Member Info for Dibs61

For those who are not aware Visitect is Omegas brand name for their growing range of POC (point of care) tests. The CD4 test measures the level of CD4 cells in the blood which in turn enables health professionals to establish what ART (antiretroviral treatment) if any is necessary to treat an HIV affected patient. This is a crucial test. It's the only one of its kind out there, it's very near commercialisation, and it's a big big market. It's a groundbreaking market leading product. http://www.omegadiagnostics.com/Products/Infectious-Diseases/HIV/CD4 We should get an update on progress in the Oct trading update if not before. It's very exciting and completely transformative for this company. This imho is a Strong Buy. DYOR

This one def isn't to keep the lights on. Charles Street and Nigel Wray def sticky holders and important ones that give the company added credibility. An enormously growing industry and an exciting stock to be in - albeit volatile

Both jolly AND Falling here. Must be good....

But it's a marathon not a sprint. Built up a nice holding now. Can just sit back and wait. Wouldn't be surprised to see them eventually resume the dividend policy but not yet. Reckon they will want to build the BS back to full strength first and always the odd acquisition possible as well i suppose.

For those who are not aware Visitect is Omegas brand name for their growing range of POC (point of care) tests. The CD4 test measures the level of CD4 cells in the blood which in turn enables health professionals to establish what ART (antiretroviral treatment) if any is necessary to treat an HIV affected patient. This is a crucial test. It's the only one of its kind out there, it's very near commercialisation, and it's a big big market. It's a groundbreaking market leading product. http://www.omegadiagnostics.com/Products/Infectious-Diseases/HIV/CD4 We should get an update on progress in the Oct trading update if not before. It's very exciting and completely transformative for this company. This imho is a Strong Buy. DYOR

Not bad for starters. Lots more upside if resumed growth can get profits back to levels of two years ago. Then this looks crazy cheap on very low forward PE. I genuinely think this is good for a four bagger. Very realistic. For me the biggest question is how rapid growth will be on the new predominantly streaming model. Will TCAT be a winner? The one negative I see here is M&M which I think is a dud - but it won't matter as there's nothing priced in for it. Let it wither quietly in the corner. All good.

Mike - there was a little market chatter about a possible placing announcement with the results on Tuesday. One or two may have bailed on that basis. To me it doesn't make much difference as my strategy is not short term with this stock. IF it does happen we may see a short term dip particularly if it's discounted but doubts over NS strength may have been holding this back - and this would resolve those doubts. Accelerating growth here is surely not in question. JMO. DYOR

https://www.standard.co.uk/business/market-report-petra-diamonds-loses-sparkle-as-tanzania-turmoil-bites-a3640326.html Not about Shanta specifically but gives an idea of the depth of the problems in Tanzania

https://www.recordoftheday.com/news-and-press/two-british-music-tech-companies-partner-to-take-on-the-us-streaming-market

Market expectations for next weeks results appear rather low! Taken the opportunity for a small top up @ 6.17

If they can execute the integration into the new group efficiently and as planned then this is looking very promising indeed. Market looks quite positive about it. Staying well above the placing price of 58p - always a good sign.

First time (that I can see) that they've issued a Notice of Results RNS (for next Tuesday 26th). Not a regulative requirement (or they would've done it before) so trying to draw attention? Positive sign?

How did they manage to get 62p yesterday??

Omertà I agree completely with you. However there are already institutions on the share register here (let alone retail investors) who recognise the value - despite the small market cap. Final commercialisation of either/both of Allersys/Visitect CD4 will be transformative of the company's sales. Significantly increased broker targets will follow with much more investor interest. I am totally confident of this and have personally invested significantly above my norm proportion due to the compelling situation here.

Solid profitable well managed company - zero debt. Return to growth - see recent report.

Never fails to overpromise and under deliver with that ever elusive order book that never remotely materialises. This time will be no different I'm sure. The man is a model of consistency!

MC Big discount to Shareholders Funds (assets less liabilities on BS) £1.95m against £3.44m latest accounts Gives me yet more comfort in adding but as jolly says no hurry (hopefully)

Technicals look good here too 👍🏻 Looking at the 1 year Chart the 20dma crossed 50 and 200dma on 22.8.17. SP has risen since. The last time 20 day moving average crossed 50 and 200 was in Feb this year which followed a SP rise from 18p to 26p. Never ignore the technicals ;)

Yes indeed they seem to be John. Results certainly before the end of this month. 'Buy in news' would make a nice change!

Yes unv the company is run very well from an operational and business perspective but I do feel communication to the investment community could be improved. We only seem to get updates normally in the six monthly trading updates and results. There will surely be news inbetween that is RNS worthy.