companies, and read the RNSs and watch the podcasts but still viewing it as a financial investment; and then something happens which sheds a different light. A month ago my father was taken ill with Sepsis which developed into a Cytokine Storm, he was very ill, it has left him with severely reduced liver function, cardiac damage and from somebody who would pass for late 70s to looking all of his 92 years, and he was a lucky one. POLB001 ceases to be of purely financial interest.
No they aren't, a drug is used to treat a medical condition, a vaccine is used to prevent developing a medical condition.
I'm not sure that there can be days of multiple £100k+ buys at present tradedesk. As todays largest purchaser, although it shows as unknown, I know how long it took my broker to gather those shares together, over 20 minutes which in today's electronic world is forever. I don't think there is any volume of stock out there at present, explaining the rapid reaction to buys which we are seeing at present.
It would better still if all of today's trades were being listed, mine certainly isn't up there and its over 90 minutes ago now.
I have a great deal of confidence in the sectors FCM have, we'll find out in the coming few months if it's well placed.
DB has over the last 4 years said several times, admittedly only in presentations and Q & A sessions not RNS, that whilst he is always open to new or further opportunities UK onshore which may come up from time to time and pass Dr Bulls sliderule, he has no interest at all in offshore. I will take him at his word until he does otherwise.
You won't have long to wait Cloudsurfer, drilling multiple holes as we speak, there will be first news this year. Of course what the news is,,,,,that's another question, but the intentions are there and the geology is good. Oh yes, and the salaries are very modest from what I hear.
I think/hope time will prove you wrong, from what I can make out from the memorandum 70% at least are in very sticky fingers, and from what brokers are saying most of the rest are with HNW long-term investors. I'm guessing less than 10% in free float.
Back in April on a thread deleted due to nonsense surprise, surprise, I said I thought Brent would see $80, by the year end; I stand by that, in fact I might revise that to November. There's a slowdown at best, quite possibly a recession coming fast, demand is going to drop and governments are going to intervene to keep a hold on inflation.
It's illegal under ADR (dangerous goods) rules for a tanker to operate at less than 80% full, so approximately 170 barrels is the least they will move. Economically however when you have sufficient on site storage, as we do, to cope with the ebbs and flows of production, why would you let a tanker go less than full, if wouldn't make sense.
Of that choice, Gove by a country mile. Saw Hunt and Johnson both present at the hustings in Manchester last time. Hunt was totally uninspiring, I went with an open mind not being enthusitic for either but afterwards I would, and did, vote for the alternative however unsuitable and would again.
Well we have a couple of apparent CFOs who like EBITDA, then you have https://youtu.be/l82kIjqBtqw
Make your own mind up, personally I don't take much notice of it, my problem is that it doesn't take account of depreciation. I go with net before tax, and free cashflow myself.
I will definitely be coming nack into AVAP in the near future after having bailed some while ago having been in originally since 2019. Unlike triumph I look forwards to seeing the debt pile increasing since a leasing company without debt is a leasing company not doing any business.
It's a well run business with senior management who have slways had my confidence which has only increased in their handling of the pandemic. Hopefully senior lenders share my view and we can grow the fleet upto the 100 level over the next 2 to 3 years by which time Mr Chatfields phone will be ringing with buyout offers. All good in my view.
Restrictions ended a month ago Grove, it's just broker incompetence now.
One thing which has become very clear from this is who the brokers are with shareholder (ie their customers) interests at heart and those who view PIs as a nuisance. I have been critical in the past of ii but I have to say they've come out of this smelling of roses. Whilst I have sympathy with those suffering with less active brokers rather than complaining on a forum I think I'd be moving my account elsewhere by now.