Member Info for Spikeyj

https://www.thetimes.co.uk/article/aviva-leads-global-insurers-on-climate-change-plan-cd6xlqhsr?shareToken=de076ad09c9a94409145b9ae8cffd596

... me, would like a little special divi please; 5-6p/share?

https://www.thetimes.co.uk/article/the-week-ahead-nz26r29dw?shareToken=972bc2f21c04d3af5f441e606190f6c4

... issue concerns the timing of the moderna sale.
nice profit, but looks like sold a bit too soon?

https://www.thetimes.co.uk/article/astrazeneca-cashes-in-on-modernas-rising-star-njjcs3r6b?shareToken=7036181b4f10bde19adacafe008be9a1

TR64, any chance you could take this off-topic
cr*p somewhere else, like facebook or tik-tok?

ta.

“Work has continued in the period in relation to a significant debtor although no recovery has been made to date.”

[anyone want to own up? - so who did eat all those pies?]

“Our investigations remain ongoing and these matters remain confidential.”

[FCA are remarkably slow, aren’t they?]

“The proceedings issued by Sevco 5088 Limited have been settle for a relatively nominal sum and no sums will be received by the Company in respect of this.”

[oops, lol! — so, it wasn’t a pot of gold after all. quelle surprise!]

17:48, best post of the day.

it’s like deja vu all over again.

someone trying to keep s/price propped up while
the placing (soz, ‘subscription’) is renegotiated.

bought a few.

shows up how useless tulloch was.

cheers!

[toff re broker targets}:
“... market makers always follow the lowest ones in the UK ...”

nonsense. very sensibly, most market makers couldn’t give a darn
about broker targets for shares. some pis take them a bit too seriously.

it would be interesting to see the detail of the contract with the operator, wouldn't it?

... would there, for example, be any enforceable penalty clauses to stop the operator
from walking slowing around the project, kicking the tyres, shaking their head slowly,
and saying in a very sad voice how it looks like some additional work is now needed?

that lack of transparency regarding project debt issues has been a major
problem for MXO /ADME shareholders ever since the aje stake was acquired.

atb.

dan, even when the uplifts happen they do *not* cover the expenses at
ADME, just so long as ADME still owes project level debt ... all the money
from oil sales when there is a lift goes into the black hole of that project
level debt, none of it is retained to pay the “administrative expenses”
(meaning in particular the large ongoing BoD pay and perks). ... they
have no other meaningful source of income, so if shareholders want
to keep paying osa & his pals, then ADME has to keep raising money.

a meaningful RNS from ADME would be one that states exactly how
much project debt still remains, clearly sets out what interest rate
is being charged on that, and gives a specific prediction from the
ADME BoD, that the nomad is willing to sign off, about when project
level debt will be cleared. ADME would still face multiple challenges
re financing new wells & other projects, but at least it would be much,
much clearer how company can manage cash flow in the shorter term.

zut alors, they are a rum old bunch, those abroaders.

https://www.thetimes.co.uk/article/continent-s-medics-boycott-oxford-jab-as-europe-talks-down-efficacy-kjtkxcvs0?shareToken=6826aa97ff4d8e70075384fb5c9c3767

hopefully means that if those swiss and frenchies don’t want the
AZN vaccine, then there will be a lot more AZN vaccine available
that can be distributed quickly to the rest of the world. win-win, lol.

hello getcarter.

who to believe, osa or spikey? ... hmm...

well, CEO’s chatter about 15p by the end of 2020 didn’t really happen, did it?

& it is five months on since deals etc were supposedly “imminent”. so just how
much of the stuff in earlybird’s tweet has actually come true over five months?

https://twitter.com/power_thompson/status/1313395085971775488?s=21

me, i didn’t predict three deals by ADME last year, nor did i predict
a 15p share price by end 2020... but i did say that I i thought they
would need to arrange a placing or similar fundraising soon, & now the
company’s last RNS has helpfully confirmed that i was right about that.

c u again soon, no doubt.

the problem is that GSK’s “response” to CS needs to be creating a more
successful drug pipeline. ...they might eventually manage to do that, if
they have some luck, but it’s not the kind of thing that the company can
do by putting out a statement or rebuttal from emma or GSK’s PR crew.

similarly, some random pi ‘rattling’ this chatboard (or trying to ‘rattle’
GSK BoD?) won’t make the slightest difference to GSK’s drug pipeline.

i appreciate that credit suisse may be an unpalatable messenger
for some on this board, but the problem for GSK’s share price is the
message’s apparent accuracy, not the nature of the messenger.

short term, i am not at all convinced this is the bottom,
especially b/c the forex issues, but happy enough that
it’s a fair price to take another slice of a great company.

not entirely convinced that i would go quite so far as to
call AZN ‘wonderful’, but generally tend to agree with the
notorious mr b. that it is far better to buy wonderful company
at a fair price than fair company at a wonderful price. iyswim.

but what a way to go.

added a few more.

just one for me.