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I have to agree with Whimax that Accustem is for sale and TILS are just building a bluff - however if thats the case its a poor bluff and if its really is the case we are going to keep STEM standalone there is some big news to come and imho it needs to be quick. 6 weeks since they announced split but no noise on future plan.
If Accustem is a keeper, who is the board, what is the go to market and how do we fund it. To not have these things present 9 days before split is v poor. Accustem needs to be following a strategy from day 1 of its existence and to do that it needs this. The absence of these details mean we dont really intend to develop it ourselves and are either selling or negotiating a JV go to market. Whomever we are negotiating with must see the absence of intent to go it alone and hence will not be quick to move their position imvho. Therefore we should appoint board, build strategy and price it and publish so we are in a position to IPO - then the buyer / JV partner knows we are serious about possibly going it alone.
TILS perspective isnt why i originally invested but forumalab (or near spelling) looks very very interesting and will likely keep me in TILS longer than STEM.
NtD
I’ve just made my final top up. Looking good for a £2.50-£3 run before the demerger. I don’t think the TILS price will drop much after the demerger as I believe there will be significant news flow lined up to compensate. Don’t be fooled into thinking the board won’t have planned for this ;)
One thing I’ve learnt from years in the market is expect the unexpected.
Imho traders will dump stock after the demerger.
You can see it a mile off!!
Hi Nelsonthedog, I agree with a lot of your post, however, step 1 is to get the Demerger done (i.e. get to 1st November). Once that’s done, StemPrinter is “packaged up” and ready for someone to walk away with if they pay the asking price (whatever that is).
Don’t forget there is the “formality” of a further court hearing to get through. No point being presumptuous. Imo, “day 1” as you put it, starts on 1st November.
I also suspect that IF negotiations are under way (and we of course do not know if they are) that our BoD know what they have in StemPrinter (45% better than the best with tests and evidence to back that up) so they will be playing hard ball.
As I mentioned earlier, the gap between Demerger and listing in U.K. and further gap to “potentially” Listing on Nasdaq allows enough time to continue any negotiations, with the Nasdaq listing providing the funding if we want/need to go it alone. The BoD have also said Q1 for Roll Out into hospital (s) in Italy first, so they will have evidence also to support that intention.
There are lots of ifs and buts, however, I don’t think the BoD will be left wanting when it comes to negotiations in this respect.
GL
JH, maybe they will but no one knows for certain. The main thing is IIs invested at $5.2 so can’t see the price dropping below this after demerger especially with all the ST news flows to come and the realist to the main market. Would be a good opportunity to top up if it does as it will be short lived. Each to their own though.
TR 3B what the II paid in the placing is irrelevant now, today’s chip paper.
Dr K said last night that there were no NDA’s or people interested in stemprinter at the moment. He also said he has no intention of selling it cheap when he can develop it and get top dollar for it. This will not be sold for at least 12 months
JH, don’t think the IIs would see it that way.
They got no choice they are invested just like you and I and can sell if they not happy.
What is the date that peeps will be able to sell main holding & still be able to keep stem printer shares?
Accustem/StemprintER/Spare will stay under the control of the current team for the foreseeable future, KS was convincing about that last night.
I don't understand people who are investing because they anticipate 250p to 300p share price prior to demerger but at the same time don't think TILS will drop in share price after the demerger. I seriously hope they're right because that would be a win win scenario. But realistically if people are expecting FOMO will push price up to 300p then, absent any RNS from TILS, why would the share price not drop to reflect the loss of demerger of STEM? Some of the ramping is getting silly.
Way things are going, I don’t anticipate a later surge on SP.
as it stands technically Accustem valued at not much, so don’t see a premium being added to SP for it. Had it been officially valued or an IPO at $280 million + then yes.
However with no official value, the surge won’t come. For LT holders this is good as value will come later. Plus we prob won’t see the valatility and drop post demerger. As the premium was never really added. Again IMO
Trade.. I am with you... that would be a great outcome. Would defo take 170-175 now at cut off. Hopefully then minimal fall and all us long term holders can breathe a sigh of relief. The next two months will be transformational for the company. GLA
Come on guys this talk is depressing shiraz you were on 3 pound on the 18th 2.80 a couple of days later then 2 now it's 1.70 I'm getting worried about what your gonna say next week !!! Joking aside it doesn't seem like much has changed to me or Am I missing something, wasn't this always going to be a next week tick up. I haven't jumped in yet for my quick punt but surely i should still be hoping for at least 195 into the demerger no rise would be a bit strange wouldn't it.
Shiraz i do think there will be a mall surge to somewhere around the £2range because the shorts have to return all those shares that they have borrowed. Plus the fact that there will be some people that will leave this to the last minute on the 27th to buy in. Might actually be a good day for once. As for accustem well i wish they hadnt done the demerger so quickly and left it till the new year. It has no value, there is no buyer in place or even interest at this moment in time,and i.think it has dragged us down this past month or one of the reasons. It has also caused a lot of confusion ,just look at some of the posters on here.
Mac4eye
I totally agree with you.
SK has been always been saying the SP will rise ...basically totally wrong prediction in my opinion at least so far.
We seem to be struggling to get over 180. Something is fundamentally wrong.
Let's see what surprises tomorrow will bring!
GLA
Crazy talk on this board
For example you have a £1.70 average and it finishes at £1.70 (split)and by my reckoning it will drop some afterwards.
By God I would want it to finish higher to protect my average, some on here really need to do the maths ffs
Ps give your heads a wobble :-)
Jambo i cant see there being any surprises coming this week as the yanks are hell bent on holding this down . But i would love to be wrong.
Asher how can it drop after demerger as there is no assigned value to stem the market hasn't assigned it a value nor has the company,us punters havent a clue to its true value. Any movement after demerger on no news will be pure market manipulation. There is no other logic.
Swerv we all know it holds considerable value.
But I agree the market manipulation will go on early in November.
I do think we will see a rise and was only having a laugh with Shiraz i know he is a LTH Just because a monetary value hasn t been decided yet for stem doesn't mean it isn't worth anything to the overall share price I'm sure some people would have bought in and boosted the price out of interest in stem alone. I'm still going a head with my plan to keep a good stack in long term which I have been mostly holding from back in the 50p times but will try the one week wonder if my cash clears tomorrow I can get in the 175 range I will be giving it a whirl if it doesn't work i may end up keeping a bigger chunk in but I will not be gutted at this outcome either. Just hope I'm not too late and the money clears. Come on Tilzy baby give us one of those fantastic Friday afternoons.