Member Info for Adastra

Go check LinkedIn for Light Science Technology Holdings and composite companies. Certainly doesn't reflect the savage price gyrations here. Great opportunity to board the ship (again!) before it sails. Great little British innovator.

The strong buy just became a screaming buy imo. Time will tell. All the future proof tech in one company.

Not before time we are now seeing the upswing in motion as the real potential here emerges. Chunky 100k lots being picked up as all the sellers seem to have been taken out now. Time will tell but looking rosy.

This is following a common pathway seen with good quality smaller companies. The underlying three businesses are doing well, management have plenty of skin in the game and are aligned with shareholders. Newsflow is always low at this time of year as service users set their annual budgets. Shorter term investors equate the lack of newsflow as lack of progress - wrong. Close scrutiny shows that a lot of the previous RNS glut was actually holdings related rather than business related. It is difficult to watch a shareprice fall back and tread water when you 'perceive' big progress elsewhere so short-termers effectively capitulate to 'gamble' elsewhere. Usually on a one-trick pony offering multi bags. Wrong. Do your research. Look at why you invested here. Does that decision still hold water. Are the constituent three businesses in sectors that are in demand? Are they in sustainable growth sectors? Are you excited by the potential markets that they are addressing? Is the business extremely compatible with the developments in AI rather than threatened by it? If the answers look good then stay on board, get on board or average down in the dip. When all is said and done, life is a risk. The rewards of good research usually outweigh short-term sentiment as the bigger picture takes shape. It's a good little, well managed solid UK company IMO.

RSI is showing this is now well in oversold territory. Given all the pending upward stimuli here and all my previous posts from 2.95p this is a gem of a company. It's not a one-trick pony like so many on AIM. Solid.

The grass ALWAYS looks greener at junctures like this and so many people capitulate to chase pumped smoke and mirrors. Sit down and reflect on why you invested here. If those reasons still hold water and you can see why LST is a convincing purchase then hold on. If not, then have a rethink. This is NOT a one-trick pony. It has three active businesses in growing arenas. It's a quiet time of the year as contracts are drawn up and budgets allocated by end users. The future looks to be excellent IMO but there I'm a holder who has done my own research. You pays your money and takes your choice but I can see this easily doubling from its current lowly rated MCap.

Estate holders have already trialled LST with a view to roll out. Add in AgTech and the future is here.

Action to resolve unsafe cladding issues MUST be addressed before July THIS year or big financial penalties will be incurred by those big real estate companies failing to do so. PFP Injectaclad is the quickest, validated, most cost-effective solution. 2026 budgets and costs are being set now so it's only a matter of getting the signatures on the line. The proof is there as several big multiple real-es

PFP Injectaclad just waiting for developer rush before July. They can only kick the can down the road for so long as the deadline approaches....Developer Accountability

Contractual Obligations: 39 large developers, covering over 95% of identified unsafe buildings, have signed contracts to fix their buildings.

"Fix by" Targets: Developers are required to finish assessing 100% of their buildings by July 2025 and either start or complete work on 80% by July 2026.

Developer Debt Collection: A new program is operational to recover costs from developers.

The lack of news at this time of year reflects the time that a lot of big budget decisions are being made. The underlying three businesses are sound and well managed. AgTech projects should be coming to fruition and the PFP Injectaclad pipeline should rapidly start to see signatures on the line for roll-outs. Bear in mind that property owning multiples have to have cladding resolutions in place by July or face big penalties. The clock is ticking and PFP is the cheapest, quickest, validated and most cost-effective solution. CFC has been actively seeking defence contracts as a UK onshore supplier and budgets are being set and opening up there. Thee legs gives stability, decent management on-board with lots of shares so patience is the key. I'm sure a lot is happening behind the scenes.

Ready to rebound strongly either before or on next RNS.

The MCap here shows just how oversold it is at present given outlook.

For what it's worth I see a doubling of the current price by June this year.

It's thinly traded and responds quickly to newsflow so the fall is par for the course. The big rise in transactions today may well reflect imminent news as its hard to keep a lid on contract progress given all the parties involved in the periphery. News will come, probably soon given the Christmas break and normally quiet time of year for its constituent businesses. Having said that, the potential size of contracts could very very easily lift the current derisory £12m MCap. Happy to hold and wait. Patience pays over knee jerk reactions.

Exactly. Which makes me think there is at least one big news item or contract in the mix. The BoD have plenty of skin in the game so their interests are closely aligned with shareholders. They have consistently provided updates over the past two years and this is the longest info-free period. We know that AgTech is actively exploring new contracts as a result of recent major tie-ups. We also know that two tier 1 real estate players will now have completed initial Injectaclad contracts with the PFP division. Both of these will require major discussion with end-users which has probably been protracted due to the Christmas break. The roll-out of Injectaclad is compelling on both a cost and time basis. The deadline for starting cladding remediation is now 6 months away or owners of affected buildings face huge penalty fines. This is a solid little UK company with three active arms and good IP. For those with patience it 'should' reward handsomely. It's obvious that some holders can't wait - fair enough, but volumes are still low, shares are tightly held and no holdings notices have been declared. Just a sit and await developments peŕiod.

Alternatively, the lack of recent news may be a prelude to a large deal or contract that has taken time and effort to come about. You pays your money and takes your choice. I'm still in the patient, good things come to those who wait camp.

From the government cladding remediation report only last year. work yet to start on half of identified buildings, increasing financial burdens on residents, a lack of skilled engineers, and a large increase in the expected scope of works. Initially estimated as a £600 million effort for 450 buildings, estimates have expanded to cover 9,000-12,000 medium and high-rise buildings, with projected costs between £12.6 billion and £22.4 billion. The clock is ticking and the PFP Injectaclad division has the most cost effective and proven solution.

The biggest stimulus to shareprice is already in motion and the clock is ticking. Developers must have determined whether remediation works are required on 90% of their buildings by July 2025, and achieve 80% of starts/completions by July 2026.

I think your assessment is fair. The market isn’t being impatient; it’s applying a rational discount after several years where structure and pipeline visibility outpaced contracted scale. The share price reflects that history. What has changed is business quality. LST now has three coherent pillars, real revenue, granted IP, and exposure to regulated or regulation-adjacent markets where trust and provenance matter. CEM remains the low-margin base, AgTech is still early but technically validated, and Injectaclad is the high-margin option that could materially change group economics if it secures framework-level work. The case doesn’t rely on all pipelines converting — it relies on one clear proof point. Either a multi-site AgTech deployment or a Tier-1 PFP framework would be enough to reset risk perception and funding assumptions. Until then, the current discount is justified. In a risk-off market, that works both ways. Weaker stories are being purged, while businesses with real revenues, government-validated IP, and structural demand drivers are being ignored. That creates asymmetry: defined downside, with the potential for a sharp re-rating if a single scale signal lands.

I think that signal is very close plus CEM could surprise on the defence contract side.

It all depends on your timeframe bud. It took till approximately two years ago to co-ordinate the now 3 aspect business. The CEM division is now focussed, supplying the expanding AgTech division and the added PFP Injectaclad division has just completed trials with two tier 1 real estate holders. I agree it's taken longer than initially anticipated but for those of us who invested in the flatline period 2 years ago it's been a decent investment. Yes it spiked on good news and impatient holders sold. Good luck to them - they took money off the table and more investors got on board at a higher price than now. The real reward is yet to roll out as news of significant contracts comes out in the near future. How long is patient? I'm happy here. Good solid little UK business.

It all depends on your timeframe bud. It took till approximately two years ago to co-ordinate the now 3 aspect business. The CEM division is now focussed, supplying the expanding AgTech division and the added PFP Injectaclad div