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Kenobi's Latest Comments

yes up 18% now, I was going to take a nibble but I think I'll wait to see if the paulypilot spike is permanent !! K

I don't know if it's been noted on this board but it looks like their might be some storm clouds on the horizon for boohoo (which I hold) Will this blow over, or turn into a sports direct size disaster ? K

Thanks Paul, It would be interesting to know how it's different and why people are willing to pay such a large margin to use the product. This kind of product is always risky because people like google or microsoft might take it upon themselves to do something like this for pennies and virtually kill the market, or certainly the growth. A not very good example…

One thing to add, it's not just shopping centres, remember that they have signed a big deal with network rail to use space in their major stations. However, I feel these aren't really good long term prospects, How much spam is thrown at you these days at shopping centres / stations ? I was recently at waterloo and noticed how much more built up it…

one more thing Paul, surely IND looks tempting to a US company in the same field ? especially if some of the technology is good, and the overlap isn't too great ? We Might finally get an exit

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