Having set us up with 'around end of Q1' expectation for LFT, AS would have to be either incredibly stupid or incredibly arrogant not to realise the huge negative impact any lack of clarity on LFT on or by 22nd April, would have on the SP. I've seen hints of the former personality trait, but none of the latter. I will be astonished if there's even a hint of waffle on LFT on or before 22nd. He must know it's last chance saloon on LFT, so update is nailed on for me.
Can't believe they would go into an investor presentation with a question mark still hanging over LFT, so assume we must have news by then. Should keep FOMO strong and support the share price until then, I would have thought.
RE: £8 billion delivery due yesterday8 Apr 2021 09:00
TEMPLAR. The £8bn DPS doesn't 'close' until 6th Apr 2022. Suppliers can be admitted to the framework at any point during the life of the framework. The 7th Apr 2021 is just the first possible date that mini-competitions can be run from within the framework. These mini-competitions can take a couple of weeks to run and then notify suppliers of awards. So, you won't here anything about awards for at least a couple of weeks from now.
30 Mar 09:00 "my guess would be that as the days pass, assuming 200p, sticks then there will be a move back to around 244p as early April comes into play." Good call Wyn.
You still in the philippines Wolves? Spent 3 months over there back in the 90's. Paid a surprise visit to my brother who lived in Makati, only to find out when I got there, that he'd moved to Cambodia a couple of weeks prior to my arrival. Still, had a great time!
Also, the first mini-competition coming out of the DPS may not even happen until mid to end April. That comes from someone who has submitted applications to DPS's, been accepted on DPS's and won mini-competitions within DPS's for the last 20 years in my former role as MD of a transport company.
greedo76, the DPS doesn't ever close. Suppliers can qualify onto the DPS at any date during it's life time. The 7th April date just sets the first possible date for mini-competitions within the DPS.