Member Info for Scoobydoo321

Compared to many recent flotations of biotech / diagnostic companies (SMD, LLAI, GENI) - this one has showed considerably higher volumes.

Per IC Feb '21 - ST writes
Anexo has been actively investing in marketing to attract claimants to pursue a claim against VW, noting that VW has being settling legal actions involving emissions in multiple jurisdictions. In Germany, settlements to car owners have ranged from £1,190 to £5,540 depending on the age, model and cost of the vehicle. Last year Anexo incurred £2.9m in marketing and staff costs to drive VW claimant counts and analysts pencilled in a further £2.7m investment this year.

It’s well worth doing. That’s because based on an average claim size of £3,000 with Anexo taking a 50 per cent commission, then the 14,356 claimants Anexo has so far recruited could generate the company an operating profit of £16m after accounting for all costs. The respective potential operating profits are £23m for 20,000 claims, and £34m for 30,000 claims. These are sizeable one-off profits for a £155m market capitalisation company and are not embedded in Panmure’s forecasts.

Very Good for APP.
They earn interest on the dosh they hold.

Why are PIs rushing out of the door?
They've just fundraised, a lot in the pipeline - now FIFA.
Prime take over target.

Wide market
Consistent with falls everywhere else - Renx / MXCT / Orph etc

https://www.proactiveinvestors.co.uk/companies/news/966942/hostmore-this-is-a-marathon-not-a-sprint-says-ceo-as-investors-assess-whether-the-market-s-got-its-sums-right-966942.html

"...Up to 145,000 extra charge points will be installed across England each year thanks to these regulations"

Note the EACH YEAR
Must be beneficial for PODP

https://www.dailymail.co.uk/news/article-10228351/All-new-buildings-need-charging-points-electric-vehicles-installed-year.html
Same news in the Daily Mail
Augers extremely well for PODP

Andy Brough of Shroders has taken up a decent portion of the shares. No need to focus strictly on the negative opinions of 1 fund manger who didnt find PODP tickling his fancy.

Article is completely 1-sided. Author probably has holding in Rivian.

My initial thought was that an II was adjusting their pf and hence the big sell. Since then, FTSE is down. No reason for this drop - no bad news that I am aware of. I've taken it as an opp to add.

Cobblerman - we just got clobbered.

19-Nov-21 10:04:33 245.42 283,940 Sell* 244.00 248.00 696.85k
That's better hopefully!

Not stayed in touched with APF I'm afraid - does anyone know if there is any longwall changeout this year for Kestrel?: Thanks.

Not behind paywall - very nice of them !

https://www.investorschronicle.co.uk/news/2021/11/10/pod-point-s-power-surge/

JW didnt smell bad news - he needed funds to buy another stock hence partially sold this one to buy the other. He has openly disclosed his position in the sharepickers club.

By recent op update

1 - Marine Show - new products
Saietta's marine division has achieved its target of commencing in-water testing of its first prototype e-outboard motors, in line with the ambitious schedule outlined at the time of the IPO. In addition, the Company has developed an inboard variant suitable for both retrofit and new build applications which has also successfully commenced testing. The Company aims to deliver these complete systems to end customers in 2022 in order to fulfil a pressing, regulatory-driven need for zero pollution marine propulsion in inland waterways. These products will be revealed at the Marine Equipment Trade Show in Amsterdam in November 2021.

2 - Global Licence potential
As regards global licensing activity, Saietta is continuing discussions with a range of Chinese OEMs with regards to offering a China domestic regional licence for tender during 2021. Due to an increasing number of potentially interested parties and the expanding IP and product portfolio, the Board believes it is in the Company's best interest to extend the current phase of counterparty evaluation before finalising the process. Additionally, the Company has continued to progress the definitive legal documentation for the establishment of a joint venture with Padmini VNA in order to address the lightweight mobility sector in the Indian market.

Can't help thinking that PODP is a typical profile of company to be tipped in the Midas Share Tips - Joanne Hart.
She did wonders for LST

oooo that's spicy

TheThinker - you think too much