Member Info for deepjoy

Well someones keen to offload ....can't fathom why nut hey that's AIM for ya !

On the cusp of profitability and real scale and yet, ignored. Good ....

No the move would not have reduced debt but consolidated it in a bigger entity. The only problem now is the lack of investment capital to make new deals which may be a slight concern but for me, the strategy is a good one and it's a staple of my PF for this reason.

They tried to raise from II's and were sent packing in January as they wanted proof of sales.. They kept retail in the dark about that of course at the time but it did happen...

Get real.... repeating it yourself won't change the facts..they haven't hit one single target in three years not one!

Can't disagree with you there Jimzi.. all valid points..

What you view as positive RNS' the market perhaps sees as lack of progress.. The re-reimbursement codes should have been sorted in Q1 that was their target and it was missed. Lack of sales and falling cash levels are another concern but the fact that they are now cutting all necessary spending says a lot to the market.. lots of great tech doesn't make it to market first time and given that polx don't all own the IP; the CTO representing Duke University licensed the core of it complicates things more. If this goes under the University can't lose as they own the IP which they can license out again whereas polx only have patents on the delivery system. Traders dream here but high risk given the desperate place the company is in with funding when trying to market as product. It should be a high spend period not a cost cutting one; therein lies the problem.

Shpunken, It is easy to dismiss a narrative you may not like but PYUECK appears to have made some valid points. One cannot argue that the lack of any new sales in the last two years, it speaks for itself. The pandemic provided a research boom into respiratory medicine and on the back of this the company had lots of attention which has now, for any number of reasons faded or stalled. One could also argue that the commissioning budget timescales for health care in the US may have caused delays in orders or, that the lack of cost centre reimbursement provision until very recently made the case for sales far more difficult.

The lack of sales could be indicative of a whole host of things; including a lack of interest in it's present form or a adverse reaction to the risk of placing orders with a company that may risk going under..who knows? all we know is how the market sees the risk and currently values the company. It is unfair to claim it is a short agenda because it doesn't suit your narrative. He/she is at least providing a basis for the debate. These boards are so toxic sometimes

Certainly perking up this week... looking better:)

Has a lot to do with the wholesale prices of electricity falling over 80% this year no doubt...that said the prices were up 7% yesterday and nearly 30% for the month. Hence why this is now 40% of my PF :)

https://tradingeconomics.com/united-kingdom/electricity-price

This is a great result so far given x-divi day as well...

Slowly but surely this worm will turn on news flow like this, if it continues...

Odey selling their 3% stake perhaps

Government bonds being bought this week so yields falling which, in turn, ,makes this look very attractive risk return with 9.4% yeild

Thanks for the explanations Trots..appreciated

My reading of it is that falling electricity prices lead to a higher discount rate to the borrower and vice - versa..

This might help ... from my understanding they are not bonds in the normal sense of the word. 50% of the loans are senior debt and the remainder not so although half the investments are inflation linked to a degree. It take some thinking about thou that is for sure...https://cdn.graviscapital.com/graviscapital/files/GCP-INFRA-Update-Webinar-May-2023-1.pdf

Trot... that is an excellent explanation of the likely drivers here. Thanks for posting

Why would Erik buy more when he is leaving in three months !!!

Ps.. at the time of issuance his warrants were at $0.09 cents price exercisable