Member Info for Ctw2014

What bad news do you have in my mind Totalnew? I don't remember too much of that myself. I must say I think the Company's performance over the last couple of years has been good. The share price performance has indeed been poor, but that is down in no small measure to the consistent selling pressure we have been seeing for some time now. According to my broker's website the P/E ratio for the year ended 31/3/17 is 7.8 reducing to a mere 6.2 in the following year. A bargain. Personally I am looking forward to the results and like Andyforster, I am staying put. As soon as the selling drys up, this will turn, in my view, but good luck whatever you decide.

50% would do me fine!

Hi Totalnew. If you look at the trades you can deduce it for yourself. Large round number sells (very likely someone selling chunks from a large holding) whereas PIs are mostly buying in fixed amounts of money which produces odd numbers of shares purchased, although there is also someone or perhaps more than one buying in large round number chunks as well - just not as much as the seller!

I think you are right about OTC. Looking forward to the RNS after the one on feedback for OTC as they have said this will set out their plans for clinical and COMMERCIAL development.

Just watched the video. Nothing particularly new but a good presentation nonetheless. Nice to be reminded of the spectacular profit margins on processed marble versus blocks, which of course we can now deal with in house at the factory. It didn't sound to me like a placing was on the agenda anytime soon. There is a £1m convertible loan from Amati due in August but there are other options for dealing with that. He recognises that people want to see the revenues coming in and he seemed confident that will happen. Overall definitely a hold for me but pl dyor.

I do recall reading something about delayed payments previously, unless my mind is playing tricks on me. Looks like just red tape and not a major issue. A little while back it looked like the seller had gone and we started to creep back up, but he has returned with a vengeance and brought us back down. Having said that, there are also some pretty hefty buys so someone is mopping up cheap shares and stake building. This trend cannot logically continue forever. If you look at current and forecasted P/E ratios we are a bargain and a screaming buy, so at some point the market will realise this and the trend will reverse. Once that starts to happen, I think people will start jumping on board and we could double in no time. All imo and dyor.

Well done. Me too, thanks! :-)

I agree that India has been disappointing to date and, reading between the lines, I suspect that this has less priority now than the Hep C opportunity. I don't know how much this is worth but given that they could be first to market globally I would have thought 'a lot' would sum it up.

Don't really understand your reservations C.eng. The SBS website confirms what is in the RNS. Surely the 'Nautilus' project qualifies as a live project (albeit only for the initial 12MW and st an early stage)? I think the comparison with Vestas was intended to refer to the potential not the present and I agree that we are presently a long way off from that but I do think the potential exists for the future. SBS may be a Services co but they do have a MoU from the State owned elec Utility co for exclusive rights to develop 3x 150MW sites. Seems a pretty promising collaboration to me.

Unfortunately not but hopefully he will do an interview and/or we will get some other publicity/feedback.

Crazy drop on that RNS but a marvellous opportunity to top up and bring my average way down. My guess is that they will press ahead on the basis of just claiming improved GI symptoms whilst doing further trails to satisfy the full requirements, knowing they can subsequently re launch claiming an improved product later.

.....and if they do pull off a sale of the Services operation we ought to see a significant re rate imo.

Well, as you say the issues with the India roll out have not been resolved yet although they say they have isolated the problem with the TB test kit. However, revenue is up and the loss has been narrowed so overall not bad. Still a decent amount of cash in the bank.

Yes, this is potentially huge, surely? Maygen 1A is 6MW and four turbines, so the 150MW site would be about 100 turbines. If they get the others it could go to 450 MW and 300 turbines over time. So leaving aside anything else we are looking at a very significant manufacturing business in turbines, hence the talk of a possibly establishing a local manufacturing facility once orders exceed 100 turbines. Given the enthusiasm for the performance of their own turbine at Maygen 1A I assume it likely that the bulk if not all of the turbines for subsequent phases there will also be Atlantis turbines. That's a lot of turbines and must imply very significant revenue/profits in due course. GL and DYOR etc.

... today. Small sells but chunkier buys.

Quite a read. Not a great bottom line result mainly as a result of negative value/goodwill adjustments etc but underneath it all there is plenty of growth and good potential for 2017 and beyond, imo.

Getting close to commercialisation with the HCV test.

As with all major infrastructure projects this is a longer term investment rather than one of those 'this will multibag tomorrow' (allegedly) shares. However, do you really think this would have attracted 10s of millions of grant funding if it was likely to be a lame duck? Real revenue is now coming in from Phase 1A which in itself will make the balance sheet look a lot healthier, and this is just the beginning. Atlantis have now proved the technology, and will be fine tuning to improve the economics. The Maygen project alone is massive, but let's not forget that they have projects around the world. There will be many sitting on the fence watching but not yet investing. As confidence increases they will start buying and the sp will rise accordingly. With all the various projects and partnerships, news can drop at any time and act as a catalyst. The next results will relate to year ended 31st December so will not account for significant revenues from Maygen but I am sure they will include some post period information about that. I am confident about the future here and am glad to be in early before the penny drops with most PIs but everyone obviously has to do their own research and decide accordingly. Time will show who is right.

....another little top up for me. Rationale in my post of 23/2/17. Half year results due out 30/3/17. Dyor and GL if anyone is listening in here!

Results due Monday. All trades currently being reported as sells whereas several, including mine, are buys.