24th Mar


This space is reserved for gsbmba99 to introduce himself.

Gsbmba99's Latest Comments

If you have an interest in following the fortunes of VitD testing, I would suggest reading the quarterly results transcripts from DiaSorin (DIA in Milan) who normally comment on VitD because they have unusually high exposure to it (relative to people like Roche who are far more diversified). They have a more limited number of assays and appear to have been the first in the…

Looking at beyond five years, some of the items in the pipeline are very interesting. There are four projects in the "high" revenue potential category - secretoneurin (with CardiNor), beta amyloid (with Pre-Diagnostics), cMyC and the biotin project. All but biotin are in the "low" probability category. In the past, Peter has said that "high" revenue meant >£1m of royalty but some of these tests…

Mortgage Advice Bureau (LON:MAB)1 is one of my holdings. I think the share price reaction is down to a more cautious near term outlook. The company's operational goal is to grow advisers by 15% a year and in a flat market this should lead to revenue growth of 15% without any increase in adviser efficiency. Of the 15% target growth in advisers, about half has…

They're quite protective of the rates they achieve. My numbers are only guesses. Eyeballing the chart in the annual report with the average annual cash balances, I suspect that the horizontal lines are at £100m, £200m and £300m. If so, that looks a bit more like the average annual balance was about £250m in 2017 and about £275m in 2018. Either way, if deposit rates…

I've held the shares for a few years. Jarvis Securities (LON:JIM) earns far more interest on the cash balance than the base rate. I believe that the rules permit them to "ladder" the placement of the customer deposits to attract a better rate associated with term deposits. My impression from attending an AGM was that not all of the customer cash is immediately liquid. Some…

gsbmba99 Followers

gsbmba99 has 3 followers including:

Let’s get you setup so you get the most out of our service
Done, Let's add some stocks
Brilliant - You've created a folio! Now let's add some stocks to it.

  • Apple (AAPL)

  • Shell (RDSA)

  • Twitter (TWTR)

  • Volkswagon AG (VOK)

  • McDonalds (MCD)

  • Vodafone (VOD)

  • Barratt Homes (BDEV)

  • Microsoft (MSFT)

  • Tesco (TSCO)
Save and show me my analysis