The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Bsa/big institutions are not shorting this stock. The big institutions are long this stock(Blackrock,Vanguard and Schroders).
Bob/why bother making a comment when you dont have a position.
Bob/why are you worried,you dont have a position in DT?
Eur/i have never been more confident in DT. I just hope the SP goes down,so i can add another £20K worth to my ISA in April.
Eur/if you feel that way,why are you here? sell up and move on. Or put a short on it
Results on Thursday ,,All will be revealed
Eur/ the insiders control DT. I just wonder what they want ,to sell out to the americans or to make it a great UK business. I know ML always wanted it to be a great UK business. Although ML doesnt have a position in the company ,he still has influence. Summit selling a load doesnt seem to have affected the SP
If i remember correctly Summit where bought out by Blackrock a few years ago.
Mar/theres no correlation with NVDA,,IQE would be. My guess is the shorts are on because of the ML court case. They will milk the negative news. That will not last long. DT is like every other stock ,it lives or dies on earnings/fundamentals ,all the rest is just noise. We only have to wait a few weeks for the results
This is a funny old game ,One of our main competitors has problems and we get beaten up
Power/his business started DT. Checkout his VC business" Invoke Capital". Also checkout on Youtube "Mick Lynch-Full interview with LeadersIn" You might understand what hes all about
Ive followed ML for over 20 years ,he is not to be underestimated. If he gets found guilty in the states,i wonder if it will affect his business in London.
Interim results are on March 7
Des/why focus on the SP. The update matters. The fundamentals matter. You can use the volatility in the SP ,to add when its over sold. March should be a big month with the results and the ending of the ML case
Clank/i would love to see this go back down to £13,so i can buy some more. Unfortunately i think those days are over. I can see this rerating to over £20 a share this year
Cyber security stocks in the US have run up. CrowdStrike at a all time high
Desertsands/i agree, i think the management can make more money if this is taken private. Probably by KKR
Ijgs/take no notice of a few "micky mouse" shorters. take a look at our long major shareholders, KKR,Blackrock,Vanguard and Goldman Sachs. I know which side of the trade i want to be on
Power/resign from what?
Win/the market hates uncertainty ,so its a relief its ending soon. My guess is he will be found guilty but i cant see him going in prison ,probably a large fine and time served ,remember hes done about 6 months out there under house arrest. The worry is if there will be any comeback on DT,im 99% sure there wont be. As for ML having to sell his shares doesnt bother me,there will be many out there wanting to buy them.