Member Info for Adastra

The PFP division has continued to grow its quoted sales pipeline both during and post-Period end, which is currently worth approximately £24m, a significant increase from the approximate £7m value at the same time in 2024.

There are recent signs of projects being given the green light and the Board expects the backlog to be unblocked over the short to medium-term, with the Group well-placed to convert its very healthy PFP quoted sales pipeline over the next 18 months and beyond. The Board's confidence is further underpinned by a positive industry backdrop with the Government's plans to accelerate remediation of social housing.

PFP has the capability to quickly and cost effectively ramp up its capacity to meet this expected demand.

Management always under-promises and over-delivers. The drivers for multiple positive RNS are now in place. This has super-growth share written all over it. Near-term triggers are numerous after this confident interim report and analyst briefing. Let them digest it and quietly advise clients to accumulate at this level. Management is aligned strongly with other shareholders. They have lots of skin in the game to exceed objectives. Great value imo.

This has oversold written all over it. Watch buyers return as the analysts see just what a gem PFP is alongside AgTech and board design. A steal at anything under 4p. Multibagger for 2026

.....buyers waiting......

Analyst briefing at 10 o'clock should re-iterate what I've just posted. Myopic investors are the curse of the UK, that's why companies list in the US. Rectification of cladding issues and strict new-build fire regs will drive this skyward. It is highly geared to quickly react as the penny drops.... Read the RNS.

Talk about bargain basement drop! Look at the segmentation growth for PFP and near term AgTech pipeline plus the profit margins. The rest will tick over but these, especially PFP, are real engines for the company. Cheap as chips on thus dip.

Management ALWAYS under-promise and beat expectations here. The future, especially for PFP is substantial as all builders and management companies have to comply with cladding regulations and remediation. This pull-back is an absolute steal to get on board or average imo. Just what I'm doing. Investors are not seeing the bigger picture here. Speculate/Accumulate

PFP revenues in the Period grew significantly to £1.0m (H1 2024: £0.3m), with average gross margins increased to 64.3% (H1 2024: 41.2%).

Board believes there is significant potential to drive near-term revenues and cash generation at the same time as increasing visibility for the Group. PFP has the capability to quickly and cost effectively ramp up its capacity to meet this expected demand.

Expecting lots of +++news tomorrow's interims.

Tomorrow's interims and analyst briefing should provide a really good indication of traction on all fronts. Directors were keen buyers in the December dip before significant H1 news events and cash generators. Meat on the bones tomorrow should cheer holders.

Eden Research looks positioned for several transformational near-term events:

Expansion of Mevalone into key markets (e.g., California),

Ecovelex commercial ramp-up via academic partnership,

A strong revenue stream converting into profitability by 2026,

Positive investor and analyst sentiment is starting to gain traction as it engages major industry players. Any of these could lift Eden’s valuation well beyond its current micro-cap levels. Solid.

TET Treatt, ASY Andrew Sykes, LST Light Science Tech and EDEN Eden Research. Waiting for my harvest time in Autumn or sooner.

201p

Still trading below NAV and profitable. PE or big players will be running numbers here. More to come.

The coolest kid on the block for overheated employees and workspaces, Sykes should be soaring to keep up with the pace of equipment demand! Great news but still not filtering down to the shareprice - crazy! It must be having a bumper year and interims are only 6 weeks away! It should be flying......and FOMO is close.....very close. Great opportunity here and now imo - DYR.

Quietly awaiting some transformative RNS on several projects. BHS.....buy, hold and......smile!

Super share that doesn't disappoint....just keeps on going and growing adding must-have technology for the 21st Century. Miserably low MCap totally underestimates the value, IP and major partnerships here. Wednesday should make all holders happy - surprised the FOMO response is muted. Probably just under the radar and off research lists. That will soon change imo.

Lots happening here in all divisions so I'm expecting an inspiring update from management. Always under promised and over delivered plus they all took up more shares on the recent dip. Could easily multiply current MCap from here as CEO has his finger on the pulse and plenty of skin-in-the-game. Well aligned with me and my wishes. Bring it on.

Demand for cladding replacement solutions is escalating due to legislation.....right time, right place for this recent addition. Could seriously surprise on the upside.