Share Discussion Forum

22:15 14/07/2020


21:56 14/07/2020

No page ii no history here ??

21:56 14/07/2020

Welcome to the new Woodbois live discussion forum! Messages posted in the Woodbois live discussion will be logged here for posterity.

21:02 08/07/2020

Posted on ii it does not copy here now .

21:02 08/07/2020

Welcome to the new NMC Health live discussion forum! Messages posted in the NMC Health live discussion will be logged here for posterity.

12:37 30/06/2020

They've ditched the fracking side of the business & are now focusing on conventional, but they have said they are researching alternative methods of producing natural gas and hydrogen which was mentioned in an RNS. [link]

22:25 21/06/2020

Is Takeda Pharmaceutical Company Stock a Buy? A huge acquisition could get this overlooked giant on investors' radar. Jim Crumly Jim Crumly (TMFSpeyside) Feb 11, 2020 at 7:18AM Author Bio There probably aren't too many companies listed on the New York Stock Exchange with an operating history going back over 230 years that are virtually unknown to U.S. investors. But that's true of Takeda Pharmaceutical Company (NYSE:TAK), Japan's largest pharmaceutical company, which was founded in 1781 and listed its American Depository Shares on the New York Stock Exchange just over a year ago. Takeda has partnerships with a number of U.S. pharmaceutical companies, and made headlines in 2018 when it announced plans for a massive acquisition of Shire that was completed about a year ago. Is Takeda an overlooked gem that investors should wake up to, or should they avoid it? Pills and pill bottle. IMAGE SOURCE: GETTY IMAGES. Takeda's business Takeda operates in five therapeutic areas that it considers its core businesses. The company's largest segment is gastrointestinal medicines, at 21% of sales in the first three quarters of fiscal 2019, and is delivering healthy sales growth, up 10%. The big winner in the segment is Entyvio for Crohn's disease and ulcerative colitis (UC). Entyvio sales are growing at 35%, and beat AbbVie's mega-blockbuster Humira in a head-to-head trial in UC last year. Unfortunately, Takeda's second largest business hasn't been faring so well recently. The company's rare disease portfolio, 20% of total sales, has declined 11% in fiscal 2019. Takhzyro for hereditary angioedema is growing well, but not enough to overcome losses by older drugs for the same condition. Competition is hurting its drugs for blood diseases, and a recall of Natpara for hypoparathyroidism has the company assuming zero U.S. sales for that drug in 2020. Takeda is getting about 5% sales growth from its immunoglobulin products and neuroscience portfolios, but one area that has the potential for accelerating growth is oncology, which is growing 7% year-over-year and makes up 13% of sales. Ninlaro, an oral medication for multiple myeloma, is still in its early days, and is growing sales at 29% this year. A partnership with cancer specialist Seattle Genetics to co-develop and commercialize that company's lead drug, Adcetris, should be a potent growth driver for years. Growth hopes are pinned on the Shire acquisition Put those segments together, along with a large part of the company's business (21% of sales) that the company says is outside of its focus areas and is shrinking at a double-digit rate, and the growth picture at the moment looks anemic. Excluding the effect of the Shire acquisition, revenue year-to-date has declined 1.2% and operating profit is down 43%. Takeda is banking on a reshaping of the company as it integrates Shire to get it on track for long term growth. It plans to take out $2 billion in costs, divest $10 billion in non-core assets that are pulling down its growth rate, and pay off much of the debt it took on to buy Shire. That effort seems to be progressing faster than the company had expected. The plan has been for the Shire integration to complete by March 2024, but the company surprised the market this month when it said in its third quarter report that it expected to make a small operating profit for the full year after earlier forecasting a $1 billion operating loss. A successful execution of its plan would help Takeda invest in research and development in its focus areas, where it already has a significant number of drug candidates in the clinic. The company has six new drugs in trials that it expects to get approved in the next two years, and another eight that could win approvals in fiscal 2023 and 2024. Together, Takeda thinks these drugs have the potential to deliver more than $10 billion in aggregate peak sales, compared with the $30 billion in revenue the company expects to generate this year . Steer clear for now Takeda has a long and illustrious past, but it's the company's future that investors need to be wary of. Whereas it has the potential to get on the path for long term growth, most growth stock investors should take a pass for now and wait for the dust to settle. The integration of Shire is a massive undertaking, and it's not clear what the growth picture will be when the effort completes four years from now. In the meantime, sales growth is flat, and any profit growth will be coming from cost cutting. Takeda does pay a generous 4.3% dividend yield, but conservative investors can find nice payouts from companies that have more certain growth in their future.

12:31 08/06/2020

Savannah Energy A financial and operational update from SAVE this morning and they announce that FY cash collections from their Nigeria assets were $168.8m and from the beginning of their ownership to date in 2020 $96m. They are already seeing significant deleveraging with $40m of the restructured debt paid down by 31/3/20. AIIM acquired a 20% interest in SUGL and Accugas in return for $54m in cash giving an implied combined valuation of $270m of those assets, most impressive. Average daily gross production increased by 25% during SAVE’s ownership to 19.6 koepd (15.7) which includes a 34% increase in Uquo gas production from 77 MMscfd to 103.8 MMscfd with a peak daily rate of 164 MMscfd. They have also announced a new GSA, the first in five years, with FIPL for their Afam power plant, in addition successful transfers of operatorship of both the Uquo Central Processing Facility and the FUN Manifold crude gathering station, from Frontier Oil Limited to Savannah. As previously announced and based on the CPR prepared by CGG and published on 11 December 2019, net asset-level free cash flow generation, on a maintenance adjusted take-or-pay basis, by the Nigerian Assets, assessed to be an average of c.$130m p.a. 2020–2023. In Niger the company issue an updated CPR for those assets by CGG, they give 35 MMstb of gross 2C resources for R3 East discoveries with an additional 90 MMstb of gross unrisked prospective, in best case, with tie-in distance of R3 East facilities. In the CGG report, a subset of 11 prospects and leads from the extensive exploration portfolio comprising 146 prospects and leads are given unrisked prospective best case of 360 MMstb. Savannah plans to deliver the development of the R3 East and continue to progress with the installation of the EPS within 12 months, market conditions and finance permitting. The R4 area previously relinquished will now be combined with units R1/R2 PSC area the thus retaining the full acreage position previously covered by the R1/R2 PSC and the R3/R4 PSC. Andrew Knott, CEO is clearly pleased, ‘In Nigeria, we are responsible for the provision of gas supplies to providers of over 10% of the country’s current power generation capacity, a responsibility we take very seriously . In this time of global uncertainty, it has been widely reported in the local press that many companies have struggled to supply gas-for-power in recent months, which has led to significant power outages in country. In stark contrast Savannah … has increased our gas production levels by 34% since completing the acquisition of the Nigerian Assets. We continue to expect to increase production levels further during the course of this year as we add new customers, such as FIPL who we announced earlier this year.’ Overall this is exceptional progress by Savannah and give significant optimism for the future.

17:21 02/06/2020

Traced it back to Oct 2018 you can get page up now . left an article on PLE page which is still live with recent comments .

18:03 20/05/2020

Indeed, A Good Day to Die Hard. Those MMs and their algos have an achilles heel...competing MMs and algos. Tips for human traders: [1] Make the MM bots fight each other to buy the same shares... [2] Overload them with buy limits orders.. [3] Hold the orders at higher prices even if sp falls - it will retrace. [4] Cancel & restart orders again when L2 is higher than the Ask from your broker. [5] (i) Do small buy (instant - with countdown) deals to keep the shares liquid & check live prices. (ii) Do overwhelmingly large limit order buy deals when the live price has increased. [6] Hold the larger deals until L2 increases. [7] Repeat ad infinitum, or more realistically, to your target price.