Member Info for Laura2022

There's only been 1 tr1 , will take a few weeks for full story

A bad 2 weeks for Sneller

DELT SCE

I daod today it was good plan to watch TR1s before committing too heavily

https://www.surfacetransforms.com/investors/significant-shareholders/

Scmd

I filtered magnus ages ago

Very good point KingH

AGL, GDR etc ...all valued at many times their annual revenues

PYC has catching up to do

Success in any of these programmes has the potential to yield significant benefits to pharma in clinical trials, regulatory clearance, pricing and competitive positioning of their drugs. ANGLE is working to secure multiple contracts of a similar structure with large pharma to maximise the number of major revenue opportunities. Prioritising investment towards growth of the large pharma strategy and reducing investment in the products side is intended to maximise ANGLE's commercial opportunity and is now anticipated to deliver cashflow positive trading in the second half of 2026; and the Company is funded to execute on this plan.

From AGL report this week

Wonder if they would be keen to JV with PYC on DDR ?

ANGLE is successfully building strong relationships with large pharma offering the potential for substantial long-term growth as we can help large pharma address some of their critical issues including identifying patients that will respond to new classes of drugs such as ADCs (antibody drug conjugates) and DDR (DNA damage response) inhibitors. Year to date the Company has already secured four such pharma service agreements. 

Aim123

I've posted once !!

And said there was risks with TR1 sells...which duly came

Please go away and chase ambulances

Trench

One look at his 9mths posting tells you all

Make your mind up as you're being shown up completely for just talking nonsense

aimgambler123

Posted in: SCE

Posts: 1,947

Price: 0.37

No Opinion

RE: Massively oversold considering te 390mil Order Book.30 Sep 2024 15:29

Clearly a seller has placed a large sell with an mm, you could see earlier how the rest wanted to move up but the one held it down until it's disposed of. Then it'll bounce back towards 1p imho.

As for the scaremongers, obviously it ain't ideal, but they have enough cash to avoid going bust and suspension, for now. This from the previous trading statement.

Cash Position

Cash as at 30 June 2024 was £5.0m. While we expect this to reduce towards the year end, no further funding is required.

Yesterday you were saying something different aim123

I've weighed up things and purchased first small amount, keeping some cash in case TR1s come etc

If holders add or remain them that could be the sign to prudently accumulate?

Thoughts?

I'm waiting to see the next Tr1

Andrew Kitchingman, Chair, commented:

"These remain difficult times for the Company as it works to grow output and revenue. There remain numerous challenges and, following a period of further underperformance expected to continue through Q4, the Company will miss current market expectations by a significant margin. Cash is constrained at present, and we are working to evaluate all available options to improve this."

Thanks Milab

10% now

1-Invinity Energy Systems Plc has raised $138.2M (used Dollars presently) in funding over 13 rounds. Their latest funding was raised on May 2, 2024, from a post-IPO debt round.

2-The allocation of assets is based in the UK/Canada/USA/Australia with 3 main facilities and sub-facilities.

3-The contracts signed over the lifetime continue to generate income.

4-The parts/Equipment/ Electrolyte source of the Battery/etc

5-The license Platform Design of VS3 and older models

6-The present Upgrade of Mistral in partnering with Siemens Gamesa

7-Partnering Agreements with Extension on Re-seller.

June 2024 balance sheet in September 2024, it had zero debt and cash worth UK£46m

The company's worth on the presentation calculations would be 154,515 Million based on the company's 35p per share

If you used an NAV scenario on the present value Invinity Energy Systems would be discounted at roughly 70% but I will take the share offer in May 2024 of 23.50 and the discount rate would be 60%.

The present contracts, for which completion has yet to happen, have not been included in the summary.

A better recovery play is IES

NAV of 35p and cash of £50mln whereas share price is only 10p

I am also watching SCE

Moving past 10p