Plexus Share Discussion Threads

[jeffian] 07/11/2023 10:09

Mornin'all.

#9698,
Funny you should say that....

8-(

[volsung] 07/11/2023 09:27

Ey oop. Last weeks top up at 15.2p looking inspired.

[emigna2020] 07/11/2023 09:25

"Monring??/" Oh dear it's worse they are getting, surely his husband can help with his Dysgraphia?

[stevehuges] 07/11/2023 09:24

We got a bit of movement, push on old chap

[grahamite2] 07/11/2023 09:14

Morning connoisseurs and just plain sloshed.

Exceptional value added by James lately.

[michaelg1] 07/11/2023 09:01

Morning Patriots.

[dominiccummings] 07/11/2023 08:53

Monring winos

[emigna2020] 07/11/2023 08:23

Madeira is now a cooking wine ffs.

What a bunch of farties the husbands are.

[james japp] 07/11/2023 08:14

Morning Winos.

Jeffian. I hope you store it upright as the acid will kill the cork apparently.

Another piece of bad news is that Madeira doesn’t age in the bottle, so cork withstanding it will be no better today than when bottled. Sadly.

[monte1] 07/11/2023 07:56

Good morning all.

On another wine (& food) related matter, avatars may recall that I did a wine tasting activity with the Sommelier at that there IKOS. I arsked why all the wines on the lists were in a very similar price range within about €10 or so. She explained that Spanish law requires them to price all items on the menu but the price is immaterial because nothing is actually sold. They therefore found that when at first they put more realistic prices on the dishes or wine, everyone automatically ordered the most expensive items assuming that they would be better. Hence the current listed prices are just ‘made up’

[bloomberg2] 07/11/2023 06:08

Congratulations Paul hopefully your 3% holding in Plexus will do a Boo Hoo move ... A Stella multi multi bagger for you several years ago !!

[teh hampster] 07/11/2023 01:39

A Port/Fine Wine based bench pressing at a Travelodge carpark, eh?

Teh free bb* really is teh gift that keeps on giving.




*forum

[teh hampster] 07/11/2023 01:31

Hold my Buckie...

[paulypilot] 07/11/2023 00:26

It just feels right. I'm a big buyer at 15p and 20.4p. got 3.025m now. What will be will be. Each to their own. 59% mgt s/h. we've just got to see what happens.

[chutes01] 07/11/2023 00:19

just below notifiable 3% level, well done mate.
If there is a T/O, anything over 1% is notifiable.

[paulypilot] 07/11/2023 00:17

We're off to the races here I think.

3.0m shares. Very satisfactory.

[chutes01] 07/11/2023 00:08

to return to 300 mio valuation from here is 15 bagger, it will happen and it may be very rapid
it should never have fallen below 40p, Liontrust sold out, re-rate will be quite a ride.

[jeffian] 06/11/2023 23:54

I would remind Cabaliers that I still have a bottle of Malvasia Madeira Solera 1914 which I purloined from my late sis-in-law's cellar. Maybe we should all have a Beeksy tasting and put the Madeira argument to bed once and for all?

[jeffian] 06/11/2023 23:45

Are we about to have a Dunderheed-esque debate about Madeira? Bring it on! (Maybe he'll come back; I'm sure he "knows" all about it).

[grahamite2] 06/11/2023 23:44

I have very much learned something, James. When I first encountered Madeira, each Duke was a particular wine e.g. Duke of Clarence: Malmsey, as per the image. I don't think Blandy's even sold anything less than 5 years old. They seem to have gone downmarket in pursuit of the almighty dollar.

[wjccghcc] 06/11/2023 23:20

bloomberg2, that's incorrect. They sold the POS-GRIP IP for jackup exploration (which is what made all the profits in the last oil boom) to Technic. They kept the rights to a few countries (Russia, CIS) and the rights to develop it for production and P&A.

It looks like they're trying to reenter the jackup area so they've clearly developed something that is outside the sale non-compete clauses but Technic's POS-GRIP is most definitely a competitor.

I hold POS but am under no illusion that winning business against Technic in the jackup field will be easy. It's no coincidence that the contract wins announced have been for plugging & abandonment and not exploration IIRC.

[paulypilot] 06/11/2023 23:09

It's only £20m mkt cap. Sorry, I don't find that exciting.

Back in 2016 this was £300m mkt cap. Similar no shares in issue.

[source] 06/11/2023 22:59

...p.s. Jerome Powell used to work for them (some say still does!). CVC are pretty big too I think. Should have plenty more business than this small contract win maybe.

[source] 06/11/2023 22:56

Carlyle are a huge private equity shop.