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(2023 Phats)
PC said in the presentation that the CERES relationship with Bosch / Weichai is as strong as ever. It's also clear from the Sept PR that Weichai / Bosch are very tight. PC said that there is currently a clear line of sight for revs of £40m this year which puts CERES back on track as a growth stock. From what i heard from the prezzo i would be amazed if tomorrows TU was not very positive. GLA holders.
Yes, good to hear from the prezzo that this new deal does not in any way interfere with the China JV which is a standalone deal. Phil said today the relationship with Weichai and Bosch remains very strong.... Put simply, he said a 3 way deal takes longer to finalise than a 2 way deal.
If 1/2 the £43mill Delta money is recognised this year and revenue is also achieved this yr via the China deal, then that would be some turnaround.
Burberry, Mullberry, WOSG amongst others all well below guidance.
Luxury brands not immune to current conditions.
Maybe not a blockbuster rns but i see this as a good start for the Nanogenics work. Anyone who took the time to read the inital Nanogenics rns and the 2nd October presentation would not have realistically expected much more at this stage.
Yep wasn’t a good update and who knows how long the woes may last. Am out for now but agree the 10-10.50 area looks like the buy zone if drifts down there once more.
Dcraig i would not pay much attention to that. Investors in companies like N4 do not need the product to get to market to make money. Companies with products years away from market at clinical trial stage are often valued significantly higher than we are now.
The question for investors is whether N4's potential newsflow from Nuvec & Nanogenics can take it to a much higher level than we see today.