Member Info for gspanner

The Old Bee:

´You mentioned Retirement, none of my business but AIM is more about gambling than investing. RESEARCH and take care.
Sometimes AIM shares can make money very quickly - or hold your money hostage for years.´

I heartily agree: you have to be very careful. My observed pattern with most AIM companies is that shareholders are initially tempted by a great story/possibility and the hype/reality generates the peaks/troughs in the sp over a number of years. With funding cycles the sp inevitably drops overall over this time.

My success recently has been recognising those companies where the hype is beginning to be justified by results and sales and a decent revenue model. Usually most long term shareholders have been repeatedly diluted and are understandably jaundiced at this point!

I am some way off retirement but 2/3 of the way there... Will have to flip to ´safe’ companies when I get closer I suppose. But what if they were retail/hotels/airlines 6months ago?

Linde not L’Inde!

Greentec,

Looks like you played this brilliantly... And I hope managed to compound the number of shares owned accordingly. I know life doesn’t necessarily work like that but such research does deserve rewards.

Don’t recall ever being negative about this one, though always interested in constructive criticism. One of the things I like about it is that the current management have been exceptional. I was in ITM where the management made some pretty dire decisions before the share was adopted by L’Inde. I rode from ave 13p to £1 where I sold since I thought fully valued. I’m not going to make the same mistake here.

One to hold now whatever the markets are doing.

Greentec,

Many thanks - I am also hoping this will fund my retirement, I assume you are in at a much lower price.

One of my investment rationales which I suspect is largely overlooked is that the ‘Green’ nature of this paying for itself will turbo-charge adoption as your experience on the ground has confirmed. Green projects that pay for themselves/have a very straightforward investment case will be the winners; large projects with massive investments over long horizons will not and this is more so now than pre-covid.

And as you also confirm - the stable funded nature of EQT now allows the soft money (subsidies, grants, etc) to follow the hard money, as well as reassuring private equity.

Thanks again for your research, based in SW myself, so hope you didn’t have to travel too far!

Greentec,

Interesting comments... Could you expand on your comments from your visits? Fascinated to know the feeling ‘on the ground’ as it were.

Thanks if so.

Gspanner (heavily invested!)

Indeed,

Took a long SB at 9934 and bought another 100k Argo...

My opinion is that this RNS continues to demonstrate the increasing irrelevance of the US legal action to Eqtec’s continued progress.

Piggy-backing these projects where the planning has been agreed in principle (and surely no Authority will be stupid enough not to approve improved environmental concession), is the quickest way to get things started. Partially funding the project jump starts it (soft money following hard money and all that).

As to the SP; increasing revenue, not necessarily profits will probably move it. Still crazily undervalued IMO, I still hold a massive position which I will hold whatever the rest of the market does since this will thrive whatever happens to the economy in general.

Shortly after I bought a 100k at little over 5.7
also, smoke and mirrors!

I am trying to convince myself that those fellows are right and this is the last 10k opportunity, rather than just what I want to hear!

I also thought telling that Newlands mentioned the immunotherapy application - he clearly understands the importance of this and I am sure there will be verification of the Crete results whilst the FDA application time is playing out. As I have mentioned if confirmed it will be this that ensures a machine is required in every cancer hospital!

Thank you for posting the presentation....

I must say it was MUCH more convincing in that both Newlands and the FD sounded as if they understood the clinical picture and where Parsotix stands in terms of analysis/ongoing therapy. I am not sure whether practice makes perfect or whether they have chatted to some clinicians in the interim to really nail it but that was excellent - I have increased my investment accordingly!

Lunsam,

I have also greatly appreciated your posts.... But I think this poster is paid per post and per reply. So best to ignore!
Thanks again
Gsp

isalingebruik... Did you get out at that dip just now?

isalingebruik are you short?

Good luck with that!

Yes but onwards and upwards!

Great that increasing numbers of projects 18-22... Would be great to have a few of these small one’s on the go at once.

‘As I have commented before’.... Sorry that was on advfn.

Just listened to the presentation.

As I have commented before Newlands doesn’t really present even a simplified accurate clinical picture which worries me....

Also I do think they have been slow to obtain the normal blood samples following Covid lockdown....

However Jupiter selling some shares therefore providing a cheap entry; the proximity of FDA submission and IMO the likelihood of acceptance(a process not a drug); the way routine analysis of CTCs can revolutionise oncological practice; good margins and likelihood (IMO) of an American listing providing further development funds at much less dilution have made this a buy.

I would also go back to the last RNS re:immunotherapy. If this work can be reproduced in a better regarded lab (sorry all proud Cretians), then this is MASSIVE. This test alone would put parsortix machines in every regional immunohistochemistry dept in the UK. Immunotherapy is insanely expensive and NHS reimbursed so working out who it would work on (curiously not the top priority of pharma), will save billions/yr in the UK alone. Pretty much every cancer patient treated these days would need the test... so about 1/3 of is all!

So back in end of last week.
GLA

Not much happens....

‘‘Tis summer... Bot much happens in Europe despite our enthusiasm!

Plenty of feedstock from those fish processing plants!