Member Info for CaptainSwag

So I won the bet - SP has drifted slightly down this week - and not boom boom as Erskine assured us.

if you would like to make a donation to charity that would be great - I am a huge fan of opera and classical music - so anything in line with that or a children's charity would be great

30 min to go - 3 trades showing on lse

feeling confident about my bet with erskey

Meanwhile 2 trades showing on lse...lol

"Waiting for Fakey2 to spam the board with his usual copy and paste and not really address the questions/issues raised as always."

And lo and behold ..thread is completely spammed by those who have nothing much to say in share.

At the moment my prediction was bang on ..again..

Let's see how today unfolds.

RE: Great week at CNSL4 Feb 2024 19:21

Another big week coming at CNSL, big rise last week and with loads of potential good chance we'll see the same this week. Soon see!"

I have made a note of this interesting prediction...very curious on its accuracy at close of play on Friday. I can't see anything to drive SP higher as no real tangible news expected.

The gov dispute looks set to drag on...there won't be any news on £140k of royalties due over next 3 years. My guess is no news on huge contracts from USA.

Also there has never been any positive rns after any of these trade fairs

I think price will drift slightly down this week .

Let's see ,....

Atan..yes they have bumbled around for a year...lucky they have had cash in bank from selling the good bits of the portfolio.

Problem is now nothing is left. If/ when they pay back hard earned tax payers money to the gov..it will seriously dent the £3.8m forecast in bank in just under two months time.

As you said royalties look like £40k for next 3 years ...won't even pay jags wage

Let's hope cnsl can get some buyers soon as I feel confidence is rapidly going in this share.

The vague salad that is in the trading updates is viewed as jam tomorrow by the market.

We really need something tangible to change sentiment around

Only have to wait 25.5 hrs and we will see who is correct for this weeks bet and prediction.

i am feeling confident

Thank you for highlighting the following - i had forgotten

· Loss before tax £0.7m (H1 2022: restated loss £0.8m).

· Loss on discontinued operations £ Nil (H1 2022: restated loss of £1.2m).

Really useful atan

i have huge doubts on the app - who will know about it? who is going to use it?

totally agree on Jag...hard to make a case for him as a CEO with any talents. Without the selling of the family jewels the company would have been bankrupt by now.

the only talented person i could see was the recently departed CFO

· Strong performance in operations with FoodPrint® yields significantly improved.

BUT STILL SAME SORT OF REVENUE AND ANOTHER LOSS MAKING YEAR

· First USA laboratory commercialising FoodPrint®.

TEST IS EXTREMELY CONTENTIOUS IN USA - THE LEADING AUTHORITIES SAY DONT USE THIS KIND OF TEST - SEE MY THREAD ON BODIES NOT RECOMMENDING IGG TEST USE

· MyHealth Tracker roll out expanding to all UK customers and installed in one European country.

WILL ANYONE ACTUALLY KNOW ABOUT IT - SEE ARAN POST ON NOT ADVERTISING AND LOW FOOT PRINT WEBSITE

· Microbiome menu expansion moving into trial phase in UK.

NO GUARANTEE WILL PASS TRIAL

· Creation of a continuous improvement function to build on the work done by Chartwell Consulting.

MANUFACTURING PROCESS HAS BEEN IMPROVED WHICH IS GREAT. HOWEVER DOES NOT ADDRESS THE MAIN ISSUE - SALES

· Appointment of new independent Non-Executive Director, Carolyn Rand.

WHO??????????

· Successful name change to Cambridge Nutritional Sciences Plc (AIM: CNSL), better reflecting the standalone business.

WAS THERE A RISK THAT THEY COULD HAVE FAILED?

Great post atan.

in my opinion the rebrand was due to the fact that they cannot place again with sp under nominal value. if they have to pay the hard earned tax payers money back it will leave them with £1.3m if the forecast of cash at year end is correct.

they wanted to consolidate the share structure to allow this. it looked to some that this was camouflaged by the rebrand . Another bonus is that it hides the past few years of history

i can see no other advantage of throwing away years of building your brand.

it also means that they are limited to only one line of product - and no longer diagnostics as a general.

a very contentious line at that

i would suspect much of the traffic to cnsl website is SH - checking products and past RNS etc

the fact that they do not advertise says much - a world leader with no visibility?

i have said before - how are people going to know about the magic app?..what revenue is it really expected to bring in?

P100..if all the trades today were sells ...it would still only add up to a few thousand pounds.

To drop market capital by 5% ?

Just market mechanics...

Another low volume of low level trades day.

What happened to the exuberance with all the recent news! ..lol

P100.

Tw has quite an audience. However a 5% drop on a company with 10s of millions in bank ..over 15 trades of back of the sofa change..is just mm doing their thing.

I respect Atan's view as it is honest and based on facts unlike some pump and dumpers on here (*wink*)

my prediction was for the SP to drift slowly down this week - so far accurate.

more accurate than your "boom boom soldier boy"

As I said Sp will head towards 1.25p if/when they have to pay back hard earned tax payers money to the government.

Fakey -

there are 5 trades totalling less than £2k and no change in SP

how is your prediction for the end of this weeks SP going?

probably because it is a company that whilst they self proclaim themselves as market leaders in a billion dollar industry - now focused on only one line and in their target market of US ..they still only have an annual revenue of £8/9m and cannot make a profit

My view is always listen to opposing views and discuss. it is always dangerous living in an echo chamber

his articles are out there whether we like it or not. it would defo have scared some - because a) he has an audience and b) might be right.

i haven't subscribed to his site - so would also like to know what he is saying and then can decide if there is merit

P100 - lets hope covid was a once in a lifetime experience . However it set a precedent that some might want to take an opportunity over. There is no doubt that those who were working on whatever they were in the wuhan lab are not going to suddenly give up. I would not bet against something else coming along. Another one could be an act of war / terrorism / incompetence or even act of nature. Lot of parties made money from it and it accelerated certain changes in society that some might want to take advantage of.

harchris - you make a good point about the possibility of the situation being different in may - unfortunately i can't see it - unless LR takes over.

if ncyt lose case - then it probably will be curtains as they can't turn a profit and have been used to relying on cash they hold.

if they win and suddenly had £100m+ then they would last a few years - frittering the cash away. Prob accelerated by another acquisition. so i think TW has got that wrong .

i agree with HC that TW does go for the jugular when he does go for a company....and doesnt give up