Member Info for squadraazzura

The market hates uncertainty and any issue related to the rule of law. Thus why I reduced the risk.

Aramco is an oil producer ....

Any idea on how much is their revenue ?

https://www.standard.co.uk/business/technology-media/mike-lynch-should-face-fraud-charges-in-the-us-over-11bn-autonomy-sale-judge-rules-b947186.html

I still cannot understand how a stock share price can make new high everyday, regardless of the markets trends and geopolitics situation. I honestly don't feel this is normal. IMO 5.5 billion market cap is a bit dizzy. In any case, good luck to any holder.

Regarding software takeovers, AVAST [AVST] is today in talks for a possible takeover. I won't be surprised to see in every Tech Segment mergers and acquisitions activity to reduce competition.

HKK - Thanks a lot for your clarification.

The only point I would question is the constant exchange rates:"(1) The Group's primary currency exposures are the British Pound and the Euro converting to its US Dollar reporting currency. For FY 2022, it is using constant currency rates of 1.3835 and 1.1878 for the Pound and the Euro, respectively. For FY 2021, constant currency rates were 1.2368 and 1.1235 for the Pound and the Euro, respectively." - Knowing that 70% of its business is in the US, it is not accurate for example to fix the dollar to sterling at 1.2368 in 2021 knowing that at current exchange rate, it is around 1.39. This will dramatically inflate the US revenues which are 70%. I am not sure this is not overdone as this will make a big artificial impact on actual revenues from the US. Therefore what is "reported" in dollars is not really what is going into the bank in Sterling.

The US give more importance to valuations than the UK. Thus why for example the FTSE has not "moved" an inch for 10 years when one compares it just to the DAX or the CAC. A

Not sure it makes 5 million a day turnover. In 2020 it was around 190 million for the full year. Still lossy though.

IMO the first day it will update the market, will be the day that will decide on the share price direction. As this stock is very volatile, the spike could go either way, depending on how the market will "interpret" what it hears.

POLY is a cash cow with an excellent dividend yield. So for the long term POLY is more safer and more rewarding than CEY based in a very volatile country and region.

IMO this is the best time to have a position in POLY for those not on board yet.

IMO this is manipulated. The US is closed today. So they need to play with it before tomorrow rise.

BOA has now just over 9% ownership of BP. IMO something is brewing behind the scenes ...

Agree Hellas - UoPath market Cap is $35 billion with revenues of $600 million. Easy to see PRMS must be at least £50.

Could be accumulation due to something brewing behind the scenes. Apparently management is in NY. Is BOA/ML part of a group going to make a bid ? ... time will tell.

https://www.prnewswire.com/in/news-releases/blue-prism-expands-digital-exchange-to-include-haptik-and-in-d-as-technology-alliance-partners-870990284.html

Just bought my first 3000 shares today. Too low to resist. Time will tell how these 3000 will become in 1 - 2 years.

IMO anything below £30 looks an interesting entry point. Then just leave it for a while. This could quickly go back towards £40+ once they flag up positive news (approval) on the delay in the body armour programmes. "We have seen significant growth in respiratory protection from both Military and First Responder customers, while Team Wendy has performed well following the acquisition in November 2020, and we completed the integration of the ballistic protection business acquired in January 2020 from 3M. We are making good progress to resolve the delays in product approval for our body armor programmes and remain on track to commence shipments in the first half of our 2022 financial year."