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Last post: mornington-oz, 5 Jun 2024 21:36
These were nearly 30.00 a few years ago.
Sold at 2.90 with a profit, be back in if asking price drops 3 points to 2.5
Started: masonmaster, 10 May 2024 07:40
Last post: Birdman1994, 16 May 2024 15:20
Looking in on trades yesterday and today, I get the feeling Dr C may be loading up again
Bridman1994; for me the key thing is that not only has Dr. C averaged UP but he has done it after being the chair for a few months; he clearly likes what he see from the inside....
DDx
I see he’s averaged UP. That’s good enough for me
Light Science Technologies Holdings plc (AIM: LST), comprising three divisions: controlled environment agriculture ("CEA"); contract electronics manufacturing ("CEM") and passive fire protection ("PFP"), announces that on 09 May 2024 Graham Cooley, Non-Executive Chairman, purchased 2,420,000 ordinary shares of 1 penny each in the Company ("Ordinary Shares") at an average price of 3.18p per share.
Accordingly, Graham Cooley's holding in the Company now totals 27,500,000 Ordinary Shares, representing approximately 8.26 per cent. of the Company's issued share capital.
Graham Cooley shares purchase, a positive signal!
Started: Rog21, 14 May 2024 12:03
Last post: Rog21, 14 May 2024 12:03
I have just bought 50000 LST shares and the transaction is shown as a sale!
Started: DellaDella, 10 May 2024 10:29
Last post: DellaDella, 11 May 2024 22:41
MakeMineA99; worth watching this on Supercaps; they are uber green
https://www.youtube.com/watch?v=-7T-6XdiRTw
DDx
Dr Cooley has also been loading up in CPX. He went over 10% there this week. Trying to work out what he sees in that given his uber green credentials.
"A very confident Vox Markets performance from Simon Deacon, CEO of LST
Great results and a great new board.
This share is only going in one direction"
[[https://www.youtube.com/watch?v=Vlp79ttPw1I&t=2s]]
Vox Markets comments From below the video:
0:28 The £100bn market opportunity for LST’s three divisions – contract electronics manufacturing, controlled environment agriculture CEA), and passive fire protection.
3:07 Highlights of the FY24 results, including 13.8% revenue growth, improved margins and positive operating cash flow, and the importance of acquisitions made throughout the year.
5:39 The experience added through recent board additions.
6:45 The importance of synergies between the three operating divisions, and the creation of a turnkey solution for controlled environment agriculture.
10:55 Plans to scale up the business, including the use of strategic partnerships and distribution to grow the CEA business internationally.
13:44 How recent fundraisings and an enhanced bank facility will fund ambitious growth plans with a plan to become self-funding.
15:01 Describing the uniqueness of LST’s technologies.
Started: Hamodeh82, 9 May 2024 08:03
Last post: Techtonic, 9 May 2024 18:16
Firstly, apologies Mornington, if you've been here a long time.
Secondly , excellent RNS - they do appear to have turned this around.
Be interesting to know potential SA revenue
There were 5 large delayed trades today:
09-May-24 08:36:22 3.274 300,000 Unknown* 3.00 3.30 9,822 O
09-May-24 08:11:46 3.10 500,000 Unknown* 2.90 3.20 15.50k O
09-May-24 08:14:07 3.189 500,000 Unknown* 2.90 3.20 15.95k O
09-May-24 09:24:21 3.278 250,000 Unknown* 2.90 3.20 8,195 O
09-May-24 15:02:07 3.019 420,000 Unknown* 2.90 3.00 12.68k O
All look like buys based on the time stamp, and yet they still kept this down, this should have been 30-40% higher at least, based on the buys from this morning.
Just shows how corrupt the MM's are and AIM is, absolutely disgusting how they do this day after day, and yet the FCA do jack about it as usual. They do this because they know they can get away with it.
At times, the actual 'ask' dropped everytime there was a buy, isn't it supposed to go the other way??!!
No wonder people hate 'banking' bankers.
I think more distributions agreement in place. I would love to see that in USA or Australia
Sea of blue
I’m fairly sure this was trading over 20p a few years ago so it’s good to see this heading in the right direction again.
Started: DellaDella, 9 May 2024 09:28
Last post: mornington-oz, 9 May 2024 09:53
Definitely looking very positive but as a long term holder I’m still not even close to my buy in price.
I guess a broken clock is right twice a day!
Happy to see a positive response to the RNS (which is well deserved given how the business has progressed).
Fingers crossed the SP will settle above 3p with a bit of volume and push on from there.
Oh lord...Mornington's here! Earl of Aim will be turning up next.
Ojls - remember when we were talking about value and share price a few months ago.
I still think that LST is suffering from the same problem: they're definitely on the right track and business is building, but there doesn't seem to be a catalyst for a re-rate.
It's very softly softly catchee monkey, which is pretty good but I can't see where the huge advances in share price are coming from. Maybe the cumulative effect of growing revenue will hit a critical mass.
I'm still a little uncertain whether they will need a fundraise or whether revenue is now self-funding them
Up nearly 5% and ask 2.50
2p - maybe.
1p - no chance.
We are only a few days away from 2023 results which in theory should be positive given what was covered in yesterdays RNS.
A reversal back towards 3p wouldn't be surprising given the news cycle and trading patterns in January and March. We also now have the benefit of Board Members absorbing a volume of shares in recent months and I doubt they will want to take a kicking on a big drop.
Looks like it’s heading to well below 2p , could it reach close to 1p again ?
Started: Troajan, 8 May 2024 10:37
Last post: Troajan, 8 May 2024 10:37
Started: asimpleinvestor, 8 May 2024 07:43
Last post: Troajan, 8 May 2024 08:32
The results are positive, and I'm satisfied with the progress. May this trend persist.
Started: DellaDella, 1 Apr 2024 12:03
Last post: Troajan, 30 Apr 2024 10:53
Someone must have been loading up earlier in the week as I was able to get a quote to sell a decent volume.
Take a look at the RNS on the 7th March. The Bod set an exercise price of 5p on the share options issued. It gives you some idea of what the BoD are aiming for! (hence why the volume is getting absorbed pretty quickly every time the sellers are willing to offload a few shares).
Could not sell my holdings on Tuesday and wednesday ,on Thursday shares went down,will keep for now but will try again when bid price reaches 2.7
Nice little dangling carrot for Shareholders" The 90 acre growing site is one of the clients larger sites with plans to double it's size"
Just shows the scalability of decent agri tech and #LST clearly have some mega products that work.
Started: Birdman1994, 7 Mar 2024 07:41
Last post: asimpleinvestor, 26 Apr 2024 07:39
Who’s selling only 25 shares today seems very expensive when charges are taken into consideration.
Excellent appointment, Dr Cooley
Its nice to see an appointment with some skin in the game, plus what looks to be a nailed on strategy. Time will tell but its clear that the BoD are confident of some significant growth (see share options and exercise price given).
Cooley has joined the board and now owns 7.53% of shares, a slight increase on his last holdings RNS . Was he approached to join early last year which then triggered his buying spree? Anyway, great appointment and I’m looking forward to this now moving forward.
Started: Troajan, 25 Mar 2024 11:26
Last post: Troajan, 25 Mar 2024 11:26
Started: DellaDella, 21 Mar 2024 07:50
Last post: DellaDella, 21 Mar 2024 07:50
His "visit my website" goes straight to the LST website!
Started: Birdman1994, 15 Mar 2024 15:25
Last post: ojls, 15 Mar 2024 17:12
All in good time :)
He has 4 times the cash invested here
Cooley buys a 11% stake in another aim stock that has just jumped 228% on that news, yet over here he has 7.58%, joins the board and the price has barely moved. Go figure
Started: ojls, 5 Mar 2024 16:08
Last post: ojls, 5 Mar 2024 16:08
Interesting trading going on over the last few days. Lots of small retail sells getting hoovered up by £5k (or more) buys. MM's also seem happy to take decent volume on dummy sells so I wonder if we might see another TR1 at some point (all speculation of course but it does seem like one of more buyers see good value at these levels).
Started: Troajan, 13 Feb 2024 12:40
Last post: Troajan, 13 Feb 2024 12:40
Started: DellaDella, 8 Feb 2024 07:45
Last post: Techtonic, 9 Feb 2024 15:01
Cheers Ojls..
Imo , you could look at the fire barrier acquisition in two ways.
When I had a look on Companies House, they appeared to o a lot of money due within one year.
So the cynic in me was saying LST acquired it now so they can raise on the market.
The flipside is that it is cash producing.
Balancing those two things and the cash position I decided to err on the side of caution.
Happy to be proved wrong for you on the fundraiser.
Hi Techtonic.
Both good points. I agree that the contract news has been a little underwhelming. Its clear that the business is growing but I guess new investors are looking for some real big ticket wins (hopefully the wait wont be too long).
In regards to their cash position, I would be surprised to see another fund raise. The whole point of the Tom-Tech and Fire-barrier acquisitions was that they produce income from the off to avoid the BoD coming to holders with cap in hand (Although I could be completely wrong)
Happy to hold and see how things unfold.
Hi Ojls..
As you know I was in LST last year and there was excellent growth from the 1p fundraiser to circa 3.3p .
Technically, it hit a massive stumbling block when the huge gap in the chart was filled at that point.
I think the problem is twofold
1) The new management strategy is appearing to pay dividends - and, although impressive is still very piece meal and nothing juicy for the market to get it's hands on. At some point it probably will produce a re-rate.
2) with only £600K in the bank last November and still loss-making, I think another fundraise is inevitable.
Market waiting for that.
Only my opinions because I do like this company but not sure when it is going to gain huge traction
The last few RNSs have been hit after hit with clear growth, increased margins and new sectors being opened up.
I just wonder when the market is going to clock what is going on.
Great RNS; "Valued at £130,000 and anticipated for delivery to the customer in April, this venture holds significant potential for follow on revenue in this new segment." and "UKC has secured orders since the start of the current financial year totalling c.£1.4 million in the pest control sector." and "Currently, the forward order book for the CEM division stands at c.£4.1m, putting it on track....."
Started: ojls, 7 Dec 2023 09:14
Last post: Kiwitwo, 15 Jan 2024 16:37
42 x more volume brought than sold, no movement on share price.
It looks like someone is accumulating shares again in £5k chunks after seeing the trading update.
BoD are clearly confident of a nice jump into profit this year and the order book is worth significantly more than the MCAP.
As far as I can see it. If you are buying at sub 4p you will do just fine in the next 12 months.
All quiet here considering the rise today.
Little tree shake pre news or retail traders selling a few shares to fund Christmas shopping?
In my opinion there is no good reason to sell given the last few RNS's. In fact I am bit surprised that the SP hasn't risen in anticipation of the next trading update.
Started: Birdman1994, 12 Jan 2024 13:14
Last post: Birdman1994, 12 Jan 2024 13:14
Interesting buys going on, lots at £4990. I wonder if Graham Cooley is buying again or if it's someone else?
Started: Troajan, 11 Jan 2024 16:36
Last post: Troajan, 11 Jan 2024 16:36
Last post: Techtonic, 29 Nov 2023 18:22
Jeeez... Is that posting for real, kiwitwo?
There's been six sales with the grand total of circa £27! Algo trades.
Market is waiting for a trading update which should come in the next few days.
Not sure what to expect here -there was a lot of pipeline money expected, but since they've changed their business model somewhat, not sure if this will have translated into near-term profit - particularly for the books.
What’s going on ? All sells today.
Started: Troajan, 23 Nov 2023 11:02
Last post: Troajan, 23 Nov 2023 11:02
Started: Techtonic, 22 Nov 2023 12:49
Last post: Techtonic, 22 Nov 2023 12:55
Can't believe auto-censor eradicated the r-e-t-a-r-d part of an innocent word like r-e-tardant! :O)
The wonderful world of Cancel
the cynic inside me thinks that they brought the fire ******ant business under the plc wing because it needs cash, and so lst will be a fundraising vehicle..
the optimist in me sees this as a cash generative business with a huge growth area which could lead to lst becoming profitable and they're not too distant future
Last post: Techtonic, 21 Nov 2023 19:35
Just looking at the original company helmed by Deacon , Fire Barrier International.
They appeared to owe creditors 600k end 2022.
Just wondering if there's a little bit of financial sleight of a hand going on here, maybe as a tax loss.
Although, I'm taking him at his word that the order book is strong. It's quite a new company and it's in a huge growth market
Started: Techtonic, 21 Nov 2023 09:23
Last post: ojls, 21 Nov 2023 10:19
Another cash generating acquisition that helps build a healthy balance sheet.
MCAP still sat at a very modest 10.8m, presenting significant upside for new investors looking in. I am surprised we are sat at the current levels (circa 3p) given the news has been tip top in every RNS over last couple of months.
I'm just reading the RNS and absorbing it.
Looks like a bit of a slight detour and that Simon deacon has brought one of his other companies under the LST banner.
Fantastic growth area with potential massive profits here