Member Info for 1nspectorGadget

Not a bad update considering the macro environment, 12% increase in customer numbers in one quarter. Though the market itself remains unimpressed with no movement in the share price, hopefully this time new customer wins are covering the marketing spend!

There we go he's back to form now

I thought draft just posted irrelevant cyber attack links which have little to do with brand protection, but that make me laugh out loud!

I have been following STX for a while with a view to buy in. The Tom Winnifrith critisism of the company I felt was realistic, take away the rhetoric, and did come very close to his 5p prediction.

Now the potential of how big a dilution the almost inevitable equity raise will be is holding me off. I feel once this is announced that will be the buy in point with increasing volumes in the US able to sustain working capital demands. (although confused as to why Norgine volumes remain so low). Any LTHs agree that would be a sensible approach for a new private investor? Any other points you'd look out for if you had yet to buy in?

Well that aged well, not, within 3 hours. What a moron

You always have the wild rampers on any board as CR888 appears to be here.

The most pertinent indicator of a minimum offer price is always Mr Market, and being a PE firm the minimum is what they're looking to pay, in this case I'd be surprised if an offer is made over 600p per share, I'd suspect initial offer around 590 which can of course be rejected or negotiated, of course purely my opinion and no offer is guaranteed. Fingers crossed though and GLALTH

Absolute joke, future fundraises required to pay for increased director remuneration.

I originally rated this as a good opportunity, seems to be underperforming especially the the text EpucSurf has highlighted regarding fundraising. Directors not delivering value to the PIs.
I hate to do it but might just cut my losses, had built up a stake averaging 18p, ouch

Or should that be a lot going DOWN for it. More falls today, yet a lower launchpad to take off from...

Could be approaching an entry point for a punt...

EarlofAim - clearly a deluded spammer

Waste of time share unprofitable company with growth slowing... and I'm a shareholder!

Great points raised in your post nicwe, as shareholders it would be good to get these directly answered by the board

Indeed jon1234, to me that's poor cashflow management or strategic planning, especially after raising capital in January.
Surely it would have been better to raise a larger figure then, although the market seemed to expect it pricing the share down further since that raise.

Hopefully this is the final time they come to the market for more funding and the cash burn can be turned around from increasing economies of scale, surely the market awareness has increased as a result of the funding they've allocated to marketing.

Similar position and echo your thoughts entirely jon

This continual fall is becoming concerning, I'm feeling this share is now too heavily weighted in my portfolio. Unfortunately I think the current high inflationary environment may be impacting loss making growth shares even more harshly in discounting future earnings, which are currently non-existent here. Earnings meaning profit not revenue or ARR, they do not equal rising share price in an unprofitable growth stock for some blinkered posters.

However, conversely in a high inflationary environment growth stocks probably have the most potential to offset that inflation figure, hope we get some positive figures soon from the company as the macro environment isn't going to provide them!

Can someone at the company please let me know who I can give my bank details to so you can take money direct from my account, might as well cut out the middle man...

Interesting article: https://seekingalpha.com/article/4483510-european-metals-zinnwald-lithium-depend-on-cinovec-processing

Working in IT there are "big" cyber attacks on a daily basis and regularly reported ones, so no it won't send the share soaring. The simple reason this share doesn't move (not upwards anyway) is it's a loss making tech share listed on the ftse, probably be very different with a US listing. Frustrating as I'm now significantly underwater on it!

One statistic I initially missed from this morning's action was an increased net customer retention rate of 96.4%. This is highly encouraging for the long term, just hope the customer acquisition costs can be controlled going forward.