focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Having read the results this morning I assumed there would be something of a fall as the short -term traders had a look and went "harrumph, still not making money - ooh look squirell!" . However we appear to be recovering that early fall as people realise it's all still to play for here for anyone who can wait a while. I nearly missed the second release today which covered another getting Medicare approval for another two states - maybe this is going to be a regular thing in coming months as our coverage spreads.
No RNS reported here it seems but yahoo is reporting results - still in the red but revenues rose to £19.2m from £16.8m and losses before tax narrowed to £310,000 from £1.88m - https://uk.finance.yahoo.com/news/cellcast-still-red-102700275.html
Actually, looking back to the last interim statement it states "the Group has invested in new genres of interactive multiplatform TV primarily focussing on the gaming and gambling sectors. These new businesses are expected to commence operation in the first quarter of 2015." So maybe it's just that there's a likelihood that we're trading again now. We might get some figures shortly.
I care - to the tune of a £500 punt taken here at this price a few years back. No diea why it's creeping up. The business model of the company has changed beyond recognition since I bought in and I can't say I fully understand what it is they do now, but it once went up to about 6p - I'd be very happy if it did so again.
One of my other holdings - Summit Therapeutics - recently moved to a dual listing on Nasdaq. People on that board were very enthusiastic about this, though in the first few weeks it's not made a big difference to the SP. I do wonder though if this an avenue we may go down here. Currently that's where we're trading and we've got a US registered subsidiary - I'm assuming it would help unlock access to lots of keen US investors. So good idea - or just a distraction at this time?
Excellent - a couple of months back I was bemoaning the lack of information on how things were going. Obviously sales figures are what will drive long-term growth but a few compelling case studies are good for everyone's morale - not least the patients' of course.
Wouldn't have thought it had to be insider trading based on genuine information - just a sentiment that gets shared around the market which may be based on research or might just be straws in the wind. The last figures were based on just a couple of weeks sales and given we've not had official information I'm not that surprised if some traders get cold feet a few weeks before the next market update.
Ok, so this is all a bit depressing. Trying to be positive - if there is to be poor figures relating to the dermapura launch, I reckon this is being clearly priced in by the market. Bad news shouldn't taken it down much further, good news should see a big bounceback. Of course it's still early days for dermapure and anyway there's other things in the pipeline too. This fall is a buying opportunity.
Well I*'ve seen this fall described elsewhere as being "investors dumping stock in advance of May's figures" but - despite that one huge sale a week or so back - I've not heard anything to justify that course of action. I agree with your assessment of the company and all I can say is this is probably the time to hunker down and wait. A shame we've not heard a bit more from the company.
Here's a nice optimistic piece about us from This is Money http://www.thisismoney.co.uk/money/investing/article-3017926/Xeros-taking-investors-spin-water-saving-technology.html - suggests we could be turning a profit in two years and focuses on the breadth of the opportunity here. Exciting prospect.
After about 10 years of making occasional small investments, I took my very first profits this morning by selling 49 Arm shares, more than recouping my original investment - and still leaving 350 shares to ride. If only every investment had been this successful. Anyway sorry to waste your time - felt the need to share that.
I think anyone following this would know about the Manchester trials. My earlier comment was about the impact of commercial application in the US since June. The clinical trial information was great - and why I invested - but we've not had much about how it's actually going down out there in the field.
Can't say I really know much abut the intricacies oh US healthcare finanancing but this seems like significant news. What might be interesting though is Odell's assertion that dermapure has been achieving 'outstanding' results since June. OK, it might just be standard press release bs, but given the absence of formal feedback on how it's been doing I take some comfort from this.
Very nice to just sit and watch this share quietly increase in value without all the drama attached to many AIM shares. That said, any ideas for the current upwards gradient since around November? I don't think there's been dramatic developments in any portfolio companies, so maybe it's just the business model that's appealing. As we know, the potential for companies such as Oxford Nanopore, Advanced Graphene or Tissue Rengenix is huge - if they start to hit the big time, the sp here will surely go a lot further still.