Member Info for Winstanley

Interim results coming.

Reposting link:

https://www.fiercebiotech.com/biotech/gsks-long-acting-asthma-drug-halved-attacks-phase-3-backing-blockbuster-hopes

GSK is expecting the therapy to become one of several new drugs that will drive growth in the coming years. The company emphasized that patients only need an injection every six months, which is less frequent than rival treatments. This is a key advantage in a space where patients often discontinue their medications, leading to worsening conditions:

https://www.bnnbloomberg.ca/business/company-news/2024/09/09/gsk-drug-helps-prevent-severe-asthma-attacks-in-advanced-studies/

I've been trying to swot up on depemokimab - apparently it's connected to asthma, specifically severe eosinophilic asthma, because it targets eosinophils, a type of white blood cell involved in inflammation.

Feel free to correct me if I'm wrong. Anyway GSK's involvement looks promising:

'GSK is continuing to tout depemokimab as one of its 12 potential blockbuster launches of the coming years, with the asthma drug expected to generate peak-year sales of 3 billion pounds sterling ($3.9 billion) if approved.'

https://www.fiercebiotech.com/biotech/gsks-long-acting-asthma-drug-halved-attacks-phase-3-backing-blockbuster-hopes.

Only fully audited results will make for a stronger move - IMO

The update from CAP-XX Limited presents a cautiously optimistic outlook on growth.

Positive Indicators:

Revenue Growth: The 26.7% increase in revenue (to A$4.6m) from the previous financial year is a clear sign of financial improvement.

Strong Market Position: CAP-XX has made significant advancements in the global distribution network and a strategic partnership with SCHURTER AG, enhancing product development and market reach.

Growing Supercapacitor Market: The global supercapacitor market is experiencing robust growth, projected to reach USD 1.4 billion by 2027, with CAP-XX well-positioned to capitalize on this trend through its focus on applications in electric vehicles, renewable energy, and consumer electronics.

Partnerships and Distribution Expansion: New partnerships, such as the one with DigiKey, allow CAP-XX to improve supply chain operations and customer service, particularly in the U.S. market, which supports faster deliveries and higher sales potential. The expansion of their global distribution network further solidifies their market presence.

Cautious Elements:

Unaudited Figures: The financials, though promising, are still unaudited, leaving some uncertainty until final results are published on 29 October 2024.

Book-to-Bill Ratio: The book-to-bill ratio of 1.07, while positive, is only slightly above the break-even point, indicating demand just exceeds supply. This suggests cautious optimism, as it reflects steady but not overwhelming future growth.

Cash Reserves: While the company remains debt-free, its cash reserves are A$2.0m, which is modest and may limit flexibility in funding expansion or innovation without careful financial management.

Overall, the outlook is positive, supported by revenue growth, market expansion, and favorable market trends, but tempered by the need for cautious optimism due to pending audited results and moderate cash reserves.

Only the daft UK stocks only ISA is to be scrapped. The new government should be highly praised for discarding this poorly thought-out idea, which had little to no investor interest. Hopefully, they will now adopt a more reasonable and long-term approach to ISA reform, prioritizing simplification for the benefit of consumers, unlike their predecessors.

For clarity, they're not scrapping isa's - only the daft UK only ISA that the Tories touted.

Https://x.com/itvstudios/status/1830925111504826608?t=5VYJYuAL0ZUq1KndJ9bWBA&s=19

As mentioned earlier, all the positive signs are in place. Our resident dimwit (w/t) is getting flustered with it's pointless efforts to be noticed, but I've filtered it out.

After all the good news, it's time for a break.

Signing off for a few days,

Yours sincerely,

Gerrard Winstanley

Previous post (w/t) filtered - oh bliss.

The resurgence in advertising uptake for STV does suggest a broader positive trend for the UK advertising market, which could indeed signal good news for ITV and other broadcasters:

1. Market Recovery: The 13% increase in STV's total advertising revenue indicates that advertisers are regaining confidence and investing more, possibly reflecting an overall recovery in the UK economy. If this trend is consistent across the industry, ITV, being a major player, could also experience similar growth in advertising revenue.

2. Sector-Wide Implications: Television advertising often reflects broader economic conditions. STV's growth, especially in regional and digital advertising, suggests that both national and local businesses are seeing value in TV and digital ad platforms again. ITV, with its larger national reach, could benefit from increased advertising budgets, particularly from sectors like retail, finance, and consumer goods.

3. Digital Growth: STV's success in digital advertising, with a 13% growth in VOD revenue, might indicate a shift towards more integrated advertising strategies, combining linear TV with digital. This trend could benefit ITV, which has also been investing in digital platforms like ITVX, potentially leading to higher returns from digital ad spaces.

In summary, the resurgence in advertising for STV could indeed signal a broader recovery in the UK advertising market, which is likely to benefit ITV as well. ITV’s national presence and digital initiatives position it well to capitalise on this renewed advertiser confidence.

Previous post (w/t) filtered - oh bliss.

ITV's half year results are coming soon - then we'll see. One expects them to be stronger than STV, who are doing very well, although those with any vision need not wait.

Https://www.sharecast.com/news/news-and-announcements/studios-ad-market-rebound-drives-first-half-growth-for-stv--17403314.html

One has no idea what the previous poster (w/t) is whining about because its filtered.

However STV strong performance is a definite indicator of a resurgence in the sector.

Previous post (w/t) filtered - oh bliss.

The interim results for STV Group PLC are highly positive, indicating strong financial performance and strategic growth, which bodes well for both STV and ITV Plc.

..................

All the pointers are aligning. And, just for those who missed it yesterday.

https://www.cityam.com/big-talk-studios-bumper-year-for-itv-owned-the-outlaws-maker/

ITV studios division is on track to achieve a record annual profit, fueled by increased sales.

Previous post (w/t) filtered - oh bliss.

In the States they're having a rest.

The UK stock market has been sluggish despite a surge in Rightmove shares, which soared 27.4% on takeover speculation by Australia's REA Group. The FTSE 100 fell 0.15%, weighed down by losses in other major firms like Rolls-Royce, which dropped 6%. While Rightmove’s gains were substantial, they weren't enough to offset broader market declines, reflecting a generally cautious market sentiment. European markets showed slightly better performance, with small gains in Germany and France, while U.S. markets were closed for Labor Day.

Small fluctuations should not bother the long investor - it's just market noise.