Member Info for SD235

Krustysmegma

NAV Still going down, although minimal.

This is going to be a long haul. I suspect times will be better by the time they start selling the unlisted shares etc

Krustysmegma

Still going down, although minimal.

This is going to be a long haul. I suspect times will be better by the time they start selling the unlisted shares etc

"Get back in your bedroom and only come out when your mother calls you out for your tea."

Wow what repartee! You are the man......I hope you understand irony?

New peak!

Have been selling of late the renewables are just to cheap.

Still 40% of my isa

Monkey your a bore a braggart and a no doubt a liar.

54 posts 54 lies.

How many forums have you been removed from?

No rush to sell myself.

Over 50% of my ISA.

Unless I can spot something that I consider overwhelmingly cheap then I will hold here for the time being.

Getting risky now over 50% of ISA.

No intentions of selling.

May take some profits one day.

Running my winners is always best.

From freetrade manager replying on freetrade forum

"Hi all

There was an issue with stamp duty on this stock that meant we needed to pause purchases. To fix the issue we had to wait until market close to turn trading back on. Trading should be as normal at market open tomorrow. The team will be reaching out with more details too"

"I think the freetrade thing is a glitch there rather than a market thing"

It is a glitch. It didn't affect everyone and for some they could sell but not buy?

PS although not (probably) getting all that's owed it will result in a significant increase in NAV.

The loan was downgrade much further than the loss.

The Oak Bloke reference (in the main) plugging costs

https://theoakbloke.substack.com/p/dec-iding-on-whats-real?utm_source=post-email-title&publication_id=1859293&post_id=140710114&utm_campaign=email-post-title&isFreemail=true&r=35hz0d&utm_medium=email

. "Enough liquidity to do a tender offer"

Have they got enough cash for that?

It's possible they could borrow enough money to buy back shares and using the dividends saved to not just pay the interest but also pay down the capital.

That's how ridiculous the share price is at the moment!

Jim800

Risk/reward

Get it?

Probably not.

If you look at the dividends and the risk of them falling by a significant amount (in excess of 50%) the the risk is very low.

So it is a buy...big time.

Jim800

It was obviously meant as ironic.....are you American....and a bore?

Jim800

I wasn't serious. The fall in price is just another chance to buy in cheap. 22.5% dividend (after withholding tax).

The risk reward scenario is definitely pointing to a buy.....big time.

Squeaky19

despite what you have said, the share price has fallen 3% implying that they have failed to answer the question/questions

Either your wrong or the market is wrong?

I will continue to add!

Yet

Monkeyman99

"Do I sell and invest the money elsewhere now?"

My crystal ball says no.

BioPharma Credit provides update on LumiraDx loan - QuotedData

Information on actual amount being repaid.

Not quite all

The spread is large but if you are holding medium term and like me, you assume the discount will narrow combined with the dividend you should have much to worry about.

This isn't taking into account the possibility of sale of assets with close to NAV return.

OR a merger which would narrow the spread anyway.

Looks like it has some momentum.

Just started buying. Not got much to many bargains about, decided to spread my risk. Unusual for me but it's difficult to choose which bargain to buy?