Member Info for Fevertreeman

I think we'd all like to think s/thing is cooking, the question is what! Vols look impressive till you realise the share price is pennies. So:

1. Is this just a reaction to Trump's election & the prospects for FDA deregulation ? And MMs are doing what they do best stimulating demand. In other words, there is no specific good news

2. Is this renewed interest in liquid biopsy among IIs who realise AGL has a seat at the table with its tech?

3. Is this in anticipation of positive news from Astra Zeneca trials...or another Big Pharma signing...

With Newland there is always a caveat or a downside. if there is genuine good news on trials front (remember this co revs were a barely credible £1m) share price should move quickly. However, I fully expect Griffiths to suddenly announce another equity raise

Do you have level 2 ? So Buy orders outnumbering sells 5 to1 ?

Would love to agree but look who's attending - Swansinger the commercial guy and one salesman...no Newland, no Griffiths, no Chief Scientific Officer

If Newland does actually land some proper commercial deals (something he's failed to do at any point to date despite £120m being raised from s/holders) then the gearing effect will be stupendous. if a measly £138k shares traded can move this 11%, then what will substantial commercial news do to it. Share price has traded between 8p- 30p last 2 years. Prior to that share price had a floor for a decent period in the 50s.

Hmmm...been here so many times before with Nero Newland......

4m shares traded yesterday, including several big trades end of day. And leicr holding steady

Looks like some chunky buys this afternoon

I see no prospect of a takeover here till Newland can show real commercial traction.....

Given the persistent discount ; the asset base; the cash flows; and the weakness of £ vs $ , I would not be at all surprised if the big PR firms with infrastructure funds aren't running slide rule over UKW and others

Couldnt agree more. The likely rollback of climate change-related actions by Trump & drill baby drill approach may also be influencing the investment case around renewables. That said, price action here is very disappointing, given discount ;yiled; inflation-proofing; share buyback & Milliband

The MM manipulated moves of last 5 days driven by some rearranging of equity deckchairs is nothing to shout home about. Merely takes us back to where so was in November.

The constant banging on about optimising value has failed to deliver anything bar a decent yield, as Ashmore CEO eho hasn’t bought a single share on his own account in years has delivered a 75% diminution in value over 5 years. Along the way he has been lidicrously overpaid, lost the biggest contract the firm has, sold off profitable revenue stream with double digit ROCE returns whilst telling us that the digital platform is going to transform value. Check the returns to date… single filing margins. So there is a lot to be unhappy about and it is high time the PE owners acted to crystallise valie

The obvious candidates are the likes of Abbott, Philiips, Thermofisher, Roche or Becton i.e. the major diagnostics groups.

The issue remains that liquid biopsy remains in its infancy however much noise Newland makes, and until he can show clear traction beyond three initial studies, its unlikely any of them will pull the trigger.

Well worth chugging back through timeline to see how much Newland & Griffiths have raised from shareholders via placings. I went back to Jan 2012. Between Jan 2012 & December 2024, Newland & Griffiths has been supported to the tune of £ 125m . Of that £125m , £87m has been put up by investors since June 2019. In return for that endless dilution, Newland has delivered the following commercial return: ZERO

Board would have no veto over hiring.

Lets hope so!

I have been a patient investor in Ztf for a number of years. Its yet another world class tech-led UK business that is woefully badly served by the UK market, and as a result looks massively undervalued. Under the previous CEO the co embarked on an ambitious expansion program expanding its global facilities. That capex spend is now behind it ; however management appears to have got seduced by Rezource, which won awards & prizes but not commercial w/o major investment/partner, and even then the economics were opaque. Well done for new CEO in pausing it and putting it on ice. Early days for new CEO but he has acted decisively which bodes well for recalibrating the focus back to Ztf world class foam expertise. My big worry is that sooner or later, private Equity or a large international player, will recognise what the UK market & institutional investors wont, that this group is massively undervalued, and if it was listed in the US would be on a far higher rating. Am sure that Ronan Cox is alive to this issue - and they really need to go out hard and beat the drum for the merits of the core business which has been sidelined by the fixation with Rezource

Newland hired finally an experienced Head of HR onto the exec team back in Sept....it seems there are a lot of vacancies at AGL. What's not clear (as always with Newland who's relationship with the truth is flexible, and who cant pass a lily without applying gilding) is why this sudden hiring spree? With revenues pitiful, with every forecast missed, and with cashflow positive now stretching out to mid next year, Newland better have some rational explanation for the number of vacancies. My tuppence worth is that there are 3 scenarios:

1. Senior & junior staff quitting in droves fed up with Newland and jam tomorrow story, forcing Newland to go out and hire replacements to keep ship vaguely steady NEGATIVE

2. Newland hiring speculatively and has no idea if the much vaunted deals that have never materialised in any size will appear. Hoping that s/thing happens on clinical tie-up front to justify bullish hiring spree...NEGATIVE

3. Newland has clear line of sight to Big Pharma follow-up deals /new deals, and is ramping up ahead of announcements. POSITIVE

My thoughts as follows:

1. Markets still rubbish for sector - look at Topps, Speedy, housebuilders etc....an interest rate cut would help but much caution out there...and the sector has had some grim times with Brexit, Covid, Interest Rates and now Rachel from Accounts

2. Private Equity calls shots here - Alan Peterson the chair is in bed with one of them and the other also has a big stake. To date they have backed CEO Ashmore with the digital market strategy but to pay for it, and pay down the huge debt they had, he has sold off a big chunk of assets that produce revenue/profit.....ROC isnt brilliant frankly...so I think Ashmore has to deliver and soon....

The 2 separate companies ruse under holding company approach looks set to enrich the PE guys under spurious nonsense about optimising value for all shareholders. Meantime the co is paying out £4m in divis which the PE guys are lapping up. 9% yield.

3. What happens next: sp has sank mainly due to sector woes; lack of interest ; and perhaps lack of faith in Ashmore. HArd to know how to value the business now , given that NAV will be all over the place given the £ pushed into capital lite online market place model...whatever it is it is way north of here.....

The Great Carpetbagger at it again….TK no progress, so the scheister hits market with another raise …how many is that….and claimed progress is close to zero.. and all Pinocchio can produce is another piece of paper.

Does anyone whether UK have an extradition treaty with Cyprus? Asking for a friend