I disagree with this thread. If you look back at Director deals you will see that Diggle has pumped millions into this company at prices as high as 67p. Addmittedly his last sells and subsequent buys have been to his advantage but he has just pumped another £200k into the company. Can you imagine what you would say to our CEO, if your stake had fallen by £5m in the last few weeks? And then be asked for yet more cash. I think he is the best hope for investors as he has so much skin in the game and he has a great track record.
Heardy the virus was not a con people really did die and lots are still sick - we are lucky it has morphed into someless less deadly. It could make a come back but with herd immunity that seems unlikely.
Here's the thing. I live within driving distance of the AGM and am wondering whether to attend as I know I will feel frustrated by being given bs answers to reasonable questions. What is really needed is a presentation that demonstrates there is a comprehensive marketing strategy for both UK and USA and a route map for inclusion in the trial. I would also like to understand what all the team are doing as there are many products in theory in train. I need a couple of hours not a two minute answer. So in a nut shell what questions would people here ask?
The 180 pse test total is about 40 per month to date and I am expecting we should get a graph at agm showing the exponential growth . In fact each of the many senior managers could probably tell how many they have sold and to whom.lol.
3 things come to mind.
1. At least it is done and that certainity is worth having
2. Looking at the PSE test blurb I was surprised to read
'Initial marketing for PSE has primarily been focused on building awareness of the test, through online content targeting general physicians and urologists and men in specific groups such as age brackets or geographies and their families'.
As a man in the specific age groupI have seen zero on line marketing .The further info about conference attendence etc left me cold - this needs a big push at consumer level to increase demand.
3. Test numbers to 9 Feb , over 1 month ago , I mean does anyone care? Retailers have daily sales figures.
Results pretty good in circumstance 10% on sp at least imv.
Adidas have exceeded their expectation and are looking forward to olympics paralympics eurs and copa. Highlights;
Major developments FY 2023
Currency-neutral sales flat versus prior year; significantly above initial expectations
Top-line development reflects conservative sell-in, focus on full-price business, and lower Yeezy sales
Gross margin up 0.2pp to 47.5%, due to better business mix and lower freight costs; largely offset by significant negative FX effects, higher product costs, and higher discounting
Operating profit of € 268 million almost € 1 billion better than initially expected
Inventories improve strongly to € 4.5 billion, down almost € 1.5 billion year-over-year
Executive and Supervisory Boards propose dividend of € 0.70 per share
Think we should get about 5p lift from this.
Sky Is in trouble imv. In our household TV viewing has fallen by around 60% in last 3 years with my wife being the only 'regular viewer' and even then very little is from the main channels. So expect bigger discounts as linear TV fights for survival.
My view on the Ukrainian war is that it suits the USA to pay for their number 2 enemy to be degraded and send a strong message to their number 1 enemy not to mess with Tiawan. The USA does not want Ukraine to win easily and is holding back their best weapons to allow for stalemate. F knows what the EU wants as it is a rag bag of different interests. Collectively they know that Russia was doubled crossed over nato expansion and I think they would settle for a peace that gave Russia some Ukranian teritory. What do we want? Answer to stay friends with the USA who continue to exploit our subservience.
I think this company is on life support with the aim of keeping the BOD employed. They are playing for time and why would they pull the plug before someone forces it?
Christine, I agree regretfully the UK is anti oil and gas to the extent the BBC allowed an idiot on R4 this am to say ; we are reliant on unreliable and expensive foreign gas' whilst promoting the idea we can use more wind and storage to generate electricity , He was not challenged about his incorrect assertion on costs or indeed the huge gas reserves we still have where the industry is being taxed to a standstill. Well done UJO.
So profit this year plus divi. profit next year plus divi , significant growth following year. Sp will surely rise over the next few days and then again after strategy day in a couple of weeks. Clearly they want the strategy day to lift the price hence bad news today. Good plan in reality.