The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Has anyone with Halifax been paid their dividends yet? This will be my first ever dividend payment (in the past I've always invested in newer growth companies). I keep on checking my account but nothing yet. Is it sent after trading hours or something?
Hopefully it will turn around from here. We just need it to bounce off 361-62 again...
Results are as expected so no surprises. They have obviously done well last year, but I don’t know how they can say that the new product release “remain on track” when there was talk of them launching in January, and then April. I guess we continue to wait on that front. I really hope they do release this month and not continue to dither. Good luck all.
Jamrock, yes just from the sale ticker on Lloyds, and I doubled the PCR tests to account for sales on Boots. I didn't take into account direct sales from MHC website either (as well as other smaller platforms). So yes very conservative figures, and I agree it could be more.
On the back of a napkin calculations, but at those numbers, along with Boots online as well as store sales, they could still be doing anywhere between £200k-£400k+ per month from covid tests, even with that side of things calming down. And another half term coming, and summer holidays on the way. It's ideal having this extra income still whilst waiting for the new product launches.
Just sharing research. Lloyds tweet from yesterday about holiday jabs:
https://twitter.com/LloydsPharmacy/status/1528753265122463744?s=20&t=tHlOiFrIDZa_rrS8XTPYMg
If you click through there are two seperate links to MHC PCR tests. Also numbers on Lloyds online sales are still okay. 18 of the £60 PCR tests in last 24 hours, and 258 of the Fit-to-fly LFT's in the last 24 hours as well. The Boots sales counter doesn't seem to show anymore, but I imagine the numbers will be similar there as well.
A quote from Penny from an interview back in January:
"We are planning quite a unique personalisation offering in the second half of this year, as getting a personalised wellness and really trying to understand what ‘do I need to’ we consider to be a real growth area in the market.”
I wonder what this unique offering she is referring to is?
I think thats because people know news could drop any day now, with deals with Boots and Lloyds Pharmacy potentially on the cards at some point as well, plus results due in a couple of weeks. It’s likely FOMO, as at this price IMO there’s more upside than downside when the news starts to roll. GLA.
Very impressed with what I could see this morning on the staging site. Thanks Smudge & LondonMarket for sharing your research. I myself had started to get jittery, and had reduced my position here significantly as I was doubting we would ever see the new wellness tests. Seeing them on their site was all I needed, and loaded up again this morning. Those asking where the RNS is, the glimpse we saw on the website wasn't supposed to happen (with it now needing a log in to access), but it's obvious now that the release is imminent IMO. So not long. GLA
5p would be amazing! I’m hoping it starts to get more exciting next week, although it did start to heat up on Friday. We just need some news. At least we know we’ll definitely be hearing something in a few weeks with the results due. I just want to hear more about these new products. I think everyone does!
It surely can’t be long now?!!
I'm getting frustrated with this now. I've come up with the scenario in my head that CFO Gareth Davies and Laura Moore (former CEO of Nell Health) left because they were getting frustrated at how long the launch of the new products is taking. Complete speculation on my part, but it makes sense as a possible explanation. I'm still holding, but have downsized my position due to boredom/frustration/reducing my exposure. In fairness I was "all in" on this until recently, which is pretty risky as far as investing goes, never mind investing in small caps.
I just don't understand why it's taking so long?! It's obvious that the covid sales will have slowed down, and that was the excuse they have used for putting the new DNA tests on hold, so they could service PCR tests efficiently. It's now May! Madness. Anyway this hasn't gone the way I thought it would. Hopefully it turns around. GLA, I hope the product launch comes soon, for all our sakes.
No one took up the offer at 2.39, but looks like it will break through 2.3 at some point. Going to negotiated trade on quotes above £6k, so any kind of volume could be the difference. Whether it's from news, or as robH has just said, FOMO. I love to see it break through today, but happy to wait. We shall see.