Member Info for gspanner

Well you know Stan we all fallen for hype and profit projections before a share is really going to take off. It’s why AIM investing is difficult, finding the wheat in a lot of chaff. Happy to admit I was a year early here… But the decision to buy was mine (and yours) alone - you can’t blame Draper for that.

If the company now is a third of the SP it was when you bought and the prospects, product and potential three times what it was then (backed up by some evidence), I would say you just need to sit tight… Or dare I say buy a load more!

‘Terrible raise’ at the current market price with a large investor. What would you like - 20% discount? No doubt that would have helped your agenda.

It’s pretty clear the business has started to reach escape velocity. Do you have the cajones to invest before the crowd? Unlikely.

It is interesting there is little movement with these deals which may collectively be worth more than the Azerion deal… But don’t come with the ‘Euro30m’ cachet but certainly may be worth similar or more to Bids in the medium
term.

‘I think when it comes to clinicians, they use the tools available to them don't they? These people are doers as well as thinkers but ultimately they make decisions. So the mentality is quite different in many ways to a drug developer.’

Bojo, if I may…

Clinicians will use the best resources made available, in the U.K. regardless of cost (as spelt out in the GMC ‘Duties of a Doctor’). Expensive drug use is restricted to ‘clinically proven’ indications which may stipulate a certain pathological threshold (eg PDL1 status for immunotherapy) by NHS England (or equivalent). If parsortix helps to improve prediction of drug response rates or is good at monitoring response more accurately than scans (often very difficult with immunotherapy) then it would be very quickly adopted in the U.k… Because treatment costs £10k/month. You don’t need to stop very many treatment for that to save millions/billions.

There also needs to be a simple test. You can’t send samples on many patients to too many different places before it’s impossible to lose track… And often stepwise tests are required (eg Her-2 status and if negative moving onto PDL1 CPS score for oesophagus cancer - both done in the same lab, and unsurprisingly therefore they get all the business).

My impression is the US is different (I think clinicians may still even get commission from pharma!) but insurance reimbursement codes would follow when clear cost utility is demonstrated though market leaders can probably start before these are available. I think it’s probably more open to money distorting clinical priorities but I have no direct experience. Certainly the private health sector in the U.K. works that way.

Absolutely, shipping costs were described as dropping by 60% in recent company presentation. I love sushi, but I hate BS.

So Tradevol,

just because I’m a lazy old git… Have Seneca recently appeared on the major holdings register?

bw
gsp

I have a very similar opinion PersonA:

So… My take:

Azerion saw Bids as a clear takeover target, didn’t like the way Bids were expanding rapidly elsewhere and developing significant revenue sources elsewhere and becoming leas dependent them (restricting their ability to turn the screws when the time was right).

Thank you Richard,

difficult to be certain how inflation/transportation/economies of scale etc have influenced that figure and the margins involved - would be great to have an update.

Good to have reference installations soon installed on 3 continents, come on Korea! agree with all your other points.

Fwiw taken another 20k shares!

Salouen,

This is surely the signed contract following the award of the grant.

£31 million is for the whole project so Invinity get a chunk of this. Would be interesting to know how much. Happy that clearly the manufacturing costs are either all or largely paid go with the ‘deposit’, so no/little drain on cash.

Sadly, as worker in the NHS I have to agree than the NHS is unlikely to be an early adopter here.

Making the economic case for adoption would need to be via NICE and even then often the tech is not adopted unless contingent on a significant change in current practice… For instance access to a new drug (eg PDL1/CPS status to determine eligibility for immunotherapy.)

It’s far more likely to come in (as AN has suggested) in conjunction with a ctDNA tech platform that is already established and marketed, where it adds a significant amount of more information (e.g early repose to therapy before visible scans, that sort of thing).

We are impressed by their professional team and have appreciated their simple, open, and honest business approach to their long duration energy storage technology...’

Love the quote- Larry has taken a lot of flack - but this does suggest his honest approach has worked here rather than being a snake tongued sharp suited w**ker!

Always respected your commitment here Mr Hassard. I am less vocal but no less committed financially Insuspect!

I was very pleased there was a £5m investment from another company, always thought this may be the way funding was achieved here (why not Azerion, unless that represents some site of conflict of interest?). Getting a placing away at the current SP is unheard of in the AIM as far back as my knowledge goes… Can anyone name another? Also a v large figure relative to the mcap…..

Buy or sell, I can’t never be sure Tradevol, but would the price have held at the close if it was a sell?

1.2m shares @2.85 showing after the bell… Interesting!

Helx2,

I agree, so bought 580k more … Not a trader so happy to ride any short term shenanigans….

Well it’s interesting isn’t it, liquidity has reduced and curiously the usual shorting team aren’t posting the same stuff over the weekend ad infininitum.

Have you closed your position and given up on us Aldebran?

It wasn’t an institution, it was me… But agree with all the rest of your post, posted this on advfn at 11:30:

‘Well I must say the stock market values things in a very a curious way.

Made a nice turn on these from ave 52p up to 108p before selling prior to the FDA decision. I have resolved never to hold over such events having been burned in the past.

So now I have bought 75k shares at a premium of 36p now the price I sold with a positive FDA in the bank. That is utter madness but that how it works in the U.K. Bring on a US listing!’

Ah Aldebran, Sloane,

It’s funny when you start off appearing to be rational and then start to appear more and more unhinged as you repeat the same flawed narrative.

Look I’m not sure who you are working for, but surely they must realise the time in nigh.

In any event your work has allowed me to accumulate a large amount of shares at a price far lower than I should, so I should probably thank you.

But sometimes you have to call out an ********.

Goodness, it’s almost like ‘smart growth’ isnt it… Staggered amounts to pay for each batch of miners to minimise the impact and get them generating bitcoin asap to pay off the interest and loans….

Anyone would think it was a well run company generating oodles of cash on a monthly basis.

Well Aldebran and Travedol have been working this weekend when we were all on holiday I see.

Travedol must be a fool or a liar:
Claims to have shares he wishes to sell when sp reaches break even but spends all his posts ****ging off bids (a fool);
Or more likely he’s just made up the above to try to persuade the gullible he is on their side (a liar).

Which one is it Travedol?