Member Info for gspanner

From the sell this am some stock available so did a chunky buy tad under 7p this pm…. Not so softly, softly.

It was pointed out to me that the 4.6 m were rollovers rather than buy/sells as such but still 1% or so of the company.

Interesting re: new products … Would be great to hear from anyone using the software already what they think… I hope additions/updates add to the suite rather than being annoying (as so many updates)

I did notice on this link:

https://chromewebstore.google.com/detail/cykel-ai-task-automation/mcjcpjokomkmeenbokgamhfenijiggje?hl=en-GB

That the number of ‘users’ is documented. Only noticed yesterday but went from 316 to 320 during the day. May be a surrogate indicator of rate of customer growth I thought, but difficult to tell anything until some trading numbers are published…..

Yes, any sort of news suggesting strong sales/deal number and size (high 5 figures/low 6), sales from partners with some

Sort of margin figure for partners/Cyk deals or (heaven forbid) a trading update along with 6bmonthy audited results may well make the current mcap look a bit silly.

There were 4.6m shares out through at 17:30 which don’t appear on the price/volume chart… so there is serious buying/selling (my thoughts 2m sales v 2.6m buys) but no way of me knowing.

What an interesting day yesterday….

I still cannot believe they were able to get finanace on such favourable terms and much more favourably than previously. Particularly in the current market when so many other companies are having to dilute or just fail to get any support and go bust. I have no insider info but there must have been something they could show the lenders to make them agree this deal. (Not just the Italian facility!)

Totally accept they are not out the woods yet but given the company a fighting chance to get those big contracts over the line.

And 474 parsortix blood samples analysed so at least £474k in the coffers….

So Bantham suckers and delusional dreamers’

As opposed to duplicitous liars who will state anything to drive the price down for their personal satisfaction having lost money (just sad), or to drive the price lower to buy in or because they are short.

Which of these are you?

1% short according to IG data…. But I believe it’s been shorted all the way down which may explain the exaggerated flip today…

Again an impressive result… I do wonder why it’s taken 2 years to get this published, but perhaps there are analytical issues I do not understand. With results that good if correlated with clinical outcome it will be impossible to ignore by health professionals and guarantees a significant future for the tech…..And suggests the current research has the correct commercial focus.

So all the pessimists yesterday - where are you?

This is exactly the sort of deal we have been waiting for the over the last 5 years. Some immediate cash, another tranche soon and then €15m over the next 18m (most likely 2024). It’s the kind of deal that has been impossible to get over the line in the U.K., but with Idex as a partner not the minnow shiesters they had to deal with its across the line.

A subdued reaction IMO, traders with inside info out this morning. Should raise the mcap back towards £50m before further deals. Breathing space so they don’t have to accept a lesser deal in Italy…. clear figures.

Well done!

Apple ‘arcade’ advertising in Bids exclusive games in USA… The valuation is madness!

Sorry just to be explicit… A test costing £2k that can predict whether drugs costing £100k/year are used quickly becomes a no brainer

Dibs - ‘Talk of the NHS is pretty irrelevant here’

It is until there is a clinically verified assay. If parsotix can be used for real time PDL1/immunotherapy response for instance the U.K. lab would suddenly be very busy… And profit would certainly follow in short order….

There no point focussing on the numbers… We know they are terrible…

But there is quite a lot of information that was new to me; particularly the 2 new assays for immunotherapy (PDL1) and DNA mismatch agents (I forget the ligand).

Clearly a roll out plan for the labs that has been well thought out - difficult to say whether it could have been done any quicker.

Also clarity that for the tests most likely to come on line at the beginning a strong commercial partner/piggy back onto an established test had been sought to expedite scale and revenue.

Better than I thought anyway!

f they do pull off the development of this assay it would be very significant clinically… Her-2 low is now big business in breast cancer… Several hundred thousand tests/year I would think (poss millions), and a pharma tie up to market the test would be almost inevitable.

As It is I am pleased there is some revenue generated!

Well well well, to paraphrase Churchill ‘we are at the end of the beginning’….
No finance from eqt, in Italy, so whatever our misgivings/anxieties about whether Tuscany is working clearly those with the ability to do the due diligence locally don’t share that concern.
Also massive engineering/infrastructure partners… (Linde, etc).
Financial close over the horizon… With companies who have the cash flow to move forward quickly…

It’s scarcely believable that an 11m grant for a 30MWh project and I think the 11m is about 2/5th of the funding….But it only improves the sp/mcap by 10%… The hard money always follows the soft money - no brainer if you are a big utility company, get a valuable asset half price.

As I’ve commented before the only subsidy really required is that the govt need to buy the vanadium. They can have it back after 25 years and it will be as/more valuable and will rise index linked - hell it may even form the basis of my children’s pensions (rather than the current ‘hot air’)

Monteacute, Indeed.

Especially when the placing was at no significant discount to the sp at the time and half of it was from a company that bought a considerable stake.

Incredible in the current environment (which was even more volatile in Oct 22).

May I suggest that anyone who doesn’t understand why Parsortix is superior needs to look up ‘genotype v phenotype’.

ctDNA looks at genotype
Parsortix looks at phenotype. looking at the actual cells is going to be the critical test to determine treatment biomarkers/likely response to therapy/diagnostics…. Which is where the tech will sit.

ctDNA great for screening…. A very big market. There is lots of space for both technologies.

Not sure you quite caught the angle of that post DB…

Yes well at some point in the near-ish future it’s going to break out of its current trading range…. I would suggest to the upside given the evidenced but not officially released evidence of progress and proximity to new isa allowances… But only time will tell.