Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
Not often you see the Nas volume overtaking the London volume.
$Trem powered ahead on Friday after our UK close and the same again today.
Long may it continue.
Positive update from Tristel today.
Cache (jt venture) gaining traction and sales.
Still think Tristel should buy us.
loafofbread18 Jul '22 - 08:21 - 9951 of 9955 Edit
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Quite a coincidence but Solvay have also released an update saying sales are ahead of forecast.
2 partners doing rather well.
Good opportunity for Byotrol to cobble together something positive on twitter but I doubt they have even noticed!
Pixalate Seller Trust index just out.
Unruly, in the top 5 across the board in CTV and no 1 with Samsung.
Pretty bloody impressive.
SNN, Fits in nicely with your post below. Tremor are CTV leaders. No dispute.
Anyone left alive?
If you look at todays director RNS, it is the first time that Ofer has kept all his shares. (Usually sells half to cover his tax obligations) The CFO has always kept 100%.
First time in 2 years!
It is worth remembering 4D has close to $200M as a tax loss sitting on the balance sheet.
To a profitable company this can be offset, so at 19% (potentially 25% soon) corp tax this is worth $38M.
A company could buy 4D for 10p a share, approx $24M and then clear the debt of $14M.
You would effectively get all of 4D for no cost.
4d should have a data room set up with everything available to interested parties.
The good news is TTD is still valued at $23B and forecast to make $700M this year.
We are valued at $700M and forecast to make $180M this year.
What a joke.
Can't wait for the first offer to come in.
With the pound at a new low, we now have over £300M cash in the bank and a market cap of £650M.
Should have another £100M by year end.
PE of 3 ex cash.
Mental.
We present 'new' information tomorrow so we should get a RNS tomorrow at 7am.
If we don't then 4D will have missed yet another opportunity to get a bit of free press.
I have Tuesday May 17th as the date for the Asthma abstract presentation.
I asked the question and very pleased with the answer.
Test results are excellent.
Ready to market as soon as CE mark in place. Could be as soon as 3/4 weeks.
Hundreds of thousands is what he said for initial sales, so not quite a million.
A quick scan online gives prices between £10 and £30 each.
Happy with that for starters.
Interesting interview. They obviously think the Vortex deal is pretty impressive but Friday was a rubbish day to release news.
Makes me think the results might have something decent to say, otherwise they would have kept this one back?
My money is on the AZ anti body test being ready to go.
The field that Vortex operates in is just on the cusp of acceptance.
I hold Angle, valued at £250M with sales of £1M (yes £1M). Hundreds of peer papers and awaiting and FDA review.
Vortex £300K for 30% with sales of £0.12M. Someway behind Angle but they have a product and market to sell into.
You can see why they are excited.
The other thing about the £ collapse against the $ is the value of our cash holding.
Start of year approx $1.38, now $1.24
$370M Cash
$30M 1stqtr
$25M Court case
$425M which is just under £350M at today's rates.
Market cap £765M at £5.00 a share.
Almost half our market cap is now cash.
Residue value of TREM £400M and forecast to make $150M EBITDA this year or £120M.
Insane valuation mismatch.
Last time I googled it, the CV 19 anti body testing market is worth about $12Billion a year.
World wide rights to an excellent test, backed and promoted by Astra Zeneca could perhaps get 1% market share.
We went to £2.10 on the actual deal, before they dumped the placing on us.
What price for an actual developed test?
As of Dec 21, when we paid £1M, we own 19% of Q BOT.
In Jan 21 it was valued at £16.6M. I can't see it's value doing anything but go up with this energy price fiasco.
As you would expect, in the SP for free.
Q-Bot featured on BBC Breakfast following the announcement of the UK’s Energy Security Strategy
8 April 2022
The UK Government has recently unveiled a national Energy Security Strategy to produce the UK’s energy from (more) greener sources. The strategy includes the creation of additional wind farms, solar power plants, hydrogen power, as well as more nuclear power stations. This should reduce the dependence on overseas countries such as Russia to heat our country, and our homes.
Prime Minister, Boris Johnson, described the Energy Strategy as the "bold plans to scale up and accelerate affordable, clean, and secure energy made in Britain, for Britain - from new nuclear to offshore wind - in the decade ahead. This will reduce our dependence on power sources exposed to volatile international prices we cannot control, so we can enjoy greater energy self-sufficiency with cheaper bills."
The Government aims to produce 95% of electricity using low carbon by 2030 and has the ambition to produce up to 50 gigawatts of offshore wind energy by 2030. According to government officials, this would be enough to power every home across the UK.
However, this morning, Kwasi Kwarteng, Business Secretary, explained that households will not see the benefits from the Energy Strategy for up to five years. Measures to tackle the unprecedented energy rise will come from other government incentives. This includes a £150 discount on council tax and a loan of £200 on all energy bills from October.
Q-Bot’s robots insulating suspended floors with minimal disruption was featured this morning on BBC Breakfast, where Adrian Ramsay, leader of the Green party in England and Wales, talked about the Energy Security Strategy, and the lack of focus on insulation and home improvement solutions.
Martin Jervis, Chief Commercial and Operating Officer at Q-Bot said: “We welcome the government’s new Energy Security Strategy. Combined with those forward-thinking homeowners who are investing in insulation this will do much to reduce energy bills and dependence on unacceptable sources of energy. Q-Bot has already seen a big uptick in interest from the recent VAT cut for this group. For millions of poorer households, however, for whom energy price hikes increase the “eat or heat dilemma” this problem is immediate and potentially catastrophic. They can’t afford to invest in insulation. They need more. We’d like to see more aggressive government help for those people right now.”
Read more about what does insulation mean for your home and VAT reduction and British energy security strategy