focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Some interesting comments from Bill Westwater in this interview - including progress towards a domestic machine which could be available in two years if the appropriate corporate partner can be found. http://www.managementtoday.co.uk/news/1301138/a-new-save-energy-waterless-washing-machines-homes-2016/
It is good news that Trx is properly under way - not least because it's my largest holding - and there's also positive news from the likes of Synairgen and Ceres, but as far as the market is concerned I think the fortunes of ipo are deeply tied in with Oxford Nanopore (our holding there is worth four our five times that of our holding in trx). If GridION and MinION take off then there'll be a lot more interest round here. But for me it's still a fascinating share. So many different opportunities for success.
Pleased but a little surprised at the size of today's bounce. I know it was a couple of months late but we knew this was coming didn't we? Maybe some out there thought it wasn't going to happen. Or maybe the subsidiary elements in this release - the link with TASSMA - are genuine surprises to the market and seen as significant. Whatever - it feels great to be finally underway. I look forward to hearing clinical success stories and to a formal UK launch.
So one utility company in the USA has provided a big incentive payment to a laundry company for having installed the Xeros system. Because our system uses far less water and energy, Liberty Utilities has made a payment of $28,000 to an industrial laundry service using it in New Hampshire. You'd have to hope that kind of action is going to quicken uptake of the system: https://uk.finance.yahoo.com/news/liberty-utilities-announces-incentive-groundbreaking-100000331.html
Really interesting little profile of the business here - makes me happy to have my (fairly tiny) investment with them. http://www.growthbusiness.co.uk/growing-a-business/company-flotations/2462827/neil-woodfordbacked-xeros-on-life-after-ipo.thtml
I'm not sure anyone is expecting huge sales already - I'm certainly not. Just want confirmation that the sales guys have made a start and that income is starting to flow. If the product is as good as we think the sales will start to grow once patients and medics see it working.
The analysts have started to take a look at us. Jeffries issues a Buy, with target price of 164p. OK, they did act for the company in the IPO, but still... http://www.citywire.co.uk/money/the-expert-view-astrazeneca-resolution-and-premier-oil/a748310?ref=citywire-money-latest-news-list#i=6
Yep the lack of an update does seem to be worrying the market a little bit. A US commercial launch was promised for Q1 - so it would be good to get some sense of what is happening. I got in at 15.75 and still harbour very high hopes for this company and its products. Potential to really improve the lives of those with chronic problems.
I've got a small holding here and also in oil explorer Tower Resources. People over on TRP have spent large amounts of time on the Marine Traffic website following the progress of their drillship and its supply vessels through their AIS. Parts of that site are free and parts paid - so I'm wondering if this is now, or is potentially in the future, a direct income stream for SRT, or is just is about sales of the devices?