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Some really interesting points in there Maximus, thanks. I'd not really thought about the fact that Cliff's Class A road comment might represent the minimum expected benefit. Extra range in the UK because of all the potholes...

I got to reading this, which was mildly interesting: https://pure.hud.ac.uk/files/16360175/A_Comprehensive_Review_on_Regenerative_Shock_Absorber_System.pdf

Nice to see a decent uptick today and BELL still flying

Yes good interview, wish they'd give Cliff more time to expand as he's clearly all over the detail.

Interesting points for me:
- Lucyd 85/15 physical retail/online. I thought they'd have got more online sales in the mix, but maybe I'm thinking of them as tech rather than prescription eyewear and people want to try them on etc. Getting into 1000 shops in 2022 sounds good
- Didn't sound to me like TEK was going to sell down its stake in BELL when the lockup ends. Not necessarily a bad thing but I wonder whether "exiting" these businesses just means handing over the reins while keeping a healthy stake
- Guident shocks sound less impressive than I hoped. +5 miles of range in absolutely optimal conditions might translate to +3 miles in the real world. On a baseline of say 150 miles of range it could have been a big deal, but in a world of 250 mile range it's probably a nice to have. Still, only a side hustle in one of four companies on the boil here...

To be read bearing mind that BELL has since bumped the NAV by what 15%?

Appointing the board of directors is a pretty positive step and agree points to an IPO this year/early next. Great stuff.

Final results really don't make for great reading do they. But Q1 sounds like it's going gangbusters, pets hope that momentum carries through and we don't burn all our energies buying someone else. With all the UK travel testing, plus integrating Coastal, stars could align for us this year.

A few brief thoughts now that I've read it properly.

1. The share price target uplift looks less than you might expect because of tweaks to the discount rate in the modelling. 7% to 10% doesn't sound a lot but it really is, once you compound into future growth projections.

2. STC is targeting 20k/month *sales* by 31/12/21. That's a big old target, and will blow £10m annual revenues out of the water if they hit it.

3. I liked the fact that MTX BT can detect viral load and thereby infer contagion vector - I hadn't really thought about this before.

4. The note spends a lot of time on MTX PD and I can't help but feel this is where we might get some newsflow (CR aside). So much potential in this bit of the business alone. Norovirus would be an attractive thing to detect early.

The bit I liked was them getting paid at both ends of the STC transaction - from the individual and then from selling the data set. It's going to be huge.

From memory I thought the expectation was they might add a few percent - maybe 3/4% - to range.

On the plus side, I guess half a dozen such incremental improvements might turn a 200 mile range into a 250 mile range and tip people out of their range anxiety. On the minus side, I've no idea whether this is the only regenerative shock absorber in the world or just one of several?

Got some targeted advertising today for Lumin - https://store.luminskin.com/

£60 for a two month supply for their stuff -admittedly it is badged as luxury and if you subscribe it comes out a bit less, but it's still £600/year that clearly a chunk of men are willing to spend on their skincare.

Right now they offer a free trial (pay for shipping) to see whether it works for you - could be a thing of the past with STC...

Read this, thought it was quite interesting:

https://www.theguardian.com/sport/2021/mar/23/pitchside-saliva-tests-could-be-used-to-diagnose-concussion

Not so much for this specific application as for the background on MicroRNAs and what you might find in saliva if only you knew how to test for it.

I'm waiting for the announcement about Manchester airport. That's the big prize in the north, surely. Or does someone else already have it.

Salt taxes/health: reasoning over seasoning - https://on.ft.com/3b5ATq7 via @FT

If only there was a way to immediately halve salt consumption!

@smeeno, personally I'm hoping that SkinTrustClub (don't judge my capitalisation) doesn't generate material for processing that requires a containment level 3 lab. Seems more likely we're going to expand the pathogen range for MtxBT/water monitoring.

@Chilli, yeah I wondered about this. I know literally nothing about it - presumably it would have to be DVRG doing contract pathogen handling, which seems a bit beneath the trajectory we're on. Unless you can actually sublet the space, but that sounds like a regulatory/approvals nightmare.

It's interesting this share has woken up in the last week - I'd pretty much written off the cash I put in pre HKEX transfer, as a lesson to self. Most AIM holders might have just sold out when they could, at whatever price they were given, but the rise in SP suggests there's a lot more to come at results IMO.

I'll be holding through to March/April, that's for sure. CNEL are worth 3-5x current market cap, conservatively.

I wish you well Andy and like everyone else think it's amazing to be so honest on here.

I'm nowhere near the holdings of many on here but have held since this time last year and got uncomfortable when SNG was more than 30% of my pf. I still think it will come good but doubt the very high projections and worry we'll get overtaken by vaccines, monoclonal antibodies, other treatments, or sidelined by politics or events. Hoping I'm wrong as even at 20% of my portfolio a multibag would be a big deal for me.

Just signed up and think the promo video looks great actually.

One small thing GB if you read this: after you sign up, you're encouraged to share the link on social media to bump yourself up the access queue. This is a good way to build demand/anticipation (beta launch etc) but without a unique identifier in the link you share, I'm not sure it's completely accurate. If we are going down the referral type route (which is very popular in this kind of thing and may well be the way to go) then I think we need to fix this.

Merck have announced they are giving up work on vaccines to focus on treatments...

https://www.statnews.com/2021/01/25/in-a-major-setback-merck-to-stop-developing-its-two-covid-19-vaccines-and-focus-on-therapies/

An ideal time to acquire a world leading treatment, I'd say.

At €2k/dose...

The government has bought 200,000 doses for 400 million euros ($486 million),” Spahn told the Bild am Sonntag newspaper, working out at 2,000 euros per dose. The so-called monoclonal antibody ****tails will be deployed to university hospitals in the coming week, he said, adding that Germany was “the first country in the EU” to use them in the fight against the pandemic.

Just for the people who keep doubting SNG001 is worth £2k...

Mansion - of course it's possible the current share price fairly values 4D. I think their pipeline and their platform will both come good in a serious way, and the next 12-18 months offer a lot of potential; I also think the NASDAQ list will open up a deeper capital pool and raise their profile, which in combination with some (any) good news could move the dial in the next couple of months.

You do seem excessively angry about people's positivity on this stock.

Personally I think they may be holding something reasonably significant to coincide with NASDAQ news. Seen it before when similar (non SPAC involvement) events have played out. Let's hope eh.