The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Gdog
Like you, I have been getting 'hot under the collar' about this for some time. There appears to be nothing much we can do about it, which is annoying. I am surprised that the Institution Investors have not been more proactive after all they own over 60% of the shares. It may be that our esteemed CEO feel his days are numbered and is cashing in. We can but hope.
For some time now I have been under the impression that the 'buybacks' are just a means of transferring shareholders cash into the directors pockets. The number of shares in issue is not actually reducing at all.
I can't understand the desperation for an early RNS by many posters on this board, surely the longer this share remains under the radar the better. Gives more time to accumulate at a bargain price. Moreover later the news more comprehensive it should be. The last thing we want is a inconclusive update on any of the ongoing trials. Covid is not going to go away, nor is cancer.
A few weeks ago I raised a question which Burble was able to answer in detail to satisfy my concern re possible mutations. Whilst very pleased with recent news here I am still very cautious in that I have known very many false dawns in the past. I remember mentioning how my late wife died with neck cancer 26 years ago. I say emphasize 'with' rather than 'of' since it was not the neck cancer which killed her but the spreading of the cancer around the body to other more vital organs. Though no doubt the neck cancer would have killed her in the end. The point I wish to raise here is, 'killing the primary tumour may not be sufficient if secondary tumours arise in places where Modi cannot reach'. Am I missing something here? Anyone able to comment on this.
Small nuclear reactors will take a minimum of 10 years to develop and comercialise. Then there is the time required to build and install hundreds. Think also of the planning process and all the resistance from local population.
A piece on lunchtime BBC news today on imported natural gas exposing how much less environmentally friendly it was compared with piped gas. Hope all our green anti frackers were watching, quite suprised to see this on the BBC.
Burble
Many thanks for your detailed response. I think that I understand your explanation. I have always been impressed with the dedication of the posters on this board even though I have not always understood the science.
Regular reader on this site been invested in Scancell for some time. Whilst pleased with promising results so far from modi trial. I am especially interested as my wife died of neck cancer 20 years ago. Perhaps there might be prospect of some treatment at long last. I have one question of the experts on this site, to kill a tumour the v
T cells have to destroy every single cancer cell. If one proves immune to the treatment it will multiply and the tumour will regrow. What is the possibility of a random mutated cancer cell not having the required glycan protein which modi requires to function?
Thanks for both your responses. Perhaps I need to hang around here a little longer. I find the options for watching tv these days a little confusing.
I have been reading about how FAST (Free Ad Supported Streaming Tv) is the future. I would be interested to know how this might effect TRMR going forward. Any comments from our knowlegable contributors to this board.
Might I remind everyone that this share was trading at nearly 1000p quite recently. Current price is not in my opinion anywhere near where it should be. It is a price reflecting current market sentiment and nowhere near where it will be in two years time.
Do these Chinese TV's include Nanoco tech?
https://www.prnewswire.com/news-releases/hisense-tvs-volume-share-of-shipment-ranked-top-2-worldwide-maintaining-growth-for-3-consecutive-years-301614577.html
Cash is the issue with this company. Its not about turnover or profit at the stage the company is currently in. The SP is reflecting the belief that a discounted fund raise is unavoidable. Nothing that GB has said has reassured me on this point. Medical devices take time and time is money. We will know soon enough, interims due soon. Tax rebate on development costs is a red herring, costs still have to be paid.
In my experience share are often bought back as an alternative to paying out dividends, capital gains less of a tax liability to directors owning vast numbers of shares. Or am I being synical.
What you say is correct if the shares increase above the average purchase price, but remember many of these share were purchased at much higher price than those purchase recently. Unfortunately most companies seem to buy back their shares when they are near their peak and as a consequence shoot themselves in the foot. This has been a major gripe of mine. Their are two issues namely will the share price recover and will the directors refrain from finding a way of pocketing the shares themselves as as happened recently with this company. Another way of looking at this is Also theoretically
with reduced shares on issue prospective eps should be increasing and this should be relected in the share price.
Hi all. I do not think that I have posted on this board before, I have had little knowledge to impart on the advertising industry. My small shareholding here was obtained on the Autonomy/Blinkx spinoff all those years ago. However I have been a regular reader of this board during those years even though this investment has been a 'bottom draw' job for me. Nevertheless I had hoped to turn a profit someday. I have enjoyed reading all your comments and I thank you all for your efforts.
As for the current situation, I believe that in all my years of investing that I can recall having observed such blatent 'hands in the till' behavour as that recently by the Tremor management. Some time ago I had vowed to avoid in future investing in companies with Isreali management. This is after some experience, recently with Telit and Playtech. I do not believe the moral standards are quite the same as in the US and UK when it comes to shareholder interests versus that of management. I believe that as an investor one must have trust in the Company's management, but one reason for Trmor's low rating is the general lack of trust. Perhaps the Tremor management might take note of this and of our concerns and offer some money back by forfeiting their salaries for twelve months. But I won't hold my breath. I include the NED's, what are we paying them for.
So it might be safe in a small dosage. The question is, does it work and be effective against the cancer. No prizes for just falling short. I believe most investors will not be particularly impressed with yesterdays RNS, hence the lack of share price movement. Its like Amazon emailing you to say your order as been despatched when all you want to know is when it will arrive.
The problem with STC is the same as with all on line sales organisation, it is the cost of obtaining repeat customers, ie advertising . Continual expenditure on advertising is required. Where is the £m's annual spend coming from to keep sales flowing. There is competition out there and it is not as if STC is a household name.
Yes there is a £25m loan facility but this will not go very far spread over the number of ongoing projects.
I am not convinced d that cash will not become a problem here and I make my posts here in the hope that DV management will either dispel my and others concerns with a forecast for cash, not turnover or EBIT. Most small companies go under due lack of cash not turnover.
My big concern here is cash flow. Shareholders are in danger of being diluted out of existence. All the different businesses appear to be demanding cash. I can see a hugely discounted placing any time soon. This is, I believe what is holding the share price down.