Member Info for Chickenlicken1

As i recall. the last fundraising was open to all investors but it demonstrated the risks to the business as the price fell below the offer price and little was raised. Foolish to do that twice. the salary sacrifice, which i have never seen from a company where it wasn't urgently required, is a positive sign that the management team are aligned with shareholders. if and when the gold price picks up and VAT refunds resume this will be a distant memory.

cant help wonder if price is being pushed higher by a combination of robotics index buying and illiquidity.

didnt read link but the price target has been lifted to 18p on account of changes to gold price assumptions.

the market appears to be looking through the complete lack of cash

Zwanziger resigned as non exec director. he hasnt resigned as chairman. This tidies up governance

in product terms this is a great story....financially..somewhat different. trading update was short on numbers and appeared far too carefully worded. I think they'll be ok..but much less certain that investors will make any money at this point

the indications are that Zwanziger had a hissy fit at the time of the strategic review. the board werent letting him in initially and now they infer that, barring a transaction, he could head up the POC business and it would be floated off. He is indeed very well connected but I read that he was very focused upon M&A at Alere which ultimately didnt add much. I have previously been involved in bid situations which seemed oddly mispriced..but the market turned out to be correct. Am looking forward to 20th sept and prob already hold enough.

Yay!

only a bargain now if they can line up substantial sales during the course of the remainder of 2015. they need revenue in the pipes to avert a highly dilutive fund raising. nice to see customers signing up but they need to scale up.

but nobody seems to know why

The key thing to note is the high risk caveat. You need both patience and to be prepared to lose the lot

recent rise is likely attributable to Mclaren's new sports car launches including a less expensive model. aiming to quadruple sales by 2020

apologies..he's not on the board yet but they are considering it. rather more likely in light of recent purchases. ex chief exec of Alere so very clued up on sector.

as director buying goes this is a ringing endorsement.. he may of course be spreading his bets.

Have yet to encounter anyone on the various boards who mentions how well they've done from RHPS (i made money on Bahama's petroleum but it was all about sentiment as the company has yet to achieve anything and will prob turn to dust in light of recent events). latest tip is Angle which i feel is quite likely going in the same direction. Enjoying the ridicule i receive for suggesting that it might not be a good idea. No point arguing these things until blue in the face as everyone just ignores and carries on. I still hold the dregs of my CAP but confess that i belatedly built a position in Ricardo instead.

actually thought that we'd seen the last of these as product had launched. interpret this to mean that sales might not be quite as good as hoped. Having come this far am happy to wait and see.

the media distribution division has provided the cashflow to sustain the growth of the aviation division. now the latter is considerably larger than the former. the lack of deleveraging suggests that previous management were unwilling or unable to do so. at weaker margins this introduces risk. sustained growth is important elsewhere in the world to offset the evident difficulties at Heathrow. i believe that it would be prudent to pare back the dividend to strengthen the balance sheet.

Russia accounts for 6% of sales...or it used to in the summer. Currency was one of the issues in recent profit warning. Growth rate still pretty strong and various things coming through

Interesting to see the above has taken part in fund raising. Should have a good eye for a small company. Not sure what success/failure has been like recently. Think he may be involved in Blinkz and Cupid. Not sure I view this in same bracket

3 new contracts in recent weeks demonstrate that the company is making progress and diminishes prospect of 2nd profit warning. Revenues will start next year