Member Info for Jimzi

All good.
Pretty obvious that if we learn stuff from clients, TB has no interest at present in promoting the co lol.

Holding up well today given the market

Got the ammo
client assets rocketed by 151% from £590 million in the fourth quarter of 2018 to £1.48 billion in the first quarter of 2019. The firm confirmed assets under management now stand at £1.7 billion."
Citywire
"

Looking at the bid for large vol, wouldn’t surprise me Saranaks we’re getting some for their wealth management clients

Simple why it is here.
1]Covid contract delay
2] spin off delay
One PI dumping so others follow.

So a fewsell up to come back later.

If the reverse of the above it would be over 30p which plus POLB would make the position fine.

Bit like POLX - got a date and peeps see an initial rise and pile in.

Not rocket science - nothing to do with results at all.

Still 8% below the placing price of £1.30 [with CC due diligence] and PDS 100% up from that date.

Value disconnect doesn't come close and we aren't off the radar - there isn't a radar.

Disconnects can rapidly reconnect.

Any site that gives US volume?

Thanks in advance

£1.3 was a good price for for CC at the placing and PDS was $8.5 then

Haha! When no one listens, don’t matter what you say.
No one has read and absorbed the Glycotest presentation- if they had the $4b US market at over 50% GP with China wrapped up via Fosun and a Euro blanket IPR in a monopoly smashing to bits 40 year old tech - would sort of waked up even the novice investor to look - and just one holding !

Alas poor Yoric, everyone is asleep or chasing complete nonsense / gamble shares.
Duff drills, payday loans etc and hundreds of thousands are blown. If only they weren’t so lazy.

We are now at the stage where PDS plus cash = mcap.

All 65 investments have no value .

Perfect market lol

Very nice partnering up, lovely symbiotic relationship and many more doors about to open.
Saranac
"The signs are good after client assets rocketed by 151% from £590 million in the fourth quarter of 2018 to £1.48 billion in the first quarter of 2019. The firm confirmed assets under management now stand at £1.7 billion.

Last year, Martin Gilbert joined the board of Saranac as a non-executive director. The co-founder of Aberdeen Asset Management has been a long-standing supporter of the business

Over on ADVFN someone said its pretty long dated stuff. Of course it is - we are filling the pipeline for the future.
Glycotest was formed in 2012..
Proaxis 2013.
We have Sagetech due within a year, Sofant maybe 2years.
10 others on the books and now interests in 50 more. - thats diversity and risk management at its best and for virtually nothing..
So we have a real pipeline with even the smaller ones being capable of bagging the SP let alone the blockbuster Glyco.
This is how proper active investment companies operate- they just don't invest in three and stop.
And I will wager this deal was the icing on the cake the placement takers

indeed.
Nowadays though, the market needs numbers , thats when a proper re-rate will come.

But it should give us a higher and stable floor

Genius deal.
Shows how capital efficient, max exposure along with great risk spread the EMV model is .

We are almost getting the investment in exchange for reduced advisory fees - but we still get some..

Interests in 50 Cambridge tech cos in a wide variety of sectors

date for revenue does not alter the investment case. June/July - irrelevant for LTH

Blah is right, costs are the key.

If I were CF I would issue a RNS at 4.29 say going ex divi for one spin off at close of business.
Then add the further 2 will be announced in the near future.
That would reward holders and cause mayhem!!
Wonderful.

Historic accounting and tax accounting are different - depreciation and capital allowances?
You have forgotten the other bits at FT training

Very good update.
Bought some after the $18m contract and read through of prospectus

Check the accounts and you see cash burn

PDS value 15m
Cash 7m
23m
Mcap 24m

Chill.
Let the traders play with each other!

Has anyone posted a nice summary of projects, status, funding etc . for me to understand the company
Something a bit more realistic than the website!
Cheers

Selling stopped imo.