Member Info for AquaeSulis01

Very disappointing set of results with second half revenue virtually flat compared to first half revenue despite the "bigger margin" deals and royalty inclusions, also admin expenses have gone up substantially. As for the SBTX investment, it has actually fallen from £22.9M at 30th Jun to £13.7M at year end triggered by the 2% dump to MMs in October.

Could be right there Phat
"Germany will build its first gas terminals to break the country’s dependence on Russian energy exports, Chancellor Olaf Scholz has said.
The German Chancellor announced the construction of two new liquefied natural gas (LNG) terminals in the states of Schleswig-Holstein, in the north of Germany, and lower Saxony, in the north west of the country.
Gas terminals allow tankers carrying LNG to offload their supplies, where they are then converted back into gas and fed into a country’s energy supply.
Europe’s largest economy does not currently have any LNG terminals, making it disproportionately reliant on Russian pipelines. Last week, Mr Scholz blocked approval of the Nord Stream 2 pipeline as Vladimir Putin ordered Russian troops into Ukraine.
Mr Scholz said the two terminals, in Brunsbüttel and Wilhelmshaven, would be able to accept supplies of green hydrogen in the future. He added that Germany would build up reserves of coal and gas."
https://www.telegraph.co.uk/business/2022/02/27/germany-steps-fight-cut-reliance-russian-gas/?li_source=LI&li_medium=liftigniter-rhr

and a reminder 55% of the fund raise at 1056p was for the electrolysis side of the business for the huge growth potential it brings to Ceres
https://www.youtube.com/watch?v=-HtDzt3yRtI

For me the catalyst to a major re-rerate will be the announcement that the SOEC demonstrator has been completed in the second half of this year; it will be a game changer. Reminder of the Berenberg quote last july

“The key benefit of using SOEC technology to generate this hydrogen is its efficiency, particularly when coupled with industrial processes in those hard-to-abate sectors.

“By utilising the high-temperature steam from these applications, the system can generate efficiency of up to 95%.

“No other electrolyser technology – eg alkaline and proton-exchange-membrane – can reach this level. “

Berenberg notes that a 1MW-class SOEC system demonstrator is due to be operational in the second half of 2022 with this pilot site allowing potential licensees and partners to validate the technology at a meaningful scale.

The broker estimates SOEC could generate £150-200mln in royalty sales by 2035, with the company having more than enough cash at £230mln to grab the opportunity."
https://www.proactiveinvestors.co.uk/companies/news/954012/ceres-power-impresses-with-technology-demonstration-says-broker-954012.html

martinu, SOH has certainly been guilty of under estimating how long it takes to bring disruptive products to market, with things like shelflife, independent publications, safety approvals, new manufacturing processes etc taking years not months to come to fruition. What it does mean though is that there is no silver bullet out there for competitors to "overtake" the years of research and development Opti and its partners have spent readying sweetbiotix for market.

With regards the podcast, it failed to address questions raised by both elric and myself regarding what has happened to the Granja Pocha yoghurt launch announced last year, what is the point of encouraging investors to contact their investor relations if they then choose to ignore your emails?

H&L Article
A new world for healthcare
Rising expectations around the globe for effective, cheap and easy to use healthcare systems mean the industry is constantly under pressure to adapt and improve. Technology and innovation are changing the way we engage with our health and expanding the range of treatments on offer.

Smith & Nephew is a medical device maker operating across Orthopaedics, Sports Medicine and Wound Management. Innovation is at the heart of the business’ strategy. It's spent $171m in the first half of 2021 to deliver new technologies and products to healthcare professionals.

The group already offers a range of robotic assisted surgery tools for knee and hip replacements. And it recently announced the purchase of US-based Engage Surgical, whose treatments are expected to benefit from robotic integration, provides a perfect example of merging new technology into existing processes.

For Smith & Nephew, that helps expand their operation in an area where sales lagged over the pandemic, when elective surgeries were put on hold. With treatments back on the table, there’s opportunity to not just recover but grab market share in the process – especially if the group can offer better technology than its peers.

There’s no doubt the pandemic accelerated a range of technological advancements in the healthcare industry. Gone are the days where the only way to contact your GP meant waiting on the phone from 8am and heading off to the traditional four walls of the doctor’s surgery.

No Farris, that will be between Secerma and their Clients. All we do know is that the repeatable 600 litre scale up already achieved by Sederma is sufficient to meet the requirements of the 12 Clients but that the full scale-up to 20000 litres by Croda has not yet been achieved and supply to the remaining 12000 customers cannot take place until it has been. Hence the final scale-up date forecast will have featured in negotiations with the 12, I suspect

and last to you drifting because I find it very easy not to look back at pointless bb postings by using the filter button; goodbye and good luck with your treatment

"I'm now ducking out of this thread as I realise no one wants to hear from me. That is not an indication that you were right, but because I seem to be unwelcome." blimey not sure if drifting walks like a duck and quacks like a duck but he certainly doesn't know how to duck out of a thread

They already supply China from Siberia; to supply from other regions they will need to build new pipelines which will take 2-3 years as has already been agreed, so the Russian's can either decide to supply the West or take a further economic hit.

https://www.reuters.com/world/asia-pacific/exclusive-russia-china-agree-30-year-gas-deal-using-new-pipeline-source-2022-02-04/#:~:text=Russia%20already%20sends%20gas%20to,gas%20to%20China%20in%202021.

Yep rate this is going up compared to ITM makes you wonder if MW are further reducing their short

Thomas, with his 1.18 M followers gives his verdict on Coca Cola's new zero Fanta product

https://www.youtube.com/watch?v=gbaPPWiMTa0

Not too surprised Ceres and ITM are back in the blue, after all, the Fed may now have to re-think the scale and pace of any future rate rises in light of the economic fallout from the Russian/Ukraine crisis

Well I would be a buyer at these prices; Marshall Wace has started to reduce its short

https://www.hollandandbarrett.com/shop/product/holland-barrett-slimexpert-meal-replacement-shake-vegan-chocolate-flavour-60049909

When they produced the unaudited update last year it was without all the royalties because they weren't in at the time "Financial update

This update reports on the 12 months of the financial year ending 31 December 2020. These are preliminary and unaudited figures and do not include a small number of royalty payments which will be included in the final audited figures. The figures are provided to give investors an insight into the progress of the Company and may differ from reported full year audited results." so it makes perfect sense for the company to produce the figures in March especially as the royalties are likely to be greater this year. I repeat far from disappointing I expect the revenue to be better than the predicted £2.2M and approach £2.6 - £3M for the simple reason there will be 3 mths extra sales of the H&B extended range in H2 (launched Mar 21) and Arrotex Pharmaceutials, Australia's largest privately owned pharmaceutical company launched a Very Low-Calorie Diet (VLCD) weight management product featuring SlimBiome product launched in July. So add in the annual six figure milestone payment from the sweetbiotix partner and invoiced First orders of leanbiome worth £200k placed and on schedule for delivery in early December 2021, so every reason to expect the 2nd half figures to better the £1.076m

drifting axisbiotix was primarily targeted at people with mild to moderate psoriasis and you have chronic psoriasis so always going to be a long shot I guess, good luck with your continued search for a treatment

Agree Russky, when you look at the fundamentals of the core business it is a no brainer for new investors to buy in at current sp and for those holders who are not overweight to add; my own target is to see a 50%+ upside by the time the financials are produced in June. Just a reminder, the guidance for 2021 is revenue of £40M and a profit which contrasts with revenue of £20.6M and a £10.4M loss in 2020. For 2022 the revenue guidance (excluding and covid related revenue) is £50M (95% already secured) which is a further 25% growth whilst all pure covid play companies are seeing huge contractions into negative growth territory and ORPH has wrongly been tarred with the same brush. So with a Price to Sales ratio of just 2.4 for a company forecasting 25% growth this year, reality will soon kick in.

Think the best reversal indicator we'll get is when Marshall Wace reduce rather than increase their short

So what is the best way to attract new investors in to help the share price recover; by being negative and ****ging off a hard working CEO who has a lot of skin in the game or by accentuating th epositives?