Member Info for Camkite

Not sure if it would go up to 30% as there would be others will options on top.

If we retain 20% it’s got huge upside to us.

As far as values go - how many of these could be required in a world wide market ??

It will certainly dwarf our mcap a few times over imo. The team there are also well experienced in the field & have brought medical products to market before requiring fda clearance... hence I would guess they are confident.

18%

That's good enough for me... should be worth many many multiples of this SP once FDA clearance has been attained and direction is known.

Tops - save me trawling mate... have TEK managed to retain a >20% holding in Belluscura ?

Guess a few weak flippers de risking from the placing on a 40% rise... shouldn't see to much flipping and not many shares at only a £350k raise.

Just broken out of a wedge in the right direction aswel.

Ah yes just reminded me.

Clifford also mentioned that he was searching out a Cannabinoid / CBD investment as the next market to branch into however wanted the others to become more self sustaining before doing so.

If it wasn't for his obscene wage packet there wouldn't be much to argue against here.

Markeyt seems thorouly imrpessed with todays announcement... so much so it's break evens on the day.

"We look forward to the continuing progress of FundamentalVR and the securing of further contracts from their significant pipeline of opportunities."

If they start landing one of these every few weeks and give us an update on wyld re selling doubt we will be seeing your 6p Jolly.

Yeah I mean the most cost effecting strategy would be the disposal of Belluscura once the tech has been brought to market and a potential suiter has shown their interest...

I cannot remember the company that Clifford referred to back then that was in the same market as Belluscura but I do recall it had a mcap of many billions and also that they essentially ruled it, with little competition.

Agree focussing on Guidant after disposing of Belluscura would seem the most prudent strategy considering Guidant is in such a largely growing market...

Salarius I guess could surprise but I have my reservations considering how the previous and similar tech before it never succeeded in cracking the market, one deal with a big boy tho and that would soon change.

I bought back in this morning.

Spoke to Clifford on the phone about 18 months ago, a very thorough conversation, discussing his extortionate wages amongst other things.

He mentioned back then that, although he is not in control of Bellusura he envisaged the ultimate end goal was to dispose of it once FDA clearance had been sought and given developments in the feild were far and few between, you can only imagine how much it would attract from a buy out perspective. Late but inevitably will deliver.

And to underpin a buyout from here the recently purchased shock absorption tech which is going through trials with majors... Equally, hardly going to demand a small premium... seems ripe time to be buying back in.

Salarius not overly keen on all up to be honest as it is the same as a product developed some time ago which never took off, happy to be proven wrong tho.

In the results they mentioned likelhood of doing a deal when the oil price recovered closer to the $50 per barrel mark

Price today $48, $10 higher then when they put the news out...

One of the very few very attractive cash shells on the market imo.

"However, they are in the process of moving their full supply to Morrisons from Nisa so that gives Morrisons their foothold in the convenience market again."

Whipster surely this would bring down margins considerably and make McCalls much more competitive ?

Agreed a long way to go from here.

"Every little helps"

Could be worth putting a list together of companies trading in dollars and reporting in pounds. I'm expecting the £ to drop to 1.11 / 1.15 if we get a no deal, possibly lower on the back of Scotland wanting out afterwards.

*Weeks

Tbh, above anything else, brexit in 4 months, i would tread carefully across the board mate.

Given the 1 / 1.5p spread Jolly I would say 14.5 / 15p here... Need to analyse the results better too really as if growth looks to be increasing exponentially ??

Surprised to see it close flat today with little selling

Here i agree & thats what i meant.

I have been debating a top up for a week and just cant decide.

None the wiser.

I appreciate that mate but a decent trader watches the PA to take note of when to sell... all these sells being mopped up shows underlying demand for the shares.

This is true Jolly, you never know.

All sells are being soaked up which really makes you wonder what muppet is selling.