lft has only been a sideshow so far because Porton Downs ridiculous system slowed us down, then the Govmt wouldn't buy presumably on the premise it hadn't passed Porton Down and then they stopped us even selling the test in UK in order to run us through some new hoops at their own leisurely pace. Had As had a looking glass in autumn 2020 he would have pivoted abroad there and then and things would have gone a fair bit better. In any event it will still contribute materially to avct coffers over the next period of years as will other affidx diagnostic tests
Yes in review its been a great affidx product and great trial started and also great new partnerships. I am holding this for the very long term still. Waiting for a fullish realisation of the platform technologies in the mid 20s unless it gets taken over or hits some insane sp in the meantime.
don't understand why some of these really small co's don't consolidate - particularly one's eog is actually working with. Would cut down all the overheads and might result in better quality of management
Bought historically all the way up to 800 only for the drop to around 200. Doubled up near those lows. Have subsequently sold - at a number of levels from 500-900. I am still learning to be a reasonable investor/trader.
When cash allows I might get back in at these levels. Like the founder and the business. People will want to buy instruments somewhere and decreasing number of specialist shops to buy at.
Whilst I once thought it would build on its pandemic lockdown figures through repeat business I was probably being unrealistic. Yes there will be repeat business, but not many folk are gonna make instrument purchases every year.
Speaking for myself I bought ukulele and percussion for young kids via the site a year and a bit ago and haven't needed anything else yet. But kids are moving forward instrumentally so I will be back for further purchases in next two years - eg. of guitars. I remember its efficient service, keen price and nice packaging.
So read as a whole my impression is that if we take unrealistic expectations away they have done really well. Building really well on pre pandemic figures. And new warehousing in Spain and Ireland should help them on price and minimising dislocations in a situation of Brexit and hgv driver shortage. It should grow at a decent rate in the next few years and make its way back to 1000 and beyond.
RE: Some thoughts from my ADVFN post - All very good15 Nov 2021 12:34
A measured thoughtful analysis of where we are up to and could go in the future. The key things that I got about Paradox from the RNS and your post is that we have
1. a really good start 2. likely to get more news within next few weeks and that is likely to be very good 3. have materially reduced the risk of Paradox as a whole being disappointing 4. have materially increased the chance that it could surpass what the company had expected.
I am guessing we might get close to double digits with a few more pieces of good news pre xmas. And If the financing is handled well we will likely go considerably higher.
he mentioned that they would testing unchoked soon. Also that they would normally have expected reduced pressure by now given how much completion fluid has already returned. But instead pressure is maintaining or increasing which he suggests means they may be looking at larger reservoir than they had anticipated.
the choke is to help to deal with the completion materials in a measured way isn't it? but he does mention when they had tested it a bit less restrictively at times, getting flow rates up considerably to beyond 700 barrels.
Rivaldo is right to say you have to look at risk and reward. I guess you also look at momentum - if there is a wave ride it for a long way before strepping off. Its also maybe a long term hold with factors like brexit, supply chain, hgv drivers, emissions all playing in to the need to maximise on local production/yield. Plus a runway for the company to expand in Europe and North America
1m of LST at 20 per cent discount for 8p - LST now closing in on quadruple that price - close to 3m profit. Haven't worked out IIG NAV but must be over 11m - with the share price 20 per cent short of that as an MCAP. Bargain.
Clearly most market participants are seeing it as a potentially much larger cap stock over time and are reacting accordingly. Sector opportunity and specific quality of companies tech. Who knows when it settles or settles back.
RE: Uskmouth - to be or not to be?01 Nov 2021 15:20
I hate coal but if Welsh govmt drags its feet maybe SAE should make a public point of exploring who they could licence coal production to for the duration of the licence. That might promote some horsetrading and get them a lengthened licence for their less pollutive and more green plastic/wood pellet solution