Member Info for Jurado

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.

Either that or the trading robot thingys saw the name of our company("dry" in Greek) looked at the election result and thought we were about to be nationalised by Syriza

Ha! looks like we're all clueless Market22. Actually 17 out of 18 stocks in my portfolio are down to day, but none as much as this one. I won't worry excessively unless I hear something to worry about though.

Any theories on what's behind this morning's fall? Doesn't appear to be any really dramatic buying or selling .

...since we had news of the outline contract to work with Hangzhou Water towards a desalination plant on Xugong Island. In the September half year report there was a line about contract negotiations being slow but don't think we've heard anything else. Anyone know anything?

Here's a link that's a bit more interesting than today's RNS - more information, or at least confirmation, about progress towards a domestic machine and about the strategy to license bead technology. Only disappointing element is the lazy sexist stereotyping - hope that's not the new marketing approach: http://www.yorkshirepost.co.uk/business/business-news/xeros-sets-sights-on-homes-for-laundry-revolution-1-6994703

That would seem to add up. Woodford presumably bought the Invesco holding when he was there. He's just launching his new Biotech fund. Hope you are right. presumably we shall be told shortly.

It's one tenth of the company! I would have thought it would trigger a holdings RNS. I've no further information but am am very curious what's behind it.

A 71 million/£15million sale this morning it seems. Somebody can't afford to wait for the good times.

Try this link (you do have to register with your email address first): http://wsw.com/webcast/jeff86/register.aspx?conf=jeff86&page=trx.l&url=http://wsw.com/webcast/jeff86/trx.l/

Just listened online to a terrific presentation from Antony Odell to the Jefferies Health Care Conference today - filled in all sorts of gaps in my knowledge about the company and its strategy. It's about 35 mins long but fascinating stuff if you are in or thinking about getting in to this company. Gave lots of information on the short term prospects (including confirmation that first patients should be recruited to the meniscus trial before Xmas) as well as key developments over the next two years. Finished with some inspiring possibilities for the next decade concerning potential for decelluarisation in areas including hip joints, heart valves (lots of data there already) arteries ("tubes and plumbing"), bone cartilage and even the liver. I followed the link in a tweet from the company this morning but afraid I can't seem to paste the link - it's not on the company website at the moment but I assume it will be soon. Will post a link when I can find it.

Ok, so not a great reaction to our figures but I'm not that surprised - I suspect some people thought we'd already be making big money and were scared off when they saw we'd achieved sales of eight grand. Worth noting of course that these results are until the end of July - so only six weeks into the commercialisation. As I've said before, would be good to start hearing some success stories to back up the results of the University of Manchester trial. With this new Q code the market would seem to expand considerably from January. For those interested, there's now more details available on the UK (and, it appears, Poland) trial for meniscus replacement. I'm no medical expert but a bit of googling (DYOR!) suggests they've got the top guys in the knee world involved here. Not open to volunteers yet but it all seems ready to go - it's a three-year study but I'd imagine there will be information from patient questionnaires relating to knee movement and pain relief well before the end. Anyway I found details here: http://clinicaltrials.gov/ct2/show/NCT02270905?term=Meniscus&rank=5

...actually that's rubbish. TRX would make me 60 per cent already if I sold up today, but I'm confident there could be an awful lot more in the pot further down the road.

I certainly am, though as someone fairly new to investing I'm having to lengthen the timeframes I'd initially envisaged for these companies to make me any money. I think they will, and its exciting watching them grow, but unless maybe we get bought out, it's going to take a while.

Looks like Neil Woodford agrees with us. He's not having my shares just yet though.

So...judging by the lack of any dramatic change, the results seem to be pretty much accepted by the market as par for the course at this stage. Revenue increasing but a fair way to go before profits are made, but that's mainly because we're spending money to gear up for expansion. I can understand why with that narrative some will be reluctant to jump in too far at this stage, but am encouraged by the fact those people typically say they will "keep an eye on us". Every reason to remain optimistic here I'd have thought.