Member Info for lignumvitae

Sorry, Tracy, cannot agree with you here. This is a major alliance entered into by a minor company. If this is not the stuff of a full RNS i do not know what is. This company seems quite determined to hide its light under a bushel. After all, Air Partner, has published an RNS this morning because it has flown a few corona virus suspects back to their country of origin.

For a company whose business is faster communications there seems to something of a failure in communication their own achievements. The latest alliance is listed as an RNS on ENET's own investor relations site & yet appers to have failed to attract the attention of the LSE. Many investor's first port of call is to check the LSE page for a company & refer to the listing of all RNS announcements. Anybody checking today will fail to see yesterday's release. If this company is "below the radar" it is, in party, because the radar seems, far too often, to be switched off.

----- for the shorts i say "Happy Valentine's Day". Am i enjoying your misery - YES, i am.

NMCN is well run - well supported by director & PDMR buying - very good interims reported & good finals expected. Cash in bank. Interim div increased sharply. With the upcoming HS2 work & likely infrastructure blitz will be picking up a good deal of the sub-contracts. Seems very good value to me & expect a solid uptrend to soon take root.

Well Bradezz - i do not think that Kier are taking on loss-making contracts. Their contract disciplines have, i believe, increased considerably. Also costs are being stripped out & the company will be the leaner & fitter for that. Very soon the fog will clear & we will have a much cleaer picture of where this company stands.

The USA opportunity has been considerably advanced by today's announcement of approval for the FDA review with a positive decision possible by end September. This will give considerable impetus to partnering discussions which could alleviate the funding need. Get over these hurdles & the forward path for Diurnal looks very positive. Alkindi - Chronocort & the real longer term kicker which could launch this stock into the stratosphere is the testerone product.

Each of these announcements of contract wins are building blocks. Of course they are good business, pitched for & won in a competitive advertising environment but, over & above this & critically, each one showcases the company's talents & skillset.
This is what the market is failing to take on board. The guys behind this are ambitious & i, for one, have got on board for the ride.

Thanks, Tracy. This is a compelling blogpost from Ethernity as are many others. As such hope springs eternal but we still await delivery & the patience of many holders is wearing thin. I am still inclined to believe that this is hope deferred & not abondoned. If correct the SP will multiply.

Yes - M&G out. Seems 14.78% down to NIL = 5.15 million shares with the market. So, that is the end of M&G but not the end of Genedrive. These shares now have to be worked through.

For any Rip Van Winkles out there this is a perfect share imo. The foundations have been laid & construction continues apace. Just go to sleep and when you wake up gaze on the completed edifice in wonder.

The size of the discount tells us more about the quality of the advisers & how they "run with the hare & hunt with the hounds". And, while i have my cynical hat on, placees in this type of company are little more than maggots feeding off a corpse.

I think that Staffline could well get onto an employment agency & hire some competent staff. Just don't pay them through a Personal Service Company!! I see that their new auditors are the notorious Grant Thornton of Globo infamy [amongst others]. Hopefully, after a further savage fall, this company can rise, Phoenix like, from the ashes, buoyed by our glorious post-Brexit future. Sorry - now i think that i have really wandered into la-la land !!

Well, you just have to laugh. A transformational deal today - certainly transformed my holding as i imagine the shares will open at the placing price, ie down 37.5%. And, hey ! Here is our old friend Turner Pope - experts, it seems, at putting placee interests ahead of those of the company that pays them - and therefore ahead of PI's. And if this deal is so good, then why the warrants at a nil premium to the placing shares? As always, in these circumstances PI's are just the "useful fools", me included. And as for the results - somewhat at odds with the September trading statement methinks.

I think pi's are getting a little bit carried away. First GB is going to be non-exec - he will wish to offer a guiding hand but will not be running the company. Secondly, as already mentioned elsewhers, the Turner Pope placing warrants of 92 million alone represent 75% of the existing shares in issue, quite apart from th enormous dilution of the placing itself. Finally, and most importantly, with the bid now .80p just ask yourself this. "If i was a placee at 0.50p what would i be tempted to do once i got my grubby little hands on the shares?"

Very easily pleased are the board of Modern Water. In fact they are absolutely delighted to receive such support for the 60% discounted offering. WOW ! - 60% - not many companies can achieve that - let's give them a little pat on the back. All we need now are record losses to ice the cake. And let's not forget that the placing was well oversubscribed - what a company with these investors falling over themselves to get on board. Of course these placees will think themselves very clever whilst in truth they just destroy any remaining faith in the company. Give it a few weeks and, i imagine, the shares will be trading at or below the placing price.

Today's RNS is totally boring which makes it good news. Everything appears to be on track. Orders still being won - Kier Living sale talks progressing (& its value will not have gone down post election!). Costs progressively being taken out. A long term & potential multibagger from here IMO. Just have patience - at some point sentiment will turn.

My inclination is that this company will succeed. It won't be an overnight thing - just steady progress of a company well managed and with a clear view if their destination. Reserves are huge and the Brazilian authorities have a clear policy of encouraging import substitution. Although there are posters on this board who are negative of the product's efficacy the weight of evidence now seems to clearly be moving the scales against that view. I anticipate a steady uptrend from here. Long term hold imo.

Solid buying now looks to be clearing the stock overhang & weak holders. Expect a solid uptrend to take hold.

As a company Savannah is now materially derisked.

Excellent post Riffgo. This could really be the icing on the cake.