Member Info for lignumvitae

Institutions have had plenty of opportunity to buy in recent days. The fact that they haven't speaks for itself.

I wouldn't say that i am allergic to Non-Execs but generally i cannot get enthusiastic about a bunch of hasbeens making up the numbers on the board. But Mary Taverner is different. This is major coup for Allergy Therapeutics & i believe, alters the investment landscape, turning this stock into a long term hold. Always assuming it doesn't succumb to a bid in the short term.

So Staffline is now in a dark place, the share price is in freefall & the stated £37m funding requirement becomes more difficult with every penny that it falls. Accordingly the dilution is becoming greater & greater. That is assuming that they can now attract placees at any price. What an inglorious mess. What monumental incompetence. The placing should have accompanied the most recent RNS. That would have staunched the blood from what is now an open wound.

Today's DT has their periodic China Watch pullout.It has a piece on how China is fast tracking 5G & that 5G licences have been granted to China Mobile, China Telecom & China Unicom. The latter two are referenced in Ethernity's RNS as being clients of Fiber Home. The Chinese Minister of IT is quoted as saying that China welcomes foreign company involvement in building it's 5G market. So there you have it - fast track - 2 of the biggest 3 operators & first licence holders as potential customers - a welcoming hand to foreign involvement [although presumably not USA etc countries that have targeted Huwai]. The FiberHome deal now looks to have exceptional significance. If ENET's technology has the benefits that it claims then major revenues & profit should flow.

They want to raise £37m. If the placing & open offer were to be at £1 per share then that is 37m shares. Shares currently in issue are 28m. That is huge dilution with a large chunk of the company going to those faceless placees.

Well, i suppose Mr Flight put 1.25m shares, at a cost of some £25K into his pension fund because he considered them good long-term value. So i find that encouraging. Hopefully, as the business evolves, the shares themselves will take flight!

No-one can be criticized for taking a profit. After all there are no guarantees in this game. Nonetheless i see this as the low hanging fruit being picked. The rest can be left to ripen.

You may well be correct Tracy but this is the dichotomy we are faced with. A bid at £3 a share would provide bountiful profits to PI's but, at the same time, could mean the bidder getting an important slice of the 5G revolution on the cheap.

Stock volume is modest although there may be delayed trades in the system. What today tells us is that any stock overhang is now cleared and the suspicion is that MMs are trying to flush out stock, potentially because they have an order to fill. No RNS so this news has only filtered through - not yet fully hit the radar. Not clear whether early revenues will accrue and at what level but what this deal has provided is an abundance of credibility. Part only of the jigsaw but a very important part.

So, is this Andrew Davies guy actually an undertaker? He is appointed CEO of Carillion & they are dead and buried before he even gets his feet under the desk. Now he fetches up at Kier & the shares go into a tailspin. Any attempt to calm the market - NO! Any attempt to buy shares - actually put some money on the table? NO! Maybe he was in such a hurry he fell over himself.

Breaking news; Kier got new CEO via Amazon. On taking him out of the box all they found was damaged goods. Now can they return him & ask for a refund before he awards himself a shed load of nil cost options?

With their specialist position in data centres etc & their excellent reputation the future looks bright indeed. Clearly signposted by the company & Google Maps is not required to find the destination.

Excellent results - would have been nice to see the d[ividend] word mentioned, if only as an aspiration for the current year. Nonetheless these results + prospects leave the company looking cheap.

Tracy - the thing that puzzles me is that, uniquely for posters, you comment only on this single stock. Is there a reason for this? I ask this politely, simply to try & put your informed comments into perspective. My current take on this is that quite simply we have to put our faith in the CEO. He appears confident & if he can deliver then the sky is truly the limit. One major deal alone would, i feel, double the share price. But delivery & early revenues are the key.

Curate's egg today - Jam tomorrow & so keep the Champagne on ice.

Delivery is speeding up. Looking very positive.

Contrary to what has been posted there in nothing in Gun's update to suggest that the status of the Madagascar licence is in doubt. Beyond this i wonder if maybe Northbay Capital may fold their interest into Gun for shares resulting in the total interest being in one listed vehicle. A London listing was always the plan for Oyster & would make a farm out much simpler.

Current market cap of the whole shebang is around £2m

Breaking news: Ted Baker plunges from skyscraper. Will anything break his fall? Can he be saved? Don't miss the next thrilling episode of this tragic saga.

Well, all of the ducks are now in line except for one and that is more customers. We simply need more of these discussions to turn into contracts & a bright future will await, both for the company & investors.