Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I pity the person who has to make a decision on the patent cases. I’ve read the Pci-Pal and Eckoh opposing rebuttals, both seem persuasive but I have absolutely no idea what most of it means
Well that RNS has your answer. I imagine a sleepless weekend for Mr W Good. Thankfully resolved.
Does PCIP still have exposure to SVB or was this just an old facility they had with them do you know?
Sycurio = clowns
Enjoyed this: Global PCI Pal team members travelled to the UK for few days of strategy and fun
Let’s hope you are correct Victor, would be very happy with that
Hi Victor. Does this granting have any impact on the Sycurio dispute?
Hold on to them EM64, you have been patient for 22 years, what damaging is holding another 4 or 5 going to do! Company is growing impressively, winning market share from competitors, strong management team in place, proven channel business model, close to sustainable profitability (the list goes on). Share price was above £1 last year but has been hampered by a spurious legal case and general market conditions but will recover. There are some knowledgeable posters on this chat who will be able to offer for more in-depth detail but my advice is sit tight.
Another very good update, wasn't much in there not to like. PCIP is really firing on all cylinders.
Given revenue growth and current MC I think this starts to look like an appealing acquisition target, due a rerate
Semafone claimed against Eckoh infringing on IP in 2015 and settled on a royalty so I have confidence that management can reach a similar reasonable agreement. Eckoh similarly tout their IP in the market and refuted Semafone's claims but imagine just made the decision to not get caught up in a lengthy legal battle. https://semafone.com/gb/press-releases-gb/semafone-and-eckoh-agree-settlemen/
Preparing to settle on a peppercorn license agreement would be my best guess to avoid draining further management time and money which could be invested in growth. Probably works best for both sides and puts the issue to bed. PCIP's growth rates are continuing to knock competitors out of the park so overhanging legal case hasn't dampened customer appetite which was my fear. Future looks very positive from here imho
Came today and looks very encouraging
Miracle this is being taken private at higher than 10p, let alone 30p. Best of luck to the new owners who clearly have *******s made of steel to be paying that price for a loss making retailer in this strained market
Interesting to see the main competitor acquired by a PE fund today. Consolidation opportunity?
Fingers crossed, good momentum at the moment so don’t think unreasonable
How have the MM’s got that through without the SP pulling back?! Market baffles me sometimes, always learning I suppose!
Very brave! What's the business case for TRN now though? its definitely a slick app so I see there being some degree of stickiness / customer retention, but with 90% UK market concentration which is now being controlled by Government, i'm genuinely curious about the buy thesis / justification of a £1.4bn MC
LVCG down 60% over the last 12 months, FTSE up 16% - that's a better interpretation of bucking the trend for this stock
Sky reporting that Irwin Mitchell are going to float for a £500m valuation (1.9x revenue). Hopefully the valuation discrepancy of Ince (0.5x revenue) will become even more apparent given it will be quite a high profile listing
It’s not a good sign, no
You'll like this thread Riffgo, saw posted on twitter yesterday https://threadreaderapp.com/thread/1372577117762912260.html
100 bagger would be alright!