Member Info for Fevertreeman

Incomprehensible! The Board should be fired wholesale! Another disaster of governance. Gifting free stock to Newland & Griffiths while diluting s/holders by double digits is waving FU to investors. Will be writing to the chairman, and the Senior NED to demand an explanation.

Newland magic strikes again. RNS reads like another marketing pitch to the industry rather than a significant commercial update to shareholders. Eisei not going ahead is not a surprise (and it was a tiny contract). Astra Zeneca results mildly encouraging ; relationship is deepening & opens prospect of further collaboration but when?

Not sure about most despised.....most arrogant definitely......Mr Market very happy to change viewpoint on Andrew Newland based on facts, so: evidence of progress not hope of progress; actual revenues not prospective revenues; actual deals with pharma/bio companies not mere conversations.....

Share price reflects Mr Market's view that Mr Newland cannot be trusted - his positive comments about AZ & Eisei progress are just total b**s***. Mr Market bases his view on Newland's dreadful track record : misleading investors over progress of collaborations, missing revenue projections by miles, or hyping collaborations that then are never heard of again. Newland can only change this narrative and share price with some solid commercial winds.

S/o is taking a view

This afternoon. MMs firm on bid, with 700k traded. Been a while since there was any interest here. S/o stake-buildingh, averaging down, or seeing that it is trading at substantial discount to NTA

That's been my investment thesis for awhile. Seems Mr Market doesnt agree with us. Whilst bond yield staying stubbornly high would be a deterrent to purchasing alt energy investment vehicles, it wouldnt necessarily lead to institutions dumping shares at the rate they are doing. Which leads me to conclude that the real worry is around Milliband's Net zero agenda

Newland cant just keep raising £ without proof that he can accelerate revenues and sign proper deals .

It is simply breathtaking that NEWLAND & GRIFFITHS continue to string their shareholder base along with PUMP after PUMP after PUMP

Really? We have had no news from the EISEI phase II HER2 breast cancer pilot study of last Jan. Newland told the market at the Interims in September this was " progressing as planned with the HER2 assay working well to assess breast cancer HER2 status" Then in Jan update he just lumps the AZ & EISEI together in his commentary which as I have pointed out is far from transparent: "We enter 2025 with confidence that our current large pharma contracts are progressing well and have the potential to lead to larger scale opportunities with the same customers."....and still not a word from NERO

Blackrock have reduced their holding, and perhaps are continuing

Whatever the noises that Lilley & the team at Schroders have been making, it seems that there is still relentless selling by institutions. The first £100m share buy back at 130p+ looks very badly timed. The current buying programme isnt staunching the flow either

No thats not what I'm saying. What I'm saying is that Illumina relationship is not yet t a commercial one. It may in time become one but Newland has to stop hyping & misleading the market. Investors are wise to his behaviour - and fed up at the constant jam tomorrow. Agl does have commercial arrangements in place - trails paid for by Astra Zeneca & Eisei. That is what the market wants news on....

The Illumina announcement is a typical example of Newland's management approach. Hype, misdirection & bluster. This was a1hr R&D webinar shared with Illumina for a specialist scientific audience. It has no commercial implications ; there was no mention beyond Newland plea to please work with us; Newland's RNS was not a join press release & nor did Illumina feel the need to issue a separate statement. In other word commercial value =NIL. And that the problem, and reason why he couldnt piggyback a raise on the news..

Barrington hasnt purchased a single share with her own money, even while Amati has been offloading , so share price impacted by technical rather than fundamental issues. Mean time there is an information vacuum. Highly likely, Barrington blind-sided by late late late request for extra data for Medicare reimbursement assessment. The fact that she & her regulatory team hadnt anticipated it is both encouraging (in the sense they believe they would get green light ) and b concering (in the sense that they werent close enough to the assessors or misread the signs). Lets hope that Barrington has the slef awrrenss to have revisited their regualtory engagement and strengthen their processes and people.

Newland & Griffiths repeated failure to match their confidence with share buying is another running sore (like so many small caps).

I think Newland this time around will really struggle to raise new equity without some positive commercial news. Investors are truly fed up with his antics.

I have done , and passed my concerns on via the broker. Unfortunately I couldn't attend the last Newland rampfest - if I had, he & Griffiths would have been subject to some proper forensic questioning, and not before time.

No!

all well and good....but for shareholders the key issue is revenues, cash flow , profits.

neither newland or his side kick with the abacus are able to give any forecast of revenue for 2025...and that is utterly incredible, and at odds with newlands constant f******* ramping.

to give context: june prelims & fund raise: newland boasted " the company has a strong current pipeline of opportunities......as such, the management remains confident in delivering strong growth in 2024 in line with current market expectations" that figure was £6.45m

newland, having got the raise away, reports 16 weeks later that revenue is half what he told investors

sept 26th interims: fy revenue expected to be between £3.0 million and £3.7 million, materially lower etc.....than 16 weeks prior. so if you check the interims you will see 1h fy24 £1m of revenues with £1.9m booked for 2h. so newland was expecting c800k extra of revenues 2h

jan 23 trading update: revenues for the year ended 31 december 2024 are expected to be up 31% at £2.9 million (fy23: £2.2 million). what that means is that newland didnt add a single cent in revenue over 2h...no extra £800k....just the business already booked!!!!! so the revenue figure was below the lowest estimate....interpretation: newland is a either a fool, a fantasist or incompetent...or possibly all 3...

what is the outlook for 2025 andrew? the answer is in effect "no frigging idea shareholders"....as jan tu has this utter *******s: " 2025 revenue growth is expected to be higher compared to 2024. we are pleased with how the sales pipeline is developing and the rate of revenue growth is expected to increase significantly over time."

my 15 year old could produce that statement ....erm we will have more revenue than last year....so any increase on £2.9m even if it is a coupla quid!!!!