Member Info for DD77

The company has an MCAP of £55m, completely out of kilter with the reality. I expect the SP to fall further

I'll likely do the same if it stays around this level at month end, when I have more capital. It goes against my rules too, but i'll view it as a short-medium term trade, and likely sell that tranche when it doubles.

I remember chilting posting recently about the value of slicing, and they're quite right. I sliced a chunk of ITX at 13.6p. Yes it went higher but look at the SP now. I similarly sliced 3 chunks of AVCT at £2.30 - 2.69 and look where that is now. I still have sizeable holdings in both companies and am still up over 100% in both but particularly with AIM, it's valuable to look at slicing as part of your strategy

Can't see it being September - they'd need to have provided the market with guidance by now if it was going to be next month!

My sense is they're nervous about the external environment for IPOs atm, which is why it's already been delayed but also because they're happy building value as things stand and in no rush. Could be wrong but I think it will get pushed out to H1 22. I agree that £5-7bn is more realistic valuation

Interesting reading, thanks for sharing. Despite the astonishing progress in revenue, losses are still quite high. It'll be interesting to see how much growth they see in their Lampore Covid testing kit, as UK has discontinued the contract.

I'm not convinced we'll see an IPO this year.

Looks like you're right on the SP danrh - we're pushing on towards the 52 week high now. All looks very positive here

So it appears we have a new Zambian President.............if the incumbent concedes that is, and it looks like he's going to challenge in the courts. Here's hoping we get an orderly transition and the new President can address some of the fundamental issues in Zambia currently, particularly with the economy

In fairness, it should never have fallen so much...........the huge volatility in this share does make me nervous. Those who topped up on the dip would have done very well already, it's nearly doubled in the space of a week

I see another 1% of the company changed hands late on today.........

Market reaction looks overdone............nothing material has changed, just that covid has inevitably stalled things in India. Hardly surprising. It would be nice to see XSG develop some further partnerships in other territories to broaden the reach

It's a good board this, I've enjoyed reading some of the contributions. Having dipped my toes in earlier in the year at 24p, I'm interested to know what peoples thoughts are on a realistic market cap for AGY?

I keep reading about the market potential for peanut allergy, which of course AGY are some way off having an approved product, but it does appear they have a promising potential solution. Appreciate the thoughts of others

Ah so you're a bitter investor who bought in at too high a level? Makes sense now.........

Nearly all SAF companies are start-ups, it's a fledgling industry, so your comment about companies with a solid history and background made me laugh

She's got a good background, I like that appointment.............someone who will no doubt be hungry to put their mark on the business. Not an old school CFO either, someone with a wide range of skills, particularly in strategic and corporate development

Your so-called analysis is wrong on so many levels, it's laughable. I know because I work in the Sustainable Aviation Fuel (SAF) field and have had numerous conferences with stakeholders. VLS are better positioned than most. IAG are very clear on their goals, which I have previously detailed on this board. Their targets for the amount of SAF they will use are significant and they stated an ambition for 14 SAF plants in the UK by 2035 (8% of their fuel requirements), increasing to over 50 plants by 2050 (30% of their fuel requirements). What will unlock this is government mandates, as SAF is considerably more expensive than jet fuel. If you have no faith in VLS, I suggest you look elsewhere XPB

expatbrat - your ill informed views on here have become really tedious..............

Is that what’s driving today’s rise? Anticipation for the results?

Great news this, good strategy

It’s the most curious share I’m invested in. I’ve been in at a similar level to you and done well by slicing. It does appear to be following previous upward trajectories that happen in this share - slow steady rises day after day, and on no news!

The only thing I can put it down to is general AIM malaise - the market has been subdued the past few months in particular, with a lot of companies suffering SP falls for no apparent reason

What really contributed to the drop was the uncertainty with forward guidance and concern about rising costs. Both these things scare investors. As we know John is very cautious so I'm fairly confident that all will be well, but this has spooked the market here and sentiment has gone with it. I'm sure it will come back in due course, when hopefully things settle down and we get a more positive update

You must own about half the company the number of top-ups you've had Andrew? :)