Member Info for DaddyAIM

What did I miss? the update and the call were good and bullish... directors buying shares - why the drop?

almost forgot... any potential aggressive short will have to cover... adding fuel on the upside ;) tally oh !

my 2cent: the Yanks going to love the news and the price is going higher from here. too cheap, too much cash, already did buy back... guys the SKY NEWS article was the bottom

that explains the price action... algo picked up the news and the tape went ballistic from -8pc to +1pc !! i topped up at 600

https://news.sky.com/story/shareholders-in-1bn-adtech-firm-tremor-urge-board-to-hold-sale-talks-12475774

TRMR walked down so Mithaq Capital SPC can pile in? plausible imo... let's see the price action over the next few sessions

lmao Jazzy.... you ok pal? small caps go up and down, specially on aim. deal with it

on so many metrics TRMR is so cheap (fwd P/E < 12x, EV/ fwd EBITDA < 10x)... don't panic, but be ready to pile in !!!! stay strong, TRMR is a great holding at a great price. Don't get distracted

yeah same mate - can only see mine so it does look like the questions they are reading were all prepared and they are just reading pre made answers lmao

Anyway, I think the prezzo is bullish I have added

indeed, very bullish ! bottom line came weaker than expected due to the CLN but this is a one-off. Adding this back, ZOO was profitable! STRONG BUY

very much happy to back the company. from memory last raise was made at market, no silly discount. it's a very growthy business, much better than the 90% crap in AIM

absolutely ! very bullish, I encourage any investor to have a look the the recording available on investormeetcompany . com

wooowww ! i am listening the prezzo, what a bullish tone from management "it has been like a cork popping out of a bottle since the summer " ahah
fill your boots !

• contiued operating momentum with bottom line loss halving
• "there has been a healthy resumption of activity and a strong rate of conversion of the commercial pipeline into service contracts, underpinning confidence in FY2022 revenue growth from both new opportunities and follow-on contracts
• Longer term prospects remain compelling, with the conversion of a number of initial services contracts into multiple projects serving to demonstrate the Group's ability to develop deeper and broader strategic commercial partnerships, of increasing value and longevity"
•"With significant momentum moving into the second quarter of FY2022, driven by the highly differentiated ImmunoINSIGHTS service, we look forward to another year demonstrating the success against our three-year strategic plan to unlock the Group's growth potential."

PXS is going to explode higher.Maybe i am naive as i just started to buy some, but the narrative in the FY RNS was clearly bullish! PXS seems to be on a path for a major upside move... excepts below:

"support the planned launch of a number of Fruitflow based products in the Chinese market, with potential volumes at a significant multiple of existing Fruitflow sales."

"The planned launch of Fruitflow based products in the Chinese market has been progressing well. "

"The total projected annual sales value of the prospective sales pipeline for Fruitflow continues to stand at a substantial multiple of existing annual sales."

"By-Health's planned launch of Fruitflow based products in the Chinese market has been progressing well. Clinical studies conducted in China are typically required to obtain the necessary regulatory clearances in China, and a significant investment in eight separate Fruitflow studies has been undertaken at By-Health's expense.
Five studies have been successfully completed in China, and two clinical studies and one animal study are currently ongoing.
The five completed studies showed excellent results in use for Fruitflow, and they provide strong evidence for By-Health in its regulatory submissions to the State Administration for Market Regulation (SAMR), China's top market regulator."

"By-Health currently expects to be in a position to complete the last of its eight studies and file its regulatory submission to the SAMR for Fruitflow in the first half of 2022, seeking to obtain a new permitted health function claim which would be in addition to the currently defined list of permitted health claims in China."

"If By-Health is successful in obtaining a new permitted health function claim, it is currently expected that this would result in some significant orders for Fruitflow, potentially at a multiple of current total sales values. The Company continues to believe that Fruitflow has the potential to play an important role in the Chinese cardiovascular health market."

Not a bad story imo..

By-Health currently expects to be in a position to complete the last of its eight studies and file its regulatory submission to the SAMR for Fruitflow in the first half of 2022, seeking to obtain a new permitted health function claim which would be in addition to the currently defined list of permitted health claims in China.

If By-Health is successful in obtaining a new permitted health function claim, it is currently expected that this would result in some significant orders for Fruitflow, potentially at a multiple of current total sales values. The Company continues to believe that Fruitflow has the potential to play an important role in the Chinese cardiovascular health market.

this is just clearly disappointing and kind of erode my confidence in management as there is no clear reason given for such a change in top line growth. I did fully sold my holding after the RNS landed.
For such a low margin stock (EBIT 1.1%, NI 0.8%, both lower by 10bp yoy), if there is now a dull single digit top line growth then the attraction for the stock is much different and current valuation is somewhat warranted.

speed bump or not? I don't know but no clear reason given. will look on the sideline for the time being.

i like the theme and end markets. well funded. taking an initial long position.

well... i'd not be surprised to see a big PE / special sit acquiring SAE. the IP is here, the demand is here. could be the trade of your career.