The latest Investing Matters Podcast episode featuring Alex Schlich, founder and managing director of Yellowstone Advisory, has just been released. Listen here.
I too am very hopeful of a successful outcome to the case(s) and am a LTH as you know but, just a small note of caution. Before people ‘fill their boots’ please do so with some restraint because even the cases with the very best likelihood of success have failed before. As a poster said yesterday, if it goes before a jury as planned, the jurors may struggle to understand the nuances of the IP etc. The Law can sometimes be an ass so, I’m just suggesting we half fill our boots! I speak as a previous holder of Oxus Gold and we had litigation funding and a super strong case but it failed in the International Arbitration Court and the verdict was announced on Christmas Eve. I was not good company for my family over that festive period because I over invested on just such a wave of emotion as we see here so please, invest with caution - after all, a small investment will return great rewards if successful but greed via a large investment will crush you if it fails. Personal experience and still a raw memory! The very best of luck to all
Strip out the Bed & ISA and it was in fact a very small trading day so although the news is encouraging, it won’t become reality for ages as usual. Fingers crossed that the Trading Update gives encouragement for LTH’s as the underperformance for a ‘world leading’ manufacturer is staggeringly bad.
Apologies to all parties if I’ve inadvertently reignited the debate between you all which I was attempting to cool down!
In the end, individually, we are the only ones who know what we have or have not done and if we are up or down profit wise.
I feel that much angst among investors/posters comes directly from the unreliability of management in AIM shares. So often these are not investable stocks on fundamentals which is how I perceived them in my naivety when first joining LSE. I was a Market Maker in the old days when we HAD to deal in the size we up in whether we wanted to it not. We were therefore often Short & Caught or Long & Wrong because a particular large investor had decided to buy or sell in size and we had to keep going until they stopped. But, the crucial difference then was, as a result, we had to move the sp accordingly and the market sp was far more accurate as a result. I traded Leaders so Oil Majors, Food Majors, etc which were far better regulated. When it started, we all said AIM stood for All Investors Manipulated and nothings changed. The two keys misleads (or lies if you prefer!) on AIM are ‘we are fully financed’ followed by a nightmare Placing and ‘this one won’t be a Duster!’ Which is more often wrong than right!!
If we have been misled by Lyn and team, I will be truly disenchanted as I believe the tech is superb (I first invested when we were Premaitha and NIPT seemed so excellent for young mothers. Since then, we’ve gone from strength to strength in so many areas and yet…. Inexplicable sp to me so perhaps this will be the genuine rare multibagger we all look for on AIM - no other reason in the world to trust the management vipers one finds throughout the whole AIM Market.
Good luck to you all and blame management not each other!!
My fellow investors - just to say that 4.234p is a Buy. MM's pushing the Ask out constantly but in fact they are selling in the 4.20's as I have just bought another 100k at 4.234 and was very surprised but very happy that that was the quote! No got my full total around 1m and that's me done in the bottom drawer until court case, new orders, leakage success proven ,etc, etc.
Merely pointing out the real sp in case anyone else believes this is at or very near the bottom! GLA
I am an independent poster/investor but, for balance, I think you both have a point.
Davand - true, twix is still at a loss on this stock but then who wouldn't be if they were here under Vialogy. To bring your average down to 17.8p in that circumstance as one of the earliest investors is actually good trading. But, yes, point taken (and conceded by twix, that 17.8p is near enough still 10p wrong but far more likely to be achieved and therefore eventually get out with a profit. I think we can all agree that we feel the stock is worth that and more.
Twix - you called each of your sell trades around the 16p level and downward for all to see as you felt there would be a general market crash shortly and you are now buying those back at low 7's - 8's and again have published those trades as you did them - that is good trading to recover 8-9p per share in light of the fact that many of us, certainly me, were waxing lyrical that 15/16p must be the bottom especially after Lyn's upbeat presentations and the fact that he had previously bout at 17p
So, as I say, i think you both provide informative posts and actually both have a point so let's not make it personal and let's hope that all we true investors in the YGEN/Ranger future, get a huge reward shortly.
...and just to confirm, I'm not an alias for anyone as you will see from my 8/9 years posting on a huge range of predominantly loss making stocks!! Haha!
Good Luck All!
The market will catch up with this soon - sometimes it takes a day or two for them to understand that this is potentially game changing as leakage is the primary issue to conquer with all batteries and super caps.
Keep watching this space! GLA
man2061 - Speaking of the Court Case, I guess the only upside in the unlikely event that the judgement goes against CPX must be that there can't be much downside to the sp that's not already in there!!!!! I mean, a MCAP of only £21m with the pipeline of orders and the possibility of a significant financial award in court beggars belief - they've probably got more than £21m in stock alone.
The issue I suppose would be, as mentioned before, that a loss in Court would encourage others not to pay the royalties and/or infringe on the patent if it's proved to be less than watertight. Anyway, I'm keeping the faith. GLA
Great news - I think, just like a boulder tipping over an edge, the YGEN story will gather more and more momentum over 2022 and will be unrecognisable by Christmas.
The market will realise that there is so much more to the company than the old Covid distraction and Ranger will be transformational. GLA
Can't believe I timed one right! Was just thinking at 4:15 on Friday that they were looking cheap and thought shall I average down now or Monday - luckily, thought I'd get distracted by today so better just get on with it! Only 70,000 at 7.34 but still, would have kicked myself if I'd seen today's rise. I'm still below average but it helped so now 500,000 around 9.1p and I think we'll get there and above over next few months no problem. GLA
- Recognition for our World leading product.
- Overseas Sales up 314% in last 3 years
- North America now accounts for 70% of sales
- US is largest global market for our tech
Now all we need is for it to be reflected in the sp - that or a T/Over! GLA
I'm hoping that, amongst other positive messages being put out at that event, they may finally be able to disclose the huge American corporate with whom they have signed a deal late last year. I appreciate that there is a confidentiality issue and this info can only become public when the client says Yes but this is beginning to get a bit silly so long after the original announcement imho.
Hyashi - you’re right that the rumour is almost certainly BS but, just to answer your hypothetical question, if anyone actually did start a bid for the company, in real life it would cost them 15p at least in the end. Share prices languish for ages and then suddenly when someone is really interested, they finally realise their true value so I’m not sure buying CPX would be a cheap way out for Maxwell
I agree in that I asked that specific question also and agree that the answer was basically 'yes, we'll be buying some' since which time nothing. This is the first Director buy nearly 3 months after saying the BoD would be investing and then it's only one of them. Losing faith in LR now who, up to this point, I always believed when he said he had a plan but since blatantly misleading fellow investors with that comment, I'm beginning to get more sceptical.
Always worth remembering the potential...