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Holdings in company have been prolific and no movement in share price at least not upwards.
Ripe and ready for a serious re rate
From 0.97 to 1.28 in 2 days for no obvious reason. Has someone been given a nudge and a wink?
A couple of thoughts on today's announcements...
i) H1 revenue of £4.4m vs a mktcap of £3.41m - clearly the market is worried about another fundraise but between growing revenue, growing gross margins and shrunken cost-base another fundraise is likely to be further away than expected
ii) "This division is now the manufacturing arm of sister company Light Science Technologies - with the first production batch of sensorGROW successfully running through the UK Circuits' facility during the Period."
They have moved to a more vertically integrated strategy for manufacturing, and are producing sensorGROWs - this will be beneficial for gross margins, plus it's good to hear there is demand for sensorGROWs
iii) "Initial field trials increased crop growth by 40% in December 2022 - particularly useful given the cold ground and the poor light in glasshouses at that time of year, further highlighting commercial opportunities and the Group's ability to help extend the growing season."
This is huge. Due to their fixed contracts, companies like Zenith tend to import produce over winter - rather than grow it themselves - meaning profit margins are much tighter and agri-labour is underutilised. As we get back to more normalised energy prices and see climate change increase seasonal variability the business case for moving to Controlled Environmental Agriculture grows and grows.
iv) Therefore, the Group's broader strategy remains on creating partnerships globally within this division, enabling it to develop a portfolio of clients to include markets that have been less impacted by the energy crisis.
The fact they have recognised and are acting on the need to pursue distribution partnerships rather than selling directly is also very encouraging - this should help them leverage existing distribution channels and reach more international customers
Overall, between the lines there is a lot of encouraging information in this trading update.
Based on the disparity between the MCAP, order book and margins, the SP could be multiples of the current price and still present decent long term value. Hopefully the news will spread today and new buyers will take the opportunity to buy at a heavily discounted level.
Fantastic News
RNS: ... Period expected to be c.£4.4m (H1 2022: £3.6m), up approximately 22%. ...
https://www.londonstockexchange.com/news-article/LST/trading-update/16019135
Well there we have it. A sell below the 1.0 mark!
The BoD really need to get some news out to excite new investors. With a packed order book and money in the bank LST should be a no brainer investment!
The 2 magic letters- AI- should make a big difference...hope clients and fellow share holders and newer share holders take notice
UK Circuits and Electronics Solutions Limited is a state of the art facility based in Manchester. Established over 20 years ago, UK Circuits provides Contract Electronic Manufacturing (CEM) to a wide range of key market sectors Including AI, Automotive, Telecoms, Lighting, Pest-control, Leisure and Audio industries. With a dedicated team, the business has grown to be a dominant player in the industry and continues to expand its portfolio of clients, with products going worldwide to blue chip clients. The business was pleased to support NHS in the Nightingale hospitals around the country during the pandemic.
4th August- half yearly trading update- according to Morning star...
Each RNS that is published... costs the company...I guess Investing is Boring- How I look at it- Plant a sapling and comeback after a few months- hoping to see ...that it has grown a bit...
recent Investors- even myself sometimes- we check almost everyday-just in case this has suddenly grown into a tree-[ I guess we are in an agricultural business which help saplings grow faster]
The BoD could really do with telling the market something about their progression after the fundraise.
Like everything else on AIM, the SP soon starts to slip as retail traders get bored and move on.
I suppose it's understandable that it's in the doldrums when you look at the history of the share price and under delivery.
Many people will be so down on their investment as to be worthless.
BUT when you look at the calibre of the big investors (including the company boss) it does give you heart that this could be the turnaround moment.
A lot, I feel, could still be deemed by supply chains and companies further down the line not doing so well, but they seem to have a good product and a good management team with a great (promised) income stream.
Could be the moment to get in before this has a real climb
A great company with great product. But SP has gone stuck due lack of good news or accouncements.
Only a trading update will get the attention of market makers and other investors- until then , I keep loading
We are well funded, we have a book full of future orders and a directors who are willing to out their own money into the business and yet we are sat at this level. A £4m MCAP is laughable given the above!
Over the last few days I’ve read every RNS and watched most of the proactive interviews …
Fundamentals are great….
Very excited for the future of LST….although the energy costs are what’s holding sales back imo…
Anyone know how energy efficient their lighting products are, compared to the additional yield ?
I see this as a no brainer for a steady rise once the placing shares have churned…
We have a director with £50k @ 12p in his Sipp and 2-3 TR1’s in at the placing price of 1p
Easy money
Interesting, expected some good news by now!
I am surprised to see the trading so modest this week. After a rough year or two the business is in decent shape with a solid order book, directors bought in and II's locking in decent volume. I genuinely don't see why this couldn't be 4p today and still represent a good value long termer.
The penny has to drop at some point!
80p a share would do me,sell up and spend spend.
He must have twitched when he bought his shares then, as this company has nothing to do with hydrogen but if he can take this company to £8 per share or even 80p per share I will be impressed and quite rich too.
Well this chap took ITM from around 11p to almost £8.
Main focus is Hydrogen.
I don't care who that 'somebody' is as long it helps my investment.
Https://itm-power.com/news/dr-graham-cooley-stepping-down-as-itm-power-ceo-after-almost-14-years
He has taken a 3% stake in LST.