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A positive on the energy outlook in Germany with having LNG plants on by end of year.
I posted on Tecan but actually this vid is probably worth a listen. The macro guy is very good…
https://youtu.be/vzvR958CYTw
Usual caveats
Trek
Hi guys,
Kind words. Just been a bit lucky.
GCAT was a tip from itsyou. I have managed to trade my average down there and here.
Both exceptional companies but there has been little escape from the small cap sector malaise mostly irrespective of a companies prospects. It’s required one taking a different approach to buy and hold. Gotta work one’s average which in turn I guess adds to ‘the problem’!
TXP/PHNX/SEPL and DEC was timed nice though all with significant positions and just caught the turnaround!
Really looking forward to the results here.
Good luck with your investments
Usual caveats
Trek
Trek....
Post everyday if that is the effect you have ...
Me thinks you are getting a huge following on these boards ...Nice...
ITIT = in Trek I Trust. I would never have bought here without your advice. Holding a core of 20,000 till options exercised at least. Thanks for this, GLO, GCAT & TXP. All exciting. PXC is my biggest holding - it will come good. I also bought into RMM & ALL at their recent lows.
Crikey I didn’t quite expect it to move up immediately after I posted! Lol!
Will be back over 100p in a flash imo.
Low volume took us here up to that trade now it should rise in anticipation of a good set of financials.
Usual caveats
Trek
It amazes me that given the size and duration of the Scotland trial and overseas use EarlyCDT lung hasn’t been more widely adapted in the UK. There was even a cost benefit analysis paper published last year either by or for the NHS.
Still if anyone has any cash I think we could see a run up to the results here. May be an opportunity to get one’s average down and sell into any rise if so inclined. Mine is now 1.07. I am happy with that.
On the bearish side my concerns are energy costs in Germany. Even though we aren’t a huge user there’s likely to be a significant increase but ONC should be able to pass that on albeit with a lag. I have no idea if they have or indeed need standby generators but it’s certainly a contingency I would put in place for any business nowadays.
Usual caveats
Trek
Thanks for sharing @itsyou. It's kind of refreshing to see that NhS service providers CCL are adopting the Early CDT lung and praising its ease of use, accuracy and efficiency (process and cost).
This is great, especially because Early CDT lung has not yet really come out of its shell.
That's seems like a fair assessment @Flova28. I wonder whether the news about ONC looking into acquisition in that last RNS is actually the cause for the dip. Typically it is the acquiring company that then pays a premium and thus incurs higher debt obligations. The target company to be acquired would usually see a temporary boost. Now all in all it would form part of an exciting growth journey and set the stage for the new phase of growth.
Let's hope that in case an acquisition of a target company is in play we only see temporary dips.
Who knows, perhaps it is priced in and we see the shares spike....at the end of the day acquisitions increase market cap, value and can accelerate growth.
Very keen to learn more about what is on the cards.
A bit of news here
CCL now offers EarlyCDT Lung test - identifying lung cancer risk earlier
Company news, Oncology
4 August 2022
Cambridge Clinical Laboratories is now running the Oncimmune EarlyCDT Lung test in its Cambridge laboratory. The EarlyCDT Lung test is a simple finger prick blood test which results can indicate whether an individual has an increased risk of lung cancer.
A useful test for those worried about lung cancer, those whose family members have had it and those who have been exposed to environmental factors that may increase risk, such as smoking. EarlyCDT Lung can detect lung cancer on average four years before standard care and has shown, in a large NHS trial, that it can reduce late stage lung cancer presentation by 36%.*
The impact of Covid-19 isn’t isolated to just those getting the virus. The NHS is struggling, with waiting times for cancer referral and treatment at record high. With 80% of lung cancer cases diagnosed in the later stages of the disease this new availability of the EarlyCDT Lung test could make a huge difference.
CCL, based in Milton Cambridge, is a leading lab with an objective to bring new technologies for diagnostics to the UK.
CCL CEO Dr Anthony Cooke says: “2020 threw a huge curveball for the world in the form of the Covid-19 pandemic, as a result Cancer healthcare has been hugely impacted. The new tests we are launching will help to ease the pressure of the NHS and support patients to take more of a lead with their healthcare. CCL wants to help; we know our tests will improve the lives of many.”
https://www.camclinlabs.co.uk/news/earlycdt
With Alistair just on board and discussions about acquiring in the RNS we can assume we will acquire rather than be acquired Trek?
To make the statement they are looking at options would seem to indicate that companies have been identified, maybe some news in the near future?
This company has so much potential, just extremely frustrating with the wait..
Not sure when AR is but results end of month.
Likewise very frustrated here at lack of news.
Either acquiring or being acquired?
USB up to tricks again!
Who knows.
Usual caveats
Trek
Am not sure truth be told.
Very quiet times though, nothing to report on, minimal trades. Assume the team with Alistair now involved are pushing ahead. Would be great to see some momentum post Summer!
Still here and holding (avg about 1.30), annoying but not concerned.
ATB
And quiet it remained.....
Hey people! I know that ONC had completed their FY22 on May 30th. Annual report was due to be reported In September.
Does anyone know whether we will actually see the annual report in September or in January? They mentioned in their most recent RNS, that they are aligning the financial year to the wider market. Audited figures shall be reported at the start of 2023.
A bit of clarity would be nice if anyone knows