Member Info for CliffPeat

The further investment suggests PG sees future value in ZYT. He is Swedish. See his investment criteria.

UK Dellner Glass Solutions Ltd ultimately owned by Dutch BV but with Mr Dellner as a major shareholder - he's 75 next month. He is Swedish.

I wonder if Zytronic is on Dellner's possible acquisition list? Though why?

DYOR and just conjecture on my part.

Today's update suggests that recovery may be some way off but good to hear of the interest in the company's products and technologies at the Expos in the last 6 months.

Even with the dip in sp today, I'm not inclined yet to invest further in ZYT until the "green shoots" of recovery are visible.

does this make it clearer? i asked chatgpt4 to analyse the rns and set out the consequences. with an appropriate disclaimer, this is what it replied (though nicely formatted for ease of reading)

"chatgpt

based on the provided announcement about the 2023 long-term incentive plan (ltip) grant for tissue regenix, here's a summary of the consequences structured in sub-headings and bullet points:

*grant of restricted share units (rsus)*

recipients: daniel lee (ceo) and david ****e (cfo).

*quantity of rsus*:

daniel lee was initially awarded 19,807,390 rsus, reduced to 198,073 rsus post-share consolidation.

david ****e was initially awarded 15,367,803 rsus, reduced to 153,678 rsus post-share consolidation.

*effective date*: granted on 21 march 2023.

*conditions and exercise price*

exercise price: initially 0.1p per ordinary share, adjusted to 10p after share consolidation.

vesting conditions:

tied to continued service for three years.

satisfaction of performance conditions related to total shareholder return, annual revenue and profitability targets,

and personal performance metrics.

*performance metrics*: detailed metrics will be disclosed in the company's 2023 annual report.

*impact on share capital*

*post-grant holdings*:

daniel lee holds options over a total of 756,897 rsus.

david ****e holds options over a total of 514,002 rsus.

*percentage of issued share capital*:

daniel lee's holdings represent 1.1% of current issued share capital.

david ****e's holdings represent 0.7% of current issued share capital.

*implications for stakeholders*

incentivization of executives: aligns the interests of the ceo and cfo with long-term company performance and

shareholder value.

potential for share dilution: issuance of new shares upon rsu vesting could dilute existing shareholders' equity.

performance-linked rewards: encourages executives to meet specific financial and operational targets.

*market perception*

investor confidence: could be seen as a vote of confidence in the executives' ability to drive company growth.

transparency: detailed performance conditions in the annual report might enhance transparency for investors.

these points provide a broad overview of the announcement's implications. the actual impact might vary depending on the company's performance and market conditions."

as ever dyor

A couple of possible influences:

1. Newland is in early 60s and may wish to (a) see his endeavours come to fruition - more likely with the resources of a big pharma

2. 2024 RNSs will have alerted the industry and potentially sets the scene for competitive bids.

Just speculation and as ever DYOR

Remarkable that there has been hardly any movement in the sp. I can't believe that the "market" had "built in" the profit growth just announced.

Recommend that holders and lurkers read this morning's RNS. And consider the overall strategy of focussing on (and achieving) increasing sales of the diverse product and service lines, the promising trials of new lines and the CEO's statement that the "company is on track to achieve record earnings and meet market expectations for the full year".

What do you think? Is this a "buy" or a "sell"?

From patent to product is a long haul. This might influence PI short term investment decisions.

I asked Google AI Bard: are there any regulatory constraints in developing and selling these OTC products in the UK?

It replied "yes" and elaborated thus:

"Yes, there are regulatory constraints in developing and selling OTC products in the UK. The Medicines and Healthcare products Regulatory Agency (MHRA) is responsible for regulating medicines in the UK. The MHRA has a number of requirements that must be met before an OTC product can be developed and sold in the UK. These requirements include:

The product must be safe and effective. The MHRA will require evidence to demonstrate that the product is safe and effective for its intended use.

The product must be labelled correctly. The label must include information about the ingredients, dosage, and directions for use.

The product must be manufactured in a compliant facility. The manufacturing facility must meet the MHRA's standards for good manufacturing practice.

In addition to the MHRA, there are also other regulatory bodies that may need to be involved in the development and sale of OTC products in the UK. These bodies include:

The Food Standards Agency (FSA) is responsible for regulating food safety in the UK. The FSA may need to be involved if the OTC product contains food ingredients.

The Advertising Standards Authority (ASA) is responsible for regulating advertising in the UK. The ASA may need to be involved if the OTC product is advertised to consumers.

If you are considering developing and selling an OTC product in the UK, it is important to contact the MHRA and other relevant regulatory bodies early in the process. This will help to ensure that your product meets all of the necessary requirements and that it can be successfully developed and marketed.

Here are some additional resources that you may find helpful:

MHRA website: https://www.gov.uk/government/organisations/medicines-and-healthcare-products-regulatory-agency

FSA website: https://www.food.gov.uk/

ASA website: https://www.asa.org.uk/"

Thanks for the link SDG27

Interesting that the main board has no marketing and sales leader (other than the CEO) and no female executive director.

OK - I should have done just the obvious LinkedIn check and see that Brett and Karen are both "on board" - also that maybe Karen's influence on sales may be from the back room - supplying contact introductions and fresh views and knowledge on applications of the company's IPR and systems.

https://www.linkedin.com/in/brett-swansiger-a9a1645/

https://www.linkedin.com/in/karen-miller-02940a1/

But I really want to know what longer term holders think.

DYOR

We are not told when the 2 new appointments notified on 5 June actually start. A few assumptions (which may be far off the mark).

1. They start 1September 2023

2. That AGL has a pipeline of potential sales - and that is why the new hires join. Also that there is some lowish hanging fruit for them to convert.

3. That AN will be looking for early results that qualify for a RNS to boost investor sentiment.

4. That their CVs reflect their potential - new faces - new view of company and market - existing contacts in market:

- Brett … 20 years of commercial leadership, international bizdev, b2b sales and US managed care contracting … within the molecular diagnostic and pharma industries.

- Karen … 30 years of experience … pharma … drug discovery … clinical development … molecular analysis techniques used for cancer analysis in a wide range of indications with multiple modalities. … strong network of relationships within the pharma and .. diagnostic industries.

5. That they each handle 6 prospects and convert 2 each into sales revenue by the end of November.

6 . 4 x RNS s in November and December (even if "small") with promise of much more would likely change investor sentiment and (importantly) boost in-house morale and confidence.

Small deals won't get the business back to profitability but might drag it out the "deadman's curve" it seems to be in now. Then momentum and market acceptance and proven system effectiveness will be needed to achieve volumes.

Just a first stab at trying to guess the strategy and outcome - very little research done and this not posted to influence any investor or potential investor. I'm not invested here - yet.

So what do you think?

@EmerealdCarrots - I agree that the website is professional and content rich.

However, I am slightly concerned/confused by the disclaimer about Parsortix - "The standalone device, as indicated, does not identify, enumerate or characterize CTCs and cannot be used to make any diagnostic/prognostic claims for CTCs, including monitoring indications or as an aid in any disease management and/or treatment decisions."

This is at the foot of RNS 5th June and I believe is the condition for the US FDA clearance.

Watching a 7 year old video of a presentation it doesn't seem that the monetisation hopes have changed much!

https://www.youtube.com/watch?v=u3rgY1psUSc though the two recent hires might help.

CEO and CFO reiterate the update and a bit more on China

https://www.youtube.com/watch?v=HRfvHA-6w4E

Zytronic posted these links on LinkedIn:
Want to stay up-to-date on the latest at Zytronic?
Give our other channels a follow for updates on new products, events we’re attending and behind the scenes footage from our factory.

YouTube: http://ow.ly/IsNW30sc3F4
Facebook: http://ow.ly/mNTj30sc3F5
Twitter: http://ow.ly/2J4K30sc3F6
Instagram: http://ow.ly/v7RT30sc3F7

Worth following for updated activity news:
on Twitter - https://twitter.com/Zytronic - and
YouTube - https://www.youtube.com/channel/UCCo3gFhUs0gDFe2RLvN-faw

They seem to be busy and breaking new ground. Hoping that those who sold out on the "buy-backs" might be soon regretting doing so :)

DYOR

https://armsmedical.com
Slightly concerning that their "news" page hasn't been updated since 2018
https://armsmedical.com/news
See "Surgeons speak out" https://www.businesswire.com/news/home/20180605005428/en/ARMS-Medical-Announces-300-%E2%80%9CNo-mesh%E2%80%9D-Pelvic-Floor

Half of the time spent on the case by liquidators related to "CDDA and investigations" at £367 average per hour. 50 hours of the total 100 hours. CDDA = (I think) "Company directors disqualification Act"

I suspect shareholders are hoping for something more painful than disqualifications.

The SP has fallen about 25% in 3 months - but on tiny volumes of sales and purchases (except for 4 October).

With its specialised treatments I think it reasonable to assume that sales growth will take some time - even with the easing of US Covid restrictions.

I'm under water but happy to hold this very speculative share until some firm news is received.

DYOR

@kadavul
The combination of the seemingly "generous" LTIP awards and the one-off bonus the company received from the early covid transportation contracts influenced me to sell my small holding this morning.

When normality returns this company may well hit a growth stride and I will be watching and may re-invest.

Obviously others may disagree and we all have to do our own research and make our own decsiions.

M&A activity in the Health sector is high now and there are these factors:

Relatively new main board US-based CEO and CFO
Expansion of US facility
Increase in commercial partnerships/white label deal etc.
Some rationalisation of overhead costs (-$700k and -£300k)
Funding that might last a year (??)
AND (of course)
Post Covid19 normalisation is a real prospect within next 12 months.

What do you think?

Picto, helpfully, provided a link to the 6 month trading update from RAPID ( http://www.rnplc.com/news---publications ).

RAPID announced: "The Company generated revenue of $1.78m (H1 FY2019: $0.78m) in the period under review".

Modest in real terms but definitely in the right direction if the gross margins exceed the costs.

However, it then goes on to call it "An increase of 229% as the Company secured two significant sales contracts".

Assuming that it is referring the previous figures of H1 sales in 2019 cf 2018 it appears they are perhaps, misrepresenting the rise, which appears to be 129%.

This comment is in case (a) the company has misstated the increase and (b) that is regarded as important by any of the holders or future investors.

As ever, DYOR

@Brainer - I sp was 250p inSeptember.*2017* - not last year.

I do agree though, that there seems to be upside here and speculation on another board that IND is being shaped for a takeover.

It seems to me that their product development has been strong but marketing and sales weak under the last management. The results are certainly in the right direction - even if the revenue growth needs to be faster to make a real difference to market sentiment, in my opinion.

And the new chair has acquired another 10k shares after the upward results spike - taking his holding to nearly 100k

Just opinion - as ever DYOR