Member Info for Scoobydoo321

Let's hope by next TU - need some ALPHA!

Renishaw had similar delays with auditors.
The reason for the delay is clearly stipulated - unlike SFOR

After a horrid spell, biotech should turn the corner. When? Market decides.

Pioneering best IP in Kidney transplant - not the usual rubbish on AIM at ridiculous price. At c£45mn valuation, if you were to walk into a PE firm with this idea, they would probably laugh at you given how cheap it is. Now whack on the IP, Mt Sinai collab + work done to date on reimbursement + advisory board = ridiculously cheap.

Spread has been this wide for quite a while mate

Worked sell? at 2:35 p.m.?
SP action has been looking weak all day.

Another false dawn?

That's what I thought after selling HTG at 161p a few months back.

At this valuation - CAREDX should throw £100mn on the table and take the IP removing one of their competitors.
Would be chump change for them.
Absolutely zero credit given by market to where Vrci have got to w.r.t progress.
Whole market taking the mick with Vrci.

https://www.investegate.co.uk/barratt-developments--bdev-/rns/building-safety---industry-pledge/202204061344105072H/

I agree - < 3 months - - possibly returns to mid 30s
Look at JAN (former hold) SP action - whilst waiting for DFS

With Brent at $108 + ADNOC news + big new contract
Also, GMS has risen 10% in the last few days + HTG looks perky.
- what on earth are we doing languishing at 104p?

Whoever it is 007 - it's not an II - someone's buying in big decent chunks today at 26p - they have been doing it for the past 2 days. Just small PIs selling

I get it - discretionary spending and all that - everyone wrote off QUIZ which IMO is probably the nearest peer to SOS.
Look at what happened to Quiz
Shocker of a result - anyone who bought it at 9p which was literally 1-2 months back (I was tempted to rebuy after selling at 15p) has literally bagged.

So 9 months SOS have been flying
Just last 3 months of the FY which are unknown. If I am a betting man - the last 3 months must have been great given that omicron no longer posing a threat and the opening up of parties and get togethers etc
But there are clues as to how the last 3 months have been - through Quiz's rns.

Per Quiz recent rns - the momentum has continued since the post Christmas update - https://www.lse.co.uk/rns/QUIZ/trading-update-p4royonba8x3ltg.html
I'd expect that SOS would have been performed equally if not better than Quiz.

Overall, very surprising SP action.
Last few weeks, some sort of rejuvenation in retail stocks - THG, BOO, ASC + JOUL yet SOS languishing.

Vagaries of the market... sigh

Probably will do a 10% rise tomorrow - completely unpredictable at the mo.

Someone's buying chunks of 100k shares.
Today and Friday.

TU expected within 10 days?
Fantastic progress made throughout the year.
I reckon SOS will surprise on the positive side.
Their peer QUIZ was better than expected.
No material impact from supply constraints
Must have been huge pent up demand due to re-opening trade after covid.
+ end of WFH and return to office must be invigorating demand.

v o x ma rkets .co.uk

https://www.**********.co.uk/articles/q-a-with-michelmersh-brick-holdings-co-ceo-frank-hanna-and-cfo-ryan-mahoney-33aa3c2/

Excellent interview.

New to this company, what is expected of the imminent trade update? Anyone care to guess?

Mystifying indeed this is - ironknut
Unless it's insiders.
Perhaps an II offloading?
In any case, results should be very strong.
Given the 15-16% price rises of Fort and Ibstock since March 8th lows - this disparity with MBH - is huge.

buys are at 110.5p

march 8th low was 108p

make sense out of that.

FY results tomorrow -
per
https://www.lse.co.uk/rns/MBH/pre-close-trading-update-and-notice-of-results-8ewuqeb3qbvo8s0.html

ahead of expectations
in rev and profit

energy requirements hedged into 2023 - so no issues there

peers
FORT
IBSTOCK
all results that came out in past few weeks - excellent

BRCK
also decent

why on earth is it languishing at < 2% above march 8th 52 week low
no idea

MBH was already cheap to its peers w.r.t PE ratio
MBH make premiuum bricks

housing demand very strong from housebuilders for bricks