Member Info for Scoobydoo321

I reckon that we are at a similar place where GMS was around Oct 21 and where HTG was in Dec 21.
Russian oil out of the picture = huge catalyst to produce oil.
Difficult to see this being at current SP in a few months time with so much tailwind.

I'd say that you are a diamond guzeer to come up with that idea!

The cloudy days have passed. Clear sky ahead. Exactly - why sell for pittance?
All tailwind.

Was BFS not expected by end of Q1?

A few months back - bought into HTG at 161p - sold for a small loss after it fell a little. Not one of my wisest investment decisions.
Why would this fall when they have so much tailwind and the poo-ey stuff is all legacy?

SP action is very annoying!

Why so cheap when this was in 8's a few weeks back + V prices remain so high?

Just topped up at 24.4 for £8k
Will show up on delayed buys later.
As to why this is so quiet with BFS around the corner ...

TU within a few weeks (if previous years are anything to go by).
Read across to Cnks as stated by Florence - should be a good 'un for Fcap
Read across to NUMIS - Numis, another close competitor of Fcap appear to be doing good.
Also most recent TU was +'ve.
Fingers cross that it's more of a CNKS rather than a PEEL (Peel is larger and targets a different clientele base).

PE of 5ish per stockopedia - too cheap.

The PE ratio was a tad high - tech + high growth
Any one know what the current pe (f) is now ?

Yes December.

Nice bowl - bottomed out.
Strange how it got here given most recent TU which already incorporated upgrades was "trading ahead".

Did something just go off? Ekf finally rousing from its deep slumber.

Sara Barrington interview
https://www.**********.co.uk/media/6231a9132b834ec2b475ccfb/?context=/series/daily-podcast

v o x m a r kets. co.uk

Looking forward to Simon T's latest review on FIPP.

If their products are anything to go by and it is validated - this will sell for multiples - CareDX must be watching vigilantly. Price action has been an utter joke here. Complete pee take

Here too - but in this case - someone's doing a run +ner
Good chance to load up more at discount prices.

No surprise - pig prices in China very very weak.

Results out on 17/3.

Per TU 12/1/22
We are pleased to report an excellent Christmas seasonal trading period, with very high demand for our consumer homeware brands around the world and strong sell-through across our key channels. We therefore now expect sales to be at least £104 million or 10% above current consensus market expectation forecasts for FY21. This is 18% above 2020 sales of £87.9 million and 12% ahead of pre-Covid sales of £92.8 million in 2019.

We are mindful of ongoing Covid risks and their potential impact on sales markets, global supply chains and the associated cost inflation, particularly in container shipping. We expect further growth in 2022

@ What was the last placement price ? 20.5p i think. How is the price at these levels.

With incredulity, I watched the sp fall to these pitiful levels.
Did it make any sense?
No
And this was just on the back of the excellent news at Yangibaba.
Yet I was quite chilled since value always wins and this was at the back of placement so the company is now wedged up.

The fall from placement price was probably due to very poor timing - a culmination of - Russian conflict, wide market negative sentiment, old timers shareholders having had enough and selling off.

But for new PIs, looking at this with new eyes, there is truly exceptional value here.
All incumbent shareholders are probably wishing that we could be buying this anew at current prices.
I've added during this period.

The fact is that after many years of waiting, twiddling thumbs, kdnc is at a huge inflexion point.
IMO, 2022 is a breakout year for KDNC - Just at the start of the super commodity cycle.

Also, with sanctions on Russia and Russia being is the fifth-largest iron ore producer worldwide, mmm. I wonder what's going to happen to the value of iron ore at Amapa?

Also don't forget about Sonara (Li), Yanjibana (RRE), EMH holdings.