Member Info for Fevertreeman

Well put - its is actually worth what someone will pay for it. Amerisur, another decent low debt oil producer with great Colombian acreage and a paid up oil pipeline was taken out by the Candians at a ludicrously low price after a dreadful management performance by the chairman Giles Clarke and the CEO....

You have forgotten about our useless BoD being in charge of any negotiations. Such is their utter uselessness in presiding over the Tricegeddon and not whispering a word against that they will run up the white flag at the first signs of trouble. It is IMHO staggering that the chairman is still in situ. Equally staggering is the fact that we have had no sp purchases of any size for ages and they havent always been in close period. The CEo is of course exempt from all the opporbrium, and if this flies high he will deserve to reap the benefits but he has the most useless of board's backing him

And I object to your language, which denotes (a) a clear lack of intellect (b) attention span og a gnat, which fits with the whole trader trash commentary. Grow up and think like an investor

Actually am a LTH my abusive friend...and if you were too you would understand the capital letters

You would bloody well think so, but none of the actions of this BOD have advanced the company's case. Indeed the only thing holding us up is the POO move. Even a bunch of 1st year Business Studies students would be able to latch on to that and make a strong business case for this Co's future, but I fear that the BOD to a man/woman want out (bar the CEO who is currently blameless). Am convinced that at first sign of anything that looks remotely like a bid or for that matter the gleam of bondholders knuckles, that this lot will run up the white flag, and claim its all too difficult etc...I could alm ost pen the press release quotes myself. Lets hope that the CEO has more steel than the BOD

Ah but FAT SAM you forget to mention_ THE WORST BOARD OF CRAVEN, HAS-BEEN, JOURNEYMEN DIRECTORS I have come across for absolutely ages. THEY ARE THE ACHILLES LEG OF THE COMPANY, and the reason why the sp has been cratered, why the Investment case looks so ropey, and why they APPEAR DESPERATE FOR THE COMPANY TO GET BOUGHT OUT AT ANY PRICE TO SAVE THEIR ALREADY TRASHED REPUTATIONS

Arm sold to Softbank for $31bn and was then sold again by Soft bank to Invida for $40BN....

I beg to disagree....

1. I started by saying "Historically", and not sure you read the commentary. it was not a jibe at Newlands, it was a jibe at the UK public markets...hence I agreee that NASDAQ is the right decision.
2. I can think of a raft of US hi tech businesses snapped up by the Yanks and others....over last 20 years: ARM (Invidia) Amersham (GE), ARM (Softbank), Autonomy, (HP), Deepmind (Google)..and that's just off top of my head

Yup I am aware of that

A manufacturing business called Surface Transforms which I hold has a similar trajectory and at a similar stage but with rock solid long term holders on board including one Baillie Gifford guy. it has been toiling away on AIM for 10 years plus to try and manufacture ceramic car brakes (there was only one global supplier to the OEMS called BREMBO who had market to themselves). After 10 years of hard work, they have cracked the code,; these brakes are designed for high end vehicles but increasingly used on EVs because of lighter weight, durability (dont need replacing), environmental benefits etc..) So another world beating company that is at a critical stage.....the parallels are quite uncanny except the Liverpool guys actually have contracts in place to build volume etc with the big OEMs...fascinating to watch how ST and Angle develop

dominated by financial services, consumer, mining and O&G

Historically UK has been brilliant on the science and lousy on the commercialisation or building world class bio/tech/IT businesses. Why? Well Dyson could see if he had floated he would have been snapped up , as the UK fund management industry, pension funds etc are far too short term, and too much pressure is applied to management to make next years earning forecasts etc....plus the pool of capital for these businesses is actually very shallow (look at the role that Scottish Mortgage has had to play,, or 3i and the other big PE firms...Woodford tried to do it but disastrously so for reasons to do with his god complex).
The reason why Dyson resisted IPO or JIm Ratcliffe is that they both know that the UK stock market is antithetical to long term growth and planning. Too much obsession with dividends, immediate profitability and pleasing s/holders. if Dyson had floated , that business would have been gone by now, snapped up for its IP. IN the US, au contraire, the likes of Amazon, Google, and now Tesla have been backed to the hilt without making a dime in profits for Amazon for ages and Tesla likewise. Unless Newlands has anchor s/holders prepped to take long term view i.e. more than 2 years, then this business does not achieve its potential. That only happens imo if the shareholder register changes with US funds coming on board. Other wise it is good night vienna toanother British success

is because the management and mainly the instituions have always taken the short term view. Unlike say Amazon (and Tesla) , where US investment institutions have been willing to absorb the companies delivering losses and no profits for years as the companies grew. Wouldnt it be fabulous if HMG decided that they should take a stake via some quasi sovereign fund like vehicle

Pre revenue, pre profitability, no earnings, no NAV etc.....how indeed does one value it....market cap is tiny at £200m most of which has happen in last 4 months. If you were Newlands and the loyal institutions (no such thing btw), then you would be thinking: 1. How much money has been spent by us to get here over 10 years...sunk costs .....2. How long /how much would it take someone else to start from scratch 3. Potential individual market sizes 4. Potential disease indications
5. Next gen product (presume they are working on this). 6. IP ...................

They have been done aggressive M&A deals in teh past, and are far more nimble than some of the others. Illumina is the other one, and wouldnt surprise me if the Scottish Mortgage crowd who hold Illumina havent already chatted to/with them about Angle...

These are large cumbersome bureaucratic companies and it takes ages to get through committees for transactions esp if there are question marks over the tech......those only go away imho with regulatory approval. Whether that triggers a feeding frenzy , I don't know but I'd say the odds are nothing happens for a while , and then as per usual one of the majors ends up paying far more than they would have if the Management Committee had only been less cautious.....watch this space

I think for it to go parabular Newlands has to come up with more than just FDA approval...first step is NASDAQ listing (having been been involved NASDAQ listings back in the day, it is clear that the investor universe over there is hugely larger and more sophisticated than here ....and hence they trade on higher multiples.....so thats first step

Second step, announce discussions underway for commercial tie-ups with an Abbot, Roche, Siemens or Danaher. The pharma diagostics world is pretty small and they will all be aware of a company like Angle (which they will have a watching brief on among others)

Ha! Just like Trice then

And still no BOD purchases

Couldnt agree more! SP moves up, and suddenly we've new faces pronouncing Nostradamus-like about upgrading of fields!

We had a similar to over 4p before Bev and the useless BOD put an abrupt stop to that.