Member Info for Adastra

Agreed. The balance here is that LST has three divisions working in growth areas that a lot of big portfolios must have. CEM, the contract electronics arm is benefitting from moves to onshore supplies by many UK firms. AgTech is expanding it's recognised plant technology across the globe by partnering with recognised global players. Fire-Barrier Injectaclad is working with large UK real estate players to address the urgent issue of resolving inflammable cladding issues. It ticks all the boxes of low cost, validation, speed and effectiveness. From their last interims it is quickly scalable at minimum Capex which feeds straight to the bottom line. AND the management are large holders so aligned with all other shareholders. 52% of shares are not in public hands and the MCap looks incredibly low given outlook. Having researched deeply on the company (as you'll see when I was the sole poster here) it looks well balanced, well led and is on the ascent. Solid and IMO grossly undervalued. It certainly must be in the sights of big institutions who crave UK growth.

Fire-Barrier Injectaclad has exponential growth written all over it. Cladding issues have to be resolved as per Government directive: a very large number of buildings need to be sorted: mortgage lenders and insurers will not lend on flats in these buildings until sorted: LST Fire-Barrier Injectaclad teams are working for major players on initial projects. Injectaclad is £££££cheaper than any alternative AND it has passed 50yr tests with numerous bodies including the Fire Brigade. Then there's LST's other growth players AgTech and Contract Electronics...sweet.

Why on earth would any holders, let alone LTH sell at this transformational point? Solid and will certainly be on the radar of those users with deep pockets.

Massively undervalued. Current MCap at £16.85m is derisory given outlook and burgeoning order book.

Only 324m shares of which 52% are not in public hands and management hold over a third of those. This should fly well past the old 10p IPO price. It's a totally transformed business now with 3 distinct arms in high growth arenas.

Perfect place to put cash at present given outlook and prospect of transformational growth. Plus, this won't be escaping the notice of much bigger players who are using it's services. Very strong credentials in these uncertain times.

Results not due till March but I expect regular updates due to the hugely increased traction in all three component companies - especially Injectaclad Fire-Barrier and AgTech as these two are really motoring. Great thing here is big management holding meaning their interests are aligned with mine and small free float. All the components to start to truly reflect underlying value and opportunity. Plus the fact that management are keen, seasoned and professional. Solid.

This now has legs and validation. Despite it's original IPO at 10p the company has expanded not only it's AgTech arm but bought the transformational Injectaclad Fire-Barrier arm. Both are scalable at minimal cost and are in the process of doing just that. 10p ceiling should break in short order given order book and roll-outs.

As usual I've highlighted a glaring opportunity.

It's upto those investors who are sensible enough to do the research, check the facts and daw their own investment decisions. A real gem here consisting of 3 divisions all in right time-right place.

Hope the company RNS these two big contracts tomorrow. Then it should react in the way it should and go bright blue. Bizarre.

Bizarre!....never thought I'd be able to grab another chunk at this price. Happy as Larry. Patient investor just highlighting a super opportunity here.

News of these 2 contracts on the website should be RNS as they are qualification of increased traction. It's only a matter of time. This is excellent news from the PFP division installing Injectaclad.

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

(From the interims)

Leading installer of passive fire barriers, Injecta Fire Barrier, have announced an ongoing remediation project for a 13-storey building in Southampton.

Using the patented Injectaclad system, Injecta Fire Barrier are installing regulatory compliant cavity barriers between the horizontal and vertical cavities that divide the structure, providing maximum fire protection for the building’s occupants.

Light Science Tech is on a transformational trajectory.

This has strong growth stock written all over it as the 3 divisions: AgTech (AGT)

Passive Fire Protection (PFP)

Contract Electronics Manufacturing (CEM)

are all growing strongly with new contracts. Looking for a decent earnings upgrade as the next RNS. Solid company. Well run with competent seasoned management and prudent resource planning....plus they are major shareholders in the business.

As anticipated - posted online today.

Leading installer of passive fire barriers, Injecta Fire Barrier, have announced a major remediation project for a building in the heart of Manchester.

Using the patented Injectaclad system, Injecta Fire Barrier are installing regulatory compliant cavity barriers between the horizontal and vertical cavities that divide the structure.

Once installed, the system will provide enhanced fire protection to the building’s occupants while meeting the latest building regulations detailed in the Fire Safety Act (2021) and Building Safety Act (2022).

Full article here :

https://constructionmaguk.co.uk/injecta-fire-barrier-begins-another-project-in-manchester/

Next good news should come from the PFP division as contracts expand to cover more real estate. All the building blocks are in place - initial contracts with major players being fulfilled and substantial roll-out to follow. Industry accolades on the Injectaclad system are now flowing as recent RNS confirm.

The great unsaid thing here is that the CEM division is supplying the electronics architecture for the growing AgTech business which is a massive win/win for LST. The 'substantial' contracts in AgTech under current discussion (highlighted in yesterday's RNS) could have a very positive effect on both. Solid.

Solid evolution of all three divisions with increasing workloads. Competent and seasoned management with loads of skin in the game means this will continue to outperform. Reassuring that all divisions are involved in high growth arenas. Heralded this share early and it continues to motor.

All pathfinders need a transformational reason to exist. Without that they struggle. After much deliberation Cap-XX pushes that button as a must-have technology as AI and IoT progress. In a nutshell.....

CAP-XX makes the world’s thinnest, lowest-ESR supercapacitors — giving small, power-hungry electronics the punch of a big capacitor in the footprint of a postage stamp.

Good enough for me.

Not invested here despite watching for a long time. The new name is aweful! CTC Intel would have been perfect but the new name reflects everything. How on earth Parsotix has not been driven forward to big MCap status is beyond me. Got to lay it at the doorstep of BoD. Shame as dilution again is inevitable. One has to ask why takeover wasn't pursued at an earlier window.

The multiple chunky buys are now firmly entrenched above the 4p line so I think you're right. Certainly seems to be getting above the radar for analyst and financial journalist comment recently. Any exposure is good for LST as it encourages research and reaffirms my position here as a holder. A really good positive from the injectaclad team would be perfect now. As I've highlighted previously, mortgage lenders will not lend on properties till the cladding issues are resolved. Enter LST who can speedily and cost-effectively supply the answer. This should ramp rapidly in view of recent initial contracts announced.