You know me well Mr President Sir, but the issue is ANY attempt to promote the share value is absent other than relying on two occasions in the year, Interims and Results. Not good enough these days. |
takeiteasy,
Looking at the chart this morning and wearing my chartist's hat (cone shaped with a D on it), I'm going to say budget exodus which also led to Liontrust redemptions is over now and normal service is resuming. |
Dom,
I realise you know this without me reminding you, but with c40 active clients at the moment then there will pretty much always be some news around. If the client doesn't want the news though, and the business value is already covered in next year's projection, they they are not going to announce anything.
More likely, again from the interims - "four clients preparing for commercial launch of CAR-T products." - which probably means 4 RNS at some point, as a commercial MSA for the patent life of the drug is worth a lot of money to us.
The point to bear in mind of course is that "preparing" is not much use wrt timescale. |
hxxps://www.closebrothersam.com/media/dtreuuta/close-ftse-techmark-fund-31324-annual-report-accounts.pdf
page 10 - not built up quite enough yet to turn the dial here :) |
#9036 Nor have we released any market sensitive news. Perhaps there is no equivalent to 'RNS' in French? |
Only if there are enormous funds out there which are either techmark LSE index trackers or have fund rules which include techmark LSE index constituents as an option.
I realise you're jesting but the 250 is mid-cap and that lets a lot more institutions buy. A small number will have to. I assume MSCI is similar and I'm hoping that one will trigger the other. (Sort of the reverse of our fall from grace where somebody having to sell was forcing someone else and so on). |
Harry, we have never left the techmark LSE index - has that helped though? :) |
With the budget / budget management campaign (pre-budget leaks of much worse) now over, I think the 3 points listed below will determine whether the new year's eve party (2 months tonight) is M&S best ever sausage rolls or Tesco value.
1) This coming Wednesday 6th Nov - are we back in the relevant MSCI index?
2) If so, will the 12 trading days following that help carry us back into the FTSE250 at the quarterly review cut-off at close of play on the 22nd? (likely more than 530p required).
3) The ever present chance that OXB will release a market sensitive news RNS prior to either of the above. |
In their previous sales to meet fund redemptions there has often been a news release saying that they have sold the same tiny percentage of everything they hold. |
and sell their top performing share lols...active management in practice lols :) |
So more Liontrust redemptions then - maybe in anticipation of a worse budget? |
Might come to nothing and I'm sure some of you remember from the 10 days of interims countdown, but... GeoVax
This was in the Telegraph today under all the budget stuff
So, first case of the new, easier to catch, monkeypox now in the UK.
Remember GeoVax's new universal covid vaccine?
Basically TOGOF (take one get one free) - i.e. it does Monkey Pox too as their CEO said in that video presentation
Who is making the vaccines for the trial?
OXB. |
The budget could have been worse and in the years ahead probably will be :) |
Well, the Budget bounce back didn't last long, did it? |
Beinng European for a moment..... |
Just like Mr. President I suspect, and certainly myself. |
I really really wish I was a good day trader and had the b*lls to sell the tops hold cash and nip in on the dips...an exciting adrenaline ride compared to LTBH....just not brave enough sadly.... |
At least we have bounced off the 400 level. |
#9021 Actually a Carpenter, small black creature. What does that imply. |
Public sector Good - Private sector Bad State Care Good - Personal Effort Bad
Just like Animal Farm (but with different adjectives) |
It's a strange old world gutterhead.
I have relatives in Canada who are liberal people and even they struggle with what they thought they were getting vs what they got. Appreciate that one is more like a family dynasty thing, but even so.
I guess most of us here of a certain age will know people who have either retired to Spain or winter there rather than enjoy the UK weather. I have a very good friend (who is now permanently tanned) that I have regular chats with. He tells me about locals he knows who are mystified by their leaders. The economy in Spain isn't great. Overall unemployment is 11% but in young people it's 25%. Within Spain there is this mysterious body funding popular protests to kill their very important tourist industry and their PM has said that he wants Spain to give citizenship to half a million refugees because they are the "engine of the economy". None of them believe any of it but wonder where the orders are coming from.
Maybe there is something to this "great reset" in that to get the public to accept the new system you have to completely destroy the old one first?
Anyway, 12:30 and we all get to see the sunny uplands of RR's vision.
Tomorrow I'm booked in with my Turkish barber for one of the new state approved haircuts. |