Member Info for lignumvitae

Today's RNS is like opening a box of expensive chocolates & each one you taste is another delight.
Seriously, an excellent announcement, well presented & well argued. Opportunity knocks & this could be the year when opportunity is seized. AFC is at the forefront of a nascent market with the potential to seize leadership in niche sectors.
Yes, funding will be required along the way, this is inevitable, but the essential point to consider is:
Fossil fuels; Institutions disinvesting - Clean fuels: Institutions investing.

This proves a theory of mine. Good news can cause shares to fall as it provides an opportunity for weak holders to exit.

Honour, in the sense of doing the honourable thing, is a rare commodity on AIM. Brian McMaster has demonstrated that it can exist & sets a shining example to other companies. Also it generates trust within the companies PI's. So it works both ways. OK - so we now have a full mining licence & profitability forecast for the current year. There is a lot to like in HMI & I anticipate a gradual re-rating. It has been a long wait but the future looks promising.

There are obviously willing sellers around & a positive announcement gives them the opportunity to offload. Results around the corner so i will rest my case, ie that this stock is cheap, until then.

This is my Budgie's favourite stock. Having read this morning's RNS it is jumping up & down in its cage, going "Cheap - Cheap - Cheap"

Delivery of the undoubted potential of Ethernity is deferred but certainly not cancelled. All of the building blocks are now in place & the market is ready. Major telcos have been tardy with 5G & China is stealing a march. This will not, cannot, continue.
We are on the verge of major investment which means major opportunities for Ethernity. Current market cap is £16m which is derisory. Once this company is on the radar & receives the oxygen of some publicity then it will quickly start to rerate. I see a cap of north of £200M within two years which, assuming no cash raise, means a potential tenbagger for the patient.

Thank you Sycric - I stand corrected. So shall we say "Any battlehardened small company investor ...

Quertyii - don't believe everything that you read in newspapers.

Any battle hardened AIM investor will know that the biggest asset that a PI can desire is a board that is on their side. This is the acid test. Too many BOD's are only on their own side, often aided and abetted by a cabal of self-serving advisers. Much has been made of the fact that Unilad built a significant business with minimum dilution - this proud boast underlining that dilution is the enemy of PI's. Quite what level of funding Iconic requires i do not know - nor on what terms & of what nature. But i do hope that John Quinlan & his team live up to the implications of their publicised backstory. An important element of any quoted business journey is the trust and approval of your core PI's - not self-serving & Johnny-come-lately placees who hang around only long enough to turn a quick buck. Also i hope that JQ keeps an eye on this and other forums & realises that PI's should be his solid foundation & beware building a shareholder base built on shifting sands.

And, of course, I shall give the Daily Telegraph the benefit of the doubt & conclude that their role is simply as the "Useful Fools"

Typical Daily Telegraph, it seems to me. Is there anything new about the Governement's review of the contracting sector - NO. Is there anything specific about Kier - I doubt it. And interesting timing with just 11 days to go until Kier publish their results.
"Fears are growing ...", trumpets the article, quoting anonymous "City Sources". Now, whisper it quietly - not a chance that these sources either derive from shorters or persons / firms close to or associated with shorters? Of course not - thoroughly honourable & respectable persons are shorters & the persons that assist them, are they not??
The last DT knocking copy was a few months ago. I would suggest that it is reasonable to doubt the content, inferences & most particularly the motives of this article.
The last Trading Statement was reassuring - the results announcement was brought forward by 2 weeks. I am content to ignore the news and wait for that announcement.

For a long time dealings in this stock were sporadic at best on Nasdaq. Now Nasdaq is taking the lead. Given that an alliance on the brittle bone disease product [potentially blockbuster status] has a decent chance of being with an American major then maybe, just maybe, there is something in the wind.

It is worth rembering that only when all of the short sells have been unwound do we have a level playing field. Shorts play on fear: of misreporting - bad management - excess debt - poor macro conditions. Remove the fears & there is nothing for them to feed on.

Another excellent business development update.

MF have a particular formula. They select a stock - say why it might be cheap - cast doubt on the reasoning & then use all of this as an opooirtunity to ramp their current overpriced favourite. All rather pathetic.

MF have a particular formula. They select a stock - say why it might be cheap - cast doubt on the reasoning & then use all of this as an opooirtunity to ramp their current overpriced favourite. All rather pathetic.

Drawdown - whether you meant "apparently or "obviously" highly inefficient please justify the statement.

Stop worrying - apparently the Chinese started work yesterday at 8:00pm - worked all through the night & HS2 was complete at 06:00am this morning. Apparently Storm Dennis was a bit of a headwind for them but, being Chinese, they coped.

Yes - as has been pointed out, construction companies - particularly at the civil engineering end of the spectrum are on fire. Galliford - Costain - Kier moving in lockstep. So, for a PI, it is useful to identify if anyone has been left behind. Which leads me to NMCN - the old North Midland Construction.Well run, profitable, dividend payer, cash in bank - modest cap. This is likely to pick up a decent number of the subcontracts that will be on offer. DYOR but i think this company will prosper.

And for 1234 i am not a deramper but nor am i in the business of uncritical adulation. I am a not insignificant long-term holder here - hence my frustration.