Member Info for beaverburger

Rupert needs to get this one over the line although £10.75 is apparently generous given Sky's performance as calculated by vysyble. They think that Sky is losing money and Fox are streamlining too. Big problem is football contract. Seems to be draining Sky with redundancies and cost-savings apparent.

Big buy methinks.

The science is still being proven so there will be aspects of the results that will fall outside of parameters that were agreed before the trial started. Generally, the news is good. The markets, however, like things to be perfect which this release does not quite achieve. What will be of interest is how RENE follows this up over the next few weeks as the underlying science appears to work but it is clear that they now have a PR job to do to allay any fears.

Ugly trading finish....

Another good release but its still all about the revenue....

No surprises on this release. I don't expect it to move out of range unless QM can build on its run of contracts achieved over the summer. Even then, the outstanding warrants will need to be cleared. Suspect that this will breakeven at best for next year or two as warrants are wound down before real growth takes place.

Revenue increase impressive as is the cash burn...They are taking an early hit in staffing up so it will be an interesting 6 months before full results to see if that investment is starting to pay off. Overall, looks OK for now. Has been a revenue story since 2014 and continues to be so.

it's starting to move. Needs to break and hold above 7.0p given previous history.

Simple - always helps to have a 'name' on the register so can imagine that GS were looking for an uptick on their investment by publicising their presence. As for longer-term intentions we shall have to wait and see.

Canadian horror story is costing the firm dear. Lot of big differentials y-on-yr on the balance sheet, most of them not good. Cash position is tricky. Totally reliant on China and Mexico to get their costs down given indicated demand in the report.

Great peer review paper published. Wound treatment times and outcomes significantly improved with TRX products. http://onlinelibrary.wiley.com/doi/10.1111/iwj.12667/full

Cash burn is high. Revenues holding but overall it's not a game changing proposition any more - they are now fearful of new competition. This firm has missed a good opportunity. and will suffer for it. Probable cash raise looming and it wouldn't surprise me if some of that were to come from selling off the family silver as well as a share dilution. Its a real pity as it had the tech but not the commercial brains.

I wonder....Chinese manufacturing partner building a stake perhaps?

Yep - it is good news but I guess muted reaction is down to lack of info on revenues. Last announcement in Jan regarding DermaPure hitting $1m. Next financials due in Mid-late Oct.

I understand exactly where you are coming from on this and logic would say that it is undervalued relative to its peer group. However, the market doesn't seem to be willing to upgrade it and push the price beyond 430p which has been the case for a while. I haven't sold out completely because I too believe that it is worth more. However, who am I to take on the market? I'd prefer to bank a few pennies for now at the apparent upper limit and watch what happens.

appears to be the ceiling. Have reduced holding and taken a good profit. Leaving residual for further bump ups as I can see that an acquisition or two is not impossible in the payments space as it stands.

Hopefully for not too much longer as visibility improves on product development and revenue growth.

I agree with your sentiments ref a retrace. I think it will hover around the 300-330 range until the next piece of good news, hopefully.. Good luck.

Very good RNS today - £4 is getting closer...

slightly under my entry price but have held on for some considerable time. Not a major part of my portfolio so have kept an eye on it but no more. Motif needs to motor if AMP is to rise. The licensing stuff could still take years to resolve.