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New ceo and one of the directors have just bought on the open market. Must mean all the bad news is behind them and they are confident moving forward.
Bought in last week so hope it's the bottom,held a couple years back ducked out with small lost , believe this will come good now
New management very active on linked in. And With accoya making reputational gains within the industry, and a possible return of Tricoya with better project management and minimum costs. We could have seen the bottom here.
The old regime was poor - now mostly gone so I’m rating a strong buy.
Hi All,
I have been researching into this company as I would assume it is in a good position for growth. The YoY revenues are increasing nicely each year. However, there seems to be little profit and the shares are getting dilated each year (an average of ~15% dilation each year for the last 5 years)
I have a few other concerns such as the trading update on the 1st of September.
When are you LTH's looking for the share price to return to 2021/2022 levels (MCAP of over 300M)? And what are your thoughts on when will the company start making profits?
Kind regards,
Alexei
I feel the worst of the Hull debacle is behind this company now, and the boards main protagonist of the Hull disaster has gone.
Not sure if they’ll start it again in 24 . But it’s well worth perusing, because Tricoya is a potential game changer in construction.
Fingers crossed that the patent is robust, and good enough to defend. Risks are cheaper competitors muscle in because of prior incompetence.
GLA
So 1st 4 months (Apr to Jul) were ahead of prior year and then in Aug they fell off a cliff and the ‘executive team’ announces it ‘is taking immediate and decisive steps’. Should I be reassured? Well, firstly I’d say the measures they cite would, in most boardrooms, constitute nothing more than good everyday practice, not things you only do under duress! But then, as long-term AXS holders will know, management here has been pretty consistently shocking, often asleep at the wheel: How did the grand international roll-out of licences go? How much did the subsequent unsuccessful court cases cost? Why did Accoya supply remain so constricted for so long? And then there is the eye-wateringly expensive Hull debacle. And now this.
Poor management has always stood between AXS and success. I was hopeful that post-Clegg things might improve but really, there is no sign yet. Expect more fundraisings/dilutions.
It is a shame as Accoya is a very good product and environmentally quite sound. That I am still a holder is truly a triumph of hope over experience.
Beware of this guy aandi. He is an EQT ramper extrodanaire. He has been banned in the past by LSE for blatant ramping. He also has other aliases. Treat comments with extreme caution and DYOR.
Oversold
I have compiled a list of London stock exchange companies with a green economy mark. *The list excludes "financial" and "consumer discretionary" companies
https://www.londonstockexchange.com/raise-finance/equity/green-economy-mark/green-economy-mark-report-2022?tab=issuer-list
I have run all the companies through tradingview.com to get the following results:
The winner with a buy/strong buy indication was
Eqtec plc with an average broker target 801% above today's share price.
Second place Clean power hydrogen with 495%
Third place Energy group Plc with 446%
Company name
Technical rating
Analyst rating
Price target in pence and % above current share price
Accsys
Strong sell
Buy
128p 103%
AFC Energy
Sell
Neutral
108p 435%
Agronomic
Strong sell
Strong buy
20p 78%
Alumasc
Sell
Strong buy
275p 76%
AMTE power
Sell
Strong buy
282p 378%
Applied graphine
Sell
N/A
Atome energy
Buy
Strong buy
199p 85%
Biome tech
Sell
N/A
Blackbird
Sell
N/A
Cap-xx limited
Strong sell
Buy
825p 135%
China yangtze
Neutral
N/A
Clean power hydrogen
Strong sell
Strong buy
116p 494%
Cyanconnode
Sell
Strong buy
27p 52%
Dialight
Neutral
Neutral
170p -36%
Directly plus
Strong sell
Strong buy
224p 172%
Eden research
Sell
Strong buy
N/A
Energy group plc
Sell
Strong buy
15p 446%
Eneraqua
Sell
Strong buy
422 40%
Eqtec
Buy
Strong buy
2.57p 801%
Eurocell
Sell
Strong buy
228p 64%
Gelion PLC
Sell
N/A
Genuit group plc
Sell
Buy
349p 28%
Greencoat renewables
Sell
N/A
Harvest minerals
Sell
N/A
Ilika
Strong sell
Strong buy
86p 130%
IMI
Neutral
Buy
1689p 16.4%
Inspired plc
Neutral
N/A
Invinity
Strong sell
Strong buy
116p 299%
Itaconix
Strong sell
N/A
Itm power
Strong sell
Neutral
146p 87%
Kingspan
Sell
Buy
74p 23%
Libertine holdings
Buy
Strong buy
30p 55%
Microlise
Buy
Strong buy
268p 75%
Ming yang
Sell
N/A
Mycelx
Buy
Strong buy
95p 196%
Nanoco
Neutral
N/A
Neometals ltd
Strong sell
Strong buy
94p 183%
Ondo plc
Sell
N/A
Pennon plc
Neutral
Neutral
972p 12%
Plant heath care
Buy
Strong buy
33p 200%
Plexus holdings
Buy
Strong buy
N/A
Pod point
Neutral
Buy
125p 68%
Proton motor
Sell
N/A
Quartix
Strong sell
N/A
Renew holdings plc
Neutral
Strong buy
910p 32%
Renewi
Sell
Strong buy
933p 53%
Sabien
Strong sell
N/A
Sdic power
Neutral
N/A
Severn trent plc
Neutral
Neutral
2858p 0%
Simec atlantis
Neutral
N/A
Smart metering plc
Strong sell
Strong buy
1124p 45%
DS Smith
Neutral
Strong buy
407p 33%
Smurfit PLC
Neutral
Strong buy
3788p 30%
Symphony environmental
Sell
N/A
Synthometer
Strong sell
Buy
207p 66%
Tekmar group
Sell
N/A
Thorpe plc
Neutral
N/A
Trakm8
Sell
N/A
United utilities
Neutral
Neutral
1097p 4%
Verditek
Buy
N/A
Volution group PLC
Ne
Still got some way to go before I break even. Astonished how far it has sunk!
The price didnt get down to where I thought it would, so i didn't get back in. Looks like the business is turning itself around.
you cant win them all!
GLA
No problem. Interested in your post
Sorry @dflynch, I meant @JohnPwh
@dflinch I 100% agree . Its a great product and that is a constant that wont change. What will need to change is the delivery of Tricoya, if the prices skirts 50p a buy out of the tech is on the cards buy a bigger and more slick operator.
I am a value investor and at present there is no value in this company , but there is huge value in their product. Accoya wont provide the cash on its own, its applications are too limited and its too expensive. Accsys needs Tricoya more than Tricoya needs the Accsys.
I am not a de-ramper I am a realist.. Maybe I should short sell? I haven't got much right this year but I guessed the direction of travel on this one when it was over a £1.
Sorry dflynch, appears I meant Spades
dflynch
Respect your opinion but seems odd that you want anything to do with a company you seem to think so little of, so not sure why you would be looking for an entry point at any price let alone 50p. That is why you are seen as a deliberate deramper by posters on this board.
Anyway, my own view is that this company has a potentially very good product but with a questionable management (or at least one that needs to prove itself).
Okay
Tempus Fugit - Carpe Diem
Goodnight
The timing has nothing to do with it . It’s on my watch list . I’m waiting for 50p
SPADES.
"Sorry I sold out and I haven't looked at these for a while... Ive heard there is a large turnover of personnel / toxic project atmosphere and unrealistic delivery expectations. In my opinion Its unlikely this will get delivered without a placing and a minimum six month delay."
Your comment earlier this year.
Curious as to why are you here and commenting within 13 minutes?
Absolutely delusional: the Tricoya project was controlled by accsys at project level . There was no interference from the partners. Accsys were 100% responsible for this .
Without wholesale change this will fail . It is a probably the worst project I’ve known for ignorance and inability at strategic level. 50p
The problem with the failure to complete the Tricoya plant is one of project management being inadequate.
This RNS indicates that in taking the lead AXS have “gripped” the situation and there should now be a very positive result at some future point.
Project management of JV’s can be very difficult, particularly when competing agendas and priorities are in place, and sub-contractors are capitalising on the situation.
Now there will be only one entity to hold to account for the success of the project; AXS‘s BoD
Typo unfinished project
Plus the issuance of 11.9 million new shares to acquire 100 per cent of Tricoya which is equivalent to just under 6 percent of AXS T this mornings price. It’s been a mess this Hull plant. At least they have control. Costs have climbed for the unfinished product. Once sorted it should be good but near term it means they are still not earning from it
I think it’s good news for the long term but short term delays persist. No time scale yet
Think I have totally lost my grip now as that looks like good news to me. The market thinks otherwise.