Member Info for The.Italian

THG is currently ranked 240 th by M/C having risen two places following yesterday's drop of seven places. https://companiesmarketcap.com/gbp/united-kingdom/largest-companies-in-the-uk-by-market-cap/?page=3

Interesting see trumps pretty outspoken call for lower interest rates.potentially beneficial for biotech sector https://www.reuters.com/markets/us/trump-says-he-will-demand-lower-interest-rates-immediately-2025-01-23/

NMPA approval expected with 12 months of 17 dec 2024. so it might happen this year, but past history on timelines doesn't exactly suffuse one with confidence. at least the approval process is not being conducted by RPG, so it might just happen. problem is, even if they get approval, it will only result in pretty modest payments to RPG.and bearing in mind its parlous financial state, something must surely happen regarding refinancing.whatever it is it is unlikely to be of benefit to the small percentage of PIs still invested.USA is dead, imo, despite RPG's suggestions to the contrary.i check daily for any news of any substantive developments re DLI, but of course there never is any. i wonder if DLI as any intrinsic value which could be realised to provide refinancing, if RPG felt there was any real possibiity of senstend ever turning a profit. presumably not as there has been no evidence of any appreciable revenue from that direction. it is a pretty unpromising outlook. so despite being one of the merry few (keith i do hope none of my posts have led you to continue holding as that has never been my aim) i have also consigned my holding mentally to the dustbin of other failed investments.i will continue to post as and when ,as it is one of a number of investments which provide me with an interest in my advancing years, but i do so with no real belief that it will ever recover in any meaningful way.sorry but that's how it is.

Cheers!

Don't you mean 3.2m shares? not £

In its notice of results RNSd today, the works also mentions that it will be announcing a new strategy. friday 24th jan is the date. just mentioning.

And another pretty substantial buyback today to boot.

Hello cong. yes they do.tuesday 4th march is the tuesday before the first friday in the review month of march.looks like the have an earlier indicative review as per the schedule previously posted, so we will get in idea of how the land lies in the latter part of February,but nothing is certain until the actual review at end of 4th march.that is how i understand it.

Yorek, the earlier dates(february)are indicatives dates.the final actual review will take place at end of tuesday march 4thhttps://research.ftserussell.com/products/index-notices/home/getmethodology/?id=2613783#:~:text=1%20The%20FTSE%20UK%20Index,%2C%20June%2C%20September%20and%20December.

Perhaps i have missed or misunderstood something(and happy to be corrected if i have),but according to this list which appears to up to date, thg is currently the 235th largest company by m/c, so difficult to see how, barring some disaster, it will not be included in the ftse250https://companiesmarketcap.com/gbp/united-kingdom/largest-companies-in-the-uk-by-market-cap/?page=3

A point clearly not lost on the company, which has just purchased 350000 shares under the buyback scheme.significantly larger purchase than normal.

Afternoon bignose.happy new year to you also. no don't think this is our year, but will continue to hold in hope other than expectation. perhaps we will be pleasantly surprised.

Yes,3.5% or so above the yearly average.usually reverts to the norm so good time to buy (although todays non farm payroll figure may not help)

Non farm payroll figure out at 1.30pm.councides exactly with the drop.

Re selkirk, i seriously doubt today's single trade of £3000 is indicative of anything.

Could those posters thinking it is moulding please read s9 of the disclosure.it's really not difficult.

"an event changing the breakdown of voting rights"

Clearly not moulding. s9 makes it clear there is no underlying controlling person/entity. also reason given is an event altering voting rights.

Well at 46% the mms must regard the risk as massive!

I have to say that for someone who specialises in risk management, vrs does seem an odd choice of recommendation!