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Finally! Good update. Underpromsie and overdeliver. All time highes again soon IMO. Valuation ludicrous

But a forward p/e of around 12... bargain basement territory for a tech company. Suspect this now gets taken out on the cheap

BREAKING: The US publishes reciprocal tariff exclusions for computers, smartphones, and chip-making equipment.

Results on Monday too - could be fireworks

BREAKING: The US publishes reciprocal tariff exclusions for computers, smartphones, and chip-making equipment.

FTC gonna absolutely fly up on Monday

Tomorrow will be the best day on the UK markets for a long long time. I would expect FTC to be up 15%

SpaceX should really just buy FTC. I think intragroup exports and imports are exempt from tariffs? Anyone know ?

You don't think Space will throw its weight around and pass the additional cost back to Filtronic - ie SpaceX negotiates new pricing terms (e.g., lower purchase prices to offset the tariff).

Unfortunately, Trump tariff will have an impact on bottom line here. I'd like to see the company provide details on how much it's affected

Unbelievable results

And we're up.... 1.5 pence!!! You have to laugh at how crap the Uk markets are

The annecdotal part (that I forgot to add!) is that the stores around SW London are absolutely jam packed all the time. Quality of product has gone through the roof. When compared to Waitrose, it's like chalk and cheese. Middle classes and the wealthy are quite shielded from the cost of living crisis and from what I can see, MKS is a bit of a cash machine ....

Added at 324.4 - my view is that the turnaround is still in progress and MKS management is worth paying up for. Anecdotally, I think MKS is eating up market share from smaller food and clothes stores. Scale PLUS Quality means MKS is a class act that will dominate the high street for decades to come

Serabi tipped by Joanne Hart in her Sunday Mail Midas Column- strap in for £2 this week

May I ask how the convertible financing will be dealt with?

150 p. I have absolutely zero doubt this will fly passed previous high v soon. Valuation is ludicrous really

BREAKING: Gold prices have officially crossed above $3,000/oz for the first time in history.

Could also be the chatter about US tariffs on gold ...

I read somewhere that a Fund whose top holding is SRB is facing savage redemptions. Forget the name but could explain the irrational dump?

Of 2.99! Gold price doing well. I think SRB is about to go stratospheric. £2 by April IMO

To clarify, he has sold only enough to cover tax charges. He has retained the balance. When one crystalises gains on share options, even when exercising on a sell to retain basis (I.e. selling enough to cover costs), an income tax liability needs to be paid. Trust me, I run a similar scheme for a PLC