Member Info for beaverburger

US market is the big one. Keeping a close eye etc....

https://clinicaltrials.gov/study/NCT06702878?tab=history&a=5#version-content-panel

Ox - thanks. Well aware of the difference betw. retail and commercial customers....

Ashman erased from Co website info. His departure should prompt a reset across a number of functions not least comms. Given the Macquarie disaster and his penchant for empire building through acquisition, a full and frank disclosure from the board in terms of future strategy and direction is a must. Without this, suspect that confidence will ebb away not just from the investor base but also from commercial customers if not dealt with in good time.

Remarkable that the share price is the same as that exactly five years ago....

Simple comparison: A$$$hman received approx. GBP350k in renumeration according to co. accounts. This is equivalent to approx. 1% of current mkt cap. AstraZeneca is the biggest co in FTSE 100 with mkt cap of approx. GBP196bn which if A$$$hmath$ is applied would mean the CEO should be paid almost GBP2bn a year, which is not the case....

Https://www.beautywonks.com/can-a-topical-cosmetic-ingredient-literally-make-you-smile-exploring-zenakine/

The firm has a lot going on in terms of business development pathways etc - a brief look at the number of RNS releases puts many publicly listed businesses to shame. Its a long-term play so not unduly worried about a fundraise at this stage. Suspect that it will be over-subscribed.

Https://www.wakefieldexpress.co.uk/health/groundbreaking-nhs-innovation-from-pontefract-clinician-wins-global-prize-after-slashing-surgery-infections-5283295

Suspect that this is brewing up for a sale. Enjoying the ride all the same.

The Morrison contract is cost + 4%. It comes with heavy penalties if drivers arrive early, mess up etc. Ocado Logistics is trying to cut costs by extending road life of vans and pushing out replacement cycles. Many vans are running at over 200k+ miles. Not many replacements coming through so few electric Fords on the road. Cannot get new Merc vans (which are way better than Ford) as Amazon has bought bulk of MB's total production run for 2025. Morrison decision is probably driven by poor performance due to long distances driven from Ocado depots to Morrison customers and low delivery time success rates.

Sorry state of affairs when a firm has to bring in the kids from Deloitte to work out what is going wrong (which they won't...).

Not a lot it would seem and that is the problem. No visible movement on the alleged PE bid and with no further news regarding ongoing performance means we tread water....

Just under in terms of holding value vs. purchase price. Glad its over...

There is nothing forward-looking in my opinion. I have merely observed that the funding mechanism used to claw in revenue is expensive and the market has reacted accordingly. If you do think that one analyst/blogger/individual can sway markets and share prices, then perhaps this investing thing isn't for you...

That's an expensive method of buying revenue and with a funder notorious for charging top dollar for its money which in itself implies SBTX had/has very limited options. Market has read this correctly.

Two discussions/offers is better than one....

A few director deals, cash from divisional sale and performance within guidance. Points towards a more hopeful future but it has been a long time....

Have been travelling via BA and others recently. Load factors were over 90% for all flights taken (total of 8, of which 5 x BA).

Interesting letter from Sparta. Share buybacks only provide a temporary lift to share prices, if at all. Would be much better to invest money into improving the business longer term.

Good start to the year...not. Now at 2.41p - all sales so far today. At this rate it will be 2p by Monday.