Member Info for The.Italian

Agree that it is a good solid statement. not over promising and under delivering, but positive and forward looking.more detail in september.

Morning bignose. thanks for analysing the situation in far more detail than i would be able to do. completely agree with all you say .i have also now written off US as a relevant consideration(except as a potential for more dilution etc if they do try to go ahead).i did note the reference to china as the main market.have they said this before? they used to say it was the US, but not sure what the line has been for the last year or so.

For some reason the link won't copy.just google" plethora solution company house" and read annual report for year to dec2023 under filing details.

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Https://s3.eu-west-2.amazonaws.com/document-api-images-live.ch.gov.uk/docs/IaOYW6Baq_3LkNpTu0w7ZyDCO0AS_q-nlSn7iUTHYJg/application-pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAWRGBDBV3EH5YPCNL%2F20240619%2Feu-west-2%2Fs3%2Faws4_request&X-Amz-Date=20240619T181614Z&X-Amz-Expires=60&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEIj%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCWV1LXdlc3QtMiJGMEQCIBz70YoOgFtyu1pXNwKMBcroTnMMES1uztKizeRnYpvtAiBCScnEjf3TbxmNglKJwcVKwpYBZWWUdNcX1Ci3%2Fqdozyq7BQgwEAUaDDQ0OTIyOTAzMjgyMiIMVcj0Mdx9su0mAdSfKpgFIduOAuh7vjmhVHgXRsGObdEejBXs4%2Fr0V4%2BrkW5nHeSpuHF79BWAVnpfoYnlQQR54GwCeCJMuL%2FdZ35OZLbGnAWcSONcpoiRLDKQH5uWcdJhwO1W4r%2BpajBI1B21APzydPYlrYkMcH3Fxmos%2FnUIuva%2FA4CWIOpxUZgAAt%2BqdpvGDqOj4ea6Dx8PWMVs9edQp3l33FJw9buhVN1j%2FKgJJBAOQozARxLXolUYYh%2FDBKAicdMQMEMxE%2FCT%2B8nc2CH3bpd33Ig5urcfA%2B7l9WYN5EWRoq%2B4UD9WDKu420%2Fz95jnSv4ZBSkYIMNLbIqrgyHs6zeOBpCeoKXl5ZS9bYdHsCisgWy8%2FXMiNOVpUNwoGRaWH6vdji0zvqDXv0xVwQmZ9IehP7QaaxriSkZXBgLquw4mhnJu33MeVonm%2BBxbbJp7TMRBgMIM%2Bv5Xe0X6Rqi7esCFbQgFfPEnnzwCv8Uz1d6gDyvYxX8cAC2FthW9U6pFQWJdk23gtA6pJ28N%2F2MjxkGuTELZKBglh9v9xpjw%2BH80Yw1uKPk8HBMJCG%2Fl83XTRpsO%2FFRPz4Qdo4K1lGGm7ebeT0UVEoHQjrKIiMe%2BjMS%2FlyZ0E%2BwLcE7D3leMQwNhiB8iUgg1kMe0SsAvCphOZop7L0LLiRzycq2XzUBd9uZhIvuWKisMfxAs655z0jryMP4Ejvrsz2QEX3UcfplrgiTk66VkZ6CWmBwErWVWVOJl1zGWMlDR%2FC%2F%2BZojaYnid0iOeAMed2ZnChqNamekG1%2BQzgQXNS5LluOaSAH%2Bd53h6G9LW%2BE%2BC4xyAbWn9v6g1Ie3%2FfFwM1IDsn5ZTM91j%2BremvEM3Pi4mqi73Dpd0S8UgjGZgYAGM9ON%2B9bAf9EBLZ7OVic%2FicjDK68uzBjqyARBvi978CXFPH8Pa%2F82a4AKVfZVv%2BNq0Tmt83RhxDFZ4MNxtipNtmiDjVGIbhWf8DDA138S%2BJkYS7Ckh02KSkKScx26qTeGpwBSJpfcxKK%2BsOkc0XMO8mjaMlMGFlDHgbmp%2FoQJlU3mc0RByQQyLUp3tPritNmP954eY%2F%2BqfgavndqBnFWmg7kjGK0GHk5l5%2B1YkFCfLwKKhFbL%2ByPuopQOS7IE7s3MHhIYl79Pdl6CWzTM%3D&X-Amz-SignedHeaders=host&response-content-disposition=inline%3Bfilename%3D%22companies_house_document.pdf%22&X-Amz-Signature=cd37402585f23e0ac262a1e8e951fabc1fe924a3fe5c9a776c809591b026ccf7 here is the full statement so we can read it for ourselves. the fact that this level of detail has not been give before and by regent rather than filed in the plethora accounts, simply beggars belief. i have never felt more angry about the bod's conduct.

Well i realise they have to report it in the detailed terms used but really the pitiful amount involved hardly justifies the time taken to produce the formal announcement. perfectly fair questions raised by you,bignose. the only consolation is that they will no longer be able to use the ludicrous excuse of"curating legacy assets" to justify use of time by BOD.

hard to believe there is still no china news. absolute shambles!

Https://masterinvestor.co.uk/funds-and-investment-trusts/strong-year-for-the-biotech-growth-trust/ just out of interest.nothing new.

Morning bignose.yes all very odd.makes no sense to me,but pleased to see it if only to savour for a moment a significant percentage gain.news perhaps about to land?

That's a large percentage to take in one go!

Entirely agree ,Brumm. thanks very much for bringing the berenberg coverage to our attention.highly significant imo.

I see hudson management ltd now owns 14.78% of the works,having increased its position by approx 2.5% yesterday.

Agreed bignose.whilst i'm happy to accept that things always take longer than one hopes, the lesson from Fum/Haleon is no doubt that things don't happen overnight. (i found some of the comments on Fum suggesting the BOD had been remiss in agreeing a deal with one of the largest consumer healthcare companies in the world, just because they hadn't launched yet, frankly risible). the difference of course is that FUm (at least since dec 2019) don't have a history of repeated missed deadlines and unmet promises, as by and large they have kept to their stated intentions etc. regent on the other hand.....!!! oh we'll tomorrow is another day.

Morning bignose.yes, the continuing delay re china progress is very puzzling and concerning. despite the recent volatility, trading volumes in value terms have remained minuscule, so no real indication of interest either way. fingers continuing to be crossed.

Http://www.aastocks.com/en/stocks/analysis/transaction.aspx?symbol=00575 hope this helps.

Not easy to follow for non accountancy minded people like me, but my take is the auditors felt the revenue forecasts for AI were overly optimistic in view of the actual revenue experience to date and in effect insisted on a full impairment. is this how other see it?

Too true,bignose,but if we did get some positive US news (huge if i know ) we should get some traction from that.

Morning bignose.yes looking quite likely now.fingers crossed!

Too true,bignose.there i was all buoyed up by your " to the moon" post and now sadly back to earth!. actually i hadn't seen the closing price (it was up 6% when i looked this morning) so better than i realised.very small volume though. let us hope good news is on its way.

Morning bignose.who knows,but let us hope so.it has been mildly encouraging to see the s/p rise over last few days,which has been quite a significant increase over the recent all time low,but of course,volumes and value of shares traded have remained determinedly low now if we had high volume???

Thanks for posting,Pmh. not entirely convinced by the "devoid of personal emotion" bit, but otherwise spot on. there does seem to be a greater level of intensity about opposition to resolutions at the AGM this time round (another year on etc) and i shall be contacting my platform provider today to register my opposition to several of them.