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43034 said:
What's the story with QPP?? I remember reading about it on this thread some time ago but it was before I started investing to didnt pay too much attention.
I would suggest googling it as far too much to it to even try and respond to you. Basic story is Rob Terry (who had some "form" previously for a similar thing about 10 years previous) bought his way into an AIM company via a reverse take over, then went on an acquisition spree with a vastly complex network of companies, using investors money via the AIM listing. Accountants gave impressive figures, work in progress on legal cases were booked as "profit" despite the fact it was projected and not banked monies (a bizarrely legally acceptable practice) but with pie in the sky projections. The whole enterprise consisted of hundreds of companies by the time it had gathered pace and was so complex that understanding the structure was (in my view deliberately) difficult. Companies were being created (by mates of Terry) and sold the same day they were created, bolt ons galore, etc etc.
It created a massive industry presence with no real substance behind it, or very little. Certainly never really any cash generation.
Tom Winnifrith credits himself a lot for the exposure (does seem somewhat self-congratulating as the self-proclaimed "Sheriff of AIM" but he does seem to smell a whiff where there is one and do some digging unlike many). Worth a read of his stuff at Share Prophets if you wanted to get more on the QPP debacle.
egomeister said:
Alrey87 said:
Definitely getting concerned about MTFB. I only have 1k but it has just been a constant fall since I bought in with no obvious reason.
Was there any obvious reason why the price increased a month ago?The result was expected but the completion and good data from that trial and the fact the MTFB are consistently delivering ahead of their schedule. This spiked the price from ~25p to ~40p. It's since dropped back.
The narrative of the science and the medical data for iclaprim remain very strong. There is some market mumbo jumbo going on here and some commercial issues with the company and the funding but the companies product still gives a very widely received thumbs up.
I wouldn't be looking to get out now. There is some talk of a "lock in" of warrants or something being excercised Wednesday this week, I'm not sure what that means really but we may see a change mid week.
https://sportsperspectives.com/2017/05/10/motif-bi...
43034 said:
What's the story with QPP?? I remember reading about it on this thread some time ago but it was before I started investing to didnt pay too much attention.
As I said, for me nothing but pure luck, I sold out when I had made a bit of money, pretty modest compared to most people's investments I'm sure, luckily I was happy what my gains rather than knowing the whole picture. A "happy with that" cash out investor I suppose.FredClogs said:
Tesla on the other hand, I'd sell if I had any.
Amazon might be over priced but I think its a proper company with a properly huge business with real potential to further expand and increase revenue and profits.
agreed but can it make the monumental leap in earnings. very few divisions make a profit. I'm talking 1b today to 5B. still a PE of 100 today. The fall will be spectacular though. It will come. always does. Unless they make serious money and i doubt they can. Im talking 3-4B a quarter earnings, the stock will fall. Just my opinion Amazon might be over priced but I think its a proper company with a properly huge business with real potential to further expand and increase revenue and profits.
If you look at what google and amazon are doing with cloud services and API's such as AI , image and video search, alexa etc they are creating a lot of opportunities for startups and new areas for existing businesses. Add to that compute and storage are really just utilities like electricity or gas in future businesses might move suppliers like they change energy suppliers somewhat detached from the services they use. So if the growth or existence of future business are underpinned or perhaps accelerated by the likes of Google and amazon does that affect their price? Or not in the slightest?
growth in AWS is falling and it will become a commodity so why value it at 200X when any other company doing same is valued at 30X. Just stupid. all amazon will do and has been doing is using its mental stock price to buy cash generating businesses but it won't be enough in my opinion. I don't short stocks either but id not be a buyer
Edited by Burwood on Monday 15th May 18:07
Alrey87 said:
FredClogs said:
I hope no one sold mtfb, someone's put a bonfire under it today.
Screams of some kind of market manipulation to me but as WindyCommon said above, that would be illegal.
I bought more. Averaged down to 36p, looking good.Screams of some kind of market manipulation to me but as WindyCommon said above, that would be illegal.
Have you come over here from the LSE boards?
86DA said:
Can anyone explain Vodafone, expected to loss 4bn, results out actually lost 6 bn.
Shares go up 4% on top of a similar rise in the last few days.
The worlds gone mad!
Vodafone and Liberty Global are still doing a dance around each other, there is a buy out or asset exchange of some kinda always in the offering, someone is going to have to move at somepoint. Vodafone are still sat on a massive pile of cash they haven't managed to burn through yet from selling Verizon in the states.Shares go up 4% on top of a similar rise in the last few days.
The worlds gone mad!
Essentially I can't decide which to back, LBYTA or Vodafone, but there will be some movement on one of them soon, just depends who buys who, who merges, who wins. Liberty is all about growth growth, and then being bought out as far as I can tell.
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