Member Info for Jimzi

Https://world-financial-times.com/?p=4057&gclid=CjwKCAjwtuOlBhBREiwA7agf1mybuJ1GmDnp69hf8i3NEh1gjq-Q3yEMzBiAL2o5h8WYHoxA0AOZuBoCxbwQAvD_BwE

They are going to have to find some form of funding partner soon - as cash runs out at the end of the year and in this market, thats bad.

I am shocked at the level of value / price disconnect but there is zero liquidity to support

Boss is two steps ahead of you Terry. Warrants

"if exercised in full, the total receipts due to the Company would be approximately £7.2million, corresponding to a weighted average exercise price of £0.22 per share.".

And most , if not all, will be converted and held.

Dealing with the countries they are and the decided to look at debtors as an after thought during their half year review?

Are they serious?

Number 1 job of all companies - manage working capital on a daily /weekly basis - esp when cash is tight

Gobsmacking the level of incompetency - beggars belief. More than avoid

Builds brand awareness for free, extending existing strategy.

Its another sig foundation setter

They are already valuing it at £1 -and that’s just for starters. Open goal if ever I saw one.

As it appears I'm talking to myself

https://www.proactiveinvestors.co.uk/companies/news/1011677/spectral-md-shifts-to-nasdaq-from-aim-at-huge-premium-1011677.html

Not really, vol is 1m net of rollovers.

Vol up was 9m and as its a Friday after great gains, this is totally normal.

Most can't be bothered to play 5% anymore

Remove the rollovers and the silly trades at 1452 ish - its all good.

Diabetic Foot Ulcers.

Total addressable market: $11b - US only.

Current position : No diagnostic tool available.

DeepView Diagnostic accuracy: 86% in seconds.

Resulting in quicker time to advanced therapy and :

better wound healing along with reduced

overall visits/utilization.

Diabetes affects nearly 10% of the total world population.

That's why the US gov are supporting it [along with military wound considerations] - its massive.

All in the listing prospectus ppt - unread in the UK lol.

As per the heading, anytime in Q3, i.e anytime.

WTF is wrong with Aussie investors - down 12% overnight.

And these Water Companies need to provide some good PR given their dire image atm - and they know it.

To summarise:

The only drawback with this share is its total illiquidity but this will be removed.

In summary, you are getting a placing at 115% premium, a free listing on Nasdaq where values are recognised and cashed up at least for 2024, based on PIPE of $10m, much longer if they get 20 or 30m - the amount is a good indicator of its first day of trading price.

If the listing is successful as is very heavily hinted at esp with the $11.50 warrant exercise, who knows where it could go.

It ain’t goimg to fail – the US gov has stumped up most of the “equity” with $125m and have juicy contracts for us once they have left Blighty.

Sounds too good to be true – unless you research it and read the 425 and other recent RNSs.

Great detective work gents.

Steve,

Price on listing equates to £1 give or take for currency. Conversion ratio is 12.5% I.e 10,000 UK shares = 1,250 nasdaq shares

Bear in mind:

1] SMD have always delivered on what they forecast in RNS. It is a serious well run company and both SMD and Rosecliff want the deal – everyone benefits.

2] It has rightly acted in the light of the woeful ability of UK investors to grasp the opportunity – losing 50% since its listing on AIM, yet the US gov throwing grants at it. I just can’t get my head around why no one has bothered to research and comment on such a unique medical stock.

3] £1.01 is the value including $20m listing injection – no placing risk – tick!

4] see page 29 of link prospectus for new co share details

https://investors.spectralmd.com/docs/spectralmdlibraries/default-document-library/presentations/spectral-md-investor-presentation-june-2023.pdf

5] US investors will attach proper business values unlike here.

6] Its AI

7] Nasdaq listings are on the up atm per FT over the w/e

But post listing the hints for a great debut are there.

“Net proceeds of the proposed Transaction (as defined below) will be used to accelerate readiness for material potential federal contracts”

While they cannot explicitly confirm contracts, given their very close relationship with the US gov – its in the bag – from the RNS “Spectral MD believes there will be a significant U.S. federal procurement contract for the commercialization of DeepView, having previously been awarded over $125 million of non-dilutive contracts from the U.S. government through federal mass casualty countermeasure programs to develop DeepView for the healing assessment of burns”

The mention of the warrants raising $97m at $11.50 is a big nod to what is coming. Rosecliff and SMD know whats coming, know that Nasdaq will love it and therefore know the sp will be propelled way over $11.50. And this is where the Rosecliff holders make their cash – so who knows where it could go post debut? Most likely up!

The new listing will give SMD the recognition that it failed to get in the UK. and solve the chronic liquidity problem and investor apathy that it has suffered since it IPO on AIM

Said before. Issue CL at 5p and all the cash raising nonsense put to bed re sp value. We all know it but he doesn’t seem willing.

That’s the problem- no real respect for shareholders- me me me

Agricore

Have a mini special situations fund - takes no time if you are researched as they should be - it would provide £, show they can do things outside existing modus operendi - long term illiquid we will all be dead before anything happens. AND, make it more exciting so attracting new peeps.

Its too stale atm and many, like myself haven't got the time to wait another decade .Its a good one for the grandkids ISA. There is one company SMD that they could double/triple their cash in under 3 months. What's not to like? But although they are in the market, they have probably never heard of it when they should be chucking £1m in and making near term cash

WH Ireland note - no one reads it, or believes it if they read it and they don't get their clients to invest - best paid job for doing nothing.

Glyco – the jewel in the crown foundering for no clear reason and trying to raise 1m so they can raise big capital. Oh dear

Q3 is upon us - once shareholder proxies sent , barring a global meltdown, we off to US with an instant bagger leaving this dire market behind where twitter is too lazy to even know about this opp and existing holders [bar a few] are still selling. Pretty sure they haven't read to powerpoint.

Will the US investors love the $125m US gov grants? For a unique AI medical?

And the great thing is, we don't need anyone to buy in - its a pure liquidity event.

Icecool and PAHOO are correct

"There simply isn't enough investment capital on Aim under the current conditions"

Thats why SMD are delisting here and off to Nasdaq this quarter - follow that one to see what happens - its already valued at double subject to signatures. - bit of an open goal.