Member Info for daft63

The profits must be dwindling here due to increased energy costs.

Just give it some time, the pay off will come.

You are both right. It is always facts above all else and always will be. And it will be the ability to adapt and change that will make the difference here, but if you play it right then good money to be made.

#Salvadori claims the SP is overvalued. Is this a valid claim when consideration must be given to the restructuring that has taken place plus the new contracts that have been won, plus the fact that bargain basement price was 6p. Yes its difficult to run UK foundries at a profit, but the supply chain difficulties being experienced globally, plus the rise in shipping costs and availability could lead to increased demand for more local producers. Economies are turning more inwards and away from globalisation, adaptability is key to moving forward at pace in a fast changing world, let's await updates for the signals of change.

Nearly 2% trade.

Its easier for me to invest here than the fantasy pipedreams elsewhere, its creating and supporting real jobs in localities that need this kind of stimulus, producing and manufacturing real world items. As has been proven, the outsourcing of manufacturing comes with fresh problems and huge environmental factors, but its possible to produce quality items and support UK skilled workers, by keeping it local.

Starlight, you really are delusional, I have multiple screenshots of your most offensive posts, the kwantro posts were vile, disgusting abuse. Why don't you do some real original research instead of reposting old crap or reporting people for having different ideas. Here's one to get you started, which you missed by weeks, one of BRHs investments was bought out for £21m just 4 weeks ago.https://www.morningstar.co.uk/uk/news/AN_1619191000245668400/in-brief-bould-opportunities-sets-sights-on-cizzle-biotechnology.aspx.

Brh bb posters!

Good spot! But probably wasted on a board where facts are neglected for opinions and myths.

https://www.morningstar.co.uk/uk/news/AN_1619191000245668400/in-brief-bould-opportunities-sets-sights-on-cizzle-biotechnology.aspx

Was bought out in April, will appear in Yearly Update.

My concerns here are limited, but on a global outlook overvaluations are rife. Take a look at many of the the equity benchmarks and you will see levels significantly higher than pre Covid rates, the DJ, S and P, Nky and Dax all ready for a correction. Cmh will do its own thing whenever. Atb

Only thing brewing is my tea, its a dash for out there, will be be lucky if we stay in double digits.

RNS 30/06/20 refers.

Covid, Brexit and Suez have all shown that local supply chains will have a big part in any reopening recovery, shipping costs and shortages of mt boxes have multiplied, as countries will exit at different stages then its clear that keeping it local may be beneficial.

Rocky thanks for that explanation, the CEO move from Paraytec still strikes me as a strange one, but I will defer to more knowledgeable understanding on the aptamer concept. I was alarmed when TB reduced in April, so much so that I got out of something I felt had great scope, I'm still glad I did because my returns there were substantial, and TBs further reduction just helps solidify my decision. If in time the situation becomes clearer then who knows, TBs all about the timing! Have a good weekend.

Whilst initially I believed that his purchase here was related to Brh I am starting to believe he may have other objectives here. He didnt need the cash from Brh sales to fund this investment he was £3.5m rich in jan from the dividend and would receive tax benefits if reinvested, the 2 reductions he made in April and May at Brh would not have been required to fund here. When I look further at Brh I start to believe that the critical ingredient in the test system belongs to Aptamergroup.com, and it is noteworthy that Paraytecs CEO left to join them in early Feb21 for a COO position!. I'm not sure how the IP rights would work when a key part of the test system belongs to someone else, obviously a good relationship would need to be cemented with Aptamer as part of the program and perhaps that was part of the move. Until clarity on those issues and the path forward its a no no for me. But TB is a clever man and has plans here so we await the great reveal.atb

Actually TB has 20.8m shares, the 3.3m was convertion of the £200k he lent them, then he bought 17.5m for £1.05m.

"In the best interest of the shareholders". What is the time frame in which this should be measured, if its over a 12 month period then both here and at Rms he exceeded most Ceo's in most companies in most countries. How can the period be defined, by start and stop dates of 1 particular disgruntled shareholder. Which one? Can all those who have done well and multibagged be used as defence evidence in any criminal procedure. Should every company set aside cash for legal defence from each disgruntled holder, how can expectations and results be measured to allow for fair evaluation of performance? Should we also hold the bookies to account because the favourite does not win every race?

Sharebel, my point was that if TB had kept hold of those shares he sold to brh then he would have been better off by many millions. It was that sale that gave brh the dividend and funded Carl's work to date.

So much better to see a more balanced perspective on the BB without the vile abuse shouted at those who dare to ask questions some don't want to hear. Great posts by Robbo13 so let's start with TB, it is not wrong for anyone to sell shares, remember this is an investment group, whose principal function is to buy and sell. Yes some may be angry at been caught on the wrong side, but many have had great returns, with many here still well up. Let me ask you, were you angry at the dividend he paid. Also look back to June 20 when he sold his Rms shares to Brh, at a value of 330k, those shares returned a dividend of £15.8m,was anyone angry at that move. He has a right to buy/sell as much as anyone else, and its not like he didnt give a forewarning, some just chose to ignore it or let greed overtake caution. Read the RNSs you won't find TB falsely ramping the position rather praising Carl and the team.
Now whilst I believe in what Carl has achieved, its still a long way to been a product that generates cash, fine some may say we can sell the IP rights but do they exist, remember that many others have been moving fast in this field, some along the same lines, the last mention of patents and IP lawyers was back in early Dec20, with no updates since? Which may explain why no big offer for the product, rather looking for partners to advance forward. Also worthy of note is the following which was missed by most at the time https://aptamergroup.com/new-coo-appointed-at-aptamer-group/, its significance should not be ignored.

Now I post this for clarity and balance, its easier to have with a little hindsight, but it may also help explain why money has been taken off the table. I hope the updates and direction will come in due course, I suspect this mornings sales were Mr Smith and not TB, only because he has no need to notify, no rns tomorrow will confirm. The two biggest holders here are calling the shots, dyor and then do it some more. Gla.