Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
Harecramp,
"Help to buy end in March 2023."
Yes, the current scheme is due to end next year.
The point is govn are using it to persuade HBs to resolve the cladding problem otherwise HBs will be banned from the H2B scheme.
Given the high inflation rate, I think the H2B scheme is toxic and I wouldn't be surprised if the govn ended it.
HBs made millions out of govn support, inc H2B so it's in their interest to try and keep the support going.
"Michael Gove has threatened to lock major housing developers out of the Help to Buy scheme or hit them with a fresh tax raid unless they come up with a compensation scheme for victims of the cladding scandal"
https://www.telegraph.co.uk/business/2022/01/10/developers-risk-help-buy-ban-without-cladding-compensation-scheme/
According to the company themselves, they have 232 properties impacted by cladding.
I think the govn wants to close the H2B scheme, especially given the high inflation rate and are using cladding as an excuse to do so soon.
HBs made millions from the H2B scheme, what is the impact if it is closed in March?
"As a result of this clarified guidance, we have announced an additional £125 million provision, to be booked in 2021, to fund fire safety improvement works for leaseholders in Taylor Wimpey apartment buildings constructed over the last 20 years."
"We have identified 232 apartment buildings that may require fire safety works under EWS1 requirements."
https://www.taylorwimpey.co.uk/corporate/investors/2020-annual-report/fire-safety
Last year, fy2020, they said the review of the special divi has been put back a year and they will review it in 2022.
Now they are saying that they are considering a Buy Back, depending on conditions at the time of fy results.
I think the company is moving more towards trying to conserve cash probably because the future is uncertain, especially with cladding, H2B and govn support stopping last year.
"There will be no special dividend in 2021, but the housebuilder said it does intend to return excess capital to shareholders and will review the position with the next final results in March 2022."
https://www.proactiveinvestors.co.uk/companies/news/947333/taylor-wimpey-says-sales-and-prices-rise-in-healthy-housing-market-947333.html
Tricky
"In actual fact NHS 111 are not the answer"
And what should those millions of people using NHS111/Urgent Walk in centres do, go to and block A&E/GP and increase waiting times there?
The NHS needs a way to stop unnecessary visits to A&E for non-emergency problems, resulting in those who need the care, dying.
These non-emergency calls could go to their GP except there's a lack of appointments there as well.
If not NHS 111, what's your solution then?
Whatever you suggest makes no difference to TLY as they are well placed to adapt to any changes as their diversified business model has shown over the past 2 years.
;-)
Qwerty,
"Who was slated on here a few months back for saying that it was rushed ipo and had to be completed before the bubble popped."
Exactly and the evidence backs up that stance. It's amazing how the rampers are in denial despite the clear evidence in front of them. They had no interest in discussing the evidence in presented to them and instead reverted to personal abuse.
I'm sure they accepted my challenge to prove me wrong and load up at 500p, 600p, 700p and 800p and hold for 2 yrs.... or perhaps they didn't believe their own stance!!!
There you go, the current sp of US peers and Trmr have fallen, as expected, since I last posted them in Nov.
Trmr:
Q1 26/05 822p
Q2 19/08 778p
Q3 792p US $20.01
current: US $15.23 554p
high 26/05 870.65p
Pubmatic:
Q1 11/08 $39.67
Q2 13/05 $32.78
current: $33.15
high: 01/03 $76.96
Magnite:
Q1 10/05 $33.47
Q2 09/08 $34.26
current: $17.60
High: 09/02 $64.39
Perion:
Q1 04/05 $17.67
Q2 03/08 $19.81
current: $23.47
There you go, ended the year at 554p. The events here have been, as expected. No surge post IPO, 2nd Qtr results etc,
The long awaited IPO. Completed. Disappointing reaction.
Discounted placing. Completed. Disappointing reaction.
Long awaited brokers notes and targets. Disappointing reaction.
Q2 results. Disappointing reaction.
Q3 results. Disappointing reaction.
Looks like US Peers sp have fallen, as expected.
My 844p trade last year is still significantly above the current sp. The current sp is significantly lower than the IPO price, the broker's price.
Ask yourself why?
Read the company/sector newsflow.
Happy New Year to all genuine posters.
I see the sp is still around the 550p mark. Whatever happened to the 1000p/1700p/3000p?? It didn't happen, did it?
Read the company/sector newsflow and do some research.
CitizenLane,
"TLY, which looks a decent shout as a company (albeit in a competitive and politically sensitive field)?"
Agree, TLY is a solid growing business providing services to NHS and non-NHS organisations with increasing recurring revenues of £100m+++ pa and £18m(as of Sept) cash with mcap of only £60m.
However, in terms of competitive or politically sensitive environment, it's not any different than OO.
Yet the mcap of TLY is 1/2 THIS year's revenues compared to 3x NEXT year's expected revenues for OO.
Currently spending increased due to covid and I think priorities will change and we'll be back to pre-covid spending.
I think it's best to trade shares which are hyped.
But don't take my word for it. Check Byot or Trmr. I said similar when I thought they were hyped/in hyped sector.
Both have fallen significantly (trmr from 800p to 500p and Byot from around 10p to 4.5p) based on events. The rampers were claiming I was wrong 'because the sp was rising'.
Byot - Read the message subject:
"Regarding the results" 02/03/21
https://www.lse.co.uk/ShareChat.asp?ShareTicker=BYOT&share=Byotrol&page=2
Trmr:
Read the message subject "History of shares rising"
https://www.lse.co.uk/ShareChat.asp?ShareTicker=TRMR&share=Tremor-Int-Ltd&page=3
Rivaldo,
"another £5m in the bank"
It's not another £5m in the bank though, is it? It's £5m revenue expected, with some H2 2022 (July-Dec 2022) and the rest maybe 2023. They'll also have their costs, so it's not £5m in the bank.
Russky
It shows that the HNW PI(s) don't see this as an investment but a trading share, doesn't it?
Any hyped share or any share in a hyped market is best to trade so not to get caught out.
There were many shares which multi-bagged and then crashed during the .dotcom boom bust. Look covid shares since March 2020, many multi-bagged and then crashed back down.
They have an investor presentation tomorrow at 10am.
From their rns:
The online presentation is open to all existing and potential investors and will consist of a presentation followed by a Q&A session, held on the Investor Meet Company platform.
Investors can sign up to Investor Meet Company for free and then click "Add to meet" Totally plc via
https://www.investormeetcompany.com/totally-plc/register-investor
Master Investor:
"I like the look of this healthcare services group’s latest acquisition – Energy Fitness Professionals, which is a corporate fitness provider.
The £1.3m acquisition is a very useful extension to Totally range of services, providing significant cross-company advantages for the expanding group’s public and private customers.
This will, no doubt, be just a foretaste of more of the group’s buy and build strategy.
Analyst Ian Jermin at Allenby Capital is looking for the company to score £122.9m (£113.7m) of revenue in the current year to end March 2022, helping to push the pre-tax profits up from £2.5m to £3.1m, worth 1.81p (1.49p) per share in earnings and jacking the dividend up 50% from 0.50p to 0.75p per share.
The build-up of this group has been sensible and steady to date, but now we could well be ready to see much more corporate activity as the company’s management progresses its strategy.
I am convinced that the shares, now at 34.25p, will be a good performer next year."
https://masterinvestor.co.uk/equities/small-cap-round-up-featuring-nwor-src-and-sce/
Geoffie,
OO's revenues are not guaranteed, I think they are hyped because we're in a pandemic. There's no guarantee as to what will happen after next year.
Here, govn priorities are towards lowering A&E and operation waiting lists and to keep society fit and healthy.
TLY have growing recurring revenues of £100m+++, cash of £18m(as of end Sept), pays dividends and are in growth areas like insourcing (reduce operation times), NHS111/Walk in centres(reduce A&E waiting times) and now keeping staff at companies fit and healthy.
Mcap of £60m! Cash is not far off 1/3 of mcap.
Kilman,
"Now I'm not saying that there are not competitors out there to OO"
That's the point, rampers have gone from there are no competitors to there might be. The point is OO are renting faclities as and when. They have contracts for next year but where's the guarantee of repeat orders going forward. They may get some new contracts.
Mcap is 4 x this year's REVENUES and 4 x NEXT year's revenues.
They have around £15m cash, which isn't much.
Mcap £150m???
That tells me a lot of potential for contracts in fy2023, ie Dec 2023 is already factored in.
The company is in the spotlight due to covid.
Nathan,
OO are renting facilities at QMB, same as the other companies. If there was long term prospect of repeat business from pharma/govn then why haven't they built their own facility over the past decade??
They are a cog in the cycle of vaccine development, the importance of which is highlighted at the moment due to covid.
Where's the guarantee of repeat business?
The fact they rent facilities says to me that they also see no guaranteed repeat business.
Here's a flu human challenge trial in USA from 2 yrs ago. Shows OO isn't unique without any competition, as some have you believe.
https://www.nih.gov/news-events/news-releases/influenza-human-challenge-study-begins-nih-sponsored-clinical-trial-units
I said yesterday that it looks like churning, lths trading.
Nathan
"Setting up a company with challenge studies for respiratory viruses from a standing start"
I'm not saying from a standing start, hence why I listed the other companies also using the facilities as OO at Queen Mary University Lab.
OO rent the labs at QMB, they don't own them.
https://www.qmbioenterprises.com/tenants/
There are companies already setup at QMU, using their labs just like OO do, as can be seen from the tenants list. Look at the list of tenants using the labs at the same building as OO...
https://www.qmbioenterprises.com/tenants/
Some on here are really desperate to hide the company/sector newsflow, possibly because they're underwater.
Btw, Moniman, how do you know what I've posted, you put me on filter on 10th Dec, remember... or was that a lie??
Your post Fri 10th 15.17.
https://www.lse.co.uk/ShareChat.asp?ShareTicker=ORPH&share=Open-Orphan