Member Info for Indiscipline

Does this not make them a competitor as they are producing hydrogen in a transportable module?

Forgive my ignorance.

Have a feeling MM's, over the next several days, will jam the price down and take out the gap. Then they may let the share price rise back up.

The undercut is key move often acts as the spring up. Would definitely do so on some further news.

They seem to work us particularly hard. The stock has risen well recently, so I guess taking out some weak longs is not a bad idea. Hopefully, this will not happen and they will let us trade in this base till the next news.

Girdz nailed it.

I wrote a few days ago "he has 6 months to deliver". The time of revenue estimates is over.

The trading agreement with this Tier one marketing company was to provide revenue up to 10 million. Draper said it was very much in their interest to deliver the highest figure possible. Screw all came through.

Draper has kept his head down and stayed in the bunker, because, he knows there is nothing he can say. All that matters is what he does. Six months and that is it. His tenure as CEO depends on these months and only these months.

He stated their will be material uplift in revenue. He has no escape route other than - Revenues and proper revenues of two to three million at the very least.

Those involved will tolerate no excuses. He will have his stock if he fails but his position as CEO is untenable.
He knows all that and he will be paddling hard.

Great stuff guys really appreciate the increasing education, you are giving us in this area. Just hope others get to see the possibilities shortly.

They should in short time be able to sell three thousand a day when you consider all the top firms and senior management who want to be on top of disease over coming months.

They have so many golf clubs to take out the bag. So many sources of revenue with the challenger studies and tests.
It is very exciting. WE all just need to position ourselves through the next months volatility and wait for further newsflow and deals.

I remember one guy quite some age who invested a ton in BIDS £130k. He was devastated.

The there was Hartlepool Bob another great guy who has left here. A lot of shareholders myself included bought the dream.
I just got out with my shirt on others were not as fortunate. Interesting to hear the latest JD guff.

I think he should go back to we are gonna be as big as Trade desk - that always brings a smile to the faces.
Most likely the guys at Tradedesk...

The Covid element, generally, may be getting cooler. However, that could hot up all too quickly. All the experts talk about are the second wave. The professional firms will want the best testing ie bankers, accountancy, and legal firms and that is the market CF is hitting. Should be able to hit figures all too quickly with three thousand a day at around £100. Even half of that puts a nice profit in the account.

This is a testing and trial company and for that there are masses of areas. If this goes to 12 over the next few weeks it would be time to really add. From the feel of it there is a ton of newsflow to hit and the company has muscled up and can play with big boys in more areas and at larger rates.

As deep and I discussed yesterday 12p is possible. Likely the worst case scenario.

What you are buying is a stock where Imutex will likely be spun off and sold for easily more than double the stock price and more likely multiples of where we sit now in a 6 month timeframe or less.

Then as Sports demonstrated you are getting a mini conglomerate on that with Hvivo and Venn at the centre of the pharma industry in this country. What Cathal has achieved is mind blowing. Not usually a CEO supporter of AIM CEO's but this guy is a brilliant dealmaker.

Next week or ten days while the shares land will be volatile. Next month watch the newsflow with awe and astonishment.
He has a superb pipeline to work with. Stated that he is in talks overall on £160 million in deals plus. That was before he had the testing kits set out.

Two times revenue takes this to over three hundred million cap. Market usually marks you at two to three times revenue.

Now we have the cash and the size there will be way larger pipeline by the end of this year. This company bears no relation to the one he had three months ago. This is no one trick pony, this is a mini conglomerate in the making. That is why he has calmed down about selling for a double. He knows this can multiply massively within eighteen months as the rest of us can see.

He is signing deals with all the big pharma companies for tests. This is the one stop shop in one of the hottest areas of the market.

I am down at the moment but averaging in. I never do that. For this stock I do. Don't go crazy. But over time just add funds.
Nothing is certain but this is close to it.

MM's know everyone is keying in on 28.5 lots to play for them. They also know people will be looking at whether it may fill the gap below and will be nervous. Great time to clear weak longs, get some new shares and sell them on higher.

Today and the next couple will be volatile and spreads will be wide as greed and fear meet.

I assume JD got some new shares for his brilliant stewardship these last six months.
Been a terrible time for him having to sell his £300k worth. Getting some new shares compensates him for that loss.

Some on here would suggest shareholders should be compensated but they're fine - they get to dine on JD's new fantasy banquet - H2 profitability. He has 6 months to deliver should be interesting.

If you go on the website they show the Proactive Investors interview . I think it is in Latest news talks of Acciona deal.

Bond states they have signed MOU's also a number of Non Disclosure agreements to go with it.
I think you will like the interview a lot.

Bond is understated so you have to listen carefully. I was in BIDS and the CEO there hyped to heaven, by now, I should be drinking Martini's with Margot Robbie as I sail my mega Yacht into Monaco harbour.

He is not hyping and carefully pointing out the MOU's signed and a number of NDA's in play. Professional and to the point.

Technically they may try another tree shake tomorrow. We may, or may not, close second gap to 24. We need an undercut
in the price to clear weak longs. Those shares go to MM's who sell the share to new longs after another RNS which creates the Wykoff spring and the uptrend continues.

Weak longs have to be rinsed I know I am often one...lol The newsflow and the agreements should get this moving.
The tech is widening in attraction and the times are right. Huge funds looking to invest in this market and Governments going hard into infrastructure..

Exactly long term which we are looking at. This will be absorbed, especially on further positive news.
Next ten days could be volatile as we pass through it.

May hit mid twelves, is my worst case scenario. But so much going on this can power ahead in very short order.
Which is why we bought it.

This company has been transformed in the last few months, credit to Cathal.

Imutex is the jam, some very nice one at that.

Fair point deepjoy about the pitfalls. Possible further ten percent fall, to mid twelves. But, I would assume that kicks in a lot of buying pressure. Would like to lower my average for the future.

When you are de-ramping it always helps if you can spell properly. It makes you appear more intelligent.

Imutex alone justifies the share price at least twice over, at very least.

Then you have all the other arms. CF has done an incredible job. A CEO is judged on his capital allocation skills and the results from it. Friel is top draw. The institutions stuffing his pockets to get in - confirms this.

They are not buying for a double. They are buying for multiples in a one to two year period. Look at your account in nine months and you will say I wish I could be so stupid on all investments.

Rio The game publishers - EA , Take Two and also need some hard deals with Fortnite.

Draper inferred (being generous here less generous hyped to high heaven) that Google was going to take us into the stratosphere. That has not worked, but getting the rights for three years at a time as we are across a broad base gets us our revenues. That will get us our finances for the next leg.

Should look at competitive percentages to ensure our competitors are shut out fast. Though, a huge amount of our offering will be based around the data we can provide our partners.

This stock just sits here like a stale turd in a toilet bowl.
When are they going to do something here?

WH Smith has had an incredible boune, do you see people buying their magazines in their shops.? Touching a mag after someone else. PE above 20 and linked to travel sector. Losing 50 mil a month.

Meanwhile, we have had virtually nothing with a lower PE and tons more cash on hand and more ability to add value as our tech holdings are increasing. Eventually this will get moving right now, it is reviled. Right now we accumulate as REad is cutting the dead wood and planting the green shoots. Multi year play though.

It's a gift when we have proper revenues coming in.

The key to that is signing the publishing deals as that will get the funding sorted. If we have firm publishing deals with the big boys sorted then this rockets on prospective revenues. We need firm contracts not test plays.

Publishing = funding, Funding multiplies share price.

As a WPP shareholder hope she does better here than she did there... I would love a TTD hire that would be hot.

Looks like there will be a lot of news very shortly. They seem to be working properly with the big boys.
Dare I say it things are looking encouraging... but funding desperately needs to be addressed so that is in the rear view mirror.

We may get a little consortium of investment firms to get us over the hump. The dilution is not something to worry about it will firm the company up and trigger the share price. Just wish it was sorted.