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Come on InvestorACE that's hopeful.
Nice if you were right.
I am in 1.65p.
Very small amount and that's generally the kiss of death for anything I invest in.
It implies that it is a very high risk investment.
I have to get right eventually!
Maidit308
"MAST have no money and just changed corporate broker. Do the maths"
Are you referring to the above when you say "needs his head testing."?!
Must admit it's tired old statement. It's pity they can't provide their own maths?
Oops I thought she had divorced you!
At the moment I have an average of 80.07. So a 10% dividend which I have no doubt will or at least can be raised. It's not in the price.
It's also not in the price biopharma credit or riverstone credit opportunities. Like VSL they have not recovered from the recent and short lived bank crisis.
"With a slowing population due to global heath threats expect this to move lower over the next few years. fewer clients especially in a recession"
An aging population is all that counts. One day you will be right but no time soon. DB are the where the growth is.
What recession? The pricks at the bank of England have gone from a prediction of a severe recession to probably no recession in 6 months period.
My favourite quote is from the Canadian economist Galbraith "The only function of economic forecasting is to make astrology look respectable"!!
As an aside why have you bought if you think that about LGEN prospects.
Agicore
"My view is that arguably the ords and warrants could take a hit - let's say 50% - but the Prefs, Debts and convertibles "should" be close to 100% realisable."
Sounds reasonable suits my more conservative view.
Broomtree
As I have said I would assume that fintechs will recover. And a reasonable view is we are talking a 2 years plus for wind down. So time to do so.
The market will eventually catch on to the facts that fintechs are benefiting in the main from higher interest rates.
VSL
RIVERSTONE CREDIT OPPORTUNITIES
BIOPHARMA CREDIT
All are receiving higher interest payments and with the exception of VSL have increased dividends.
I am assuming BF doesn't stand for best friend?
"I regularly wish I had her adviser."
Or a hammer!
Agicore "WeFox" I have that via a small holding in augmentum, excellent business.
I read the presentation when it came out.
5% ordinary shares, 7% convertible debt, 4% warrants, 11% prefs and 70% debt.
The debt is a given but the rest still has be converted into cash and paid out.
An obvious buyer is of course VPC itself.
IE an outright buy. That would not be my preference. The dividend is very nice little earner
As I have said 320 pre covid, 310 post covid.
The only difference now is
Pofits have gone up substantially
Dividends have increased 5% twice by 5%
And the share price has decreased substantially.
The latter can't last, matter what Davebent says.