The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Read well to me, with divi up to 3.27 (was 3p)... on my first reading
CEO overview "I am delighted with our record performance in the first half, and I would like to thank our fantastic team members for all the hard work that goes into delivering excellent value for money, high quality experiences. It is clear from our high customer satisfaction scores that our continually evolving proposition appeals to all generations looking to enjoy affordable leisure activities together.
"We are looking forward to driving further growth in the UK and Canada, capturing the significant market opportunity ahead. Our resilience to inflationary pressures, strong balance sheet and cash-generative model gives us confidence in the future as we continue to invest so that our customers have the best experience possible in our centres.
Very Good Trading Update out Today (see RNS)
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Interims Tuesday 30th May 2023
PRESS ........The British arm of Silicon Valley Bank (SVB UK) has seen hundreds of millions of pounds of deposit inflows in the wake of its £1 rescue takeover by HSBC.
Sky News understands that SVB UK's deposit base now stands at over £7bn - 10 days after Europe's biggest lender agreed to buy the business in a deal orchestrated by the Bank of England.
Figures provided by the central bank and published by the Treasury Select Committee this week showed nearly £3bn of deposits were withdrawn from the technology-focused bank between 9 and 10 March.
The run on its UK deposit base came after its US parent company fell victim to a run after failing to raise capital from investors.
One source said more than £300m had been parked with SVB UK by business customers since the beginning of last week, with net inflows being recorded each day.
HSBC is planning to rebrand SVB UK in the coming months, although it is unlikely to use the parent's name and is instead chose to opt for the creation of a standalone brand.
An insider pointed to the precedent of HSBC's First Direct internet bank as a possible model for the future of the SVB UK business
Negotiated trades, dealt en mass after the bell before the Interims , with a spike in the share price following a new CFO appointment, all look very interesting.
End of the day trades are shorten versions of Stock Exchange entry. Below are missing explanations of missing data.
Prefix has a Full Date Time Group down to 1/300th of a second. (for Fast Trading of shares)
Suffix gives "Xoff P ECHO" for style of Trade, where P is normal Off Book ,and exchange, normally AIMX but here ECHO"
the trades at the end of the day were "ECHO" ed from another exchange,
TIMED___________Price___Volume_________Value___________
16:34:13.587______8.00____1,000,000______£80,000.00_____Off-Book XOFF
16:34:42.723______8.03____1,000,000______£80,300.00_____Off-Book XOFF
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for scale total sum of the 65 trades today, includng the above, £340,405.45
Adding new investors, from new section of market, and new cash, is usually considred a good thing. But new things can take time to feel comfortable with. I have monitored CASP and as ROXI were I FOUND appearance of negoitated trades HAS been a rare event it could enhance exciting times or
Trade table for 27th February. A quieter trading day than friday but ,similar key point
the % Total value sum of trading for Negotiated and off Book are roughly the same. Mainly Private Investors volume dominating London Tradings seems to have ended'
_____27 Feb_____Number Average Average __Average____Sum Value
Style of deal _of Deals _Prices___ Volume __Value __ __The % Total
Negotiated Large ----8--- ---7.84--- --107,021-------£8,388-- ----39.4%--
Negotiated Price ----1--- ---7.66--- --252,895------£19,372-- ----11.4%--
Auction ----2--- ---7.85--- ---55,000--- ----£4,295-- -----5.0%--
prev day closing ----4--- ---7.88--- ---29,177--- ----£2,298-- -----5.4%--
Normal Off Book ---32--- ---7.83--- ---26,350--- ----£2,063-- ----38.8%--
E&OE
Reported by Shell today
The Caspian Pipeline Consortium said
on Wednesday it had suspended some oil flows to its Black Sea
terminal.
In a statement it said the intake of oil from the Tengiz
oilfield had been halted and pumping to the sea terminal had
also been stopped.
Oil continued to be received via two pumping stations -
Atyrau in Kazakhstan and Komsomolsky in Russia - but at reduced
volumes.
Probable quarterly dividend restored
Looks like EX is a Typo .. alterante 24 February
Great Divdend at 14c but announced and is EX dividend both today ... paid 11 May ... I haven't seen annouce and EX on same day before
Spring Equinox, Naurez, is on 20th March a time when locally planning and accounting meetings take place, and the famous Almaty pies are available. That could be the key date for the contract on the Explorer to be finalised.
Today a factory visit and presentation to follow which may bring some momentum to this share which has been in sleepy hollow for too long.
A long wait from since Intent 20Jan20, Confirmation 15Jul:Placing 06 Aug 20 Confirm 15Jul 20. That was 36,363,629 new ordinary shares issued price of 2.75 pence per share ("Placing Price"), representing approximately 16.2% discount to closing mid-price on 4 August 2020.
One million raised in 2020 for a two month contract at £150,000 per day so that should cover the capital cost and maintenance costs of say £1 million a year. Hopefully we have better luck with the drill bit at sea than we have had on the salt marshes so far and get more work for the rig.
Rig is probabley at mid point in its life span having been built for around 25 million by a Korean company
Sale of Costa in August 2019, £3.9 billion, pre Covid pandemic, and recession re Ukraine war, has allowed time to buy cheap properies and develop the business to create the attractive structural growth opportunities for its leading hotel business, Premier Inn, in the UK and Germany.
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Sold Costa at probable peak and added to Premier Inn on the cheap before an emerging market bounce ???
From recent RNS... Directors SELL more than FinnCap BUYBACK on 22nd & 23rd
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Stay Calm and Carry On or PANIC ??? '
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Date Source Type Volume
22/12/2022 O. I. Druker SELL 70,208
22/12/2022 Y. Carmi SELL 16,282
22/12/2022 Buyback BUY 30,176
22/12/2022 Market Size OVERALL 657,975
Date Source Type Volume
23/12/2022 O. I. Druker SELL 51,758
23/12/2022 Y. Carmi SELL 31,744
23/12/2022 Buyback BUY 33,984
23/12/2022 Market Size OVERALL 1,043,546
' Directors sales follow exchange of options from company these increase issued stock Buybacks intended to reduce issued stock
E&OE
rom Simply Wallstreet analysis today
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Ofer's total compensation ($USD18.31M) is above average for companies of similar size in the UK market ($USD1.05M).
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Compensation vs Earnings: Ofer's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.
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Name_________Position__________________Tenure____Compensation__Ownership
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Ofer Druker CEO & Executive Director 3.67yrs US$18.31m_____2.54%__$ 10.8m
and
by my count just adding up his share sales RNS's from Dec 21 to Dec 22 gives over USD $ 6.5 m
Director sales by O.I.Drucker have totaled over US $6.5 million dollars Dec 21 to date. Each RNS totals several indiviual sub sales. Rather like paid Salary to the wife . Sales proceeds to the mistress ???
Director sales by O.I.Drucker have totaled over US $6.5 million dollars Dec 21 to date. Each RNS totals several indiviual sub sales. Rather like Salary to the wife . Sales proceeds to the wife. Sales proceeds to the mistress ???