Member Info for squadraazzura

Achieved 250 million savings plus very minimal Russia exposure and now with ADNOC open for bidding and Saudi Aramco investing heavily, PFC is starting a new fresh chapter in its history, at last free of anytoxic uncertainty it experienced for a few years in the past. A very strong medium to long term hold.

Excellent recovery and prospects. Uncertainty on all fronts is behind us and 2022/23 and beyond will be the year of strong growth. The world cannot live with high oil prices, so the only way forward now, with the pandemic out of the way, is exploration on all fronts - all playing into PFC benefit. Very pleased with the outcome. Finally no SFO and no pandemic in the news !!!

I would summarise the news as: SFO closed, ADNOC now open for orders, very light Russia exposure - all within a restructuring process that achieved 250 million savings. To me this is an excellent achievement for going forward following horrible few years of pain and uncertainty throughout the business.

The DNA & RNA Revolution that interacts with everything on course.
Technology update by the CTO update next Monday.
Join Clive Brown, CTO, Oxford Nanopore, for a technology update on 21st March. Clive will share some of the latest developments and talk about what's coming next. Following the talk there will be a Q&A with Clive. Register here Https://nanoporetech.com/webinar/clive-brown-technology-update?utm_content=201087904&utm_medium=social&utm_source=twitter&hss_channel=tw-37732219
Results next Tuesday 22nd of March.
"Oxford Nanopore Technologies plc ("the Group"), the company behind a new generation of nanopore-based sensing technology, is today providing an update to revenue guidance for the fiscal year ended 31 December 2021 ("FY21"). The Group expects to report core Life Science Research Tools ("LSRT") above £120 million, compared to LSRT revenue of £65.5 million in FY20, representing annual growth in excess of 83%. Previous guidance for LSRT revenue in FY21 was £105-111 million. The Group expects to report total revenue above £126 million, compared to total revenue of £113.9 million in FY20. All other prior guidance remains unchanged. The Group expects to report full results for FY21 in the second half of March 2022."

One to hold tightly in times of uncertainty.

Buying for the first time to hold for a long time. Impressed by the business and the results. This is a very resilient and defensive play cash cow. To hold for a long time as a passive income and especially as energy storage/renewables play with demand to be going exponentially in the next few years.
I would add that Expansion in Australia and elsewhere (New Zealand next) will boost turnover and cash flow. -------------------------------------------------------------------------------------------------------------------- ADM™ – The Intelligent Metering Solution: - - - Smart Metering Systems Pty Ltd provide a fully-managed metering and data service to the Australian residential, commercial and industrial markets. Exemplifying our end-to-end metering and data solutions we have introduced ADM™, an intelligent Advanced Meter Infrastructure (AMI) and Automated Meter Reading (AMR) solution, which boasts a network of 165,000 assets and counting. ADM™ is beautifully simple – designed and built using proven, robust technology. Effortlessly activated in a matter of minutes, it fits to all pulse output water, gas, LPG and electric meter types.

The market and PI's didn't appreciate releasing write offs of 5 - 10 million before the results. They could have waited till the result day instead of releasing "partially" bad news earlier. I am not happy about this situation at all. IMO till the results, this will be on a Russian roulette mode because they made things worse as everybody is now going to ask what's coming worse next. Stupidity or something is not right somewhere.

If material price increase, the service cost has also to increase. Everybody agrees that the cost is spread equally so no part will get the full weight on its shoulders. For example if farming costs increase, agricultural product sold at the supermarket would increase too.

2022 will be the year of recovery and growth. Could reach £1 by December. I expect the insulation business particularly to perform strongly in 2022/23 as increase in heating costs and energy bills will push authorities towards more insulation in housing and buildings.
Recent acquisitions - SM Roofing, F30 (construction accessories) and Penlaw (insulation), all
in the UK - are performing well, beating 2021 profit expectations, and fit our specialist model
• We see a clear opportunity to accelerate delivery against the strategic plan through targeted
investment in extending our product range, specialist solutions and footprint
As a result, SIG’s reputation and influence has been regained:
• Larivière (France Exteriors) awarded “2021 Best Specialist Distributor” (Geste D’Or 2021) and
UK Interiors awarded “Distributor of the Year” in the supply category (BMJ awards)
• SIG appointments to high profile leadership roles in key industry associations
• Increasingly viewed as an attractive and trusted home by prospective industry recruits and
M&A targets

If EVR was suspended because steel is used by Russian army to fund its military machine against Ukraine, what's about POLY gold funding the Russian war machine ? I would jump ship asap and just bite the bullet.

Cannot trade at ii.

"in the event that it becomes an entity owned by," - EVR is not owned by AB.

It means he cannot even sell one share in EVR.

Better to preserve cash in hard time. A wise decision. I wish POLY will d the same.

For both sides, there is not other solution than to stop the war, discuss and agree on a common solution - we are where we are. Otherwise everybody will be in a lose/lose situation with a catastrophic outcome for the whole world. Unfortunately this is the reality. Nobody can escape Newton's Law. In other words, anything that flies has to come back to earth. Nobody can escape gravity.

Commented Alastair George, chief investment strategist at research house Edison: "We would now highlight that it is in both Putin's and Russia's interest for the war to be stopped. The timing of such a move is necessarily uncertain but we believe investors should be on guard for Putin abruptly standing down Russian forces in Ukraine.
"This would lead to a rapid reversal of negative sentiment towards risk assets and significant falls in energy and food prices. With implied volatility in European equity markets already matching the highs of March 2020, it is already too late to 'panic-sell', in our view."

They cannot id there is an ex. divi date (10th) and a record date (11th).

Remember this: In one month, everything will be different as if nothing happened because - Never believe the politicians. They change their mind as they change their shirt. An example: The US sent a delegation to speak to the "evil man" of Venezuela. Who thought about this ? I will stay invested regardless of political dross flying around.

Dividend is taken care of and will be paid as written in the results. Ex. divi date is Thursday 10th and record date is Friday 11th . 20.000 shares = £7400 gross.

https://www.reuters.com/world/russia-calls-return-peaceful-co-existence-with-us-like-during-cold-war-interfax-2022-03-08/