Member Info for GreenEyes1

It's hard to see RUA facing any more falls. Market CAP is seven mil on four mil of revenue and they are around break even with prospects for growth and potential for an explosive deal on new technology.

From what I can work out with minimal research SBTX are likely break even on six mil of revenue (with prospects for efficiency and cost savings) but have a market cap of 44 mil, they have launched new tech and are waiting to see what the sales are like. Working backwards I'd like to see profit of two mil in 12 to 24 months with fast growth prospects to justify 44 mil. I can see disappointing sales (or samples) sending the price down, but the product sounds genuinely progressive and the company should grow progressively in the medium term providing market cap growth. Good initial sales demonstrating interest should underpin the SP with steady growth in the medium term. Basically I think good company, long term prospects make it a good investment, but I think it's expensive until de-risked. My only concern is the same as any other company, how much can you trust the information supplied, with SBTX that is compounded by a lack of financial projections.

I don't claim any level of expertise, this is based on my experience but no two investments are the same. Real world context changes everything so hold onto your hats, could be a rollercoaster. GL.

The enthusiasm for Zenakine aside, are there no financial targets from the company for sales, income, margins? Is this due to the NDA?

I just ask as skimming the recent releases I can't see any.

They're in a transitional position what with the acquisitions, but the positives seem priced in to me. Figures are going to take time to build, they're not sticking a crate of Prime put on Asda's shop floor, buyers will have to formulate their products and that will take time so surely they are selling samples for the foreseeable.

Watched the last presentation and the chief certainly seems frustrated at not being able to say more. But equally I've fallen for that before. Seriously considering for a decent return in the medium term, or some lottery tickets.

SBTX looks very interesting, I shall be researching that one further.

New investors definitely welcome, you might find you are the first of a new wave of investors to discover this unloved and underrated gem. Tell all your wealthy friends.

It's a great narrative and is typical of recent RNS, but most businesses can point to 'pipeline' or early stage discussions, two people can imagine very different things from the narrative. Obviously they can't say much, but that provides cover for a lack of prospects.

It's quite easy to link the 100k PO to the possibility of a major project / collaboration being progressed because that is a huge expense for 'initial development work' and justifies the timeline. I like your point about the potential for one project bringing the four business areas expertise together, makes more sense of the new reporting period too.

It's a shame there are so many options for the board, means they are less motivated to buy now.

I've waited this long and the best case scenario offers huge upsides, so a little more patience isn't going to hurt! I hope they are not gaslighting.

Does anyone fancy offering an opinion on the 100k PO (April 24). 13 months on there has been no update. Does this mean it's dead or could it realistically be ongoing, if so it must be a huge opportunity. The transition to medical device manufacturer has been great considering the disappointments of the last few years, but I can understand the current valuation if this is the extent of the fightback. Acquisitions and organic growth is not the same as new business and will only take you so far. The last investor presentation was Dec 23 so I think we are well overdue an update on the vision for the future (beyond positive discussions and early stage RFQs).

Just in case anyone is interested!

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He has options for 1.2M at 11p it's a surprise he's bought any at all.

I thought he'd quit for a moment.

BB has options on 1.4M.

At the presentation there was a suggestion of more RNS throughout April and May.

I reckon it'll take a year or two to gain traction in the US. Perhaps sellers were expecting quicker results but the plan sounds good and they're still growing so happy to wait it out.

Could be waiting months for financials reports to the 12 months to March 25 , or could be surprised with a trading update tomorrow. I'm not surprised there's constant selling, even with the positive news recently.

Feels like RUA has been in a perfect storm in terms of driving the price down. The clarity that financial and strategic updates will bring (in addition the the recent good news) should be better then 50% IMO. The Cavendish target price of 25p was based on revenue of 2.2M and good growth potential, I look forward to their update, presumably shortly after June's 12 months to March report.

In the mean-time time I hope for some positive trading updates.

I did immediately think of the risks with going to America, but equally the rewards could be phenomenal. Once there is a bit of traction in America the SP will continue onwards apace. For me this is an excellent medium to long term investment that I will build on. There was talk of renewed targeted marketing for the UK which I was pleased about (can't remember the details). It profitable, growing, not reinventing the wheel and ambitious. Disappointing to see such a drop today but looks like one individual is dumping/dumped a large number of shares in one go rather than a trend.

Thanks IntraVnus, excellent summary and really highlights that the number of opportunities materialising for RUA are not landing with investors. Until they do!

All those positive remarks regarding plans in RNS' of the last 24 months are being validated and momentum is building. At 13p, it really feels like there are very few risks.

... If it leads to a contract!

Thanks IntraVnus - that looks quite clear to me that the £100k customer should still be in play. Ten months on one would hope it is close to conclusion and would certainly be a boon to recent progress.

This article analyses a KPI but misses the other fundamentals. I think it illustrates why the SP is not moving on but also confirms where SP movement is going to come from. And it comes back to the market needing latest financials and a confirmation of the strategy (given all the changes that have happened at RUA). RUA has not been consistent recently due to new strategies so mathematical formulas are not good to necessarily provide a good forecast. Momentum looks good and SP is undervalued. Next report is the 12 months to March 25 (unaudited) in mid June. As was pointed out yesterday, simply wall street, like all articles, should not be relied upon.

https://simplywall.st/stocks/gb/healthcare/aim-rua/rua-life-sciences-shares/news/rua-life-sciences-plc-lonrua-is-going-strong-but-fundamental

Agreed, so much has changed that an update on finances and strategy, even if to re-comfirm, is required. As is a research note from Cavendish, and a presentation would back up the positive momentum and demonstrate commitment and confidence. Should be an exciting six months for the SP, I hope there are also further business developments.

That's what I was attempting to say but was mixing my words! I think they are two separate contracts.