Member Info for Trendz

Good post @tbt - well there is clearly some justification for Hum being the cheapest thing on the London market. I’m taking a bet that this will bounce back to 40 plus over the next month or so.

Here here - this has wiped all the year’s gains off in one hit! Unbelievable (understandable but mad).

Brutal start to the day! No Bloodbath in Mali but certainly in HUM shares

Reading about this and the Mali Movement are claiming there has been no military coup and that ‘negotiations’ are under way to release the PM and P... must be a strategic move to change the government leaders... could be a bumpy few days but my gut says this will settle down

Ha, no!

Clearly there is downside risk here but the valuation is so meagre already... investors chronicle named Hum today as top 10 best value share on AIM

Double PCR testing for international U.K. travel - boom

Isn't Voleon’s Short position on the French market??

The company should issue an RNS today as this has had a material impact on the SP. Expect this to bounce back to 40 this week

Wouldn’t be surprised to see this finish blue. Invest on AIM they say - never dull!

Nice little sale on Hum today - seems like this is indeed a storm in a teacup.

Let's hope so!

Expect the company to make an announcement today

hmmm -not good for sentiment this!

Just double checked the ENGM rules and can confirm the below is correct.

As the company is dual listed on AIM (and given the ENG market is in the EU), the EU Market Abuse Regime applies. Yes, all shareholders on AIM or ENG must notify the company and the company must announce to the market, when over 3% is acquired and every 1% thereafter. Novacyt has no major IIs

The market can remain irrational longer than you can stay solvent. Hold!

I’ve been investing for decades and to me this is one of the most under the radar companies I’ve ever seen. Listen to this from 18 mins on if you need any reassurance. I’m 100k in (appreciate some think crass to mention) but it underlines the strength of my conviction. Good things come to this who wait!

https://audioboom.com/posts/7643806-john-meyer-on-gold-stocks-and-vadim-alexandre-on-covid-19-stocks

Good morning gents - I have joined the party this morning having done some research into HUM and taking the view gold will stay high in the new normal. The main reason I chose here is that the valuation is the most attractive of all the listed gold miners. Look forward to a bright yellow future!

Extremely conservative 2020 scenario (based on H2 simply replicating H1):
revenue - £130m
ebitda profit - £80m

Conservative base scenario (based on (i) H2 merely following company guidance that H1 revenue was 90% generated in Q2 and "the company anticipates revenue for the second half of the year to be greater than the first half of the year and margins to be at least at a similar level" - no monthly growth assumed):

revenue: £190m
ebitda profit: £115m

More bullish scenario (that sales for H2 will reflect month on month growth at say 20%):

revenue: £240m
ebitda profit: £145m

Of course, there is material upside to the bullish scenario.

Stepping back, with the market cap at £215m, in the conservative scenario, the company is trading at 1.65 times annual revenue and 2.7 times annual profit.

In the base scenario, the company is trading at 1.1 times annual revenue and 1.9 times annual profit.

In the more bullish scenario, the company is trading at 90% of annual revenue and 1.5 times annual profit.

This is totally crazy and I have never seen anything like this for a £200m market cap company, other than those that are in serious financial trouble. The market is treating this company like a piece of trash, a one-off Saturday night 5/10 shag. I am ****ed off. What the hell am I missing? Can any more experienced financially minded posters please help with an explanation as to why the company is so poorly rated? I've looked at the company announcements and, sure, a lot of the profit will be reinvested for the future and won't be made available to shareholders but the company is debt free and surely the market can see that there will at least be some demand for 2021.