Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Another good company bought out by PE. Still a nice premium to the closing price.
Agreed a very strong presentation and a very clear and strong short, medium and long term outlook.
I could, however, do without the woke nonsense at the end, thankfully it was only time and I hope it is not a trend. While I am happy that good staff are well rewarded to then say that most staff only come to work for the knowledge that they play a small part in helping bring life saving therapeutics to market, rather suggests that management should not be paying them inflation busting wage increases and telling them to work longer hours in order to maximise their own utility.
great presentation - bullish outlook.
wage inflation will be offset by higher revenue.
strong buy!
Considering Purchasing here or Fertilizer share KP2 .
I'm still in this, top slice or top up according to the price. Topping up again today....
watch out below, ouch.
If I was to tell you that there was a business that was a key player in providing the digital infrastructure for regulatory record keeping, compliance and submission formatting for preclinical and clinical data for FDA and EMA clinical trials, If I was to tell you that, that company was profitable, growing both organically and via acquisition and on a valuation that was not outrageous, you would think the chat boards would be jammed with eager long-term investors keen to understand and research this company.
This is that company, and there has not been a post on this board for 1 year and 2 months. I love it, you can read and research away from the hype, you can buy in small blocks as and when your cash flow allows. A great business and great buying.
Growing steadily in a difficult year. It looks like growth may have slowed slightly in H2 , however, net cash still increased by >2M (excluding the fund raise) so it more a case of not growing at the rate of 20% seen in H1. With the US more affected by covid in H2, and resultant problems with starting drug trails etc, this is probably not surprising.
This is still a good long term hold for me.
Awarded new business worth c.£2.2m by one of its key clients.
Even more importantly - annual recurring revenue generated by the client is expected to increase by approximately £0.5 million
I have had this on a watch list for a while. The investor presentation at the end of October made a convincing case for me.
It looks like the selling has stopped and the price bottomed out so have started a position in this now.
A couple of Proactive videos:
Interview with CEO Phil Reason https://www.proactiveinvestors.co.uk/companies/news/903254/instem-ready-to-snap-up-opportunities-903254.html
Brief mention by Proactive tech stock analyst Richard Jeans https://www.proactiveinvestors.co.uk/companies/news/930562/tech-in-focus-instem-alfa-financial-software-and-attraqt-930562.html
Revenue +20% to £14.0m (as pre-announced) with recurring revenues +19% to £8.4m, adj EBITDA £3.0m (H1'19: £1.7m), adj PBT £2.1m (H1'19 £0.8m) and dil EPS 9.0p (H1'19 1.9p). Cash pre-announced at £9.1m as of 30 June. As in July update, co notes all parts of business performed 'well', also highlighting increased earnings visibility with transition to SaaS and $1m contract win with South Korea-based Biotoxtech. Performance of leadscope 'especially pleasing'; ex. Leadscope, organic revenue grew +12% to £13.1m. Post period-end completed £15.75m fundraise to accelerate acquisition strategy and secured £0.7m contract win with a 'top 30 pharmaceutical company'. Trading into H2 'in line' with Board's expectations - anticipates momentum in H1 and post period-end will continue for full year. Trading at 3.5x Dec'20 EV/sales and 29x P/E, or 3.3x and 30x Dec'21.
Chart still looks interesting even as price takes a breather. On a 5yr it looks like it could be in a rising pennant over the long term. Any break out to the upside could be very interesting indeed.
cut this daisy to hold cash in this market. Good luck if you continue to hold .
....you ain't no fool!
INS announces excellent progress and their shares fall out of bed for the first time in ages. Maybe the holders were expecting a different RNS, like, for example, a bid? Anyway, now there is an opportunity to buy some INS in the New Year Sales.
Onward and upward.
Largish deals showing late at 411 and 468p - both as 'sells' but I suspect they were buys on exercise of options. If so, wiill get RNS in due course. The way this has been performing, it would not surprise me if something is afoot.
I posted that I hoped for £5 by end of 2020. That was 8 days ago! At SP 386p!!!!
I swear I have no inside info. Just a smallish time LTH. This is more than just interesting now.
to be right once in a while. Enjoy the ride if you took my advice!
My hunch (only) is that this co will either be over a fiver or taken over for more by end of year. Still far too small and under the radar. If you are reading and not a holder do a bit of homework like I did and then make your own mind up.
Just as I predicted (I am Oldabutnowisa but LSE won't let me continue to use it!) And I shall be surprised if a mouldy 3p rise is all we get.
Another sweet RNS. Just waiting and seeing. Can only end in bid or bolt on.
...will one day be awakened by the bid of a handsome prince! Question is: 'When?'