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.
While I don't disagree with the overwhelming consensus of bullishness expressed here here please bear in mind that Samsung will not want to lose face and money is no object to them - so appeal after appeal after appeal is possible even if the legal costs are more than their potential liability AND if they do settle out of court then the legal tightrope around disclosure will be very tight indeed. Hopefully a settlement in 2022
The huge discount to NAV is no use to anyone if there is no purchases - The Board should consider a buyback of shares from their cash pile which will provide immediate value addition to shareholder's and create some well needed liquidity
Great results recently showing fantastic uplift and exits in their portfolio- the shares trade at a huge discount to NAV - the board should undertake a share buyback or tender offer to close the discount
2 big entrants into the market in the last 2 months with deep pockets for marketing expenses. The monopoly position enjoyed by Autotrader is over and a profit warning or two is likely