Member Info for Ejackson

Agreed Spindok. The SP is likely to remain at these levels until we have the next TU in January. In the meantime the contracts being signed bode well.
Should we turn EBITDA positive then the SP will reflect market belief and understanding in the potential for the company.
Daniel Lee has to be applauded for what he has achieved since his appointment.

A strange reaction to such positive news.
Marked down 1.63% seems churlish.

I think this may well happen after FY results as the company will want to appeal to Institutional Investors and doing so against the backdrop of being EBITDA positive with an excellent growth story makes the process straight forward.
Along with others, pleased to see Sneller increasing his position albeit I would have expected the SP to have moved further north.
An update from the company stating that they are trading in line with expectations and expect to be EBITDA positive wouldn’t be out of place and alert the wider market to the future growth story.

An excellent presentation and everything that I have felt confident about has been confirmed this afternoon.
I found Daniel Lee’s exuberant response to the question of how confident he was of continued growth aligned to the 30%+ for the first six months for the rest of year most reassuring and exactly how he replied in the previous presentation earlier in the year.
All in all a very solid performance and barring a major unknown upset, we are set to break even and become EBITDA positive before YE.

We are seeing some shrewd buyers, some short term, some longer term, but buyers none the less taking their positions as September approaches.
Very pleasing to see as the overriding sentiment is to the positive.
Whatever your investment strategy, enjoy the the next few weeks as without an absolute shocker from left field, this looks well placed to reward all currently invested.

Alice Woodings & Lianne Applegarth
TissueRegenix@walbrookpr.com
Send it to the above Washerupper. I have found them to be helpful.

Good comments Washerupper and all plausible.
I took a long look at Harwoods website a while back and they appear to be smart and particularly active as shareholders.
Anything is possible given their current interest. I see it as a win win for them. Today’s SP is attractive given the direction the company is headed so the elevation in company valuation will reward them and should they decide to bring in smart money and effect a TO then the future valuation also rewards.
My personal opinion is that I would rather be in at these levels and enjoy where the SP is in three years time as I have every confidence in the current executives in driving substantial growth now that all the bad news is behind us.
An exciting share to be part of and I am looking forward to September with positive anticipation.

The September update will be pivotal.
Daniel Lee was very upbeat at the last presentation in March and was confident about a 20% increase in revenue for this year.
DCell could well be a particularly strong contributor if they have turned it around which is a specialty of Daniel Lee’s.
I am confident we are invested in a company that is on an upward trajectory despite the current share price. It’s been a while coming but the current Board have seemingly got the round pegs going into the round holes.
Someone could make an offer in the meantime but my sense is the current major shareholders will see a greater ROI if they hold and reap the rewards rather thcontrol, sweat over getting it right for the next 3 years and then look to cash in. Too much risk attached for the potential reward over what they know now.

My only concern with the waiting is that SMS broke cover over the Bank Holiday and stated he expected the results to be published in ‘fairly short order’.
In my opinion, by that definition, it should have been last week. The delay is now becoming unacceptable by any measure and the market is beginning to price accordingly.

On the face of it, these look ridiculously generous.
I don’t deny that they are doing a good job but to award £500k of options that are already worth almost 5 times the amount without a word as to what metrics need to be achieved is very poor indeed.

A further positive sign.
Peel Hunt would be blasted by their private clients if they bought following their note and there subsequently turned out to be an accounting problem.
They must be confident to have gone into print or indeed possibly had a quiet word with SMS before doing so.

An RNS for Q1 to go with the directors buying yesterday would be an easy PR win assuming trading has been positive.

There have been some excellent posts in recent times and whilst a delay is clearly not good, I keep thinking about how ‘bad news always travels fast’ and despite the enormity of what’s involved there hasn’t been anything reported citing ‘sources’ or otherwise save for what amounted to a gossip column telling us nothing new in the Sunday Times accompanied with a large cartoon of SMS. They must have had a slow day in the editorial dept.
The above when coupled with the last RNS brings me back to PWC just getting on with overcoming all their delays brought about through COVID and the ensuing resource issue.
The continued delay is frustrating but in the absence of hearing anything substantive to the downside, I can only surmise there isn’t anything. News will prove one way or the other and I hope it arrives quickly and if I am right, SMS will be shouting from the rooftops as to what has been achieved and where he sees the future using EL as an example.

I requested that the BOD consider quarterly TU’s at the last presentation which would aid greater transparency as we move to progressive growth and Danny Lee appeared to warm to the proposal.
Until we get confirmation that all is going as expected for this year, the SP will just meander along. I would like to believe that if you have something positive to broadcast to the medical world, then don’t hide your light under a bushel. As has been identified, the addressable market is in the $ billions so let’s have a significant slice of it please.

And if you are the CEO of EL, you would have had a chat with SMS first to ensure all was well before spending c$90m.
A very important bit of news I would suggest. Thank you Investorsteve.

What price a cheeky bid?
Just being mischievous….Mark Read must be loving every moment of this.

Is reporting that the delay is no longer down to PWC’s COVID issues.
This is starting to look more serious.

There will be a lot of speculation as to what is going on here.
My thoughts are that there is something a bit sticky going on, namely that one of the companies that has been ‘merged’ has an anomaly that PWC don’t like and won’t sign off on and despite going back and forth, they can’t agree.
On the positive, the board is loaded with seriously experienced individuals that will know what is going on under the bonnet and haven’t exited so, I remain positive until we have a clear message to digest and am minded to recall how Sports Direct (Frasers) delayed their results not so long ago, the SP tanked and is now multiples of what was.
Definitely not a good day but I do believe this is something that will positively resolve itself.

I was pleased when Daniel answered my question as to current trading being that he was comfortable with Analysts guidance of +20%
This bodes well when coupled with his positive response to them lifting prices and a return to higher margins. Putting this together and assuming an uninterrupted year, I can see profits coming in at c.$5M. If Dcell gets going as anticipated, then this could prove conservative.
The market doesn’t seem to want to warm to TRX just at the moment but a positive TU at half year underscoring what we heard yesterday should set the tone and light a bonfire under the SP.

https://www.proactiveinvestors.co.uk/companies/news/976764/tissue-regenix-hail-progress-after-a-year-of-double-digit-growth-and-strong-demand-976764.html
I have just finished watching the above and in it Daniel Lee references signing up with 16 distributors for dcell in the past 3 months. Bodes well.
Disappointed to see the lack of movement in the SP today.