Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
BWNG are placing nearly 174,000,000 million shares to raise £100 million ,the problem is Alliance family wants big chunk to own the shares , so they have offered to buy at .57p however they cannot buy many shares at current share price of 50p as there aren't many left to buy as free float is small amount of shares in market ,Alliance family know that people will not pay 57p per share while market is below this price as a result they can get substantial holding at 57p but they will have to wait till 23rd dec
Example
Understanding Capital Value
From a capital or market value point of view, selling shares should not significantly change the per share value. Shares going out from the new issue result in cash equal to the value of those shares coming into the company. Consider a hypothetical company with a $100,000 market value and 1,000 shares. Each share is worth $100. If the company sells 100 more shares, it will bring in $10,000. The value of the company should increase by the $10,000 to $110,000 and the number of shares outstanding increase to 1,100, maintaining the $100 per share value
this hasn’t just been dreamt up last night. Schroders will have been consulted and last week their ceo did a glowing appraisal of BWNG in an interview.
Schroders have a decent holding (12%) so I had a look at their mandate for their UK Mid cap fund “The Company may hold up to 20% of its portfolio in equities and collective investment vehicles outside the benchmark index” so that suggests AIM could be ok
Researchers have developed a lipopeptide, which prevents the coronavirus from using its spike protein to enter and infect cells
In the form a nasal spray, six ferrets were given the compound and split into three groups of two, along with two control ferrets and an infected ferret
Within 24 hours, the ferrets given a placebo were ill with COVID-19 and had high viral loads but the ferrets given the nasal spray were not sick at all
According to the P2F shop its £1 per mask so I would have thought atleast 25 to 30p profit
we could get big contracts
Bluetree Design and Print Limited Type IIR Face Masks
A Contract Award Notice
by DEPARTMENT OF HEALTH AND SOCIAL CARE
Source
OJEU
Type
Contract (Supply)
Duration
not specified
Value
£64M
Sector
HEALTH
Published
11 Sep 2020
Delivery
not specified
Deadline
n/a
Concepts
medical gas masks
bluetree design
nhs
type 2r face masks
print limited type iir face masks
urgent demand
ppe
result of the coronavirus
Location
London
2 buyers
Department of Health & Social Care
London
1 supplier
Bluetree Design & Print
Rotherham
Description
Contract for type 2R face masks to meet the urgent demand for PPE across the NHS and public sector as a result of the coronavirus pandemic.
Award Detail
1 Bluetree Design & Print (Rotherham)
Bluetree Design and Print Ltd Type IIR Face Masks
CPV Codes
33157100 - Medical gas masks
Indicators
Options are not available.
Legal Justification
1) The coronavirus disease (Covid-19) is a serious infectious respiratory disease and its consequences pose a risk to life. The Covid-19 outbreak is a public health emergency of international concerns as declared by the World Health Organisation on 30 January 2020. The WHO Director General characterised Covid-19 as a pandemic on 11 March 2020, by this stage Europe was the centre of the pandemic.
2) The use of Personal Protective Equipment (PPE) is critical in safeguarding the health and lives of the care professionals treating patients with Covid-19. Delays in procuring the PPE poses a risk to life of those on the front line and the likelihood of significantly increased death toll.
3) In March the NHS experienced severe shortages of PPE, modelling based the trajectory of other European countries forecast the need for significant and extremely rapid increase in the UK PPE capacity. Similar shortfalls in PPE stocks were identified globally. There was immense demand for increased manufacturing capacity of PPE, requiring the UK government to actively seek and create new supply chains rapidly to meet that demand. In these circumstances, a procurement following the usual timescales under the PCR 2015, including accelerated options, was impossible. PPE manufacturers and supply chains were under immediate and unprecedented global pressure to provide products. A delay in engaging with the market by running a usual procurement process ran the risk of failing to acquire the necessary stock of PPE equipment and presenting a significant risk to life.
4) The Department for Health and Social Care (‘DHSC’) is satisfied the tests permitting use of the Negotiated procedure without prior publication (Regulation 32(2)(c)) were met:
A. As far as is strictly necessary: The PPE was identified as strictly necessary to meet anticipated demand on the NHS during the first wave of cases in the UK.
B. There are genuine reasons for extreme urgency: DHSC are responding to Covid-19 immediately because of public health risks presenting a
whats the end game here can this do 10 to 12p end of month
The sp look very stagnant at the moment very indecisive whether it will fall further towards 40p or march upwards towards 50p I think trading update would help, its been trading in range for a while so sooner or later will gave to break either way, volumes are low too
https://m.marketscreener.com/quote/stock/JUST-GROUP-PLC-14889245/financials/
Interesting book value estimate £2.40 per share
Consensus Rating
Morses Club PLC (MCL.L) has received a consensus rating of Buy. The company's average rating score is 3.00, and is based on 2 buy ratings, no hold ratings, and no sell ratings.
Price Target Upside/Downside
According to analysts' consensus price target of GBX 155, Morses Club PLC (MCL.L) has a forecasted upside of 318.9% from its current price of GBX 37