Member Info for bigpunt

Shychap, to assert that any listed company CEO has never spoken to its largest shareholder, is cretinous

He has been caught being entertained by Mr Dixon

I have absolutely no information to support this, it is just a guess

I suspect they will neither over-promise nor over-deliver. DW will just adjust provisioning to hit numbers and allow a good go at new products enabling 'proper banking'. The team is excellent and so was the Snoop acq'n. There's only one way this is going ^^^^^

Silverblade, a lot of whingeing about the past will not help your decision-making. One should learn from previous investment decisions and appraise prospective investment decisions better! Between now and raise will be the FY results and presentation and possibly a further update to support the raise. Mkt cap and equity raise price will be determined entirely by those trading updates and credibility of updated forecasts

Some very rough calcs. c.90% of US population has medical insurance. c.27,000 kidney transplants last year. Assuming just one test per transplant, at unindexed $2,650 per test, the USA market-alone is worth $64m. I'm also assuming the Tennessee lab can service the entire USA

I'm not sure how many patients are represented by the 1,173 tests in 2025, and how many transplant centres vs the total in the USA, but the market penetration appears decent, considering the academic papers were only published 6 months ago

Some may questions the relevance of academic papers and other KPIs may be more relevant, but it strikes me that the increase in number of clinicians and the increase in number of transplant centres will be strongly influenced by the academic articles and their subsequent peer reviews

My view? VRCI will get bought out when the USA nears profitability due to it's domestic market opportunity and the obvious globalisation opportunity. Need to pay very close attention to what happens between now and next (and probably final) equity raise

Hitting revenue and cash targets, adding major commercial tie-up, can't ask for much more as the company commercialise. They've had a cracking year and I like the modest tone

Looks like they are 'going for it' with capex increasing significantly - I hope this is not papering over a large crack. Presumably they foresee that other operators will fail with the gaming taxes, business rates, and minimum wage headwinds

Beluga, captain hindsight, "he won't take over the company he has no track record in doing so"

His sales trader will try and fill his order before the rabbit is out of the hat regarding Croda, but there is a dependency on OPTI

Buying shares will not move the dial, winning contracts throughout 2026 is the key. If they do that, it's double-yer-money in one year

They can't buy, they are in a closed period until results are out

There are only two parties that know whether I'm right or wrong, Dixon himself and the sales trader he has given his order to. It matters to me not a jot, I have done my research and I have my position and we will all make money from here. Sadly my buy order in early-December was priced fractionally too low but you win some and you lose some!

Of course Dixon is trying to take it over. Anyone is here under 30p will make profit before this de-lists

Momentum still there from interims where management looked very assured of their trajectory. Interesting that buying decisions have been pushed in to FY2026 rather than Q1/Q2. One wonders how this will impact the forecasts

What a first class wally Ashman is, publishing a post-results Q&A behind a paywall. I hope this moronic decision is resolved by his disposition or an unreserved apology

Attractive takeover prospect. With PLC costs removed this would be at £1.5m EBITDA before impact of Zenakine royalties and getting 'better' acne/psoriasis products to market

Oh dear, first error, no reconciliation of 'Adjusted EBITDA'

The proposed CFO appointment says it all.....someone who was a Finance Manager a year ago now the CFO. The mind boggles

Ref the forecast for 26...why would he upgrade it? He will just stick in there and enjoy the benefits of beating forecast, if and when

In "fantastic growth....new accounts added" read "sorry about sales this period, it's jam tomorrow"

It will be interesting to observe how the annual report comes together. Traditionally the CFO would have picked this up, but we have seen rotation in this role. We need to clearly see the business models of Dermatonics and Bio-Tech Solutions, together with the synergies realised and cross-selling opportunities that have been identified, and the extent to which these opportunities have been converted to orders during the year (in other words, the value added by SBTX). The pillared slide on the presentation deck overlaid with narrative will simply not suffice. I hope results presentation goes well, but if not, I may offer myself up to Ashers to help. Although, he did once quote me calling him a used car salesman.....

Servalan stop being short-sighted. To SELL the company need academic papers to engage the clinicians, who represent clinical groups, who are the buyers