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People always complain when the SP goes down. I think the businesses are growing well. Especially Microsalt, BELL, and Guident. Management should ignore the board and carry on.

One thing which would be nice to see if the board could buy some stock.

Https://ukinvestormagazine.co.uk/microsalt-ipo-rescheduled-london-admission-expected-november/

I suspect that LUCY is more sensitive than most to higher interest rates...

Lordmakealot, LUCY and BELL have both fallen in the last few days. So that is 2 big reasons. Nothing to worry about imo.

I think Gross deserves some credit for the things he has done. They have built an excellent product, and i think the strategy to license other brands makes sense. However, when i see him speak i have doubts whether he has the personality to really sell the company and lead it forward.

Could be an awkward question for Cliff i think.

The Nautica line does look really good.

Those who sold based on the £0.4million H1 2023 revenue could be in for a shock. Looks like orders are going very well indeed and we will see an impressive jump in H2 2023 and especially into 2024.

TopCatz, you should be able to access Investor Chronicle if you are a subscriber to the FT.

I follow the feed but didn't realise quite how far Microsalt operations had advanced. This is very exciting. Could see this really taking off. Could be in a situation at some point where some brands will use Microsalt and competitors will be at a competitive disadvantage not using it.

Good to see Rick Guiney. Hadn't really seen him speak before.

Not much to remark on from the report. The main bit of news is the AI intentions. Am quite excited to see what university R&D they can uncover. The potential to make a big return is biggest on software and they have a pretty good track record of choosing innovations (Except maybe LUCY and the jury is still out on that) so i am excited for this.

Still on track and outperforming. SP will fill the recent fall pretty quickly.

Hi TopCatz, i didn't mean to disrespect Guident by not mentioning them :)

Hi CastlePaul13, do people really make buy/sell calls based on whether they are in profit or not? Seems funny to me.

It is nice when the fundamentals align with the technicals.

I think there is the feeling that interest rates have already peaked in many countries, if not already coming down. That combined with an exciting pipeline of new developments such as the Microsalt IPO and the BELL launch of the new product in Q4 which has already generated such amazing interest, and the deep undervaluation mean that the SP could go on a strong run.

I think the value is less in the revenue and more in the validation it provides to the company. As their client list grows it makes it easier to onboard other and larger clients. They can demonstrate that it works and that they are a reliable partner.

I read the Oak Bloke's analysis and sounds pretty reasonable to me. Although at end he suggests a 15/20 PE ratio which seems highly conservative. Remember a more mature stock like Nvidia has a PE of 179 currently.

One look at this fellow Tom Winnifrith's bio shows that he is complete joke.

I have been hearing about this for a few years now. When are governments going to get serious about salt reduction?

NickE, perhaps it is the turn in interest rates they are waiting for. With the way the UK economy is going it shouldn't take too long...

There are very few IPOs being brought to market across the board. It is not a Microsalt specific issue.

To put it into perspective people are disappointed that revenues aren't more like 0.7 million and are only 0.4million. But BELL have recently announced orders for $15 million and a royalty deal for minimum $55million. Thus, the H1 miss is chicken feed in comparison.

I don't think the low revenue for H1 2023 have much implications for the game changing news BELL have released in the last few weeks. I have a lot of confidence in Innomax to deliver on the numbers.

Should be an interview with Bob dropping shortly so watching out for that.