Member Info for Scoobydoo321

I am betting on a 6 month extension to the business rates holiday.
If Scotland has granted a 3 month xtn, UK gov must be under pressure to grant it given state of the retail and hos. sector.
If holiday is granted - will help SHOE enormously.

In addition, given the barriers towards holidaying abroad, I reckon many of the UK population will stay in the UK wandering aimlessly like zombies on the high street (coz we are so bored being locked up at home!!!) and SHOE must benefit from this trend.

In any case, low 50s appears as support level.

Nonegspleeze - agreed.
Much is sentiment driven.
Take a look at the rise of RBG in past few week. they prob will not be operating until late April / May.

With the
- strong investor sentiment
- strong fundamentals
- strong imminent deals
It would NOT surprise me at all if another fund buys out Invesco soon at these suppressed prices.

In addition, I was actually surprised to hear CF announce that the 1st deal is 4-6 weeks away. IMO, an experienced operator like CF would know that to many traders, this means they can take a few weeks sell out and buy back in 4 weeks time. I, personally believe that CF is more on the ball than this and I would be surprised if CF does not release any other news from now to the 1st deal that rewards the investors of OO. OO is not a stock to trade anymore, it's a stock to hold.

With so many crystalisation events in 2021 - I have been quite surprised as to the sentiment to this stock. Hence this SP spike is only deserved for this stock to reflect its under valuation.

Good to see you here too TBTT!

M-Night
2,3,4 are all indebted big time.
2 - dont know much
3 has a crunch call soon with the bank - bank will probably request equity fundraise.
4 - completely OTT indebted.

1. has almost no insolvency risks.

I chose SHOE since
- sentiment has returned (for now!) to customer facing businesses (imminent lockdown)
- if business rates holiday granted - will give SP a nice boost.
- the usual DD - financials / management / market positioning.

If CF releases one of the RNS's that we've been waiting for later this week, this will wave goodbye to the 20s forever!

Divies - BTW - I could be wrong here but if last yr is anything to go by - when CAPD present their final accounts for 2020 in March 2021 - they will likely declare divies. Last yr - it was $0.01 - so hopefully likewise this year. So translates to circa 1% div yield for our waiting. Not so bad at all.

Given that massive price support at these levels, let's all sit back, relax and watch the clouds go by!

Not sure pal. Perhaps Rivaldo may cast his discerning eye on this.

What I do know is this is an even better play than other similar very profitable plays I have had in past months.
So criteria is -
company is completely undervalued ,
unnoticed by the market ,
very obvious that upcoming TU will be significantly better
financials are robust
benign macro conditions (kind of - watch for volatility tho ! )
current SP appears to be support level

Given, these conditions, the bargain becomes so obvious + compelling once the TU comes out that you get a rush of buyers
I reckon this is going to occur next TU (quarter end around April 21 ) or H1 update -(around July ). So come the TU, CAPD may get a rerating as what RBGP got last week that produced a healthy 40% CG.

Meanwhile, yes twiddle your thumbs, wait for more PIs to buy out the overhang and one day in the not so distant future , after days of pondering life's existential meaning, the SP will jump significantly indicating the overhang has finally cleared. The day to pop the Dom Perignon!

IMO, the risk : reward ratio is incredibly skewered favourably!

Hi TBTT - Brilliant! Tq kindly for the prompt reply.
Growth stock + divies - huge thumbs up!

BTW is anyone using google to list their stocks. Because I am having difficulty with locating MTR under google. Anyone else found a solution for this.
Thanks guys.

Does anyone know if there are divies confirmed ?
If so, when is the ex-div date and the amount please.
Unable to find the info on Stockopedia.
Tq kindly.

Could RENE's wake up call in its SP to do with what's going on with the SP action at MXCT?

Enjoy guys!

Enough to take out Acacia or have they already sold out?

Or would greatly appreciate someone posting the salient parts of the broker notes -tqvm

Encouraging

From https://www.nasdaq.com/articles/bio-techne-corp-tech-q2-2021-earnings-call-transcript-2021-02-02

Salient part -
We continue to make progress with the commercialization of the COVID-19 serology assay that we co-developed with Kantaro Biosciences based on Mount Sinai's technology.

The Kantaro serology assay is a truly differentiated test providing not only information on the presence of COVID-19 antibodies, but also the level of titer of those antibodies. In November, the Kantaro COVID seroclear assay received EUA approval as a semi quantitative assay and we have submitted additional data to the FDA supporting a full quantitative claim as we received in Europe with the CE Mark. We have a commercial agreements now set up in many countries and are in discussions with many US-based lab systems. Today, most of the demand for COVID-19 testing has been PCR-based geared toward answering the question, am I infected with COVID-19?

Now that vaccines are becoming available while the virus continues to mutate, we believe demand for serology testing will increase as patients look to answer the question, am I immune? Ultimately, following a full FDA quantitative claim, we believe the Kantaro assay will be able to answer this important question allowing us to return to the pre-COVID lifestyle we are all looking forward to.

Could it be that big seller has finished? No chunky sell offs today.

With interviews, I find It's reading in between the lines that counts. The interview was extremely useful to gauge:
- Clarification on what John meant on "..short term it does not imply the Company will always be profitable on a monthly basis going forward"
- After Lockdown, John expects increase in biz.
- Overall trajectory of the company
- Re-confirming commitment to seeking shareholder value
and many more.
Amongst other things.

JC (ceo) said something along the lines that Gfin find themselves in a leading position in e-sports. This is of immense value going forwards given where e-sports is heading. Who would not want to be a market leader in e-sports with its potential value? Provided JC + team know how to capitalise on this, whilst genuinely running the company properly (i.e. focus on profit).

I feel for the shareholders in prior years - substantial dilution and disappointments. I can only imagine that during those years, much was thrown into marketing. Now that we have got themselves in that position, after considerable expenditure, it feels, this is the next leg up.

As for the incentives provided to investors in the April 2020 fundraising, hats off to the investors who invested when the company was in a blackout tunnel and took the risk.

As for the turnaround, majority of them do not work. However, this one really appears to be on an upward trajectory.

COST RATIONALISATION - carried out, the fat cut out. Fixed overheads cut.
MOAT - brand name / big name clients are sticky (EPL and F1 renewal) = increasingly becoming the "go-to" in e-sports.
REVENUE OPTIMISATION - revenue now appears to be derived from channels with higher operational leverage
POTENTIAL OPP'S - With John, former Apple GM + ex-Activision appointment - I reckon there are ample of new revenue streams that they will capitalise on.
CULTURE - Listen to JC's previous podcast, the times he keeps reiterating, " increasing shareholder value" (or words to that effect). Launching a formal sales review - may not do him personally any favours (since he may get the boot if sold - still he is doing it). Also, the culture strikes me as very entreprenuerial and dynamic.