Longships Share Discussion Threads

[cfro] 08/10/2024 08:48

Yes, that was a rather good idea from him and a great podcast, he is very impressive. I think we are very lucky to have him as CEO, very knowledgable and clever, really knows what he is doing.

On the upcoming budget; i am wondering that it might end up being a damp squib. I think a lot of her proposals will end-up getting watered down and they won't want to scare the markets.

I can't believe all these investors selling up in the hope there will be a crash on Oct 30th. I am not personally selling anything and remain firmly committed to staying fully invested both before and after the budget..

[sunshine today] 08/10/2024 08:46

The serious long-term investor thread

Ok here is the long term investor plan;

Good luck.

*Company updates due this week from both SBTX and Croda*

SBTX have signed an agreement with Croda, to use SBTX IP , and in return get a min 10% of sales Croda makes on the new bio Lysate, a brand new , proven by science, invention ( anti ageing skin cream ingredient) , Croda is a £5.8bn FTSE 100 company .

It could be an absolute block buster product .

100 TO 1 IN THE STOCK MARKET (BY THOMAS PHELPS)

As per the video on YouTube above .

To increase ten thousand pounds to one million pounds. : 100/1

Your company, in this case SBTX , has to increase its yearly profits from those today , between 25 and 100 times. over a long period.

I agree.

Today SBTX requires profits of £1.3M on a PE of 25 to justify its valuation.( £25M market cap.) right now, the shares are based on prospects, not profits made.

So , for my example I will start with £1.3M profit . ( even though SBTX is NOT yet in profit ).

Thus growth in profits needs to be a min of 25 times that, over time , if the PE stays the same.

Profits between £32.5M to £138M per year, are needed for the shares to increase 100 times.

These numbers get sharply reduced , if the PE ratio goes up over the period.

Let’s use 15 years, on a par with some of the best 100 fold risers on the stock market over the last 25 years.
Moving on, with what we know so far, about possible massive earnings from Croda, and SBTX breaking even, after next company purchase, due any day.

The cash pouring in is then used for yet more growth.

On an assumption Matrixyl 3000, ( today's best seller, owned by Croda ), is phased out, it’s not a green product , and Croda itself increases its own profits. ( Croda is going 90% green by 2030 ).

On assumption SBTX gets 15% of Croda Lysate sales, all near net profit, as no costs to SBTX

On the assumption that Croda signs up to use the Lysate in other areas ( not just skin care )..

On the assumption Croda takes market share from others.

Some sums

Matrixyl today £350M sales @15% to SBTX = £52.M ( replaced by the new Lysate )

So over the next 15 years , SBTX could increase 100 fold.

Only time will tell.

Finally, be warned , all shares have risk , no matter how good the story sounds.

[igoe104] 08/10/2024 07:13

Richard Edwards came out with a great idea instead of abolitioing IHT on Aim companies, increase it from 2 years to 4 years. It will encourage more long-term investing...

[cfro] 08/10/2024 06:22

Just this second spotted this latest podcast on ANP. Will listen later, sounds like it's going to be good..

[igoe104] 08/10/2024 06:04

Lord Lee IC podcast.

[igoe104] 07/10/2024 06:14

Acquisition for RNWH.
Strong trading update from GRI

[igoe104] 05/10/2024 10:42

Investors champion podcast. (Alu mentioned)

[igoe104] 04/10/2024 12:33

I live near Derby, but I won't be going. Its a job for the boys event, all patting themselves on the shoulders.. Not cheap to go either,and not a great line up of companies either.

I will be visiting one GRID battery storage facilities on Tuesday, followed by a presentation by the management team on Tuesday, .In Leicestershire.

GRID my worst performing companies in my portfolio, (This year ) so I want to get a better handle on the company and hopefully get chance for a chat with the management and CEO Ben Guest..

[igoe104] 04/10/2024 11:03

Don't ive ever had a decent month in October, and this year isn't looking any different. Bloody glad to get this month out of the way, and hopefully a decent finish to the year..

[igoe104] 03/10/2024 12:43

My weakest Share Boo, might be broken up, which will hopefully create Shareholder value. I'm well down on this investment, so anything I grap back would be very much appreciated.

They have some decent brands Debenham, pretty little thing, Boohoo man, so I've got my fingers crossed..

[igoe104] 03/10/2024 12:10

Seit look very vulnerable for a TO, a American equity fund keep picking up the shares MNG are selling at a massive discount to the NAV.

I can only persume MNG are forced sellers through redemptions...

Wouldn't mind adding afew more Seit myself, its yielding 10% and has some very good investments globally...

[cfro] 03/10/2024 10:58

I see ROOF has had a bid. Only beneficial to very recent buyers however as more longer term holders will probably make a loss here. Atrato are the owners. You never know SUPR might be next..

[igoe104] 03/10/2024 06:50

Yeah Mr G, is what a call a long-term trader, he never stays in companies for a few years, he constantly gets bored and constantly switching companies and constantly sells when one of his small companies spikes up..

[igoe104] 03/10/2024 06:42

TFW another solid company in my watchlist, another set of solid results..

[igoe104] 03/10/2024 06:37

I don't think the budget will be nowhere near as bad as folks on the Internet and twitter think. Loads out there making stuff up, probably because they constantly worry about everything and are all cash, and want everyone else to sell, so they can buy at the bottom after the budget..

[cfro] 03/10/2024 06:34

Spends his time ducking and diving, going in and out, acting and reacting to events and news, as do most traders..

Trying to prejudge what Ms Reeves will do with IHT in the budget is pure guessing and not investing..

[igoe104] 03/10/2024 06:34

Good results for TSCO,

[igoe104] 02/10/2024 13:01

Exchange will Mr Gambler.

[igoe104] 02/10/2024 12:43

Iran have given the yanks the excuse to take out their facilities now. Crazy firing missiles into Israel, when they were going to be shot down anyway. Not sure Iran will be able to stop all the Israel missiles...

[cfro] 02/10/2024 06:24

AO World buying MusicMagpie.

[cfro] 01/10/2024 08:43

There has been more posts on the bb in the last couple of weeks than there has been in the last two or three years. Most of the newbies there are not long-term investors. For sure they will get bored or take a small profit and move on given time..

[igoe104] 01/10/2024 08:38

I see the wiggly line brigade are now popping up ANP forum. Its nothing to do with the chart, The business has improved over the last 12 month's. Thsts why its gone up..

[cfro] 01/10/2024 08:05

ITV's been on my watchlist for ages. This is a really interesting interview with Carolyn whom i thought was impressive. Good subjects touched upon including the potential loss of earning from Mr Starmers stupid proposal to ban junk food ads before 9pm. Estimates it will cost ITV £40m+. Plus the success of Mr Bates:

[igoe104] 01/10/2024 06:55

RNWH trading update.ahead of expectations.

Mpac Acquisition.

Solid update JHD...