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A very good TU today and lacklustre response from the market. I wonder if we will have to wait for the FY results and more importantly commentary on how our new distribution partners are performing. Have we signed up the Chinese partner yet?
This will be key to how quickly we can grow and possibly what the market wants to understand to be able to fully re-rate the SP.
Yep nonsense but today’s results confirm our time will come - just fee sorry for the TRX team
Yes indeed , they're very quick to drop stocks by eye watering amounts for nothing , but they don't like raising them.
So according to the market , TRX is valued the same as it was 12 months ago? 12 months ago it wasn't making profits.
Good job the update was good......
Like you I have the patience. I have been investing for a long time and nothing really surprises me any more. We know now some useful info and we will be around to answer some of the unkowns unknowns probably too....
Need patience in abundance for this bloody share! Shocking sp reaction to today’s news
•too!
Yes I agree to - always been a share to hold - making steady progress from a low base. I do pity LTHa who have lost their shirts (as have Inon other aim shares). Timing right this time and money aside it is wonderful to watch this company grow and be successful in healthcare and therefore of benefit to us all
Agree
I think an agreed takeover is highly likely rather than going for another fund raise for the next phase of expansion.
The Directors are building their holdings and reputations and would probably stay with the business if it was brought by venture capitalists or became an independently run division of a large corporation.
I don't think it can be taken out by a hostile bid... ~60% of the stock is with IIs.. unless they decide to take this private this will not happen. Even then, the BOD has a duty to get a fair valuation for all the share holders, so for them to recommend an offer, it has to be at least 90-100% premium to current price. I feel, even that will be a steal as 3x revenue multiples (at which we should be trading currently) will be over £1 and companies like this will go for 5x multiples, that will be £1.7/ share. What we will not get is the exponential growth of value from there, all the hard work is done with us taking 40% risk, but rest of the 5x -10x value growth will be creamed off by the IIs.
a hostile takeover needs 75% shareholder approval? richard sneller, david ****e and daniel lee hold more than than 25% so they can resist low-ball offers.
all pis need here is patience.
Personally think you’re right.
I don’t think us shareholders will achieve fantastic returns as the company could be potential taken over at a low Market cap. But what’s fun about the markets is you never know ……….
It’s quite an honest answer but doesn’t really emphasize the potential future of the company.
This share has never been a share for quick trading... you have to go back to 2020 when the major placing happened to understand who owns and controls this company. Big IIs had a 5 year view and I can see it is shaping up to that target. I don't know what IIs targets are but the company is on track to achieve 4-5 years of 20% YoY growth with $4-5 M/year cash generation by end of 2025. I am expecting capacity expansion by end of this year or H1 2025 when it will be projected to exceed 40M revenue. All of this should translate in to shareholder value at some stage, either by a TO deal or by moving on to Nasdaq when the time is right.
Good news indeed.
What's with this article though, curious reaction to the RNS... is it an article written by an AI bot misreading the room?
https://simplywall.st/stocks/gb/pharmaceuticals-biotech/aim-trx/tissue-regenix-group-shares/news/tissue-regenix-group-lontrx-adds-uk56m-to-market-cap-in-the
Clever....
Don't be surprised if we fall today , this is AIM , and its bent as. But the future is bright , they can't keep it down forever.
Probably one of the best companies on AIM, and well under the radar.
For me the most important thing from this RNS is that they have made $400k in H2, that is $66k/month CASH... which is the most relavent thing for me when measuring the sucuss of a company and potential of its products. One more year of growth and cash generation will prove the company is ready for next stage of ramping up.. very happy holder
Highlights
· Total revenue is expected to increase by 20.6% to $29.5m (2022: $24.5m), ahead of expectations. Revenues are $29.6m at constant currency
· An adjusted EBITDA profit is expected for the full year of 2023, ahead of expectations
· Cash position at 31 December 2023 increased since H1 2023 to $4.5m (H1 2023: $4.1m; year-end 2022: $5.9m) supporting the current organic business growth plan
Great financial update. Looks like we have finally turned the corner. Well done team TRX.
LH&K Mafuta
Yes a very solid achievement, ahead of market expectations and continuing the winning streak.
Also a very clear and concise RNS.
It should be a good day here.
Fantastic — what a brilliant company. All is in place for years of growth. Superb management of cost, innovative products and global vision. Will be exciting to watch in the years ahead. Well done!
Yes, profit. it has been a long time coming! Well done to all at the company and let’s see what 5e sp does today!
GLA
does this make it clearer? i asked chatgpt4 to analyse the rns and set out the consequences. with an appropriate disclaimer, this is what it replied (though nicely formatted for ease of reading)
"chatgpt
based on the provided announcement about the 2023 long-term incentive plan (ltip) grant for tissue regenix, here's a summary of the consequences structured in sub-headings and bullet points:
*grant of restricted share units (rsus)*
recipients: daniel lee (ceo) and david ****e (cfo).
*quantity of rsus*:
daniel lee was initially awarded 19,807,390 rsus, reduced to 198,073 rsus post-share consolidation.
david ****e was initially awarded 15,367,803 rsus, reduced to 153,678 rsus post-share consolidation.
*effective date*: granted on 21 march 2023.
*conditions and exercise price*
exercise price: initially 0.1p per ordinary share, adjusted to 10p after share consolidation.
vesting conditions:
tied to continued service for three years.
satisfaction of performance conditions related to total shareholder return, annual revenue and profitability targets,
and personal performance metrics.
*performance metrics*: detailed metrics will be disclosed in the company's 2023 annual report.
*impact on share capital*
*post-grant holdings*:
daniel lee holds options over a total of 756,897 rsus.
david ****e holds options over a total of 514,002 rsus.
*percentage of issued share capital*:
daniel lee's holdings represent 1.1% of current issued share capital.
david ****e's holdings represent 0.7% of current issued share capital.
*implications for stakeholders*
incentivization of executives: aligns the interests of the ceo and cfo with long-term company performance and
shareholder value.
potential for share dilution: issuance of new shares upon rsu vesting could dilute existing shareholders' equity.
performance-linked rewards: encourages executives to meet specific financial and operational targets.
*market perception*
investor confidence: could be seen as a vote of confidence in the executives' ability to drive company growth.
transparency: detailed performance conditions in the annual report might enhance transparency for investors.
these points provide a broad overview of the announcement's implications. the actual impact might vary depending on the company's performance and market conditions."
as ever dyor
No way is this rise justified from the small volume of trading we see, and I don't believe it is traded elsewhere. Traders must be reacting to a leak - or an unfounded rumour. Anyway - here's hoping!