Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
http://www.ddd.com/investors/company-details-aim-rule-26/ low free float and impressive II list
?
of buying pressure here.
better value elsewhere - don't disagree. Still would argue that there is value here at this level - but perhaps not as much as I first had thought on second review!
not
Now based on interims !
prior to this acquisition today anyway. v illiquid however.
Will take either! Contract with some revenue guidance would be nice but maybe not fully possible.
nice research as always. coming together it feels
an avoid. regular misses on trading. should delist really? Have been in, and out, and disappointed in the past. GL anyone in, you may need it
Fantastic stuff
Started yesterday. In terms of approx phasing of revenues, couldn't get further info from management on this. On to the next RNS we go
Do you know who the seller is? Wondering if this is not still placing overhang or has that flushed through? My q for mgmt were on phasing of revenues - was this not core business and not labskin? Have I misread
For Rheumatology. Couple of questions that should go back to management off the back of it. Am encouraged. Final top up this morning at 20.2p
Bloody phone
Heard back from company. Conversion rate should be looked at as 1/3 from that on prospect/tender list. Tender list usually contests fro 24 months. Current core pipeline 17m no pipeline as such for Innovenn (nascent) but sales have been made. 4.1m context win was in year end pipeline, since been replaced. Positive stuff in light of dec 14 numbers
so 18m eur at proposal stage - lets say that they land 50% of that proposal level which was at Dec 14 plus add through the year naturally - plus Labskin, Clarogel etc. I will continue to add. there isn't too much else of 'value' in the life sciences sector on AIM. PYC is WIP but perhaps, CRX, not convinced.
well - that's the blue sky isn't it. fundamentally undervalued. blue sky being commercialised. SP at placing level more or less. acquisition in Eastern Europe to come. plenty of upside.
today.
Have fired off a few questions to IR. Checklist Financials - from a value perspective this looks pretty good risk reward at this stage Cash - funded. General trend towards CROs is very positive - big pharma looking to outsource the management of trials to CROs Management plan - seems fine to me - build up their capabilities with cross Europe offering. Eastern European acquisition makes sense if that adds capabilities. Mid term plan - could they look to buy an SMO for example to effectively manage the recruitment for trials in house and save that margin. Also - consolidation in the CRO space. Get this broad cross Europe offering in place we could be attractive to one of the larger CROs out there (Covance for example). Just a few thoughts. Good evening all