Member Info for Jimzi

I'm sure there may be a few shares that could 10 bag but v few with the risk/reward profile here. What I esp. like is that its run by businesmen very clued up not only in the techicals but also in business - Morgan is one smart well connected bloke I'm still very excited [but bored waiting] for DataTern. Biuld up the balance sheet here with our 25% of MTFB and then we can ratchet up the pressure on the licences. Settlements are all about power - ours should be increasing soon.

so kind!!

to myself, how are you - I'm fine - a few aches and pains but overall tickity boo.. Erdb - perhaps my loneliness here and the large spread [still as yesterday] answers your question!!

at close - make of it what you will

hehe - someone does read the bb!!

all the mms fled straight past the 75 ask. I have no evidence by my feeling is that there are not many PIs holding this stock [ as evidenced by the quietness of the bb and lack of vol] and many of the remaining shares not ii and directors [ 55% / 100m ish] are held by peeps close to the business in some way. Again, pure conjecture but the public float feels very tight. - sells are always 100k, 50k or 25k - a little liquidity being provided to the mms?? Could be totally wrong and there are thousands of PIs out there who are just bored!!!

waking up to arbitrage

Cheers. They seem to be carrying on reducing here to focus on Motif anf Data which it what I would do. Must admit, I don't really get what KMK does - looks very specialised but Miton upping thier stake so maybe AMP will get out totally.

Hi - can't see it on LSE page for KMK

Your welcome.

On the basis that its fully / over subed / [Invesco taking a load to maintain their 25% is v encouraging] I would imagine it will be positive - I mean MTFB's business is more fundamental than any other share - the new building block of all medicine See below how important its success will be: Extracts from Camerons review initiative "If we fail to act, we are looking at an almost unthinkable scenario where antibiotics no longer work and we are cast back into the dark ages of medicine where treatable infections and injuries will kill once again." Mr Cameron said he discussed the issue at a G7 leaders meeting in Brussels earlier this month and got specific support from US President Barack Obama and German Chancellor Angela Merkel. He said the panel would analyse three key issues: the increase in drug-resistant strains of bacteria, the "market failure" which has seen no new classes of antibiotics for more than 25 years, and the over-use of antibiotics globally. Last year she described the threat of antimicrobial resistance as a "ticking time bomb" and said the dangers it posed should be ranked along with terrorism. New antibiotics made by the biotech and pharmaceutical industry will be central to resolving this crisis which will impact on all areas of modern medicine. http://www.bbc.co.uk/news/health-28098838

Just to remind anyone looking in why its v exciting. It penetrates cells and interferes with DNA production," said Morgan, also chief executive at 50% shareholder Amphion Innovations (AMP). "Then it kills the bug. Rival antibiotics just slow the rate of reproduction. But this drug penetrates the bacteria's reproductive machinery." Hence its 10 times better than rivals re resistance. Americans will love this USP

mcap post Nasdaq this week is £93m [ current mcap plus Nasdaq IPO amount] We have 25% of this [ it was 35% before Nasdaq} So as it stands we have £23.25m stake - and if we do get the US re rate, then who knows. AMP is a 3i type company so we can value the mcap directly referring to MTFB mcap . Aside from the excellent propsects of MTFB, you have a wonderfully tight shareholders and v small free float - check out page 113 of the prospectus - And for once, the BOD are aligned to us - they don't dilute, they borrow using MTFB as collteral knowing it will all be sorted by a small fraction of what AMP owns. Trader, if things go to plan and phase 3 succeeds, you will probably need 1% to clear the lot - and we have no rush on debt I believe. Our BOD here have planned this from day one - v smart and professional. And for fun, chuck in M2M and Datatern for free.

Yes , it did look confusing But they've counted the CL as equity. That smart move underwrites the whole co

Yep . But you do get the trinary Datatern ticket which could be tomorrow or 2 years and either nout, nice settlement or the jackpot More impt, this an investment in management for me, so far they have proven to be v astute and cv's to back them up. MTFB progress has been outstanding when compared to its peers, wonder why others haven't tried the Nas route or maybe they have? Note the pcs on page 113 don't tally but look at the free float - spreadex just there for liquidity

Amp won't sell MTFB for a while. They are shrewdly using it as collateral to support the other 6 investments and will be minded to keep their 25 pc post Nasdaq so they can equity account for it in their balance sheet. Imo

Doubled from where though. You stll have 2 b net buys to go and today about even. And once Darwin have started, they cannot stop that CL portion given T14 settlement - they want £100k within 14 days max and they will sell whatever they have to at whatever price they can to get it. Moan if you like but I didn;t invent their modus operendi or employ their services

No, they have around 2b to go if this price holds - more if it doesn't [thats for £100k after yesterdays net buys of 1b] If no vol continues, wait for the drop - it will come - its Darwins law

Washers, I wish you well but there are still 5 billion shares upwards to go - they do not care what the CP is so just look at supply [ infinate] V demand is looking like. So called de rampers are not being horrible, just stating what is happening - join the party by all means but understand Darwin before you do.

The whole report is a profits warning. After all the nice figures its profit before tax is only �241k and cash generated isi �500k - sod all esp after a 4% overhead reduction. Appears as it stands, model not working and a very sensitive model it is too - esp the government policy reversal required - don't hold your breath there