The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
PSL have assured they will issue an RNS as soon as they are able My guess is that this will concern (successful) trials and tweaks and details thereof with intended direction. As difficult as it is, we need to be patient, but the declining SP is not a boost to confidence. If the news is good and well received, this will have been the best opportunity to increase positions
Fund Manager Who ‘Got Lucky’ With Ocado Eyes Boohoo, Shuns M&S Lisa Pham5 June 2018, 10:49 BST Fund manager holds Boohoo.com shares, bought Ocado in October Sometimes timing is everything, as Gavin Launder discovered when he bought shares in Ocado Group Plc before a flurry of international deals that spurred a 270 percent rally since late November. Now he’s waiting for another U.K. online shop to hit the accelerator. Boohoo.com Plc has the capacity to surpass British high-street icon Marks & Spencer Group Plc in terms of market value, said Launder, a fund manager at Legal & General Investment Management Ltd. in London. The web retailer is among the most active holdings in the company’s 210 million-pound ($281 million) Growth Trust, which has beaten 98 percent of peers so far this year. Online upstarts such as Asos Plc and Ocado have long left M&S in the shade, symptomatic of the sea change that has overcome the industry in recent years as customers increasingly shop from the comfort of their homes. Although Boohoo.com’s market valuation is still only about half that of M&S, Launder is confident of its growth potential. “They see sales trends quickly, so they respond rapidly,” Launder said in a phone interview. “If they carry on doing that right, I don’t see why they couldn’t overtake Marks & Spencer.” Shares of Boohoo have risen more than 300 percent since first listing in London in March 2014. Of 13 analysts tracked by Bloomberg, nine rate the stock a buy or equivalent and two a hold while two more recommend selling. One of the skeptics is RBC analyst Sherri Malek. Boohoo’s valuation suggests investors expect its superior growth levels to continue, but this can’t occur without additional margin investment, she said in an April 26 note.
Indeed I have and capitalised on this, this morning making a partial repurchase to invest elsewhere @1350 I have noticed also over £1B of net purchases today If the reported figures are correct that’s 20% of MCap and Sod all affect on SP
No CEO is going to part with sensitive info in response to an unsolicited email Whether you or the market deem the content “sensitive” is a matter you are welcome to debate. The last RNS expressed confidence in H2 I believe. I appreciate your comment however
Let’s hope Mr M is as good as his word and we receive some clarity in progress and implementation I’m encouraged “he” responded by return and in such a courteous manner.
Copy received by return fro JM things are going well, software was released early may, trial customers are being walked through it. It’s spot on based off initial feedback but commercial negotiations do take time and a double bank holiday in a month means lost of time lost due to holidays. Of course we are keen to announce things and will do as soon as we can via RNS.
Matt Well you have a smashing day for them. Think I’ll drop the roof on the car and try and forget about PSL, can’t do that in Glasgow often. Have emailed investor relations also
http://www.liveyachting.com/a-superyacht-ran-aground I make no comment as to how this might have occurred!
Thankyou Gentlemen, I get the picture and it is largely as I had surmised, but a little more robustly underpinned. Got contacts in shipping and aviation, so armed with the right questions I could maybe see if there's any penetration there. Dthurgar, have we met? my liver is in remission, a miracle in view of the time we spend in France and at regattas! I feel some swift pruning of my low hanging fruit may occur demain! Bon chance a tous!
I've been watching this stock for a month and got in at 8.04am today. Unfortunately, fully committed elsewhere, so a much smaller trade than I would have liked, a few �K: but now considering switching some positions as this would appear to have legs, potentially long ones........... For those of you with a little more history, I would be interested in your perspectives. Well done to all onboard meantime.
Continually posting and reposting the same 9 year old articles isn�t news It�s painfully dull. Notwithstanding this, the bulk of your rehashing concerns the light bulb tech rather than the IOT tech and the Halcyon Concept, which after all is what might lead to real growth in market cap.
Are you smoking the same stuff as Robot?
I find the potential sales alone, within the burgeoning PBSA sector quite exciting. There has been a trial conducted in one unit within a client’s portfolio. Has anyone followed up on how this trial has performed? I must admit to being somewhat frustrated by the lack of comments following the launch of HV2 More bugs?
Been running a bi metal blue face sub for over twenty years, though I've had three, (long story) but I tried on the equivalent Yachtmaster in T5 last month and that's my next present!! Incidentally, any of you chaps in PSL? This is looking awfully good, if you can acquire stock.