Member Info for andinio

shandypants
Currently averaging 16m users for H2 against 13.9 average for H1.
I'm expecting 7.5million revenue for yr2002 [Jul 1st 2021 to Jun 30th 2022].
High margin elements of business are growing at pace.
Low margin elements of business static or reducing.
Anticipated additional revenue during 2023 from SaaS tech.

Stronger position than last year and cheaper to acquire shares. Business drastically de-risked.
It's a BUY. imo

1p

Currently, share price 20 percent uplift against recent placing price.
Footprint growing with Glasgow BBB opening 18th March.
Business has plenty of cash.
As per pandemic, company is energized to grow business while the world's attention is elsewhere.

I recall a time when Cathal sought to hold the SP back.
No doubt, SP to him grows more and more important.
Timing and events haven't worked out well with his personal timeline.
SP looks attractive around these levels. I expect Cathal will drive it forward - mainly because now ot suits him.

Not from a Company itself.
Slow to release bad news, quick to RNS when it's good.
Gfinity love twitter but shy away from RNS. One is regulated.
Clarke said that H1 was crucial. Not keen to come and tell shareholders about it within a regulated format.

Seems there is little appetite to update the market.
Disappointing.
In business terms, good news travels fast.

27% increase in revenue to £5.7m (2020: £4.5m), driven by 768% increase in revenue attached to Gfinity owned and co-owned properties

Wavecrest
Exactly.

Interesting timing.
Should make for good reading. In the diary.

14th October

Good news.
Nothing wrong about the tweet.
Co and assigned creative crew being recognised.
Good stuff!

Yep, top dollar presentation.

Jimzi
Yes, i wait to hear what the CEO excluded when he said 'mostly technical'.
It was vague. I await the detail (as best they are able to supply).

deepjoy
Yep, this is NOT SO4 equivalent Co.
No where near it!!
POLX remains attractive for so many reasons.
Fascinating.

calisto:
Yes, agreed.
POLX could be a victim of a failing or influenced FDA.
We don't know. I will wait for CEO. It'll be interesting to hear his comments.
In an ideal world, he'll throw some much needed clarity onto the situation.

I would just add:

If ever there was a time for BoD to purchase shares through the market - then this is the week and the perfect occassion.
Sp Angel and Bracco should be buying at this moment. We'll see.
I imagine PIs are looking for clarity. More than happy for those near the party to let us know how good the party really is. A positive TR1 this week would be a huge signal to Private Investors.

It was the lack of clarity in the RNS coupled with the fact POLX had regular meetings with FDA during the process.
If the CEO is surprised then so should i be.

I took the pragamtic view and sold - although i was able to do so early before the drop to 50.

I agree with Deepjoy regarding the potential and the intgrity of the BoD.

I wait to test investor sentiment, clarity on FDA situation, finamces, forward plan and timesales before deciding to take a position.

If i do, it will be small in comparison to my previous holding. My view, LEARN!!!! I tell myself.

If POLX is to be a multi billion dollar enterprise then entry post FDA will still reap vast rewards with much less risk.

I guess i got greedy on this occassion.
30 yrs investing and mistakes still happen.

Let's hope we all become better investors and that POLX goes from strength to strength.

let them go. they'd have sold on news anyway.

Waiting for news. Patience.

I wont be adding further. I have a significant position - circa 0.8 percent of issue - with avg now @ 3.39
I'm happy.