Member Info for handybrownone

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I saw the sell off in the lead-up to this and was getting slightly twitchy. Great RNS - I think your explanation on EBITDA is bang on. Still a very good price I think at 20p - 3m in the bank. 14m MCAP an IPO in the wings - this has a lot more potential to back up this year to 28-30p easily.

PE and pharma is the kiss of death - Valeant - Concordia - just left one pharma where PE came in. Stada are not going to buy this

Pretty impressive recent increase in SP every day - i was thinking of topping up at 220! wish I had. Love this share- and it pays divis. I think there is more steam left in this one.

excellent - that soon on the exact earth hook up and roll out? Marine security is the obvious elephant in the room and why this is going to be popular - plus fishery protection in national waters. I love the visualisation software. Any port authority viewing it will be blown away by it I think. I was impressed when I saw the Poole harbour video and when Simon was showing it on one of his webcasts way back. Linking it all up to satellite and visualising globally. They've cornered a little niche market whcih is going to get bigger and building the integration. I like Simon I think he's a smart guy. A bit over optimistic at times but I think very reliable and straight up guy.

I started in SRT a few years ago and its been wobbly up and down ride but the Exact Earth tie up and the 3D viewing are the most exciting developments. So the hardware is important but in the future, it will be the software and licensing and data analysis. This is one of my biggest holdings and I'm not selling I think give it a couple more years and it COULD really take off.

is outrageous and can't sell 1 share. I think they are wringing out the high.....

The automated testing was why I bought 3+ years ago. Massive barriers to entry - not due to the automation but the need for the library of validated tests. Who else has one? As far as I can tell no one. ODX would be mad to sell it outright as they will be denying themselves long term revenue for years in return for a one-off cash payment. Why? And what would they do with all the cash - you'd have to have a big plan or you will just have to return it to the shareholders. Fine but I want longterm capital growth and divis - come on. They do need a partner though to get it out there.

The DataTern Markman hearing should have happened by now - according to last update. This is critical as a positive outcome. The judge decides what the claim scope is BEFORE trial. This i because patent trials are by jury in the US! The jury are not to be trusted to determine the claim scope. Once fixed the outcome of any trial is more predictable. It can and often leads to settlement. But we will see. The AMP BoD do not want to issue any shares at 2p - if you look at options handed out they are 6p 8p and 10p. Perhaps they can hold out until Q2 2017 and MTFB. AMP also own a chunk of Kromek. This one is underperforming. I would sell it.

Now 15 in Sainsbury - I hope this is not just trying to get rid of stock that isnt selling but TBH getting it out there are creating a loyal following is what its all about. The quality shines through.

Everyones getting a bottle or Redleg or Blackwoods this year! Redleg at 17 in morrisons is exceptional value

I'm watching. I like the ambition and the number of leads they have is impressive but waiting to see how good they are. Clealry they can't afford to develop these further than a phase I so where are the partners. The first selective oren inhibitor? Should be a queue

The automated tester I thought was the elephant in the room. Why sell it just before launch? There is only one other company on the market and the reason why ODX can do it because of their huge library of validated tests. I would want to see a lot more for this - if sold. I would sell it if they could get it to market quicker and sell more then I would want to see some upside retained.

Is the date for this finally confirmed? No delays?

were 10 nov last year - soon I guess. Onwards and upwards

2 to 2.75!

I wanted to see something more encouraging on the first sales on the animal welfare. I think Vamoouse is great but a single product is not going to make us rich here. I will hold until the next update. A major animal producer buying their product will be validation enough

Once a "special" is approved formally by the MHRA or the EMEA then it can't be sold. All prescription move to the approved product. This is what QP do so when this ED product is approved QP will not be able to supply. I doubt FUM will offer it to QP - it should be a mass market product.

I like the slow and steady in the USA - it is showing no signs of stopping.....after so many false dawns I see a glimmer on the horizon. Well do BoD - they really are trying hard!!!

Which underwing company are your referring to? I can find no updates for any of them. I hope it is Datatern. Motif I expect no news until NASDAQ and/or partner news.