Member Info for Slickharry

SOrry to see you exit, I know you’ve been a loyal poster over the last few years. I hope you find successful pastures new with your remaining funds. Best wishes, slick

BAsed on results today and looking at peer rises we have had no uplift from the excellent H1. Therefore I expect this to rise tomorrow and into early part of next week

Definitely being held back here.
Good update.
Pmo Mcap is £698m vs £334m
Not saying they are or should be same, but expected somewhat closer gap

Suggests April’s material improvement may have continued throughout the quarter.

Just been looking at CMC and IG Group and although they provide different products to us. Market confidence sounds like it has been reasonably strong for them. So I am expecting H1 business to have picked up again from a poor Q3 & Q4 for reasons previously reported by octagonal in trading updates. Anybody else invested in IG or CMC?

Based on cash held 31.03 we have almost 10 years at current divi payout. Granted there is investment but we should see some of that starting to play out shortly.

Look at the movement on reserves. No dividend payout previous year

It is the parent that pays the dividend and the group has sufficient reserves to make dividend payment from.

If you look no dividend was paid out of gis reserves.

GIS accounts filed at companies house.
Doesn’t really give anything away I do not think. Be interested to hear other people’s views.

Wouldn’t mind a synergis and hk update

I was 13.08 ... looking forward to see how this unfolds over the coming months

I think the dividend will be cut. Profit is no longer there at current payout. Selling non core businesses is not a long term viable solution.

Initial media reports out this morning sound quite positive with the higher than previously guided revenue for H1. ITv studios continues to perform well (jewel in our crown) would like to see a separate listing to realise value.

I was, just 1mill trading loss, net liability position with 2.7mill debt and raising funds to develop an asset with planned 265 bpd does not generate cash flow to reverse that - dyor

That balance sheet reads placing after placing required.

Just phasing, not overly worried at this stage, not like opportunities in the market are not there

Competitive discounting is a sign of the times across all businesses and sectors at the moment. Let’s survive and then thrive when favourable market conditions return.

Snap!

Another delay, wording does not sound so upbeat this time and clearly their are board frustrations. Back to 1.10p I reckon.

All sounded positive, more talking about 20/21 I liked. Okay no imminent catalysts persay but sounds like a real market share there for the taking and it feels f1 and MA are building a real prospectus for future opportunities (excuse the pun there)

Goldman Sachs are reporting strong uptake for Marcus, bodes well for our synergis product when launched this year.