Member Info for Takayama

It's hard to say that at the very least, sentiment isn't surging back into our favour. I'm guessing this is the bottom, as does, it seems, many others. It really does seem to be all about what is manageable. Covid will be with us now for a long time, but we're managing it a lot better. Air travel is coming back. Ryan Air seem very optimistic too.

We appear to be on a broad cannabis sector revival. SEED likely to ride the trend I guess. The negative boom and bust sentiment around the floatations earlier this year appear to have dissipated. We won’t see 8.9 for long I’m guessing……

Errmmm. It's very much about sentiment. I don't post often, but am a major reader of sentiment. And surely sentiment is increasingly positive for the sector, let alone IAG? Is there any reason we wouldn't be heading back towards 200?

Wads - I'm holding rather athanor selling. I find it hard not to see just a string of positive news over the next couple of years. It's a shame you bought near the peak but all it means is that you'll get a little less profit than those who bought at lower levels. But the trend does seem to be up here rather than down. There'll be peaks, like the ones where you bought, which can be characterised as speculative peaks where short term traders are piling in for a quick buck. And there'll be retrace, but over the long term, it's only likely to go up. And I wouldn't necessarily call it a speculative punt either. It's more of a growth company in the way amazon was a few years ago. A speculative punt would be a small miner looking for gold etc. This definitely is not that.

The sceptics posting here are missing a point. The company is legally obliged to provide an accurate update (warts and all) if it provides any sort of update at all. A doubling of turnover is astounding and points to real growth. There was a drop in price recently but I bet that was because of the slight delay in the update. Now it’s out, we’re all reassured. I can only see this heading one way for some time now as it reaches a new plateau…. . The Chinese interest and the Bosch interest is obviously well researched, so if they’re in, so am I.

Personally I welcome the fall as I had missed the boat. I'd be looking to get back in wherever it looks like it's hit bottom. The recent rise was crazy. Fingers crossed (and apologies to holders) for 450p!

Of course, btc hash rate is on its way up to. Regardless of whether I'm right or wrong about it being a predictor of the BTC price, many believe it is, so etc. Well, it's been a tumultuous few weeks. I'm even tempted to top up!

Results will be interesting. I think we'll see some routes surprisingly profitable!

IAG is of course, not only BA. I understand airports in Europe have been chock-a-block. The value of a diversified portfolio. There'll be dips but it feels riskier to sell into the dips rather than buy into them. It still feels like there is solid value behind the company. Cheap at this price surely?

Trollaway ""Until we realise the capital of Leap and invest in something with more growth potential, nobody will be interested in SEED" - It's tricky, isn't it. After all, who says Leap doesn't continue to have growth potential? The value in realising the capital in Leap now is that we get a true valuation for the investment, which will directly hit the NAV and so the SP. It isn't necessarily the case that we suddenly get faster growth in another area. I'm easy tbh. It would be nice to sell now so we get that leap in NAV valuation, and so I feel 'richer' and can sell if I want to make a quick buck. But at the same time, it feels like it isn't a bad one to have in the portfolio either. I'm guessing there's a good reason for not floating/selling at the moment. The long term direction for SEED seems to be remaining good (with a clear strategy) and the SP will follow - eventually.

There's a certain inevitably about three things: (1) CWR's share price will follow the market down at times. It's retail. (2) Hydrogen is the future. China is building a network of hydrogen fuel stations for buses and trucks. Hydrogen investment fund? The long term trend is up for CWR (and ITM). (3) I look at the share price every day because I don't have enough other stuff to do, and really I should trust my gut, my research and my analysis rather than react to short term movements, which are essentially only 'buying opportunities' for others.

Well the view of many shareholders is ‘follow the process’. Kurt knows this so will likely ‘follow the process’ aka sit on your hands and do nothing. Kurt is unlikely is issue an RNS on the basis of Swedish election results. His position is safe.

I should add that I'm not a holder yet. This is just on my watchlist. Thanks!

Very large revenue stream, company in transformation, likely to emerge in better nick than pre-Covid. So what's stopping people investing here? Is it just a case of when? rather than if? I'm new and haven't looked at every post. But I do find these posts enlightening as far as sentiment is concerned. Can anyone enlighten me about the negative sentiment beyond you haven't made much money here whilst you've held? Much appreciated in advance,

Ha ha ha. Well, one thing for sure, whatever happens, nothing will happen for BEM. Many, many more months of waiting for perhaps nothing more to happen.

The trial was due to complete at end H1. Given they’ll need to look at the results, assess and make a decision, I wouldn’t expect anything before October realistically.

Citi note: Yep. Anything under 1000 is a buy - moving to anything under 1100 is a buy soon!

There’s a lot of tit for tat with the eu. But look at it this way, there is already free movement within the eu. Ask yourself why they have restrictions on us? When we open up, it’ll be straightforward, I reckon, for the eu to accept us in the same way they accept eachother. Javid doesn’t seem shy.

I honestly can only believe that better news is around the corner, especially now that Javid is in place. Who knows? Perhaps US with its really good vaccination programme will get us into the place of flights going there sooner than later. They're our new best friend after all. So I'm back in.

ITM are on their way back up, so I’m guessing we won’t be far behind, right?