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Blokirali ste korisnika/cu @rhomboid1MF
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#FUTR 151 pages of the Capital Markets Day presentation …https://dg876rejmw3ebkm51boa0sx2-wpengine.netdna-ssl.com/wp-content/uploads/2020/02/Capital-Markets-Day-Presentation-Feb-2020-FINAL-as-at-18.00.pdf … I have no position & couldn’t summon the wherewithal to read it
I’d be most interested to hear the Q&A thoughHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
#FUTR after all that I missed it & the video isn’t live yet
...anyone else see it?https://twitter.com/rhomboid1mf/status/1225316350337351680 …
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
+0.4% today 3
2
#HUR was the days biggest mover
huge volume dspp is ~best commentary source on http://lemonfool.co.uk
I’m holding my 0.8% of folio position
today’s RNS is neutral imo
No trades today as per but tyre kicking ongoing on various watchlist candidatespic.twitter.com/FP6Xhg1OPz
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
#SDI I see@finnCap have a new note out available on@research_tree ...
pic.twitter.com/Qpka0QvJ3g
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
#SYS1 Trading Update and Planned Share Buyback So...my key takeaway from this is they’ve no steady state business & are flailing around looking for one..
The share buyback that isn’t yet one & may never be one is just plain woeful IR imho
#bargepole https://www.investegate.co.uk/system1-group-plc--sys1-/rns/trading-update-and-planned-share-buyback/202002060700051242C/ …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
#HUR Hurricane Energy PLC: Operational Update Lots of changes...I’m hanging on to my 1% of portfolio holding to let it teach me something...anything...about investing in my circle of competence Eg I’d not heard of ‘perched water’ until#HUR mentioned it https://www.investegate.co.uk/hurricane-energy-plc--hur-/rns/operational-update/202002060700081308C/ …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Thx Mike...always good to have an informed opinion in the house
https://twitter.com/mikewbrenner/status/1225323352715333632 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Rhomboid1 proslijedio/la je Tweet
Tech companies that parade their 'FCF' while failing to mention that they are paying a material portion of their employees' compensation in stock, are misleading investors about their underlying economics. They are effectively including the proceeds of stock issuance in FCF.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
#VCT reads like some mealy mouthed half arsed profit warning to me
Victrex PLC: AGM and Q1 Interim Management Statement
Ex holding of mine...needs to get growing fast to justify valuation imho https://www.investegate.co.uk/victrex-plc--vct-/rns/agm-and-q1-interim-management-statement/202002060700071261C/ …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
#W7L shareholders will be curious as to why mgt feel the need to spend money with non independent consultants to address basic issues that they are arguably all paid to know about as a basic prerequisite of their fulfilling the function on their business cards
pic.twitter.com/N9TEaMb5k8
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#FUTR I will be tuning in for this...let’s hope the analysts in attendance ask the Q’s that @ShadowFallCR raised so the company can give an appropriate response
pic.twitter.com/fM541bPId4
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
#OTB they’ve basically put their towels on all the best sun loungers
On the Beach Group: AGM Trading Update https://www.investegate.co.uk/on-the-beach-group--otb-/rns/agm-trading-update/202002060700041095C/ …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
#KWS Great analysis by@vetleforsland one thing worries me ‘span of control’ ..pace & geographic spread of acquisitions is utterly mind blowing...Andrew Day is convincing but the track record of speed dating global acquisition vehicles is mixed...at best https://focusedcompounding.com/keywords-studios-a-good-business-with-a-leading-niche-in-a-terrific-industry-but-perhaps-too-expensive-to-buy-for-now/ …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
#DSM I’m sensing something is going on here...investor letter is a week late ..but always a fascinating readpic.twitter.com/BlBN7YxjL2
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
...from the Channel Islandshttps://twitter.com/bondhack/status/1225115308182188038 …
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WTF is
@theFCA for if not this
https://twitter.com/marktaber_fii/status/1224974111027466240 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
#NMC
this needs a wider audience...when a company shoots the messenger the message has added importancehttps://twitter.com/BondHack/status/1225013330928074753 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
+1.8% today 3
1
#GAW looked spritely...so much so that it outran a modest top up limit order I placed pre -open to soak up some cash I’d overlooked
In other news on the subject of Short attacks Bryce Elder is always worth a read
pithy snarky
https://ftalphaville.ft.com/2020/02/05/1580896174000/Markets-not-live--Wednesday-5th-February-2020/ …pic.twitter.com/LxOXes6DFO
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
#MOSB I’m guessing he’ll have a little more time for touring now
pic.twitter.com/p5kQGbYOFI
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