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Expect a big cabinet argument tonight over blanket rule vs only select countries. If it’s a blanket rule SP will drop but if it’s only select countries SP will rise tomorrow.

Providing the current stock market bulk run continues it looks like we will get to 300p in the coming days. The miniature Stereax batteries are why I’ve invested. With technological devices getting continually smaller the only thing holding them back has been batteries. Until now...

https://news.sky.com/story/covid-19-travel-industry-expects-mandatory-hotel-quarantine-to-be-introduced-imminently-12198896

the lingering stain on the Boohoo name

Boohoo’s response to ASOS seemingly likely deal for Topshop etc is rather akin to a dumped partner asking a complete minger out on a date! No-one can see the logic of the Debenhams deal and neither will the markets. Expecting SP to take a hammering this week!

SP will plummet this week. Wouldn’t surprise me to see this opening 10% down

@People I would consider buying back into Boo long term if it dips below 300p so I guess that makes it hopeful thinking but I’m not a day trader and don’t wish for anyone’s money investments to go down.

Definitely a red week. Boo always drops in the period immediately after the trading update and the Topshop news won’t help either. Expect lows of close to 300 during the week but with a lot of fluctuations

I don’t see the SP falling much further in the short term. However, what WAM says isn’t beyond the realms of possibility, it all depends on how much of 2021 is salvaged for the travel sector. In the unlikely scenario that the whole year is a write off then yes a second rights issue or alternate funding would be needed not just by IAG but lots of other travel companies. All plans at the moment are based on the expectation of a strong second half to 2021. If that confidence diminishes then the SP will slump. Hopefully the alternative scenario will prevail or everyone in the stock market is in for a rough time. GLA

I don’t see what all the fuss is. No different to needing a new seasonal flu jab. The technology now exists to manufacture new vaccines on demand and that’s what will happen. Humans are the best species at adapting and that is what we will do with Covid. Unfortunately the airline/airport sector have been slow in their response IMO and need to take a more coordinated global response with common standards so people can get moving again seemlessly.

Thank you! Very insightful and transparent interview. Explains the jump in SP. My favourite Q and A was:

Q3: With that in mind, what news flow should investors be looking out for over the next 12 months?

A3: Definitely progress with the installation and commissioning and bringing online of this big scaled-up production hardware that’s going to increase their Stereax production capacity by a factor of 70 so good positive announcements around that whole programme being executed in a timely manner.

At the same time, hopefully we’ll see some increased number of potential OEM IIoT and MedTech Stereax licensees so hopefully some new potential customers and what would be really nice is if we do see that first full Stereax licencing deal.

Noticed Ilika often finishes up on a Friday. Presume it’s FOMO as you never know when the next piece of good news is coming. Patiently waiting for my wife’s cash ISA to transfer into a stocks and shares ISA next week so we can add another tranche of shares while they are still cheap (IMHO).

Sadly I think there’s a good possibility of this. Market sentiment is very fragile these days and today’s retail figures are poor. I see Goldman Sachs has already cut the price target on ASOS and wouldn’t be surprised if next week more follow Suite across ASOS and BOO.

Shareholders in JD Sports had reacted badly to the news of the potential purchase of Debenhams, with the sports retailer seeing a sharp fall in its share price last week.
That rebounded on Monday after weekend reports claiming that it was reconsidering its move.

https://www.bbc.co.uk/news/business-55139713

@keepcalm exactly! Would be bad for the business. Look at the impact Debenhams had on the JD sports SP until they withdrew. There is a reason Topshop failed!

Really hope Boo are NOT successful in their bid. If they are I estimate the SP will fall by circa 10%

Not sure what behind today’s jump but my Lithium shares in LAC have jumped 30%. Probably a coincidence and just reflects strong market interest in the companies with most potential in this sector.

The list of potential medical tie ups is endless. Honestly more excited about the micro battery because of this. Ilika has the 2 hottest future sectors covered - EVs and transformative medical devices driven by high capacity long life micro batteries.

The markets are ignoring the current disruption due to an expectation of a steady return to normality in Spring onwards. However, the govt is clearly very nervous about the Brazilian strain and one of the South African variants plus any unknown variants. If any of these proves immune to the vaccine and becomes established then its back to square one until the vaccines are re-engineered. It’s already apparent that an annual vaccine will be required in the same way that common flu requires this. Less wealthy countries will continue to struggle to get timely access to vaccines so the available travel routes will be greatly diminished for the next couple of years. Sadly the divide between the wealthy and poorer countries is going to expand faster than ever.

Welcome chicken legs. I agree it’s a quiet board but that’s because it’s still early days. Still very early in this journey which is good because that means there’s plenty of opportunities ahead.