Member Info for jollyspeculator

one word of caution as you do your research: the USD amounts for the new sales contracts are multi year

so, roughly speaking, CNS needs at least USD5m/year more sales to breakeven (comfortably) and so will need perhaps another USD10-15m of multi year sales contract wins on top of those it has already announced

but ofc cns doesn't need to breakeven this year to avoid another placing

all musings by anon poster ...not to be relied on...dyor

I'm not remotely confident of the logic: the sell price (at decent vol) is inching up

But the MMs here had "done" me before, and may have suckered me again

oh dear

well, happy to sell 300 at 4.xx

yep...about to get some proper mojo?

tiny top up 12k @5.59p

wise...

we all want to buy low sell high, no?

yes, research, research, research (to mimic WHO)
though whether rationality drives st sp movement is ofc open to question
esp on AIM

ncyt was weirdly mis-priced (at least on a rel basis) near £2 imv
(& AVCT has bounced strongly without much more than hope and prayer)

terrible end markets, management that hasn't exactly shot the lights out & net debt isn't a happy combo

accounts are in USD not £
new sales wins are mounting up
good luck with your own (basic) research

& don't rely on anonymous posters

cos of net selling

cos of placing risk?

cos it's a wet Thursday?

interesting point, Joy

has that been factored into the price?

worth looking across to AVCT & NCYT EVs in my view...AVCT looks expensive given it's not monetised its testing (and may be further off than here) and is v early stage in its biotech pipeline (but has at least now got cash so no imminent placing risk)...NCYT trades at a higher EV than here (but perhaps looks cheaper than here) cos it's ahead with sales of testing & has oodles of cash coming in (so much it doesn't really know what to do with it??)

'tis a miracle

but what do any of us "see"? Is the possibility of a placing here priced in?

I still fancy a drop to 40-45p for a little flutter (and somewhere around there for a placing price perhaps??)

yuk....

won't add more for sure
(well, not until below net cash)

plenty of 75k, 50k, 25k sized sells

so you'd expect one of BS, DBAY, Close etc to disclose another 1% drop soon...

& fairly cheap growth prospect imv

&, with interims out at end of month, a little interest here

if first half op profit (EBIT) come on around £1.5-2m, then this is trading at pretty low multiples
so much will depend on outlook?

unsurprising

patience needed lol

how's BRH going, rid?

only mention the winners, eh?

hi there big lad...thanks for telling me