Member Info for AquaeSulis01

Yes I should probably clarify boyo as I enjoy reading your charts. They are most useful immediately following news, but are not quite so useful in predicting future low entry points when stocks have fallen across sector in the absence of newss, especially when there are known future positive news events expected that could and do drop at anytime from non-leaky individual companies such as Ceres

Excellent news, this is where lag chart indicators go out of the window

elrico, have you been able to glean anything from SOH re the launch of lpldl in yoghurts which was announced last year but from research carried out by mol has clearly not happened?

If lpldl is to be taken as a supplement to rather than instead of statins, then surely incorporating it into dairy foods would be an attractive alternative to tablets

They have little choice other than to migrate away from oil which is approaching the end of its product life cycle into renewables, and the threat of a windfall tax if they don't use their current profits constructively is probably all the incentive they need chilting

Yes good to see a ramp up in marketing for LPLDL which should help to maintain further growth in sales for 2022.

On a separate note, I believe SOH is pretty confident there will be news on a sweetbiotix launch sometime this decade :)

Well I'm waiting for the successful completion of the SOEC demonstrator this year as a sp catalyst. We already know that there is a deal of interest from Oil and Gas Companies from the Interims RNS
"Work is going well on our first-of-a-kind solid oxide electrolyser (SOEC) 1MW-scale demonstrator to be operational in 2022. Whilst still early days, we have already seen strong interest from commercial partners, seeking to unlock green hydrogen opportunities for close integration with industrial and energy generation processes. We are engaging with a number of global majors across the oil and gas, industrial and clean energy sectors to demonstrate and commercialise our technology."
and who'd bet against bp being one of them following today's Strategic Progress RNS

"bp sees both renewables and hydrogen as transition growth engines. With its renewables pipeline and 4.4GW developed to FID at end-2021, it is on track for its target of having developed 20GW renewable power capacity by 2025 and its aim for 50GW by 2030. bp remains confident of achieving 8-10% levered returns for these investments.
In hydrogen, bp has built a significant portfolio of options in advantaged markets worldwide with potential capacity of 0.7-1.3 million tonnes a year. These also enable additional value creation through integration with renewables and CCS.
bp investing in Britain

In delivering its strategy, bp expects to show how operating as an integrated energy company can create value while supporting the low carbon ambitions of cities, countries and regions. This is demonstrated by its plans in its home in the UK, where it expects to invest across all its transition growth engines.
bp anticipates spending more than double the profit it generates in the UK out to the middle of this decade. Its plans represent an important return to growth for bp and its investment in the UK.
bp helped to create hydrocarbon value chains in the UK - in the North Sea, retail and convenience, and supply and trading - and now intends to help lead the creation of new electron and hydrogen value chains.
Bernard Looney commented: "Britain has been our home for more than 110 years and we are excited to help as it transitions to a thriving net zero economy."
bp's plans in the UK include:
- producing clean energy from offshore wind in the Irish Sea and off the coast of Scotland, and from solar across the country developed by Lightsource bp;
- manufacturing green and blue hydrogen, and other opportunities enabled by CCUS, in Teesside, Scotland and elsewhere;
growing new markets for hydrogen, including in centres such as Teesside and Aberdeen, and transport opportunities for hydrogen and biofuels;
- continued growth of its market-leading EV charging network and convenience offers; and
- commercial and geographic integration through bp's trading, and regions, cities & solutions teams can further enhance returns created in these new value chains.

LO, I don't believe ecr can get the whole of the 25 km DMS, as license EL006851 (NE ballarat and known as Little Bendigo), has about 5 kms in its boundary and is one of Golden Point Group Pty Ltd/Balmaine Gold Pty Ltd license application submissions (both are subsidiaries of Shen Yao Holdings who own the Ballarat mine).

No doubt Shen Yao Holdings are watching ecr progress on the DMS drills very closely and surely must be a candidate for a JV or buy out in the circumstances?

legal, superimposing the DMS across a map of the license areas, the importance of being granted the o/s competed license for EL006713, which sits between the newly granted EL006907 and the current EL006184 drilling sites, becomes apparent. The DMS is 25M wide (narrow vein) but extends over 15 km, 7km of which are in EL006184, so being able to extend a prospective future mining site by a further unbroken circa 4 or 5 km must surely make it a much more valuable target for a future JV, so awaiting the outcome of the EL006713 license grant may well be what the delay is all about rather than anything untoward with the results.

To be fair to draft the comment he makes equally and correctly applies to all growth companies in the current inflationary climate but that doesn't make him right in the case of Opti. The anticipated Sweetbiotix launch announcement is now well overdue and when it drops the share price could literally double in very short order depending on the magnitude of the brand it has been incorporated in

If that is so Chilting, then rather foolish to set a target price that is very specific to Ceres taking no account of game changing news re entering the green hydrogen space this year not some distant dot in the future. Also, I still find the market reaction to treating all tech stocks in a similar vein when they are all at totally different points on their product life cycles, Ceres for instance is right at the early stage of its product lifecycle and can look forward to continually accelerating growth in the near future, whilst Facebook is somewhat old hat and is now looking at ways to reinvent itself and diversify which may or may not payoff.

Brokers forecasts about as useful as a chocolate fireguard. Both Berenburg reiterate buy at 1560 and Citigroup reiterate buy so what logic are they using as opposed to Goldman Sachs?
Sounds like the latter are following lag indicators that the chartist use reflecting current sentiment, whilst former look at the anticipated upcoming news in coming months re SOEC, new partnerships etc, one things for sure is that if Western Europe doesn't want to remain a puppet to Putin's Russia then accelerating the transition to Green energy has to continue apace and this company has leading technology in that space

Volatility is crazy here, should stabilise with the transfer to the Main Market in a few months time

Update from RRR out today:
"Our colleagues in Australia, where we have our joint venture with Power Metal Resources Plc, are making good progress with their drilling and once they have the full suite of results from the first target, where drilling has completed, we expect them to provide us with an early analysis.
New Ballarat Gold Corporation Plc (NBGC) takes over as 100% owner of local operator Red Rock Australasia Pty Ltd.



9 granted licences totalling 1,501 sq km are held around the historic mining centre of Ballarat, with 3 licences totalling 657 sq km going through the grant process and a further licence in a competitive grant process.

A diamond drill programme to test three target areas began before Christmas with a 6 hole programme at the O'Loughlins prospect SE of Ballarat, before moving to current drilling at Pitfield SW of Ballarat. Drill results from O'Laughlins are expected within the next weeks.

It remains the intention of Red Rock and its JV partner to seek a listing for NBGC, and work on this will proceed with due regard to market timing.

with you on that one legal, the lack of news re the assay results for creswick drills that took place more than 6 mths ago is nothing short of a disgrace

The thing I am having difficulty understanding boyo is why should it fall further with a NASDAQ decline when it is already independently falling because of BOE rate rise which is likely to rerepeat next month following 4-5 in favour of a steeper 0.5% rise this month? i.e. isn't the sp getting hit twice for the same thing i.e. rate rises in response to inflation?

mad, no views on short term price movements that are fluctuating for all early revenue growth stocks based on the markets views on cost increases that can't be recovered via price increases to customers every time interest rate rises and new inflation forecasts are announced.
Regarding your pessimistic views on early numbers for axis, two things to counter your view that "I'm guessing the initial numbers are very low and he is testing the turnover and repeat order rate as well as the mechanics of the online ordering system", I have not heard of anyone not on the pre-registration list being turned away (originally soft launch was to be restricted first come first serve to this group) which tells me there are no significant teething problems with the supply chain, and as regards not spending significant amounts on marketing, the last results were for the year ending 30th June so hardly surprising is it? Besides, Stuart will likely use carefully targeted marketing via his "partnership" arrangements with NPF and social media and we are unlikely to see the scale of any such marketing this side of the pond.

RT if this is the only stock in your portfolio that has pulled back significantly of late I thought you must be some sort of stock picking genius. Then I see that has a holder of the suspended ICON you have probably just written off your losses rather than hope for some sort of miracle recovery of your losses

Hi belgrano, you seem to have taken umbrage at my response so I apologise if any offence taken as none was intended.
That said I am puzzled by your latest response as the historic post you flagged up rather than the recent post I countered with seemingly contradict each other in terms of ramp-up to 25000 timescales so how can you stand by both? For what it is worth I don't think it will be six months at circa 1500 volumes as you suggest in your more recent post, but rather moving towards the 25000 target by late spring in your historic post remains the more likely. I say this because we know Stuart is happy all is on track and he has rented a warehouse capable of optimally storing 350,000 boxes of axisbiotix. Now we also know axis has a 24 mth shelflife, so if we take the view that to guard against stockouts through demand fluctuation that sufficient safety stock is held to provide 7 months supply on the shelf, that equates to 50000 boxes per month supply to customers, or enough for 50000 customers at 1 box per month demand. Now using your 1500 per month subscribers you would only need to hold 10,500 boxes in stock for 7 months supply and surely Stuart would have rented some space in someone else's warehouse for that?

belgrano, easy to be selective with posts but you did shortly follow your highlighted post with;

"ep spot on Nickhe,
My take on this is slightly different. Clearly this first sales news on concrete data is highly price sensitive, but at the same time will give a huge market signal that cannot be overlooked by every institutional fund manager looking for the next "ARM".
If after a "soft" start we hit the lowest of my target figs I would be overjoyed IE, 3000 subs income 1.5M.
However thats a tall order. If we are not quite there we wont hear anything."

and on the 04th Jan with :
"Hi Cliostock,
For me your target of 2800 subscribers is almost a currently very difficult target. Mine was 1500 sales in a couple of months time..Please let me explain my rational.
We know the launch is deemed a "soft launch"...well whats that......What it means they are going to start with just those who sign up via the axis website and who have probably heard about the product from the study or from opti/sbtx websites, or the NPF webpage.
During this time, the company will iron out issues with "distribution and packaging". Believe me there have been plenty of issues, and did hear they were glad they went for a soft launch first, otherwise the number of issues would have been far higher with much greater numbers.
We are fortunate that this product launch is nearly a year ahead of plan.
When trying a new product, most would not opt for subscription unless they know they want it fore ever. So thinking about the initial half price offer which gave 2 months supply, those that just bought a month might oly now be making their minds up about being a subscriber..and say you just bought the product just before Christmas, might still be 2 months away before making that decision.
So its now easy to see why it will take 6-9 months to get any realistic product data on subscriptions. And its regular subscriptions that will make the difference with this company.
Now we got onto the next bit.....this company is just getting started on sales and they have a very well thought out marketing plan already in operation, with a proven business model....its most certainly not..."well this is all we will do, hopefully sales will grow from here"....this is a fundamental key difference, and why the start was soft."

Hi elrico, thanks for the response and clarification. Yes, realise the scale up is 20000 and was a typo following on from the 12000 clients. You also correctly pick up on my use of the word perception in relation to the soft launch, but I wasn't attributing the much lower figure to you/Stuart but rather to belgrano in BB comments in some of his previous posts in the days when peeps were counting order numbers and coming to their own conclusions