Member Info for BodRuncie

I'm still wondering when those 2021 delayed orders are going to kick in... or will they be delayed until 2023?

But I agree it's a good time to buy if you don't already have enough in here :)

Possibly having an effect. Yu seems to suffer along with the Big 6, even though they have very different customer profiles and target markets profiles.

I bought more today.

Aprogerson, yes you have misunderstood. Re-read the RNS.

Shares that are bought back can be cancelled to reduce the amount of total shares in circulation, but they don't have to be. They can be held in treasury, and used for a variety of purposes (selling to institutions, compensation/incentive to employees, etc...)

I have a small amount in AGL too, so congrats on your patience holding them. The general market sentiment is in the dumps, but there is nothing wrong with the companies (AGL or ITX in this case) themselves.

Most PIs lose money on the stock market because they don't DYOR and they follow the herd. The small percentage of PIs who do make money from the markets do so by patience and a deeper understanding of what they are invested in.

Angle have a great product that will help to transform personalised cancer treatments. ITX have an eco-friendly product at a great price, great management, modern technology, a good moat, and are making in-roads with industry giants in a variety of fields.

It is a no brainer to continue to hold my shares from 2019, and to top up on the dips. I have been buying again sub-5p, and all I need now is patience. I am expecting a promising set of results (either financially, or increasing collabs with majors) in June, but the real progress will be seen beyond that.

The last AAQUA offer was pathetic and was rightly refused (Roughly £12 per share, comprising £2 cash per share plus shares valued at £10 in an unlisted company...which is still unlisted), except for the large BOOM shareholders who were also part of the takeover.

If the offer is cash, and the offer is a minimum £30, then it has my vote.

AAQUA sold 15.4%
AAQUAVERSE picked up 16%
Mrs Nashia Bonnier sold 8%

It seems likeliest that AAQUAverse is the vehicle for trying another take-over, so transferred shares to itself, from one entity to another.

Mrs Bonnier either sold 8% on the open market (hence the reason for recent unexplained big drop), or there is another RNS to come telling who has acquired them. Maybe that someone hasn't finished buying yet?

(LSE really needs an edit function...)

Or is Mrs Bonnier's selling out into the market the reason for the recent 40% drop?

So who has taken Mrs Bonnier's 8%?

Tobin knows more than the markets do about how Audioboom is doing.

She clearly sees value in EQLS above today's share price, and she has the inside track. It gives me confidence in EQLS hitting 100+ in the medium-term.

Based on deals made for other podcast providers, it seems unlikley BOOM will sell for less than £30 per share.

Sitting on hands can be the hardest thing to do at times, especially where FOMO is high, but it just requires patience.

The neo-natal technology is why I invested in YGEN pre-Covid. They have such a fantastic offering that it is tough to see it not being adopted more widely in the long-run.

This is only RNS Reach, but still great to see progress being made.

This is AIM, so hope for the best but be prepared for the worst.

Ideally, all warrants will be exercised and drilling can commence with no further quanta of funding required until end of 2023 (but, preferably, a sale).

However, with the warrants exercisable at 20p (iirc), and the sp hovering close to that price, and the warrant holders knowing LND need that money or they will have to raise funds, the power is with the warrant holders. I can see a situation where the warrants lapse, with LND needing to issue new warrants issued at a more favourable price, say 16p.

Never say never. I am waiting to top up, but will wait until July before deciding.

Croda released their AGM trading update today, and seeing as they are one of Itaconix's major customers, it can be seen as a good read-across for ITX's trading.

https://www.londonstockexchange.com/news-article/CRDA/agm-trading-update/15461590

In short, it has been a good year for Croda, trading has been strong for the past year, and inflationary costs have been recovered. Strong sales equals strong demand for raw materials to make their products, so hopefully strong orders from ITX.

It is also interesting to note that Croda are selling off parts of their Performance Technologies and Industrial chemicals business. Presumably these are materials for which Croda don't foresee a growth in demand for their product line moving forward... again a possible indicator that they are looking to source more of the new types of chemicals... and with ITX only having an mcap of £19m... I'm not seriously suggesting Croda will takeover ITX, but it is an intriguing possibility. The amount of potential ITX has, low cost base and good margins, and a good moat for its products, £19m is ridiculously low.

Midas, all shares are suffering at the moment, the entire market is in a massive prolonged slump, so why pick on ITX?

Massive potential, and the price has held up surprisingly well compared to many of my other holdings.

I have been adding recently at sub-5p and now hold more shares than ever. Primed and ready for the future :)

Yep, it's encouraging. It makes me think most PIs in ITX at the moment are here to buy & hold for the long-term, based on solid info and company results/progress, rather than looking for a quick 10% and selling out on any dip.

There is no doubt this company is progressing in all the right ways, is sensibly managed, and has a very bright future.

aandi, thanks again for your sterling research and summaries.

I've been here 2+ years, and it really does seem like a no brainer at this point to buy & hold.

Shareholders still own their proportion of the company, but the shares cannot be traded on AIM like normal. To buy or sell shares, it will need to be done through a different mechanism, nd some brokers might not offer it.

likely: the perceived value will drop and it will be more hassle to sell shares.

I am going to hold onto mine (it's not a massive investment and I don't need the money urgently) and wait for some kind of buy-out/takeover, or wait for an attempted re-listing at some potential future point.

Utter w@n£er, but this has been obvious for years.

What do you expect from someone who loves Russia & Putin so much?

Whoever ENET spoke to in London, didn't seem impressed enough to buy shares...

An imbalanced selling of shares at the moment... by PIs or (gulp) being forward sold?

Any clues either way to this at the PI meeting?