Member Info for FlyingHigher

Somebody recently told me about the cycle of sentiment where a share price can take 6 months to a year to recover after a collapse of trust, even if the fundamentals warrant a higher valuation. I think when the share price rose back up to 50p+ and was quickly followed by dilution, a lot of people just wrote this off. However, I'm a value investor and I always go for companies that are evidently cheap. RUA is the perfect example of this. Unfortunately, lack of interests keeps it in the doldrums for the foreseeable. The next inflection point could be a new partnership for the heart valve, but it remains to be seen when that could materialize.

Anyway, if I was better at the trading game, I'd have made a lot more money and possibly avoided a big loss too (on Nanoco), but I stubbornly stick to fundamental analysis of a company's valuation. (A sensible post when not drinking! sorry about that.)

I was drinking!

I predict a 7am RNS and 20p+ close today

RUAble to explain how the company's valuation remains so cheap?

I'm not.

Topped up a bit more!

Summary of the edison update: The share price is obviously too cheap.

Yes absolutely! The sensing market and IP are currently valued at £0.

This will hit 30p again soon.

We can all understand why sentiment is so low though obviously.

It's nobody else's business who bashes Brian Tenner providing he consents to it. Live and let live.

Exactly! I think that's a strong hint and that's why I've invested, but I could be wrong!

A takeover at this point would come at a large premium to current share price.

Really odd news this. Maybe a director is losing faith in Nanoco and sees better chances elsewhere? Probably!

I think a takeover is also likely at this stage. I've just topped up.

A LUDICROUS BARGAIN!

£300k investments then the share price ticks up. Looks like these were buys :D

This is a ludicrously cheap valuation, but the uncertainty remains surrounding Ecuador.

I believe it's worth the risk and a good buy! Goodbye.

This is about to fly!

It may be that a potential investor is dictating the structure of senior management before coming on board. We shall see! A top up opportunity if it remains low when I get more funds in a week.

I have a small investment that I'm confident will make me a nice amount of money over the next year.

They are funded for 4 years, looking for a partnership to commercialize their heart valve.

A conservative price target is 57p based on the 160p price pre-dilution prior to the 510k approval process extension disappointment.

They are now in a much better position, much closer to commercialization than they were back then, so the only thing holding this back is sentiment.

The market will get hold of this again.

As much as I hate the saying "buy low and sell high" this is an obvious opportunity.

Raised at 12p, no obvious risks, positive news hopefully soon.

The share price will tank tomorrow, mark my words.

15p on the cards.

It's actually very significant. It's about a third of the total that was up for divi or buyback.

This is really bad news.

Taking money out of your pocket and putting it into the BoDs

15m more shares going into circulation and they're considering a buyback, so that eats up some of the potential gains for shareholders. Nice one Nano BoD, subtly screwing over long-term holders once again.

On the subject of takeovers, don't forget the formal sale process conducted several years ago failed to yield any credible offers. There was speculation that parties may have been put off by impending litigation against Samsung though, so they might be interested now. I personally don't think there would be any interest outside of the sensing applications market and I can't see Apple or STM buying Nanoco.