The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Gg1bber
Your 10.28 post Are you quoting direct from IR department ? Also when did you receive this please?
Barking C & Dai
I have no real experience but know enough that you need a logistics company to handle the process including crating, documentation, taxes/duty, shipping, handling and delivery. So no you can't just stick it on a lorry!
However as a longstanding (and large for me) shareholder I'm really hacked off at yet another avoidable screw up which can be laid fairly and squarely at the door of QED. The very survival of the company is in jeopardy. They should have checked and re-checked the equipment and carried relevant spares and/or duplicate test equipment. There is more than a whiff of incompetence here. JM needs to deliver right now.
gulfharbour
Wrong way round I'm afraid. You need to own the stock at close the night before ex div date in order to qualify.
As you say very balanced and fair. Thanks
AKHM
Yes I understand the SP would rise substantially in your scenario but still to no where near it's ultimate potential should the whole market swiftly move to MSAR/BioMSAR.
Vince
Agreed, they did dissolve the alliance but that was I think after the sale of Seago Istanbul. I know if I was in the position that Maersk was at the time of the sale I would want to keep my options open by negotiating a quid pro quo access to the LONO test results achieved by MSC.
Prep H
....yeh but this bloke in the pub did he tell you what Soren is running it on? BioMSAR?
I'm not sure if this has been discussed previously but is it likely that when Maersk agreed to sell the Seago Istanbul (now MSC Leandra) that there is a side agreement to share the performance figures with Maersk and if favourable to jointly switch to MSAR/BioMSAR. I'm speculating I know but given that Maersk has already done a partial U turn on fitting of scrubbers perhaps they could be about to do the full U turn based on good LONO results. If MSC and Maersk were to jointly go to market advocating either MSAR or BioMSAR then the momentum would be unstoppable. Equally my fear in this scenario is that we would quickly get bought out by (Shell?) at a fraction of the true value. Thoughts anyone?
Wonga FC
Some big sales showing, and I don't see buying pressure. More like the opposite.
ColdFishPie
The World is full of great guys; they're paid handsomely to get a result, and so I'm not sure about the first sentence but certainly agree the remainder!
ALL
I've seen very little discussion on our blend on board solution. As far as I can see it was first mentioned in October last year and there is next to no detail about it. Can anyone point me in the direction of a decent description of what has been done in this area? What need is it addressing and why now? Would Nouryon chemicals still be required with this set-up? Does anyone know? Thanks
manu19/semaphorRed
I agree however there are also the jointly held patents with Nouryon for the processes and formulas.
manu19
With a current market cap of £22M we are just pocket change to the likes of MSC, so I really doubt that's the reason. Strategically it makes more sense for an oil major (Shell?) to buy us, but that's unlikely unless or until we go commercial.
semaphorRed
We're going to have to agree to disagree here. Life is too short . Shame your mind is closed on this.
semaphobeRed
Trends don't last forever and there are turning points so, no it's not a problem; it gives me an edge. Surely you can see that it has been steadily falling for the last three + months. A simple analysis would tell you that it is likely to continue to do so. Of course the announcement of a contract signing or similar would blow that out the water but in the absence of that it's a pretty safe bet it will continue to fall. We are talking probabilities here, nothing is guaranteed .
semaphoreRed
Take a look at the daily chart. It's been steadily falling for over three months because of constant selling pressure. As for yesterday and today's price action don't forget that 4% down one day followed by 4% up the next does not balance out, but I expect you know this . A £10 share that drops by 50% one day, needs a 100% increase to get back to £10.
semaphoreRed
..... and your point is ?
semaphoreRed
Well I agree price movement really matters!. So the fact that the price moved down yesterday, suggests that 1M trade was indeed a sell. Since the price has been drifting down now for over three months this tells us that QFI market sentiment is poor and that there are no willing buyers at the previous higher prices.
semaphorRed
Agreed, but I think we can safely assume it was taken from the list of QFI Share Trades shown on this site. It is the first trade of the day, shows as a sell, but perhaps more importantly given the vagaries of the system, which have been discussed on here many times, it is in the lower part of the actual transactions that have taken place. So why do you think it is a buy?
I do understand you are keen to promote the concept that every trade is both a buy and a sell but who initiated the transaction? Was it the buyer or seller? In this case it looks to be the seller.
semaphorRed
Wonderfully dogmatic as usual but sadly it does look to be a sale. Any chance of an explanation why you think otherwise or should I just accept you are the fountain of all wisdom?
semaphorRed
You seem to be trashing the entire school of TA Analysis with these comments Is this really the case? Dozens of books have been written on the subject and there are countless successful professional traders who use it either in whole or to supplement their fundamental analysis.
Don't you use support and resistance, trends, turning points, gaps, candle formations etc to determine your entries and exits. I'd encourage you to open your open your mind I'm sure if you did you would improve your trading.
MBleu357
So what should I take from that reply - you don't understand and don't want to understand TA and have been disrespectful to both Noel and myself for no good reason. Speaks volumes!
AKHM
.... and it may never get there exactly. TA is not an exact science but he clearly got the sentiment and direction right. Time will tell just how close this gets to 1p. Of course I hope it doesn't as like all here I am well under water.