Member Info for WarrenBJunior

Sadly I am afraid this was already built into the price.

At the last results update in August they mentioned a new fully automated production line producing parts for a disposable medical testing product which I presume is the lateral flow test for BD.Any guesses on the potential revenue of this product , are we talking millions or tens of millions ?
If the results surprise to the upside we could be looking at 30p plus !!! GLA

I am amazed how we have stepped back in time to 1999 when dot com companies had their valuations driven to ridiculous levels by individuals ramping up the price.
This company even after the drop has a valuation of over £50 million with no sales history.
Carclo which is a long established company has a valuation of £13 million with factories all over the world and contracts with some of the biggest pharmaceutical companies in the world.

Finally, this has the potential to be an absolute blockbuster.
GLA

I know that Carclo have a close relationship with BD , if they are manufacturing parts for just the COVID tests their existing £13m valuation is a fraction of their potential worth .
Trading update any day now !!!

Apologies I was under the impression it was due at the beginning of November .

Trading update Monday will hopefully give us some clarity on how things are going .I am expecting plastics division should confirm strong trading in all things medical. Aero division will no doubt be pretty dire but to be fair does not have much impact on profit.
A nice 30% bounce like Hornby would be good !!!

The global diabetic pen market is to grow by 3.4 billion over the next 4 years !!!

Carclo make the parts for B&D’s disposable pen which is one of a small number of players in this market and it’s valued at £13 million .

Hopefully we shall have an update any time soon and we can start to head north 20/30p fingers crossed.

Finally Iqe can achieve its full potential, for the last couple of years they have constantly fallen short of expectations. I feel everything is now in place to show it’s true potential, the new iPhone 12 is probably going to be the biggest selling iPhone of the next decade .
Their time has come !!

Big day for IQE today with the release of Apple’s first 5g phones , this is one of those game changing moments in a company’s history. The release of these handsets will showcase just what IQE‘s technology is capable of .

Many people have questioned the potential of 5g and its effect on the way people live their lives .
I am convinced it’s impact on gaming will be huge and Tuesday’s announcement by Apple will be a turning point with the release of their first 5g phone.
With relationships with Microsoft being discussed would it be totally inconceivable that a big player might be interested in getting a foothold in the esports world by snapping up Gfinity.
I have to say the next couple of weeks are going to be very interesting to see what happens and what the potential take out price might be, £100 million is pocket change to the big boys.

£500 million is not considered a lot of money in the world of gaming if you have the potential to tap billions of gamers at the touch of a controller!!!!

Saga is a great business which has been badly run for some years , Roger knows exactly how much it’s worth, rich people do not invest £100 million lightly. Once he is back at the helm he will get back to basics and start selling to all those loyal customers that trust in the Saga brand . Not just insurance, the opportunities are endless from energy to broadband all markets are open to them. The cruise business will bounce back at some point , costs can be minimised. As Mr Buffet says buy when fearful, most investors are chasing the Covid gold rush at the moment and wouldn’t dream of investing in a company like Saga , in two years time no one will believe that you could buy these shares for 10p !!!

Gfinity’s valuation does not reflect the huge opportunities in esports over the next 6 months . Winter is coming and with restrictions in place for the next 6/9 months there will be an awful lot of gamers spending vast sums of money entertaining themselves. Add to that 5g , new consoles from Sony and Microsoft esports are going to boom .
I personally feel it will be a huge mistake of the Management if they accept a low £80/90 million offer for a quick profit , when over the next 2/5 years this could become a £500 million business .
Time will tell , they have obviously had some interest from someone.

This is truly dreadful news , a painful lesson for me , they have a huge amount of debt so the dreaded CVA will not be far away , then they can just buy it all back minus the debt and of course the little people like myself !!!!

I am tempted to buy more as I think this is a great share for the future , my only concern is do they need to raise some cash at some point .
Any thoughts out there ?

Not sure it’s going to open at a £1!!

Not sure why people are so upset by the share price , we are in the middle of the one of the greatest crisis of our time.
The share price does not reflect the true value of the business because investors are so hung up on anything related to Covid 19 . Reminds me of the dot com boom and bust , when we chased share prices up to ridiculous levels in any shares that mentioned the word internet.

Do we think we might get news of the education sale this week?

Was that news designed to hurry along the sale!!

Hope the sentiment change in the markets is not going to result in a price drop in the morning .

I am a little worried about the potential ban of the Chinese chip maker which could put a big question mark on future revenues.

If the price drops heavily in the morning I am going to stick with , long term is my goal but it could get a little bumpy in the short term especially if there are any negative surprises with the results on Tuesday.