Member Info for Adastra

Regardless of what Reeves does in her budget next week the fundamentally sound UK smallcaps will thrive. Food security, cladding issues and the need to onshore electronic manufacturing are key and pressing issues that will not subside or go away. Light Science Tech is centred on all three of these. It is not a one-trick pony share. Look at the management, research their dedication and seasoned, prudent approach and their hands-on attitude to growth. They hold significant % of shares leaving a small free-float. That's why the shareprice can be volatile. The upside is that the next decent RNS could easily have a significant effect. The uptrend from recent lows is firmly established with increased confidence in outlook. Yes it's receded from the peak but that's a necessary element of consolidation before the next upward move. This step-like progress is the only way a decent share like this can reflect sustained buying pressure over time. Don't look day to day look at the bigger picture.

Now would be a perfect time for a couple of forward-thinking institutional investors to start taking a stake here. There can be few small British conglomerates with the positive outlook here. Solid and seasoned management in ecofriendly growth companies with increasing order books. It will probably tread water till next RNS. If it's as good as I suspect, given recent guarded BoD optimism, then we should move north. If instos jump on board then it could gap-jump nicely. Patience is the key as news comes in and we probably get an early December trading update.

It's heartening to draw an inclined line from the Sept 8th low thro the 24th Sept low, the 14th October and 11th Nov. We should now expect to see movement either upwards or sideways (pending next RNS). Hopefully the heavy sellers are now gone and new investors from September on are in charge.

This level is now attracting bigger package buyers

We are at the crucial 5p level where stale holders are being replaced by new investors, institutions or indeed 'predators' who see significant value and near inflection point here imo. Consolidation complete.

I agree with your comments regarding Reeves but think the action here is purely consolidation after the recent rise. I had hoped the market would appreciate the very positive vibes coming from the BoD but it appears to be waiting for the follow through. The oscillations are to be expected as the buy/sell balance readjusts amplified by the small number of free shares in circulation. I think we've hit the crucial reversion level now as PFP news could arrive quickly as initial contracts complete. 'IF' the 2 major real estate players do decide to roll out Injectaclad across their estates then the MCap here looks massively undervalued. Given also that CEM and AgTech are both pulling in business it should prove rewarding for those sitting in the saddle.

Patience. Free float here is small as management are major holders. Their aims are aligned with yours and they will be working hard to cement the burgeoning contract stream. When roll-out contracts are confirmed the share price will respond accordingly. Do the research and reassure yourself that LST is the solid share that evoked your investment here and sit tight. Fluctuations are the norm with AIM that's why it's important to buy quality NOT smoke and mirror co.panies.

I really do think the PFP division is poised to capture major contract news before the end of 2025. Initial work being carried out for the two major holders of real-estate is scheduled to complete shortly. If the contracts are completed on time, as scheduled and on budget then I see scope for significant roll-outs. Injectaclad is highly cost-effective, minimally invasive and quickly scalable. Management were very confident that this is the best solution to rectify the cladding issues concerning multiple buildings and holding up mortgages and re-insurance.

From the August RNS. The contracts relate to two projects, in Manchester and Birmingham respectively, and address the remediation of a hotel operated by a prominent multinational chain, and a school building for a leading UK construction company. Importantly, there is significant potential to increase the scope of both of the relationships with a large number of additional buildings within the respective new clients' portfolios.

Looks like position building as that delayed 300000 early doors was a buy. Initial PFP Q4 'initial' contracts for the big real estate guys should now start spawning more. Just waiting for the confirmation.

It really would be good to see more institutions buying into solid British companies like LST. These are the backbone of British industry - growing, expanding and UK centric. Come on you big instos and pension fund managers buy British.

Patiently awaiting next RNS.

:)

Every one to their own. I invested here as I see multiple trigger factors for growth plus it's not a one-trick pony. I am surprised that it's retraced to this £16/17m MCap given the RNS flow but it isn't unusual. The first leg of this rerate has offered opportunity for short term profit and traders have taken some off the table. Personally I prefer to look as the bigger picture unfolds. Stale holders are going and being replaced by the majority with holdings above 5p. Consolidation is all about finding the right level before the next leg. I suspect that will come sooner rather than later but happy to let patience pay off.

Three avenues for growth all in must-have competencies:

Food security

Passive fire protection

On-shoring and re-shoring vital microelectronis

LST is leading this eco-friendly technology.

Three a

How true. Thankfully the cream of AIM rise strongly over time and LSE ticks all the boxes for integrity, diversity and competent invested management. It's par for the course for the shareprice to rise and consolidate as goals are achieved and communicated. Patience is the key and this company gives out regular RNS progress news. With three distinct divisions, newsflow is good. As I said previously the PFP unit is the one that should set this alight next RNS (forgive the pun).

Cladding issues are huge and so is opportunity to rectify.

Look at Crest Nicholson for example:

Crest Nicholson is facing cladding issues at many of its developments, with remediation work costing millions and sometimes involving legal action against subcontractors. The problems include the use of unsafe combustible cladding and other fire safety defects like combustible insulation on balconies and inadequate firebreaks, leading to significant financial and legal challenges for the company and affecting residents.

Details of the issues

Cost of repairs: Crest Nicholson has estimated the total bill for remediation work on 140 sites to be £31.4 million, a figure that has grown since initial estimates, according to Inside Housing. The company has clawed back nearly £12 million in fire safety costs and has a legal claim of over £50 million for a scheme in London that experienced a fire in 2021, notes Building magazine

Enter LST Injectaclad....opportunities galore, just need to exploit.

Definitely looking vulnerable at this level. We really need to get that MCap back rising strongly to retain independence here. I'm amazed that it really hasn't got investors piling in before the trading update (last year early Dec). Way too cheap given sectors and outlook.

Why is LST hiding in plain sight?

Addressing global challenges - tick

Food security - tick

Climate change - tick

Fire protection - tick

Onshoring of electronics - tick

LST is committed to developing robust solutions in these rapidly growing market sectors.

Directors hold loads of shares matching the aims and aspirations of all shareholders - they are seasoned, dedicated and prudent.

LST is rapidly transitioning from R+D to sustainable and increasing profit from this year.

MCap is very low given forward order book, blue- chip clients and potential.