#PAT Panthera. Interesting highly asymmetric risk/reward. I have taken a material position at 7 pence and added more up to 9.5 pence. A good write up here - https://t.co/B1fFuajezw
@SamsungMobile I just HATE this latest Samsung update and changing the look and feel of settings etc. Fine to do security patches but STOP trying to control what I do on my phone. You ROLL IT BACK or I never buy another Samsung product EVER AGAIN.
@inflexion@infrontfinance Many congratulations to the Inflexion team responsible for this investment. My experience as a customer says it is very poorly managed. Wonder how long it takes the Inflexion partner responsible to call me.
@gmsuae Gulf Marine #GMS I rarely tweet stock picks. But this is worth a mention. Strong recovery potential. PE of c 2.5 (FY Dec 21); eps growth + 30% for FYDec 22; high utilisation and improving day rates. $1k /day uplift to av. day rates = $4m EBITDA extra drop through.
Target price for end 2021 - 8 pence; target price end 2022 - 15 pence vs 4 pence today (assuming no further equity and they refinance/trade through). Watched this stock for 5 years and bought heavily 3 to 3.5 pence. High conviction (but high risk !)
@gmsuae Gulf Marine #GMS I rarely tweet stock picks. But this is worth a mention. Strong recovery potential. PE of c 2.5 (FY Dec 21); eps growth + 30% for FYDec 22; high utilisation and improving day rates. $1k /day uplift to av. day rates = $4m EBITDA extra drop through.
@johnauthers BRILLIANT. just brilliant. An absolute must read commentary. Thank you more than I can say. I subscribed to Points of Return and on account of you then subscribed to https://t.co/xx3OsykJnj. Your business model works! I followed you from the FT. Top quality journslism.
@johnauthers@JonathanJLevin@opinion But there seem clear headwinds to the global economy - rising geopolitical risk and consequent reduction in peace dividend and reversal of globalisation productivity gains. Old saying, better to be roughly right in forecasting than precisely wrong. This is an inflection point.
Get your apology right. MASSIVE inconvenience to almost all of your customer base a little more than "any inconvenience". Total screw up. Lack of contingency planning.
We’ve restored broadband services for customers but are closely monitoring the situation as our engineers continue to investigate. We apologise for any inconvenience caused.
#SQZ - Highly dubious deal with Tailwind, giving Mercuria effective control with c 30% stake. Pay in own cheap SQZ shares for Tailwind. SQZ valued at $8 per 2P boe (enterprise value basis) vs Tailwind priced > $18 / 2P boe. Value destruction.
The pattern suggests Ukraine is now using long range, likely propeller driven, 'drone class' cruise missiles for offensive counter-air against Tu-95 Russian strategic bombers.
Cruise missiles that didn't exist at the beginning of the Russo-Ukrainian War.🤯🤯🤯
4/
#ECK - Eckoh - if you want to be economical with the truth, then why should I spend time analysing the investment merits. Total ARR £27.9m vs EV £106m = 3.8x, probably over 4x given inflated ARR. Expensive when only N America is growing, 50% of business has no ARR growth. 2/2
#ECK - eckoh - lovely interim results, excellent at obfuscation - N Am ARR growth 16% organic in 6m, the headline trumpeted 71% (mostly from Syntec acquisition). UK ARR is flat/down on last 6m. Also ARR is not a pure metric but includes "an element that is repeatable" 1/2
Jeremy Grantham manages $70 billion at GMO, a firm he co-founded.
He called the last 4 Big Bubbles in finance, including the 2021 bubble.
Maybe that’s why he is often called a “perma bear.”
Besides skepticism, here are the 9 Keys to his Investment Strategy👇🏼
“The price we pay is measured in currency.
They price they pay is measured in lives lost every day.
So we should stop complaining and step up and provide support.”
I spent over £15,000 on business education from 4 universities.
90% of it was useless stretched over 1,000s of hours.
Save yourself the time and read these 7 points:
@johnaglionby@henrymance This is encouraging - the Pentagon adopting this open stance at supporting critical press reports which both inform and can help effect change. One of the best aspects of democracy re-asserting influence. Hurray!
The Pentagon’s remarkable acknowledgment of The Times’s findings: “We knew that we had made mistakes; we’re trying to learn from those mistakes. And we knew that we weren’t always as transparent about those mistakes as we should be.”
https://t.co/6nTIxF9uJY
@lionelbarber - please highlight and help this exiled Russian journalist build her direct subscribers/followers. I have funded her. So important. Good on @FT
An exiled Russian journalist’s diary: ‘How can I help, here and now?’ https://t.co/cAXhijpYl6 THis is REALLY interesting. I have subscribed and supported Farida directly on substack
An exiled Russian journalist’s diary: ‘How can I help, here and now?’ https://t.co/cAXhijpYl6 THis is REALLY interesting. I have subscribed and supported Farida directly on substack