Member Info for Tiptree

Good 'find', answers a lot of questions and means LH drives for a UK branded team yet still has a strong chance of winning races.

One big disincentive to adding to holding is crazy 5% spread that prevailed today. Why does this keep happening - maybe few shares in free float?

Hmm. So absolutely no downside that you can think of? That’s amazing.

MoS article observes:

"Companies such as Byotrol and Tristel, both listed on the junior AIM market, are among those likely to benefit from this emphasis on cleanliness. Both produce high-tech disinfectant and have seen demand soar in hospitals. As users begin to expect similar cleanliness in social spaces, the two companies will have a new customer pool."

Seems glaringly obvious really.

Hard to judge the market reaction to today's RNS but having been building in this, think it's a good opportunity to continue doing just that. Fundamentals all seemed good but I might have missed something in my enthusiasm.

Simonwolf, I noticed that too. She really wasn't comfortable and you have to wonder what had gone on or was going on. Much as I'd like to trust what they say, it doesn't inspire confidence at this stage.

Whitegates: what prompted you to make those comments? Whether you're in or out, positive or negative, it's certain that last year's results (far less those of 2018) are of no real consequence at this stage of the company's development.

It's perhaps not surprising the immediate euphoria over a vaccine is receding but that's maybe not so important.

Imagine turning up for a flight, and routinely getting a 100% accurate finger-prick test that gives an answer in minutes. Everyone going airside at the airport would feel reassured and would be pretty safe too. Let's get back to living as soon as we can.

I don't think the range of test prices (£50-£150) is even close to the ORPH selling price per test.

They say in that RNS: " It is the intention to supply testing capability to channel partners, who will in turn deal with the end users and the final price points. "

If a vendor wants to be competitive, they will need to sell at <=£50. They would need to purchase at around £30 I guess, including cost of testing the sample. I'm invested and enjoying the publicity for Open Orphan but think the turnover and hence profit will be much less than some estimates at the moment.

I stand corrected, CarsCoffee is closer the mark on price for the AMR-Pro, so maybe £60m, total all cars say £450m.

Planned limited production is 150 road cars, total approx £375m and 25 track cars, total approx £200m so around £575m in all.

Although launch date was Q2-2020, it is more likely to be Q4 now.

Well that was a cr4p week, if not entirely unexpected. As others have said, Novacyt is now a 'grown up' share and will start to be judged on fundamentals.

Fag packet figure based on current mcap and earnings potential (ignoring any calls for money) - £4.50-£6.00 a share. So why isn't it there now?

Comfortable to hold for now and hopeful that real value will shine through, but wish someone could explain why SP is not higher at this point.

On 17th April Toto Wolff gained an indirect interest in Ords, ISIN GB00BFXZC448. He would appear to be in the same boat as PIs, with the significant advantage that he knows the bloke who is steering it. AML is a gamble at this point, some of us think there's sufficient upside potential to take that risk. Simple.

Although it's not especially pertinent at this point, I can't see why folks keep suggesting Wolff's shares are Prefs. Surely he bought approx 14.5m shares at 55p each?

Pau10z is right. The basic-spec Valkyrie is priced at around £2.5m and they'll sell all of them. And anyway, why would anyone spend eight years adding an average of twelve posts every day on LSE? It's bizarre, but each to his or her own.

Warren Buffett: “Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble“.

Time your buy to coincide with somewhere near the bottom, then relax.

What price did Stroll and Wolff pay? Right now, they know far more about what's going to happen with this business than we can.

Seems almost certain that hydrogen is the way forward, initially perhaps for static power units, construction plant, lorries. CWR anybody! In the meantime, an electric Aston will be a phenomenal vehicle, just look at the Porsche Taycan!

gillius where is that quoted from please?

As someone said a few minutes back, looks leaky.

Looking at this afternoon's share trades, most don't look like PIs. Maybe it will have sustain the rise through to close.