Member Info for BodRuncie

I'm a lth holding out for the big returns, but there is no way the sp is returning to 6p without a decent RNS.

These are very exciting times for ITX investors. The promise of the products is in plain sight, as are the big corporation tie-ups, as are the companies ambitions, but the share price remains low.

Each new product containing ITX polymers, however small, is like a drop of water that adds up to create a huge body of water that is essentially our moat (to extend the water metaphor).

This is my second largest holding and I topped up yesterday. I'm wary of putting too many eggs in one basket as an investment strategy, but to buy at these levels is too good to pass up.

FY 23 for approx. breakeven, and then FY 24 for profitability is my timescale. An easy buy-and-hold for the next few years.

Great news today. I like the cheeky trading update they snuck in there to give investors confidence.

Assuming interim dividend is at least equal to the final dividend, then we're looking at minimum 2p annual divi to begin with.

Share buybacks show great confidence in their own business, but my only concern is that the stock isn't hugely liquid at the moment so soaking up some sells might further decrease liquidity in the short term.

ACSO is reinforcing my view that it's a well run company with an excellent board. An easy buy-and-hold for the long term.

Virtual AGM RNS out!!!

*CMH, not CRH.

The change in market sentiment and confidence has affected every share price, but especially the pre-profit new tech/eco companies.

However, the companies that are on the verge of profitability are the ones to be investing in right now for maximum returns over the next couple of years. Companies like ITX, SCE, CRH are perfectly positioned to ride the wave of the next bull market when it appears, by which time (FY 24?) they will be profitable and throwing off cash.

Be patient for big long term gains. It's tough to do, but if there is nothing wrong with the investment thesis or the business, then there is no need to do anything.

"Remainer fanatics at the top of Boris Johnson's government" !?!?

Lol. Anyone with even a slight Remainer tendency was purged long ago. Could you name any "remainer fanatic" in government...?

Classic lies from a Brexiteer :)

If you're wondering why Terry is "wasting his time" here, it's because he's a prolific shorter and wants to spread FUD so nervous PIs sell and create a greater profit for him.

The board's confidence in the shares at these levels speaks volumes for me. It's just a question of patience.

You can't blame the bod if molecules don't end up behaving the way they'd predicted. That's just the nature of biochemical research!

Thanks for taking the time to explain that to me, it is much clearer now :) *thumb up emoji*

I'm no investment guru but if someone were offered the choice of shares or money, and they took shares every time, I would guess it's because they think the shares will be worth more, but ymmv.

Cryptic. Eliot & Luther are based in Singapore, as is Aaqua....

4 Directors also bought shares in the Jan 2021 equity fund raise, subscribing for shares at 5p.

This was conducted via Primary Bid so retail investors also had a chance to subscribe.

This raise was at 5p so PIs would be better off buying at today's prices.

Seems to be pushing up by 1p a day for the past 5 days.

Some accumulation? Or just alleviation of some downward pressure?

So they take shares instead of a salary?

Sounds like a purchase to me. They could have taken the money instead.

The flaw in your argument is that the board don't get given free shares, they subscribe to the fund raising and pay for them.

Any shareholder can buy more shares following a placing to keep their %age holding the same.

In fact at today's prices, you'd be able to get a better deal than the board have done in the past.

This acquisition has no bearing on Theorem.

This was a short term opportunity that Val took advantage of.

I'm in favour of this bargain acquisition which fits in perfectly with Inaphaeaeaea.

The only caveat is that if Suzy had been charging Theorem a £10k per month exclusivity retainer fee then this would have been essentially free.

The rise is less surprising than the recent drop :)

I'm certainly expecting good things from the next update.