Member Info for The.Italian

Excellent trading update. very pleased.

Yes it is interesting that selkirk have still not come up with any alternative targets, despite stating how many potential targets were perceived to be out there. time will tell if they are to be involved. i do have a holding in selkirk,just in case.

Sparsam,i dont normally bother too much with speculative scenarios, as the are just that,speculation,but i do find you 12 37 post quite interesting .it would make a lot of sense.

Interesting choice for the next exercise in diversification. i don't know much about CVS, but from the explanatory narrative in today's announcement,it seems an interesting and potentially very positive step.

Today has come in lower than expected, increasing the positive outlook for rate cuts this year.

Have moved from just over 5% to just over 10% .the move happened yesterday, so surprised the s/p does not seem to have reflected it. perhaps i have missed something. who sold the 5% to them?

So the wait goes on.confidence starting to come under pressure.

Agree with that onsolid,thanks.

Yes,onsolid,and selkirk's interest was dismissed, if i recall correctly, mainly on the basis that it was regarded as unfunded.selkirk did not agree with this evaluation and i cannot see why thg was not prepared to see if funds could be raised, as there would have been no detriment to thg in allowing time to see if funding wa available. of course, moulding my have wished to reject it for a variety of other reasons. i am hoping that another, more compelling offer will materialise during the year.

The authority is for up to 71m shares or£31m, so there is a very long way to go.i agree that the short position seems a little puzzling, but if ncc continue to buy back at this pace they will have bought back a very coniderble amount by the year end. i expect other major developments though before then.

Very much agree with that beamer

Those are very challenging goals, bothwell. 400% to 900% increases and m/cs of £135m to £270m. anything is possible, but you would need very significant sales figures to support those levels, something which history to date does not encourage us to expect. i wouldn't wish to dismiss your hopes as daydreams (and i do think a 400% increase is not beyond belief given the right outcomes),but it is going to take some very unprecedented developments to get there. .what i am quite unable to factor in to any attempted analysis of our prospects, is the role and impact of DLI. it really is ,for me, a complete unknown . at the moment i am content to take thing in stages.let's get the china approval (the clock is ticking for me now) and see where we go from there.

Many thanks for the reply, bothwell. much appreciated.

Morning bothwell. i am intrigued by your 9.42 post yesterday. as you know i am very pessimistic about US progress, but i would be delighted to be proved wrong. is your post based on new information which has come your way, as it sounds quite specific? i realise you may not wish to comment further, but i remain intrigued,

Saga up 12%.

Excellent trading statement today by saga. kelso looks to have timed its entry well.

Yes, proper director/associates purchases. good to see.

Small reduction n the number of declared short positions.

For those interested, saga will be issuing its trading update this thursday,29th.

Https://www.tipranks.com/news/company-announcements/ncc-group-eases-daily-limits-on-70m-share-buyback-programme