Member Info for elrico

Journeo has secured two significant contracts worth a combined £3 million, highlighting its growing presence in the rail sector and its expertise in providing advanced onboard CCTV and Automatic Passenger Counting (APC) solutions. The larger contract, valued at £2.4 million, involves equipping 64 trains (35 for East Midlands Railway and 29 for Cross Country) with CCTV and APC systems, covering 158 carriages. The second contract, worth £0.6 million, is with Arriva Train Care and covers 16 trains for East Midlands Railway, totalling 32 carriages. Both contracts include comprehensive design and support services.

Journeo's growth since August 2021 has been remarkable. When first featured, the company's shares were priced at 122p, with a market capitalisation of just £10.7 million. Today, the shares trade at 229p, representing an 87.7% increase in share price. This growth has significantly increased the company's valuation, now at almost £38 million. As you can see from the chart, the share price is around 65p off its prior peak—not too shabby, if I say so myself. https://x.com/LEMMINGINVESTOR/status/1813236782823072202

Bazza,

I recently spoke with SA, and I can assure you he is not hiding in his bunker. He and the board have been working tirelessly on several projects, including clearing the black CB cloud. However, SA must be cautious to avoid any accusations of price fixing involving him or Manprit. To be fair to you, sir, it's frustrating that the anticipated IMC presentation hasn't happened as expected. I believe rational investors will understand there's little point in holding a presentation if there's nothing substantial to discuss, and sometimes timelines do slip. Perhaps SA should have clarified this before committing to bi-monthly events.

No, Pompy. Mr Angry is still going over old ground. Groundhog Day, as far as Dermatonics and Modi are concerned. I expect he will be proven wrong...eventually, as he was concerning the broker forecast. However, in the absence of numbers from Modi, I appreciate the points he insists on hammering home periodically.

I suspect TW will be honest enough to change his stance if and when a revised forecast is published, and hopefully, one will be. Despite what some people say about him, he has been known to admit he was wrong, but he will also argue that it is a rare event. lol

It's truly mind-blowing to see comments like these when a quick search would reveal that the Company has promised not to touch the remaining £3.4m and has explained the reasons. Maybe you should not risk your hard-earned cash based on your own thorough research, Musky.

Maybe you have insight into what the rest of us do not. If SBTX drew down on any of the £3.4m, it would suggest to the market that the board can no longer trust and that all faith in the board would likely evaporate. It would indicate the board is made up of Starmer-like muppets that flip-flop. That would suggest there is no foundation for me to keep my faith. As it is, I trust the board 100%, even though specific events have angered and frustrated me.

It's disposable Vaping. Whatever, SUP have been expanding its business strategy more broadly, and it's looking damn fine.

https://smallcompanychampion.substack.com/p/supreme-plc-d12

https://x.com/LEMMINGINVESTOR/status/1808179735467352096

Alex has gone rogue exploring EU regs and UV protection potential. He is making a point and a stance I think we should pay attention to, IMHO.

Hailed as the secret to great skin, this derivative of vitamin A has been championed by countless brands, beauty buffs, and influencers. Yet, the skincare landscape is shifting, and a new contender is emerging to challenge Retinol's reign. Enter SkinBioTherapeutics' lysate technology, a scientifically-backed, clinically-proven innovation poised to disrupt the market – especially in light of the European Union Commission’s new restrictions on retinol concentrations.

Imagine the possibilities; Sederma's expertise in developing active ingredients, combined with SkinBioTherapeutics' lysate technology, could lead to cutting-edge UV protection formulations.

https://open.substack.com/pub/lemminginvestor/p/skinbiotherapeutics-plc-974?r=kcv2o&utm_medium=ios

And more opportunities for the lysate?

https://www.manxradio.com/news/uk-business/popular-sunscreens-fail-safety-test-as-and1632-49-rival-passes-with-flying-colours/

Https://lemminginvestor.substack.com/p/optibiotix-plc-086

UMG 🤗

Sorry, I forgot to post the offer here.

Discount code: IND40

40% off the Indulgent Bar only - One-time use per customer.

For your information, the RRP of bars is £24.99. With a 40% discount, the charge is £15. There is a standard delivery charge of £4.99. However, delivery is FREE for orders over £50.

https://optibiotix.online/collections/snack-smart/products/snacksmart-indulgence-bar?utm_source=substack&utm_medium=email

Like UMG! :)

No matter how good, Acne results will not move the dial. My preference is to clear the CB black cloud. UMG and Croda forecasts will move the dial considerably if they include strong numbers that remove all concerns for further fundraisers, as predicted in some corners of the blogosphere. Transformational is mere timing, nothing more.

IMHO, CBs being worked through.

Leave emotions to one side is very difficult, especially when one convinces one left the BodD has been negligent, over-promised, failed to deliver or has not communicated properly. I don't care which Company we discuss; there will always be problems within the investment community; it's nature; we are dealing with people, and all of us are flawed, some more than others (except me; I'm an angel).

Emotions have run high, that's for sure. This topic has cropped up many times in our households. Some of which can be read here. FOC. https://lemminginvestor.substack.com/p/lessons-from-a-market-sage-the-chronicles

There were times when I was a raving lunatic if I was down 30%. I almost choked on one dummy for spitting it out.

Come Aquae, don’t burst my bubble. 🤭

NEW

A member raised interesting valuation models I thought worthy of discussing, if only for amusement.

https://lemminginvestor.substack.com/p/skinbiotherapeutics-plc-e7b

Which Christmas, Farris? Please say 2024 :)

TW didn't move the share price. This did... https://lemminginvestor.substack.com/p/skinbiotherapeutics-plc-fb4

Seriously, Clio, I thought you were a sensible and rational person. Please don't make it seem like you’ve succumbed to TDS too. Perhaps I'm more obsessive about the political landscape than you and, therefore, more informed. This is not a slur on you; it's how I read the difference between facts and opinions.

I'd much prefer the inflated ego of a certain orange man to a senile fraudster who weaponises the DOJ, courts, and security services. The previous court cases were clear attempts by Biden's DOJ to financially cripple a political opponent. Surely you don't find that acceptable? Biden and his family are raking in millions while thousands of Russians and Ukrainians are being butchered, all because some lobbyists are pushing for war to line their pockets. Trump disrupted their lucrative setup, which is why they’re determined to bring him down. They cannot allow him to drain the swamp.

If you think the DMC hold the moral high ground, you might want to diversify your news sources; they're taking advantage of you and pretending it's for your benefit.

Every economic metric under Biden is worse than under Trump.

DMC states have higher crime, murder, inflation, tents on the streets, drug overdoses, and poverty. These facts don't matter because Trump is an arrogant, self-loving blaaggard.

USA and, by default, the world is in a precarious situation whatever the outcome of 5 November. No matter how fare ahead Trump maybe in the swing states (he's up in them all) I predict he will still lose. The DMC know how to cheat, and the MSM runs cover for them, which emboldens them. Civil war is a real possibility.

I suspect we are being cursed right now. Discussing politics on Company BB is akin to parking on your neighbours' drive and blocking them in while you jet off to sunny climes. :)

You have my email if you wish to discuss this. I do like a debate.

Faris, this chubby little hobbit pays close attention to UK, EU and US politics. To answer your question pass you over to a senior CNN analysts. Can we agree CNN hate Trump. Well, keep this in mind with the following FACTS.

CNN Senior Legal Analyst Describes How The Trump Conviction Was A Political Hit Job

1. "The judge donated money... in plain violation of a rule prohibiting New York judges from making political donations—to a pro-Biden, anti-Trump political operation."

2. Alvin Bragg boasted on the campaign trail in an overwhelmingly Democrat county, “It is a fact that I have sued Trump over 100 times.”

3. "Most importantly, the DA’s charges against Trump push the outer boundaries of the law and due process."

4. "The charges against Trump are obscure, and nearly entirely unprecedented. In fact, no state prosecutor — in New York, or Wyoming, or anywhere — has ever charged federal election laws as a direct or predicate state crime, against anyone, for anything. None. Ever."

5. The DA inflated misdemeanors past the statute of limitations and "electroshocked them back to life" by alleging the falsification of business records was committed 'with intent to commit another crime.'

6. "Inexcusably, the DA refused to specify what those unlawful means actually were — and the judge declined to force them to pony up — until right before closing arguments. So much for the constitutional obligation to provide notice to the defendant of the accusations against him in advance of trial."

7. "In these key respects, the charges against Trump aren’t just unusual. They’re bespoke, seemingly crafted individually for the former president and nobody else."

8. "The Manhattan DA’s employees reportedly have called this the “Zombie Case” because of various legal infirmities, including its bizarre charging mechanism. But it’s better characterized as the Frankenstein Case, cobbled together with ill-fitting parts into an ugly, awkward, but more-or-less functioning contraption that just might ultimately turn on its creator."