Member Info for DD77

Thanks bots, appreciate the summary.

With regards to the subdued SP, I believe the company needs to market/showcase itself better, whether that be in US or UK. The right broker might help, but engagement is key and whilst PHC are making all the right noises, it's not currently reaching the wider audience

I have zero faith in GB like most here. The only reason I’m holding is because his missus holds here and I expect that wouldn’t be the case if there were lots of skeletons in the closet. However it is a high risk from here, particularly as DVRG looks insolvent.

And of course GBs wife could’ve sold her shares by now and an update not been issued

Agreed David. This is a wider play than just insurance claims. Water is a scarce resource and the water companies are being challenged to reduce water escapage - this is a great tool to enable that, as the Portsmouth water data shows

Interesting SP movements on both ETX and C4XD. Both were driven down over the past 6-9 months, only to now see a strong rebound

Now I feel stupid not adding to my portfolio last month. I ended up adding to C4XD instead, and planned to add to ETX in the subsequent couple of months. C4XD has risen but this has now doubled in SP!

Interesting article.

https://www.bbc.co.uk/news/business-65784505

Terry - your posting history across shares is hilarious! Nothing if not transparent :)

Agree with all your points made Smartinvestment.

In addition, I'm interested in 2 factors from the presentation tomorrow:

- Guidance on the pathway to profitability

- The arrangement with Brenntag

Brenntag are a big company (£14bn revenue, part of DB), I have some experience of dealing with them in the UK, so I'm really keen to understand how this arrangement works and what expected benefits are likely forthcoming

No real surprises, but not particularly inspiring either. The Investor Meet will be interesting..............I can't attend on the day so i've asked a question about the roadmap to profitability. I will listen on playback on Friday with interest

Tesla are in bed with Texas

You should check your maths old man, Iain's holdings would have cost him less than £50k

Iain's purchases amount to less than £50k, which is nominal in the scheme of things

I've been in with ETX since 2.75p and C4XD since the lofty heights of 40p, although average is now 24p. I agree that the jury is still out with them but the difference is they have no issue raising funds - when they do, it's at nearly zero discount to the SP. Ali Mortazavi and Clive Dix are longstanding and very well respected figureheads who have a lot of skin in the game (Iain Ross has only a nominal holding in RENE). I still believe both companies will be bought out by big pharma in due course.

RENE are very much in the last chance saloon, and it's a binary play with a very short runway. I just think if it was a commercially attractive product, they would have secured agreements by now but this week will reveal more. Good luck to all remaining holders, but I no longer have the faith here

I don't think you can put C4XD or ETX in the same boat as RENE and 4D!!!

I take on board your point about the performance of some boards (I have been in a shareholder in all the aforementioned) but those are the risks you take when you invest. 4D got carried away with easy finance environment which then ran out. I'm not convinced RENE actually have a commercially attractive product unfortunately. I have far greater hope for ETX and C4XD, both of which are well managed companies, with directors who are personally invested

Correct, read between the lines

IATA reported high levels of confidence among travellers for the peak Northern summer travel holiday season.

This corresponds with first quarter 2023 forward bookings data for May-September which is tracking at 35% above 2022 levels. The survey covered 4,700 travellers in 11 countries

A lot of chunky buys going through today, and quite a move in the SP.............bodes well

Cash will be dwindling by the day, much like the SP

Should settle down now the uncertainty has been allayed. Pleased to see a prompt decision and await material long term shareholder value in line with the company's growth plans

Would be great to understand from the Board how many of the warrants from the placing have been exercised thus far. This is all additional capital to the company, so be useful to get an indication. I've yet to exercise mine, and I suspect many similarly but with the SP as it is, it would be interesting to know