Member Info for beaverburger

The Co owes a bundle to the chairman via warrants and loans. Until they are paid back/removed, this share will be rangebound despite the splendid news regarding contracts. The revenue so far is not enough to allow the firm to repay the debt.

small nibble to top up holding. Rate cut on Thursday with falling £ vs USD should give the price a bump given TRX's US focus.

About time too. £4 doesn't look too ambitious as long as the patent protection works through in the firm's favour.

Someone's taking a keen interest. Holdings RNS soon?

Could be Woodford moving his loose change around. Looking at the trades there's a lot of nice round tranches going through..

If some of the big boys who invested in this at 200-220 decide to go for a walk then it will drop. However, my guess is that they are waiting for another bid to come through especially as the business is 10-15% cheaper due to devaluation than it was a month ago to foreign acquisitors. Today's ARM deal is only the start of a flurry of foreign buys.

Steady as she goes. Policy of revamping tired secondary retail parks has continued to pay off. Share not immune to current commercial property turbulence but a safer bet than some of the big boys due to value-add ethos.

Gratis to the humble pig. All good progress - shaping up nicely for a good H2 2016.

It's not just the REIT that's knocking the share price but the value of L&G's total property portfolio which was valued at £18.2bn in March 2016. As of now this will be approx. 5-7% lower (according to MSCI/IPD numbers) and will continue to fall as the question over inward investment becomes more of an issue. This is not similar to leaving the ERM when shares rebounded etc etc. There is a pile of regulatory change to undergo in the EU extraction process and there will be defections of businesses and people to the continent. Also, the shrinking £ will stoke up inflation medium term and this will also have an effect on investment, property values, cost of building materials etc. Net net net commercial property yields have been falling to daft levels which negates the coupon trade that has driven the market over the last 5-6 years. It will get worse before it gets better.

Its going to be an interesting 6-9 months....

I'm being sarcastic - us long-termers have waited patiently for news like this but the BoD are a very publicity-shy bunch. The surprise is not so much the contract but the fact that they publicised it all as a RNS in its own right. Stuff like this usually gets buried in the annual report.

RM2 does not issue updates about individual contracts nor indeed any timely items that will affect the share price other than that associated with the statutory reporting requirements. It is disturbing that someone, somewhere is trying to distort the company profile with so-called 'good' news......

Some chuinky sells have gone through since 20th Jan - 1m so far today if the trade data is correct. Will be interesting to see if it triggers a holdings statement assuming it is the same shareholder (though £180K or thereabouts isn't huge for an institution) and there are more sales to come.

$1m - a significant milestone. How long to $2m?

It's a good idea being poorly executed - can't see much upwards potential until the BoD apply some transparency to events.

TRX hasn't been this low for quite some time - couldn't resist a sneaky addition to the pile. Commercialisation of TRX products in play and the ortho stuff getting ready for the end of the year. Long way to go but going in the right direction.

What a pleasant surprise...and a good premium too. Will see more M&A in the oil sector over the coming months as the world of pain increases.

Unusually busy trades today. Stakebuilding perhaps? P/E is looking way off scale for a street-facing business. Time to top slice.

It's tempting to top up at sub-40p assuming that they will pick up a bargain bolt-on or two over time.

It is very tempting to top up at these levels but I'm going to wait for the update. Plenty of jam tomorrow if the update is OK. Need to see progress on revenues first as it could be a very long haul if the degree of acceptance is proving more difficult than anticipated.