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Q4 update looks on the money to me. 2026 could be an exciting year in the US.

90M market cap seems very achievable if they land a decent licensing arrangement with the leaflets and a huge CM contract combining IP. But some momentum growth and some solid profit and sustainability should bring about 20-40M mcap. The former would be a huge achievement, the latter I think is very realistic. Both require a lot of hard work and careful planning but they've made great progress to date.

My mistake, one was a Thursday. But the last set of Finals on the 24th July 24 was followed three hours later by the new materials win RNS. I'm hoping for a repeat!

The last two interims and the last final landed on Wednesdays.

If a negotiation is taking place it is surely a meaty one, if the time taken is an indication.

Or there is no negotiation and instead there is simply promotion in search of a deal, would there be evidence of that reaching the public domain.

I'm not sure what total and complete silence on a unique and progressive technology is telling me.

If the result of the NDA revealed barriers to commercialisation, should we have been informed by now?

Will RUA release a second RNS pre or post final results with an update. They are fortunate to have such dedicated and patient investors.

RNS in two weeks, final results to period ending 30 Sept.

Seems like a positive move, moreover, why do it unless it was part of a wider plan. Only yesterday I was quizzing AI for what metrics institutions look for to enter a new growth investment, seems to me like PBEE fit the bill there, or thereabouts. Fingers crossed for the Q4 update in a month, would be amazing to see traction in the US.

It's pretty unique to have a business chasing growth (CM) alongside technology IP on the verge of commercialisation with nothing built into the SP. A contract announcement that takes them firmly into profit could easily send the SP to 50p.

It does beg the question, how after all this time was this identified, what were they doing to find it and was that routine (auditors?). A positive announcement before Christmas would be most welcome. Ever the optimist, I've put a few extra shares in the kids ISA's just in case.

I welcome the activity, more comments than trades so far today.

I wonder when it was published, it's an impressive summary and it's uplifting for a beleaguered investor, hopefully the next objectives to be met will be Rua's.

Thanks Intra, I was unable to read that research note as I don't subscribe. I did notice that they have an enterprise value of 5.7m vs Cavendish's 4.2M. Not sure how they've come up with two such different figures.

I hadn't fully taken in RUA RNS, but having read it all the way through I was encouraged by the following:

In the final six months of the reporting period, customer concentration was reduced with 54% from the largest customer, 33% from the new supply contract announced in January this year and 13% from business development activity that if projects are successful could drive the revenue growth of the future.

13% of revenue from business development activity is a useful stat (I hope they keep that one up) and adds further credibility to their claims of an exciting pipeline of business. 13% also seems like a big chuck of money even for the relatively small pie.

Isn't after! I mean

I hope the recent buying which now looks like a leak is after a quick turnaround. This is due a re-rate, doesn't look like this is the rns to deliver that.

I'd do better betting on horses than trying to predict the stock markets.

I recall it wasn't more than a week or two ago that a similar set of buys happened. Is someone in the know building.

That's my theory in tatters. I can only hope the reason for no timely business update is that they want to release some good news first, and thus are finalising a juicy new CM contract or partnership on the valve. Hopefully this theory won't go up in a puff of smoke too.

I just clicked on the five year price and it's 4.5% down! I'm sure there's been plenty of dilution since then but still!

Surprisingly muted response, but if there are any major players looking to invest, they'll not rush in. At worst this is a re-rate by the back door, but it at least shores up the SP. So long as they keep growing and progressing it'll come.

I can see a positive response off the back of that. Growth in UK, positive progress in US. Hopefully a nudge up and a new perch to sit on.

Very Happy with that. Invest and forget, I think this is a very safe home for my cash!