Member Info for Badsterman

Yanks seems to like the EU certification

https://www.nasdaq.com/market-activity/stocks/lucy/latest-real-time-trades#google_vignette

Good news, removed that chain from our neck.

TRX refused a payment for a modest amount for Taiwan? Maybe interest is from a consortium based in that geographical area.

Extend patent life, bring back in house and discussions to progress the asset. 👍

Surprised we are holding at 8p to be honest.

Lucy and Bell are disastrous, GenIP and Salt slipping away, only the Guident IPO is keeping me here.

The "commercial traction" Cliff alluded to is simply not happening. I believe it's one £63,000 contract win since Jan 1st. (I might be wrong, but can't be bothered to look).

A raise must be coming, Cliff will need cash soon.

Two new veterinary experts on the Advisory Board?

Mark must be exploring new opportunities for the lab.

A portfolio company (albeit a small holding) issues it's annual report, yet neither TEK, or Flagstaff, have even noticed.

Where is the "commercial traction" from TEK's last RNS. 🤔

They've also been hit with a 20% tariff because all LUCY products are manufactured in China.

That'll destroy the profit margin and will mean price increases.

Https://tinyurl.com/y93987pr

$215,000 profit, however the marketing spend was $2.7 million but only generated sales of $1.6 million.

Operating costs were enormous in 2024 (over $8 million), probably reflected in product development and brand launches.

Net losses are huge - $7.7 million!!

Not a good read.

More salty PR, in ninth place just behind a rat proof trash bin in sector 58.

Any "commercial traction" yet, Cliff? CLIFF? WHERE ARE YA CLIFF? 🗣

£100,000 buy, above the ask.

👍

Possibly a chance for Valirx to step in and pick up tech/contracts on the cheap, as per the Imagen Biobank deal?

I'm guessing there might be a synergistic opportunity to deliver some of the eleven contracts that Oncimmune have under discussion.

Any income stream would be welcome!!

Morning Fred, my view - "steady as she goes".

A couple of new snippets re: Eurostars grant and enzyme modulating optimers.

Pipeline conversion still needs work against a background of costcutting and headcount reduction.

Plenty of potential pharma partnering opportunities

It'll be interesting to hear Dr Tolley's pitch this afternoon.

Damn phone...."Commercial traction" from the last update.

Boring indeed Sea,

We are two months into 2025, aside from LUCY (a miniscule Microcenter deal), none of the floated business have managed to issue any material RNS relating to contracts, partnerships or sales news.

All we've had so far is fundraising, a repeat of information we already knew, the usual promises for tomorrow and a couple of patents.

When are TEK going to deliver the "commercial it 🤔

What a beautiful morning Freddie!!

Here are 7 billion reasons to stay invested in APTA;

https://tinyurl.com/y4vvfcdb

It's a shame Dr Hargreaves doesn't post anymore, his scientific opinion was valued by many on here, including me.

He was very upbeat about 201, perhaps he and Suzy fell out over the TRX debacle. He was also very bullish about Cytolytix, from what I remember.

Maybe the NOMAD warned against him posting on a public forum, given his high profile positions in both VAL and APTA.

All speculation on my part. 🤪

Laura,

This isn't about my investment choices..

It's a discussion about you and your mate PM's deluded fantasy that billions of Cash ISA quids are suddenly going to create a change of sentiment on AIM.

You're both deluded,

People stick money in cash ISA's for a reason, they like consistent returns and a safe haven for their money.

You think all these cash savers are gonna take leave of their senses and instantly lose on a 16.67% spread, in order to invest in Valirx, who have no track record of profitability?

🤣

Fantasists

I realise TEK only have a modest stake in LUCY but this may be of interest to some investors;

https://www.marketscreener.com/quote/stock/INNOVATIVE-EYEWEAR-INC-136767412/news/Innovative-Eyewear-Takes-Center-Stage-at-MIDO-2025-with-Reebok-Smart-Eyewear-Line-Launch-48967193/

Nobody said, ever, that Suzy was a commercial success, however she developed the strategy and business that we have today, albeit at a cost.

Cox and Lampshire oversaw the decline of Valirx, did nothing to arrest that fall and rightly fell on their swords. We'd have gone bust with those two lifestyle junkies.

In my view it's thanks to Suzy that we still have a business and she should have stayed on, in a scientific capacity.

I don't think we should be too harsh on Suzy, she did create the evaluation partnerships, build a lab, purchase the biobank and launch Cytolytix.

I completely accept she failed in a commercial sense, but that blame lies equally with the now departed Cox and Lampshire.

Board change was desperately needed, however I'd liked Suzy to have stayed on in a scientific capacity. Particularly now that we require specialist techniques to advance the Dundee evaluation.