Member Info for x54v

Picked up by Naked Trader:

"FRP Advisory (FRP) we discussed at the last two online seminars and this one
is also discussed on the podcast

I discuss FRP in depth roughly half way through my new podcast so have a listen!

FRP could be in a sweet spot viruswise as it helps companies that need
to turn around and deals in insolvencies.

Since I recorded the podcast, FRP has come up with a very decent trading statement with revenues and profits ahead of expectations.

More background on the podcast."

https://www.nakedtrader.co.uk/?id=521

"The Pension Protection Fund reportedly wants Laura Ashley to have another administrator installed to oversee the investigation regarding the retailer’s collapse.

According to Sky News, the UK’s pensions lifeboat authority is pushing for restructuring firm FRP Advisory to be installed as a joint administrator alongside PwC."

"Sky News indicated that FRP Advisory’s appointment as a joint administrator could be confirmed later this month."

https://www.retailgazette.co.uk/blog/2020/05/pensions-authority-wants-another-laura-ashley-administrator-appointed

Directors certainly seem to think so given their hyperactive buying recently.

https://investegate.co.uk/Index.aspx?searchtype=3&words=infa

https://zakmir.wordpress.com/2020/05/05/the-tiziana-life-sciences-anomaly-tils/

https://masterinvestor.co.uk/equities/small-cap-bounce-back-pharma-stocks-fighting-covid-19/

"Pre-Covid, City analysts said Begbies earnings would jump 18% in 2020. With the harshest UK recession in the record books now approaching, I think those those figures could rise significantly."

https://www.fool.co.uk/investing/2020/04/28/why-id-buy-these-3-insolvency-firms-in-may-with-uk-recession-coming

As a starter, good to see that the directors are clearly confident with 3 of them investing £667k each in the recent placing. £2 million invested at the 50p level shows that they are heavily aligned with shareholders.

https://investegate.co.uk/4d-pharma-plc--dddd-/rns/result-of-placing/202002181828003969D/

They have chunky stakes overall as well with the same directors each holding over 7% of the company:

https://www.4dpharmaplc.com/en/investors/shareholder-information

Agreed. Not a seller, but a buyer. Check out his 2 latest holdings RNSes.

He's gone from 60,865,348 to 64,789,098 shares.

The number of shares he holds has gone up, but his % holding has gone down because of the larger number of issued shares.

A clear case of follow the money if ever there was one.

3 directors buy £2million worth of shares between them at 50p.

And shrewd investor Richard Griffiths buys £2.5million worth at the same price.

A huge vote of confidence and obvious belief that the share price is going very much higher from here.

https://investegate.co.uk/4d-pharma-plc--dddd-/rns/result-of-placing/202002181828003969D/

Link dropped to 11.96% on March 10th, almost a month and a half ago.

https://investegate.co.uk/4d-pharma-plc--dddd-/rns/holding-s--in-company/202003110949397644F

If they've continued to sell down their holding, it should be considerably smaller by now given the time elapsed and volume over the past few days.

"If you can avoid an attack of inflammation, it is the ultimate way, in our opinion, to avoid mortality from #covid19.”

Here’s $TLSA Founder Gabriele Cerrone on why Tiziana Life Sciences’ anti-inflammatory drug, TZLS-501, is essential in the fight against #coronavirus:

https://twitter.com/TDANetwork/status/1252340023262879744?s=19

"Coronavirus pushes financially distressed companies over the half-million mark

-- Number of businesses in significant distress stands at 509,000 - the highest number measured by the Red Flag Alert research

-- Impact of coronavirus lockdown sees the largest quarterly increase since the end of 2017 - 15,000 more businesses in significant distress (3%) since Q4 2019

-- Record figure likely to be the tip of the iceberg, as full Covid-19 impact will build through Q2"

https://investegate.co.uk/begbies-traynor--beg-/rns/latest-red-flag-alert-report-for-q1-2020/202004170700059530J/

"John Bett warns companies to seek 'caveat' as insolvency advisor Begbies Traynor sees higher level cases"

"Lindsays partner John Bett's warning came as insolvency specialists are bracing themselves for a rush of businesses going bust in the wake of the coronavirus lockdown."

https://www.insider.co.uk/news/firms-risk-insolvency-without-correct-21864540

"To the lifeboats! A counter-cyclical stock I’d buy as the stock market crash continues"

"I think buying shares in insolvency specialist Begbies Traynor (LSE: BEG) is a sound idea as economic conditions worsen. Times are tough for British business and things threaten to get tougher as the lockdown continues and firms run out of cash."

"The AIM stock has risen in value since the coronavirus crisis emerged. It surged to a record closing peak of 97p per share this month. And I think it’s likely that new highs will be reached in the very near future as the broader stock market crashes."

https://uk.finance.yahoo.com/news/lifeboats-counter-cyclical-stock-d-125346371.html

NT a recent buyer...

"I picked up some Begbies Traynor (BEG). Sadly we are heading into
an environment where insolvencies are likely and that would help it.

It also specialises in trying to turn struggling companies around so surely
it is going to have a lot of work to do.

Its staff is working remotely and it says it is in a strong financial position.

Looks like a potential winner here, even if there is another downwave.
It is surprisingly volatile and best picked up on weakness."

https://www.nakedtrader.co.uk/?id=519

Add another 500k block, then a 750k and 1000k to that.

"It’s easy to see why Kamani is best friends with Richard Hughes, another fully paid-up member of the colourful language brigade. It was his firm, Zeus Capital, that advised Boohoo on the flotation. “Zeus was a great partner to have,” Kamani says. “Not only is Richard Hughes one of my closest friends, he was on the board of Boohoo and he said for many, many years he’s never seen a business like this in his career.”

https://www.insidermedia.com/publications/north-west-business-insider/north-west-business-insider-october-2014/the-rise-and-rise-of-boohoo

https://investegate.co.uk/avacta-group-plc--avct-/rns/subscription-to-raise--2-million/202004020700045024I

The hefty buying around the current level continues.

First the 1m block at 8:21am, then a 500k block and 2 lots of 250k a short while ago.

A £200k buy earlier as well at 8:21am.

Some heavy buying today.

"Inspiration Healthcare are pleased to be a valued partner of the consortium, ‘Ventilator Challenge UK’ working alongside other companies to help the NHS source 30,000 ventilators in the battle against COVID-19."

https://twitter.com/InspHealthcare/status/1245391979967586304