Member Info for Scoobydoo321

Goes ex-div
And
PMI - cross-read to ASTO - looks great.

Found some loose change behind the sofa, today.

Expecting a positive TU very soon.
Spate of house news hits the TV today - hence the mini sell-off.
However, BLV
- c78:22 split between lettings : house sales. Thus, much more resilient than typical estate agents.
- SP already at a 18 month low.
- WINK recently announced an "exceed expectations" TU
- FOXT showed strong performance
- Finncap expect them to continue achieving their targets - https://www.proactiveinvestors.co.uk/companies/news/991773/analysts-at-finncap-note-that-belvoir-s-interims-show-continued-benefits-from-its-direct-and-indirect-investments-991773.html

TU next week?
Surely a positive one?

Market waking up to how incredibly cheap this company is.
IPX stellar results today - a shining beacon for AMCs

My kind of night time reading :)
2023 - Looking good for EAH - very good.

https://www.pig-world.co.uk/news/china-predicted-to-up-import-volumes-as-pig-herd-is-hit-by-heavy-losses.html

Good read across to ALT - PEBB must have performed well.
During Sept presentations, which were 3 months into post interims - "No signs of slowing down," says ceo.
Might exceed expectations with currency translation boost on upgraded expectations.

Expecting TU in the next few days / 1 week.

All looking good here.

The presentation is excellent for those who would like to gain an insight into EAH's recovery.

In short, all the bad news has been shoved / taken place into March 22 and interims results just ended (i.e. prior year provisions, overstocking in China and low pork prices).

Ahead, we are looking forward to -
- increased prices in China + sustained margins
- recovery in China
- RoW flying - impressive growth
- R and D pipeline building up impressively.
- Trends for product demand - all looking up, e.g. increase of population / meat producers becoming more professional in their production

The CFO hinted that the historical H1 vs H2 weighting is 45:55.
He alluded to his expectation that H2 will be considerably stronger given that he stated that it is likely that the weighting for 2022-23 year will be 40:60.

Level 2, James

Interesting article
https://www.theguardian.com/environment/2022/nov/25/chinas-26-storey-pig-skyscraper-ready-to-produce-1-million-pigs-a-year
Must have confidence of future prospective prices of pork in China.

They're buys.
II bought them on the cheap when the ask was 83.8p, II got them for 82p+
Was watching it on L2.
Thereafter, the SP came to life, which was consistent with what my friend's broker was telling him - there was a lot of shares on the ask previously.

Let's hope pigs fly...

Good to have you on board, VL. It felt like I was performing my soliloquy these past few days.

II's purchase at a slight discount cleared the airways -
Ready for a move up - IMO - bowing up
25-Nov-22 11:51:25 82.25 90,000 Sell* 80.00 85.00 74.03k O
25-Nov-22 11:40:25 82.00 186,223 Sell* 80.00 85.00 152.70k O

d i r ectors talk i n terviews.

https://www._______ com/eco-animal-health-delivering-on-earnings-and-rd-progress-video/4121091476

Excellent prospect to 3-4 bag from here IMO:
- China's prices are excellent (China's biz is roughly 1/3 of the overall group's). So pig producers will be back to ordering to protect their pigs from ASF.
- ROW is growing fast.
- Excellent pipeline of R and D - EAH is a serious TO target at these prices. Decra, possibly?
- All time low - surely this should have been factored in already for anyone who has been tracking the pig prices in China.
- pork prices in China have been only dampened partially by Covid restrictions. Government has resorted to releasing stocks of frozen pork to subdue prices. This augurs well for sustained demand for EAH's products in China.

In saying that, there are cons:
- inflationary pressures. However, surely these would be offset by increased demand in China and potential price rises.
- R and D expenses not to be capitalised, which infers higher expenses into P and L.

Overall, with ROW continued to grow, China pork prices now c$30 RMB per kg, thus China biz should gradually return to pre-Covid levels, these should more than offset inflationary pressures. At these levels, IMO, the only way is up. DYOR.

Looking very good - info is delayed but the trend is evident -
https://www.pig333.com/markets_and_prices/china_106/

These are all buys. Yet sp has not moved.

https://viceroyresearch.org/2022/11/23/home-reit-no-place-like-home-reit-thankfully/

Per Stockopedia-
Market Cap £26.40m
Enterprise Value £12.32m
WT...

This is a toothpick for CareDX.
For Its IP, should be 10x more., the very min.
University start-ups with a back of a fag packet biz plan have a higher valuation.
And yet, the market dismisses...

Some peeps were paying 100p+ for this yesterday. Same company, same prospects - actually, with Truss onboard - prospects for SME even better!!! Madness