The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Hi fellow investors - if like me you are fed up of how shorting shares operates in the UK then please have a read of the attached petition and sign it if you are happy to and perhaps even share it and post it on other Boards that you are a member of. If you prefer not, that’s fair enough too. Thanks
https://www.change.org/p/department-for-business-energy-industrial-strategy-make-short-selling-of-shares-illegal
Hi fellow investors - if like me you are fed up of how shorting shares operates in the UK then please have a read of the attached petition and sign it if you are happy to and perhaps even share it and post it on other Boards that you are a member of. If you prefer not, that’s fair enough too. Thanks
https://www.change.org/p/department-for-business-energy-industrial-strategy-make-short-selling-of-shares-illegal
Hi fellow investors - if like me you are fed up of how shorting shares operates in the UK then please have a read of the attached petition and sign it if you are happy to and perhaps even share it and post it on other Boards that you are a member of. If you prefer not, that’s fair enough too. Thanks
https://www.change.org/p/department-for-business-energy-industrial-strategy-make-short-selling-of-shares-illegal
https://chng.it/8bT4gsbR8X Please sign and share
Crawley-based Inspiration Healthcare (IHC:120p), a fully integrated medical technology company with a strong focus on the high-growth neonatal intensive care market, has posted a major earnings beat on all levels.With the company's gross margin five percentage points higher than Cenkos Securities 43.6 per cent forecast, and annual revenues more than doubling to £37m, gross margin of £18m was £2.1m above analysts' estimates and operating profit of £4.3m was almost 50 per cent higher, too. Adjusted earnings per share (EPS) of 6.9p increased 90 per cent year on year, and net cash of £10.7m (15p a share) was almost double forecasts. Last summer's acquisition of SLE, a designer and maker of ventilators for neonatal intensive care, contributed £9.4m to revenue and there were £7.3m of one-off Covid-19 ventilators orders, too, but underlying revenue still increased 14 per cent. There is every reason to expect the positive trend to continue.In the past seven weeks, the company has received regulatory approval in Japan and China for its enhanced top-of-the-range SLE6000 neonatal ventilator that includes features such as enhanced High Frequency Oscillatory Ventilation (designed for use with critically ill infants) and the OxyGenie ® patented oxygen control algorithm (helps maintain infants at their targeted oxygen saturation levels). The higher-margin product has already received £650,000 of orders and chief executive Neil Campbell says that the two territories generated £2.8m-worth of orders with the old model, suggesting decent growth to come from the current base. SLE received a Queens Award for Enterprise this week in recognition of its work in developing an infant ventilator with the OxyGenie closed-loop software algorithm. It can only help boost sales.Sensibly, Inspiration is investing £2m in new facilities which will be operational this autumn to support additional growth capacity. The company is also making progress with its patented non-invasive, non-pharmaceutical respiratory device for apnoea of prematurity, aiming to sell it next year into a target market affecting 1.5m babies annually in the US, Europe and Japan.I suggested buying the shares, at 75p, last autumn (Alpha Research: 'Profit from a medical technology winner', 27 October 2020), and on an enterprise valuation of 12.5 times cash profit estimates, I see ample upside to my 150p target. Buy. Me now - I think this could be over 200 soon
Thanks for this KB. My understanding of karma is that good actions have good consequences, and one should try in one's life for good actions. I agree with that. I was not on a soap box at all - simply trying to provide a little empirical information about what occurred before the last lockdown before this latest one ends. I do not think you meant karma - I think you were referring to serendipity. This is the notion that things that happen - or do not happen - largely by chance . Hopefully good chance, sometimes not so! It is all luck - and we, the human race, do not have that much control. The simple fact is that in many other countries one can see that they handled their Covid crisis entirely with karma. Good actions followed by very little suffering and few deaths. My simple, non soap box, factual point is that in this country there have been many very bad actions that have had disastrous consequences - notably the 5th highest death toll anywhere! All I did was try to demonstrate in one basic retrospective, entirely accurate fact - the allowing of over 18 million visitors to our shores from countries with active viruses in 3 short months last Summer- what now might happen next when the present lockdown nears its end. I wanted folk to admit what any sane person MUST now realise - that the allowing those visitors in that way was a crazy decision. You ask where we would be with me in charge - a most unlikely possibility. But I can assure you that if this crisis had been handled by epidemiologists - or any other medical specialism - we would not have such a high death rate. Moreover, this present govt's quite conscious ignoring of the medical advice presented to them in order to "protect" our economy has not worked either! We have had the worst of both worlds. Final point we would be in deep **** but for the vaccine roll-out. This is NOT the result of good govt decisions either. It is due to astonishingly astute medical researchers and the phenomenal efforts of underpaid medical professionals in working their socks off.
Gosh Kisboy so you think it was fine that over 18 million people came into our country, already with the highest death rate from CV in Europe, in 3 short months, at a time when we were trying to desperately control that very same virus' s spread. And we just willy, nilly allowed them to go to our hotels, shops, restaurants, visit families, return to workplaces etc etc. Only 273 quarantined! No tests!! Some months later i.e now - you can see there now is at least some concern that people might be tested upon arrival or return. But at that earlier, pre -2nd lockdown point - a child of 8 could have realised that allowing so many visitors from infected countries would start a 2nd spike! And we now know that many people in the govt DID realise it - but were overruled by the PM. What is it he is alleged to have said will have to happen b4 he calls a 3rd lockdown "let the f.....ing bodies pile high in the streets!!" And Cummings claims to have it on tape!! You cannot be serious that this was a totally unknown scenario - nearly 100,000 deaths at that point - constant supply of excellent modelling info from home and abroad! And then he allowed Christmas to take place as well. Politicians with information at the finger tips - so not unknown scenario to them at all - have to take unpopular decisions and BJ seems incapable of doing that. New Zealand prevented all inward travel - 26 deaths. South Korea too - 10 deaths!! Vietnam initial stopping of inward travel then rigorous health checks - 35 deaths!! We have the 5th worst death record from this virus due to stupidly late & inadequate lockdowns!! I think Johnson would be held in much greater esteem if our death rates were lower - and his time of reckoning will come
Interesting sideline in the Cummings/Johnson spat. Apparently, Cummings and others wanted the 2nd lockdown much earlier but Johnson refused.....allegedly saying strange things about piles of dead bodies rather than calling for a lockdown. BUT the interesting sideline is the stats on visitors into the UK - many returning tourists in the 3 months before lockdown was eventually declared. How many? Well, the figure is an astonishing 18.1 MILLIONS!!! How many of these were quarantined? Guess - 273!!! So not much doubt about where the 2nd spike came from. Let's hope same mistakes not repeated albeit with many vaccinated now!!
Price down as market now has caught up with the global medical realities. Simple as. If those realities improve - not in a hyped way - then the share price will improve
Two simple points, kisboy, as you still seem incapable of understanding the main medical point I have been making here. First, I did comment when the share price was rising. The whole point of my first post, that provoked so much anger and plain nastiness from the likes of you, was that too much optimism was driving this share upwards at a time when medical facts would suggest greater caution !! Second, I sold some of the shares this March for the price it was yesterday i.e 321. I bought shares in early April, 2020 for 79p! So actually I was very far from gutted!
And just so you know, I sold a very small amount of my holding in this share in mid March and at a higher price than 300 - indeed at the price the share now is. I was not - nor would ever de-ramp. I was trying to suggest - for the umpteenth time - that the share rise would eventually stop increasing, and maybe decrease, on the increasingly problematic medical evidence about Covid that was accumulating and that the markets then appeared not to have not paid full attention to! I would like as much as anyone here for this share price to rise considerably. And it will but not a fair while yet as this virus is still very dangerous and is mutating - and it has the capacity to still be a major public health danger despite the vaccine rollout
HI again I see that the markets that as you say are "always ahead" of the game. Certainly they now seem, at last, to be responding to "the medical facts" around the clear difficulties with travelling abroad and managing travelers arriving back due to the very real prospect of spreading known and new variants of Covid! As I tried to suggest to investors here earlier - there was a great deal more optimism of a return to normality than the medical data would have found acceptable! Whilst John Menzies will go much higher if or when international travel gets back to something like "normal"; I fear that day is further away than many here feel it is
Kisboy not sure sure if I am one of the people that you criticise for not knowing what they are on about! I am also glad you should be praising scientists. Excellent. Just so you know, I am a doctor who as well as investing in this share does have some degree of expertise in the present pandemic
Monkay I agree with your assessment - seems about right to me
Kisboy - agree entirely this is an excellent company - share price on its knees up to a fee months ago entirely due to Covid. Where we disagree is that I am being more cautious about the recovery. I am suspicious - very - of those with business/profitability matters at the forefront of their attention trying to underplay significant medical information. Some of the posts here have been literally "well soon back to normal". Happy you agree that it is not as simple as that
Wow...so Kisboy delighted that the closing price shows optimism!! I bet he is. All I have done to receive these endless insults - out if touch, go back to school - is simply point out that any continued recovery of this share is entirely wrapped up in the resolution of a global pandemic. Many here think that the vaccine rollout means an end to the threat. All I am saying is there is a long way to go yet. You accuse me of not knowing what I am talking about. But I guiding folk on this site to pay attention to the predictions of our senior medics of a 3rd spike. Also, drawing your attention to the existence of the beginnings of such spikes in 3 European countries. You can call me what you wish. But what I say is both true and highly relevant to this share's price. Fact is that YOU know that.. but like the effect of this awful virus you want rid of me and it . Away from your lovely optimistic board all reassuring each other things will be better soon. As I said in my original post- too much optimism here...naive and not at all well informed optimism at that! Good on finance.....seemingly blind or ignorant of medical science
"No one here is encouraging foreign travel. " Best joke I heard in years! You clearly do not read the posts here
Not objecting to random future predictions of value of this share or any other. By you or anyone else. For umpteenth time my objection is to people presenting stats in a misleading way. Either you are not bright enough to understand that point, or you are deliberately failing to see a perfectly simple point. There are endless examples of this occuring and GIVEN THAT THESE FALSEHOODS are designed to reassure people to invest in travel related businesses and to travel abroad themselves...they are not only falsehoods but dangerous ones. Ironic you shouldt cavalierly tell ne to get a life!! I am trying here, albeit, in a very small way , trying to save some lifes Chief Med Officer of UK has already said there WILL BE a 3rd spike. Any encouragement of foreign travel at present is misplaced and is likely to be for some time. To present partial facts as true as present in that context is immoral. Simple as If you cannot grasp that Sad