Member Info for Chazzy2

It's very difficult to accurately predict what sort of revenues Angle will generate in the future. What we know for sure is that Angle has a multi-pronged and layered commercialisation strategy which is potentially worth billions. It has a cash runway of at least two years, is currently revenue generating from pharma services and with a substantial pipeline of other pharma companies and medtech companies in discussions with, and uniquely placed in the liquid biopsy market as being the only company worldwide to have an FDA cleared product for the harvesting of CTCs for analysis.

https://webcast.openbriefing.com/angle-sep22/player/?player_id=49448

Excellent news about the ovarian clinical results and great progress on all fronts generally. Well done to Andrew and the team.

You can count on it Simon that Gerry will have done his sums.

Skinara appear to have a very different business model to STC. With Skinara you pay for the test kit upfront and then based on your skin microbiome are recommended Skinara-only products. They will incur marketing costs in order to sell the kit, and will then be limited to selling only their own products which limits their global reach.
With STC the kits are given away for free and then the products of STC's clients (i.e dozens of Tier 1 skin care companies) are sold to STC members on a revenue share basis, with enormous global reach. STC won't have the marketing costs because the microbiome data will effectively sell the product. Also STC will have the benefit of having built up many years of that data which can then be used to market more products in many other ways. This model is what sets STC apart from any other skin microbiome company.
The reach for STC is staggering when you consider for example the loyalty card system. Skin care companies have millions of customers who have loyalty cards which at the moment essentially gives them access to information about previous purchases and lifestyle choices. How many loyalty card holders would rather have products recommended based on their skin type? Most of them you would think. Hence each loyalty card holder then becomes a potential STC member. And STC has dozens of clients with millions of loyalty card holders. All of a sudden you see the potential for STC. And then there is the medical, scalp etc sides to the business also which have barely begun.
The potential is truly massive.

Usual scaremongering nonsense by the odious TW. If I were him I'd be more concerned about the missing 100 grand.

You're treading on thin ice Shorty. Ever heard of libel. I suspect GB has much deeper pockets than you. You've been warned.

Great notes as always Wally. Much appreciated.

Very positive RNS. The £19m cash suggests an EV of currently £6m which is ridiculously low given the potential within the portfolio, including an immunomodulator potential blockbuster for treating severe influenza and other indications, currently in phase 2 HC trials.

It will be interesting to know what plans Gerry has for STC. As the bottleneck seems to be in the actual processing of home-test kits due to lab space I would like to think posssibly a JV with Tier one skincare company which has the required lab capacity on a revenue share basis to enable further expansion of STC. The STC business model clearly has huge potential as shown by the rapid expansion in the US and should be rolled out worldwide. This I understand was the intention when they brought in Media Monks who have reach across about 60 countries.

Shorteverything, can we have your 13.12 post in English please?

https://pressat.co.uk/releases/satago-and-visa-partner-to-offer-visa-business-card-users-discounted-access-to-the-satago-platform-3b593989c2910c075df9a083b1819552/

Don't know why this wasn't RNSd. Another great deal for Satago in addition to Lloyds and Sage already.

https://informedinfrastructure.com/76268/modern-water-appoints-new-general-manager-for-us-operations/
https://www.bbc.co.uk/news/av/world-us-canada-62761355

Modern water is going places. Right time, right place to deal with the environmental catastrophe that is unfolding due to climate change.

It's too soon for the trial results, but there will hopefully be an update to confirm that the trial is going to plan. The financial results are fairly meaningless at this prerevenue stage.

Where would we be without the dulcet reassuring and soothing tones from 'shorteverything'. And here's me thinking Orph is a well run profitable high revenue generating company in the infectious disease space during a pandemic, with the flu season just around the corner. Well how silly of me!

https://www.youtube.com/watch?v=dIvmG1g2ah4

I discovered this old video from about a year ago in which Ed M gives an approximate valuation for Leap.
This was before Leap got its UK gaming licence, and there's been plenty of other progress since then.
Makes you realise what a ridiculously low valuation SEED has now.
View the video from about 48 mins for the chat about Leap.

Nicole, market sentiment is exactly the reason why small caps have fallen so much. In the case of Orph we have a well run company increasing its revenues substantially despite tough market conditions , and is profitable. All credit to Mo for doing a fantastic job. The sp will catch up eventually. There's a huge disconnect currently between small cap sps and their growth rate.

Nurse, Justin Waite is a Vox Markets podcaster and passionate investor with a track record in successful investing. He also founded 'Sharepickers', a subscription based investor club. He uses a a very commonsense 'fundamentals' approach to investing to search for both value and growth potential in stocks. Checkout his Sharepickers website as well as his youtube videos on specific companies.

....the right time and place to help businesses navigate through these difficult times. EAAS is also profitable and has a growing order book and recurring revenue model.

Aldebaran, Justin isn't some uninformed Troll who ramps or deramps for the sake of it. He carefully researches his shares to buy and then explains his reasons for doing so, backed up with facts and figures. He always emphasises the importance of doing your own research however.
Yes there is clearly a seller at bay, but that does not change the fact that EAAS has huge macroeconomic tailwinds and right now at a time of extortionate energy price increases is in exactly the tonight time and place to