focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Wow! Ocado defying gravity with a truly acrobatic start to the day.
Are the shorts closing their positions (in despair)?
Day 9 of the takeover rumour: will Amazon make an announcement today?
RSV: The director of the U.S. Centers for Disease Control and Prevention signed off on the use of new vaccines from Pfizer and GSK to prevent severe respiratory syncytial virus (RSV) infections in older adults.
Tony Wood, Chief Scientific Officer, GSK, said: “GSK’s successful development of an RSV vaccine to help protect older adults from RSV lower respiratory tract disease (LRTD) represents a major scientific advance, resulting from years of collaboration across academia, industry, and research centres. We are grateful to the ACIP and CDC for recognising the potential of Arexvy and look forward to partnering with public health officials, healthcare professionals and payers to make it available for eligible older adults in the US before this year’s RSV season begins.”
There are an estimated 55.8 million people aged 65 and older in the US1 who are at increased risk of RSV, a common, contagious virus that can lead to serious respiratory illness.2 RSV causes approximately 177,000 hospitalisations and an estimated 14,000 deaths in this age group in the US each year. For adults 60 and older, data suggest an increased risk for severe RSV infection that can lead to hospitalisation. Older adults, including those with underlying medical conditions*, such as chronic heart disease, chronic lung disease or diabetes, are at high risk of severe RSV illness and account for the majority of RSV hospitalisations.
Are you expecting riots in London, KarlTaylor? That sounds alarming. More riots = more online sales. That should lift the shares big time.
Would be happy to sell 25% of my holding for 46.524 p.
Rick123 is certainly a consistent ray of daily sunshine, the ToysRUs joystick of ecstasy!
"Hail holy light, offspring of Heav’n first-born,
Or of th’ Eternal Coeternal beam
May I express thee unblam’d?"
We need more of the Rick123s. Too much negativity in this world and not enough hysterical laughter.
I still don't think 350p is impossible now.
Anything lower and the takeover rumour bubble comes back.
It's a very volatile situation.
As I'm nearing retirement I would not stake my savings on this one.
Remember what happened to Cineworld?
And remember Ocado at £29?
Good luck! DYOR.
What kind of real news would lift the shares to 75p?
I'm holding on for the safe and generous dividends at the moment. Pension.
However, it would be nice not to have a loss on the capital side, having foolishly averaged down a lot, leaving me with a disproportionately large holding.
Only short term factor that will lift the price significantly now is a rumoured takeover.
Ideally someone increasing their stake to show real interest.
Otherwise 320-360 looks like a new ranges the SP deteriorates.
Times needs to run an article on Amazon?
SavvyInvestor: hard to speculate on some of the matters you raise. Ocado may need big new partners/merger/takeover to survive if the cash situation looks precarious. WE are in a major credit tightening cycle with higher interest rate and a reversal of quantitative easing. This will be affecting business investment and government. My theor is that the shorts are waiting for the credit crunch (when even a rights issue cannot save the company). We've seen this before when shorts dig in for a very long time. Think Cineworld? Maybe Asos going that way too in the future?
Sadly the big short is still in place with 9 funds short with a total of 6.24%. Very precarious.
While it might be an unpopular opinion is still think there's a £1 downside potential, or perhaps more.
While the recent short term bubble might be heartening for those who bought in at much higher levels in the past, I'd recommend you zoom out on your share price graph and take a look at the relentless decline from the peak of £29.
We'll never see those prices again, my dears.
More interest rate tightening. Hawks winning. Bad for airlines in short term?
"don't try to catch a falling knife"
I'm still waiting for 350p
"A formerly strong balance sheet now has £533m net debt. That looks imposing compared to ASOS’s £448m market cap. An unmanageable debt pile is a likely culprit for why this stock still looks undervalued. I only need to look at Cineworld for a relevant cautionary tale. The shares went into a tailspin thanks to debt. I remember thinking the cinema operator’s stock looked cheap at 25p. Well, now it’s 0.5p. " --- Motley Fool.
Would possibly consider a tiny shareholding if they drop to 350p. It's a gamble!
INSATIABLE GREED: Since privatisation, shareholders in water companies have been paid £72bn in dividends, while bills have risen 40% in real terms. Tragic.
Surpised no one's going Short, short, short !
Do these water companies have a future? Is OFWAT obliged to rescue them?
Skier1: you have brilliantly exposed what's happening.
It's all sounding rather too high risk for my liking. Good luck boys!
Citigroup raises Lloyds Banking price target to 77 (74) pence - 'buy'
Goldman Sachs cuts Lloyds Banking price target to 77 (80) pence - 'buy'
JP Morgan - 42p (think this is where they might stick until spring 2024?)
Goldman Sachs cuts NatWest price target to 490 (520) pence - 'conviction buy list'. I'm not convinced.