Member Info for Astrad

Excited for the MRE this month: think it'll put a rocket up the share price if it's anything like what the indications are. Imo plausible the NSR could be in the range £10-£100m if the resource is as substantial as they seem to think it is. I'd be pretty happy even at the bottom end of that range.

Interesting discussion about whether they might sell it. Personally can't see it, seems they like raising cash against assets and given a MRE would both boost the value of their SFR holding and provide an annual revenue stream which could be meaty, why sell the golden goose? MTR style seems much more about small stakes and if they sold the NSR royalty for (say) £100m that is a lot of small stakes. How many early stage projects can they possibly have on their radar?!

Looks good... This could be the moment everything changes and the springboard for real growth here.

Longlad - sure, but that's like saying Fiat make cr@p cars so I hate cars... Consolidation in and of itself doesn't cause the problem.

Really not sure I understand why people are so hung up on consolidation. There might be some market reaction but the fundamentals remain the same. If anything the irrational market reaction is an opportunity.

Also think people are forgetting that SKIN share price has doubled in a month, MWG has done well too (+50%?) but not in the same league despite both being integral to the waste water monitoring solution.

I think it's a great piece of news.

All over the place this share isn't it. I'm pretty confident it'll deliver long term but the spread seems to be wild at times and watching the share price even daily is a bit of a waste of time.

Anyway, hoping we might get some solid news in the next few weeks to back up the potential here.

Hmm, maybe. Still need them to grow some proper revenues and profits, should come off the back of increasing presence/subscriber numbers, but I did expect Covid to give them a boost and not sure it's been all that significant financially. Maybe it'll come through in the next few updates if those new customers stick.

Not a lot of action on this BB generally is there! Surprised not more interest in this company, I bought a chunk about three months back and results since (allowing for Covid) seem pretty solid. Still waiting for the US explosion but it seems to be ticking along nicely, TfL contract renewal in the UK was good news too. One to tuck away and look at again in a year perhaps.

#5 I reckon

In reality before any sale news emerges I'm guessing the share price will drift up: nobody buys the subsidiary of a £10m company for £100m right, you just buy the whole thing for half that.

But I suppose I was more thinking about what they do next: I've no doubt there are plenty more potential projects in the pipeline, and it'd be great to have the means to fund those. Special div for half the proceeds maybe, keep the rest in cash?

Been holding here a few months. Interested in the Guident situation - given the Amazon buyout of Zoox, what do we think would happen if someone tabled a mega offer for Guident?

Yep, looks like I'm the same. No way I'm selling up at these prices, let's hope for enough price action on the HKEX to offset the fees and hassle...

I've got a small holding with HL - 20k shares or so. Torn whether to sell it all before we move or hold out for a re-rate on HKEX and just stomach the extra fees. Imagine plenty of other small investors are just banking some profits and not interested in the hassle or fees if they've got a couple of £k worth here.

From my own research and that of others on here (many thanks!) I think my EV for this share is 15p ish by the end of 2020, makes me think if I can sell for 11/12 before the move that's OK business, if the price stays stubbornly low even after tomorrow I might just ride this tiger to the HKEX!

Been lurking here a few weeks, missed the early boat but then bought in at 50p when it fell back, just doubled at 40p. Seems to have been drifting in the forties forever but at least a couple of results due in the next few weeks/months and can't help but feel it will hit £1 on decent news.