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Well yes, but it's impossible to distinguish given the sheer numbers of posters claiming inside info on LSE boards, better to stick to the actually known. I totally understand the why of the recent rise, it's the how that I'm wondering about - do the currently published trades really account for this? I'm genuinely asking, they probably do but it just all seems like such small beer to me.
Looks like boredom is creeping in on this board. Why don't we leave our resident deluded fool alone? I think all the attention he is getting isn't helping. I have a question for the knowledgeable - Is our SP really creeping up purely on low volume and these small nibbly trades or is there maybe some background buying going on?
I'm happy enough with this investment, gives me renewed faith that the Arcadia trial will bear fruit. They are on the inside track after all and probably subject to NDAs however the investment itself is a positive sign.
I'm not over moaning about it Unclejim
Well yes but if commercialisation had happened at that point I wouldn't have sold then either, top skimmed maybe. So nothing has really changed on the SGS front apart from a few more grey hairs. I expected the wider investment portfolio to be a bit more canny though, however I am very hopeful of the 2 IPOs when then happen.
ANY tangible return that delivers profit will rerate us, so I'd take whatever - more for the investment pot and hopefully some winners. Then EnSilica and Airestech IPOs to push us forward...
Hello all. I'll take this all day long, it's communication and exactly what we need to keep the faith.
I'm not going to sell out at a loss here but I can totally understand it, there are so many 'safe' options sitting at year lows today with the ongoing situation. With nothing to go on apart from hope, depressed investments and forthcoming IPOs here, I can see the attraction of moving money into some big names for the inevitable bounce. As we all say, all the time, a bit of intelligent engagement with shareholders would work wonders.
I'll be too drunk to wake you up at 0.1 BD
Can't say that I'm particularly excited but it's nice to see us scraping ourselves up from what I hope was the bottom. More comms, more investment and a bit of positive news please.
Agreed. But I just don't think that we have the evidence that SGS is still in play for us in a meaningful way and the market agrees. If we get news of any return there then it's straight to ATHs imo. Otherwise it's a slow burn.
TH, at 0.7 SGSC was in play. There is either news to come or 2 and a bit million quid to recoup.
Another good bump for Northcoders. That's bagged from our initial investment at 180 now.
...and in terms of our 'non-live' investments, both EnSilica and Aeristech look like they have fantastic potential. Even if SGS is a bust (which it may well be) we should rerate when they go live, hopefully during H1 this year.
Exactly
No sign of this yet is there?
Erm... Do a bit of research crawshaw
A solid commercialisation deal would shoot us to all time highs no doubt, as I've said before the market has priced in a total failure here and any kind of reasonable deal would easily double our MCAP, plus some probably. What I'm really waiting for this week is for the BOD to finish their navel gazing exercise and open up some meaningful engagement with shareholders. Best bit of action we've seen for a while here but I'm not saying it's not a blip unless it holds until close.
Early days with SKL BigDave. I also think that MWE will deliver over time.
I doubt it, volume is piddly (although I'd love to be wrong). Currently priced as if SGCS deal is a bust, I think the market might just be waking up a little to the most recent investments. I do however expect some more communication soon after they've absorbed the 'advice' they have sought.