Member Info for Tambo210

Well, that's me booking a loss. I needed 90p to breakeven!

That's how long I've been holding this tripe!

I'm hoping the deal doesn't go through unless of course they buy it for 90p+....which isn't going to happen

So they need this fund design and evaluation to ready their IP for the future?

Their revs are going to be lower, so might as well raise cash through dilution.

It'll be interesting to see if they'll increase he amount if oversubscribed (Bullish, but also means more potential dilution)

Jefferies cuts Legal & General price target to 230 (235) pence - 'hold'

Basically, translates to "we need to buy more so let's hammer the price down and we'll buy at an artificially cheaper price!"

Tax dispute with Ghanian gvt. Kenya all over again.

These are the perils of working in Africa when you're small time like TLW.

If this was Chevron, Exxon or Equinor, it'd be a different story.....but TLW with its $1.4bn net debt?......

Seriously, its like bringing a knife to a gun fight.

Https://www.cnbc.com/2024/11/22/northvolt-files-for-bankruptcy-in-setback-to-europes-ev-ambitions.html

No longer a constituent...but shows not everything works out.

OK. Decided to take a punt and buy a few hundred shares in MRNA at $38.5.

Whilst they're still burning cash a $4bn per year and have $9bn cash as of Sept 2024, + revs of $3bn annually (dropping further in 2025), the pipeline is the asset at these levels. RFK Jr is a cloud over the vaccine maker, but they've got a healthy pipeline.

One to tuck away and look back on after 2026.

I can't seem to delete this post....$AMAT report, not ASML.

I lost my chance to buy MRNA as a standalone stock when It hit $60. Managed to buy today at $40 after selling some funds.

No doubt it'll drop until after US tax loss selling, but I was never good at catching a falling knife.

AH market not happy with Guidance so might give that back tomorow

Buybacks and Dividend increases are great spikes in a stock price, but in terms of growth in SP...in my experience doesn't show up.

Yes the EPS theoretically goes up, but the SP floats on the open market and is open to sentiment. The SP is governed predominantly by number of buyers vs number of sellers.

One other caveat is that although stock is bought back, creating a higher EPS, the company most likely awards stock based comp.

So its rarely as good as it seems.

LGEN, like PHNX, like MNG are Dividend stalwarts. You buy them for their yield, not growth in SP.

So which peers correlate well with PHNX?

Seems to fall regardless of MNG and LGEN...

Just waiting for funds to make it into the account before I buy more. But fallen more than the annual dividend.

Performance hasn't been that bad and I couldn't spot anything in the budget to continue the march lower.

Contrary, hope the price remains below 500p for another week so I can purchase more.

So is ONT trading on the main index, or is that going to happen November, following today's RNS?

They're very coy on their debt covenants. To deflect from talking about it is going to p!ss off the analyst.

I mean at ~38mins their refusal to give a number on the SOFR rate was just weird.

MAsk sets on sub 7nm nodes are incredibly expensive. They're going to burn cash in their development.

the current half should see $10m burnt. 2025 should be flat or possible rise, depending on the timing of tapeouts of their clients.

I wonder if they engage with their clients to help them tapeout on time to trigger payments?

Thanks hxulcolrdoh

Looking at the liquidity and cash flow, does anyone think they need a cash raise? They generated $50m in cash in the reported half.

2H2024 is projected to be better in terms of sales, but no indication on cash flow direction from ops.

Are they burning $25m/half year? They have $75m liquidity.

Did you sell ONT?

Their lockout period ends in October, meaning someone can buy them out after that.

RBC cuts Oxford Nanopore price target to 250 (260) pence - 'outperform'

Fair enough. Token purchase then.

Amount raised is peanuts. Why didn't they do more?

Just get the cash and then you're home free until cash flow neutral.

Is anton on holiday? Very quiet.