Member Info for lignumvitae

" ... we are starting to look beyond our rebuild strategy to the next stage of growth"

Exactly what we want to hear. I am resisting any temptation to take profits.

Do not attempt to befriend this dog - it will just turn around & bite you.
If found just report it to the police. Under the Dangerous Dogs Act they have the power to take it to the vet & have it put down.

At last Tekmar has decided to sing its own praises by announcing contract wins.
This company, imo, is a neglected & undiscovered jewel.

Further distribution agreements = More grist to the mill.
This is one of those "steady eddie" companies that just continues to deliver.
Long term hold for steady price appreciation in my opinion with the potential for stratospheric movement via the testosterone product programme.

riosurfer: Excellent post - agree 100%

So easily pleased are the BOD of Immupharma. So just who are these investors who are demanding to buy new shares at a discount [& most probably then flip them !] ? And why give in to their demands?
This company has a poor record of respecting its PI's. In my opinion it is uninvestable.

It is the dawn of the day. I here a bird singing.

But it is not a happy song. It is the Colin Bird, singing a lament of love & loss. Of how PI's demonstrated their love by buying shares at a rice that reflected their devotion. But then, suddenly, they were jilted by rivals who were allowed to love the Colin Bird at a lower price.

Can the love of the PI's be restored? I do not know. Now, each dawn, i shall listen for the sound of the Colin Bird singing again & hope that the words of songs to come will reinvigorate my love.

But, love is a precious thing, and once cast aside ........ ?

... the issue is that if they really believed in the company, ie in their own investment decisions, then the exercise price would be at a decent premium. This sends a message to the investment community. Note the example of Quadrise fuels.

Option awards such as this give the optionholders the opportunity to feather their nests at the expense of PI's due to the dilutive effect.

So, a shed load of options issues to Hamish Harris & Donald Strang & I have only one question:

Why ?? - that is two question marks being one for each of these greedy individuals.

Yes, a small premium to the price at the point granted but the share price has been at or above the exercise price several times in the last week

- for richer or for poorer !

Well, having nailed my colours to the mast yesterday i have backed up my words with cash & added a decent chunk.

Trevor Brown has got a lot to prove - a reputation to be burnished. I have faith that he has the ability & now the collection of business opportunities to do just that.

Excellent RNS update today. There is so much potential in this company that is nowhere near reflected in the market cap of £30m.

The initial response of many long term holders will be a temptation to sell into the rise. BUT ...

RMS is now suddenly three in one. And moreover three promising businesses, two of these potentially explosive. Gyrometric continues to make progress & whilst customer evaluations take time the potential remains. Cloudveil appears to have been an inspired acquisition as witnessed by the recent collaboration with Axis. And Pharm2Farm could very well be the rocket fuel that propels the company into orbit.

In P2F there are two arms : Hydroponics is a nascent industry set upon a rapid global growth path & suddenly RMS are at the forefront -- The medical device [face mask] arm will slot immediately into a global need for the duration of the current pandemic & a heightened individual biosecurity concern going forward.

Si, IMO, any temptation to sell should be resisted. Long-term holders could be richly rewarded.

Just reviewing announcements & noted the June RNS about the issue of a shed load of nil-cost share options to the BOD etc.
Nice to have such good friends & how inspiring that the Remuneration Committee have been working tirelessly throughout the Covid crisis !!

Torreaguas: Clearly some turbulence ahead. The conversion @ 1.6p ie: one-half of current SP has clearly been done to capitalise on the rise.
Double figures by year end? Hmm? This would take market cap south of £100m & is a big ask.

This is an excellent announcement. I see SOS enjoying a Boohoo like share price trajectory over the next 3 years.

A miserable day - a day for lazing & dreaming. BTC at $11884. Drift into & out of that land of dreams & on Monday morning GOOGLE bitcoinusd. WHAT !!! Can it be !!! Over $12000 & accelerating !!! ARGO price ? 8p - 9p - 10p.
Forgive a long-term holder his dreams - but sometimes dreams do come true.

Just a few observations here:
> I agree that the CEO's pay [what companies quaintly call compensation - presumably for the effort of getting out of bed], is excessive for a company of this size & at this stage of development. £259K per annum would be more appropriate. After all, i imagine, he also has a shed-load of options gratefully awarded by a compliant remuneration committee.
> EXOSOMES: Somebody with much greater scientific knowledge than i may care to look at Nasdaq quoted Orgenesis - among their various programmes they claim breakthrough progress on Exosomes. How do the two compare in this regard?
> Maybe RENE need the laser sharp focus of American investors. Look how it has transformed the likes of Mereo - Verona & Tiziana of late. If the RP programme is so ground-breaking then perhaps a Nasdaq listing is called for?
And, finally, & again for those with greater scientific i pose this question:
Orgenesis has its roots in cell based programmes - it recently sold its cell manufacturing operations - it currently has $97m in cash against a market cap of some $125m- its programmes cover Exosomes - a claimed flagship programme in diabetes - a recently purchased an anti- viral company with a close to market product & a developing pipeline - rights over some of UK listed Hemogenyx' programmes - a well regarded CEO & Professor Sarah Ferber as a guiding light. A wealth of announcements but very difficult for a layperson to get to grips with. This is not an attempt to ramp; indeed not really possible from this side of the pond - just interested in other opinions. Is this one of those American "sleeping beauties" that will suddenly make the key announcement & go through the roof on the way to becoming a pharma megastar or nothing more than a chimera?
& finally, finally, could Orgenisis find that RENE has attractions as a target?

I will stick to my opinion on this one - + Galleon obviously see value here.

The transformation of Topps is gathering pace. As the Government's push for a house building blitz gathers traction they will be in a sweet spot. Profit expected for the full year & net cash on the Balance Sheet.
Three cheers for Topps & Onwards & Upwards i say ...

Another excellent contract, cementing Galliford's reputation in the North of England.
Utterly amazing that the market pushes companies higher that have & remain in the eye of the Covid storm & the long-term changes that this has unleashed and yet totally ignores a company selling for less than its cash balances & in a construction sweet spot. "Build, build, build" is the Government's mantra & yet Galliford, a major beneficiary sells for a pittance in share price terms.
Time for a re-rate methinks.