Member Info for White_Parsnip

I am not happy with their support activities. Until I see this feeding through to operations, I am keeping bug bucks off the table.

Pre-authorisation has been completely over exaggerated imo. The new policy will have to take into account the effectiveness as well as the cost, so if iron salts are ineffective, then there will be no alternative for the patient or insurer than Accrufer. What's more, the insurer could face legal action from patients if they refuse to grant it.

The management of this company are now completely untrustworthy. This is now the second time they've asked the markets for a bail out after saying there wasn't a need to raise any more finance.

Literally no evidence whatsoever that people who eat Greggs use weight loss jabs and that information wouldn't be available anyway.

Isn't the whole point of Moneysupermarket that it has bargaining power? If your enter an AI query into an app, isn't it going to give you a quote the same as had you asked for a quote directly from the insurance company?

Why are they buying back shares? Usually this happens when there aren't the investment opportunities but would've thought their online queuing platform would have many benefits to improve the end customer's experience.

All those that are shorting this stock are probably international investors who believe American fast food dominates the market. Most British investors know the market is more nuanced than that though.

There's no mention on the costs apart from the cost of sales, which has been massively impacted from goods shipped to the USA. Also, it is very concerning to see IFBI as a customer have a stake in a smaller start-up. For that reason, I have only topped up by a miniscule amount relative to my holdings and, from the share price performance today, it would seem the market mirrors that sentiment.

It is sad to see such frivolous spending without any kind of analysis behind it. Sundry expenses have more than doubled, contract staff have almost doubled and professional fees are up more than 50%. It is an audacious move by the board to ask for an equity raise when it has no control of costs.

I'm in.

Have you seen Costa or Starbuck's pricing? You can spend the same amount on a coffee in Starbucks as you can on a meal deal at Greggs.

Synergies are the difference in competitive rivalry compared to a year ago. Yes competitors have been putting up prices. Some can withstand these more than others. Again, due to synergies.

I did a 45 minute drive yesterday and there were four Greggs along the way. Only one of these stores generated any revenue. A geographical expansion into Australia or NZ might be a good idea if the market for baked goods is large enough.

The quality of their products is good and consistent across each of their locations. The price is the issue here. Greggs used to offer good value but they really need to get back to that. Prices have increased due to increased input costs but they need to be controlling this. It is now £6.50 for meal deal, which doesn't offer as much value as a meal deal from a supermarket.

Sales growth slowing from 7% to 6.1% is what you'd expect with the amount of stores they're opening. The BoDs need to realise that Greggs stores are getting to saturation point. They now need to look at becoming cost competitive like they use to be.

They can't buy in the market otherwise it would be deemed as insider trading. They can only buy in at the exercise price, which is a lot higher than the CLNs.

12th September has been a turn around 😆

It will be interesting to see what uptake there is around 12th September.

It wouldn't suprise me if some of the large investors introduced to the company by Marex Capital were trying to manipulate the share price of Helium One for a take over bid.

Got in early here too just in case of this eventuality.

I am not impressed that they are manufacturing with UESNT, so they can sell into the Chinese market. They're IP is under serious threat making it too risky for my liking.