Member Info for Basscadet

Starting to think we're heading into a pretty big recession this year.

I don't think you have to look any further than Jerome Powel and the Chinese growth forecast to explain the last week to be honest.

That's great. Thanks SeisNav.

It's just a teaser from umbro. Imagine if a company had to make a regulatory announcement everytime one of their customers ran an advert.

Great to see a big brand making noise about a real product at last :-)

Just read the article. Let's face it the UK will do diddly squat. The Tories don't have the first idea how to grow and support an economy that can sustain innovation or more specfically have any clue about technology. The entirety of the strategy since Cameron came in has been to shout from the rooftops about Britain being the greatest tech hub in the world whenever Facebook hires a couple of thousand engineers in London and keep quiet when they make then redundant a few years later.

Crikey. Not sure what this means for us beyond the .2015 share for a share number. Given the current cap of £167m and expected cap of $425 doesn't look like a good deal. Fair value on that basis would be around .47 a share I think. I suppose it gives us more money to progress the clinical prgramme.

Does anyone know what the mechanics are for getting the Nasdaq only shares are please?

Surely that proves the soundness of a multi-metal strategy BT. Chrome is the saviour when the rest suffer one off power and water issues. One of the others will be the saviour when chrome struggles.

Very difficult to know what to make of it. As much as anything because the 18 month reporting period seems so weird. Increased revenues is welcome and £11m is starting to feel like it's significant but it's hard to know how much is recurring with all the grants and one off collaboration and early product development agreements. The company's invested a lot over the period and so the loss is understandable. Overall it feels like an inflection point. Lots of recurring revenue contracts that might turn into something sigificant and long term in textiles and construction but further funding is needed. Glad they're streamlining to control costs while concetrating on those market sentors in the near term.

Cheers gotreal.

2016 is a long time ago Ecclescake.

For those of us who have been unoavoidably detained in the pub this Friday do you think the presentation will be uploaded?

Can't be a closed period. This last lot was enough for a while! I'm sure they can flesh out some numbers around the Roan expansion / Northern strategy stepping stone though. Hope so anyway. Fingers crossed it's a positive move.

Well, at least they've bought a few. Not huge amounts but some.

Is it a bushy tailed rat?

Well, revenue and earnings broadly inline with expectations. Admittedly there's room for interpretation there until we get the numbers but the business showed good operational flexibility and resilience during what was a difficult period for reasons beyond it's control. Have to wait and see what the revised strategy is now forecast to deliver with the update in March.

Not sure how you can say the company itself has been stagnating with all the expansions going on.

"Lot of MIS info floats around." There certainly is.

The TCL one was confirmed to be Samsung's panel in several artciles Ecclescake. For example - https://arstechnica.com/gadgets/2023/01/tcl-backtracks-on-making-its-first-oled-tvs/

I mean the products don't cross over at all. There's no need for any coating or nano particles in their screens and neither company have any desire to make a complete consumer device. I can definitely see OEMs combining products from the two companies.

Regards Samsung, Poro will be manufacturing not licensing. Good way to avoid some of the tactics employed by sharks.