Member Info for Cdub1

Search "Bermele" on Google, now that is odd, why have they got the same description as us?

The share price performance of this company is pretty horrific if you ask me. We are going to be back at NAV at this rate pretty soon. We have virtually no institutional support (and no sign of any large buyer at all), the last buyer was Mr Julian Higgins who could be the meta-analysis professor guy (a good sign) but he could be someone else, he bought 23,500,0000. There is nothing on the trades to get excited about this week (I don’t care what people say news on the horizon always leaks). But all in all, there are still no dubious signs here, none of the warrants, spike sell-offs, over inflated salaries that other small caps/aim shares have. I am very frustrated because on paper I am loosing thousands and yet my model and research says this is a good share but where are the buyers going to come from to hold this share up? We currently have CPI aggressively selling into any rally (look at what they did on Tuesday). Judging by the lack of enthusiasm from the team to find a broker or new II’s we can only presume that something isn’t going to plan or that their whole plan is just to sell it on rather than turn it into a growing business. I do hope we get somewhere because I’ve put a lot of my hard earned money in here and done hours and hours of research on this company. Let’s hope so!

Sounds ridiculous to say but I thought Kirk Siderman-Wolter (the CFO) had resigned from the company but he only relinquished his board status judging by his LinkedIn and the Nuformix website. Can someone confirm this?

Looks like the seller has come back after a brief rest, selling in 100k tranches to give us long suffering shareholders even more joy!

Meh, I couldn't give a toss if it goes down to 2p despite being significantly under water. It's next year I'm looking at + news could land at any time. Quite simply, if they do what they say they do then this company will have significant monetary value. This is far from an AIM-style basket case.

I’ve noticed a complete lack of liquidity across virtually all small caps the past few months. Institutional investors have been dumping everything. Here we are with a pitiful £10 mill market cap and announcing deals every few days and Rev growing at +99% in the first half.

No word of a lie it’s been a tough week, I have been questioning my holdings here several times. I have spent Friday evening reading the most recent financial report, reading every last detail. I have examined my investment decision as much as I possibly can. I can safely say what I have seen has made me certain I will hold and buy more on any good news. When you look through the accounts you can see this is a shrewd operation. There aren’t the normal red flags here; no bloated salaries, dodgy expenses, spike sell-offs etc. The resignation is a bit of a blow but there is a multitude of possible innocuous reasons which we need to factor into the equation. People come and go from jobs in growing businesses all the time. Sometimes you can suddenly start questioning everything and the scam siren goes off in your head but when you evaluate all the effort put in, with all the expertise of the staff, the trial passes and the fact New Summit’s paid a £mill and Ebers half, and the shrewdness of the operation, you think there must be something there and that thing should be damn good. Time will tell :)

Plums account is mostly correct. However the answer to the question about cash is wrong. Dan didn’t say there is absolutely no need for a placement. I think we all know that if the Chinese cash doesn’t land in the bank soon then there will be a placement if we like or not.

I was there. The word AIM was never spoken or even used. There was no slip of the tongue either. There was very little new information, I asked about IP protection and my worries on that were quashed. My only worry now is where the heck is our dough from China? We couldn’t get any info out of Dan about that. That is all that matters now, I don’t care about anything else.

The share price action was bizarre yesterday, it looked like we were going down the toilet yet liquidity was strong. Then later in the day dropped two 250k transactions, marked as sells yet the price surged afterwards. I know it’s a bit like reading the tea leaves as the MM’s just do what they want, but it does make one wonder what is going on in the background.

I can confirm nothing was said about AIM at the AGM meeting. I listened to every word Dr David Tapolczay said and there was never even a mention of the A word. Not much was said at the AGM that we already know. The current circumstances are rife for speculation to take hold so I guess some kind of truthful market update would be great, e.g the Chinese are doing x because of y. The silent treatment has been a disaster for the share price and trust in this company, I will repeat what I said a few weeks back, that honesty and transparency are vital in the investment world.

Yes sorry I meant Holland, shouldn’t write posts whilst eating breakfast!

I was at the AGM. I couldn’t vote because my shares are through a nominee. Plum’s comments are right apart from the bit about the aim listing. He must have got a little confused there. All in all I was impressed with the team especially Dr Joanne Collins who is not heard from much but is at the forefront of these discoveries. My questions about IP and the manufacturing process were answered. I now have absolutely no worry about the IP in China. There was nothing negative in there. I will say that this is a lean operation perhaps a little too much in my opinion (it is odd to say that about a small cap!), I am frustrated for not airing my views on perhaps hiring a new PR/social media person because I believe this company desperately needs that. I am still none the wiser as to what is happening with the China money but they couldn’t disclose it apart from the bureaucracy and technicalities involved. To me that is the chief problem here, the market hates uncertainty more than anything.

Anyone seen the news on Twitter about the award nomination? :)

Does anyone know if we can just turn up or do we have to book?

Albi1. I smell bullsh*t. Prior to a couple of days ago you had never posted a comment on the NFX section but have clearly been very active on LSE for months. Yet if you sold some at 14p then you would have been in this for quite a while now. If you sold out why do you care so much? A delay in payment is not the end of the world, business is business and these things take time. They’ve already paid us milestone payments in the past.

Quite Taff. Probably the most undervalued share I’ve ever seen. I wouldn’t say this about any other share in my portfolio. I hold lSAI, I3E and CORO they look mostly legit using my metrics but NFX is the gem. If I could hold on to one stock only it would be NFX.

“Are you thick” just commenting on the consistent round number closely-executed trades. Telling the truth. And by the way I’m still holding, my trading system says there is no reason to sell, so that is what I am doing. There is in fact no reason to sell. I don’t even sell on share price movements because most companies I have made money have dropped considerably in the short term and then ticked up. Small cap share price movements reflect the irrationality of the human hive mind.

Aggressive seller (CPI) out in force today, selling into any buying. How long till they clear is the question ? At least we know the reason for the share price performance through August now, Spr*ex were clear weeks and weeks ago. Oh well it never rains but it pours lol.

Always remember- have the fundamentals changed? They haven’t so I’m still holding :)