Member Info for lignumvitae

I admit that this may only be "flying a kite". BUT: Sosander is on-line only with a particular style & target market & with a Market Cap of some £32M. Quiz has a Cap of only some £8m. Both have cash in the bank. Quiz have dramatically reduced their store estate whilst retaining the gems in their portfolio. In so doing they have significantly increased the proportion of on-line sales. Quiz offerings target a different segment of the market than SOS, just slightly older & more middle class. Seems to be that this could be a marriage made in heaven.

When in doubt i consult my budgerigar. "Hey, Budgie", i said, "What do you think of Reneuron?"
"Cheap, Cheap", he replied.

I wonder if a business combination of QUIZ & SOSANDER is in the wind?

Yes, undercarriage: Good update - should see the price above £1 today & a decent uptrend established.

Some investors obviously think of themselves as miners. They have drilled deeply into the quarterly report & assiduously identified every possible negative. Trouble is that in so doing they have short-sightedly ignored the very considerable positives.
But, this provides an unexpected further buying opportunity for the long sighted. So, I say, "Thank-you".

Why no mention of Zcash ?

On a more positive note I reckon that if BTC is seen to have established a base at $11250 then this should support an Argo price going forward of 8 - 10p. BUT with BTC the fly in the ointment is, of course, the volatility which is why Argo acts like a "Puppet on a string".

So, the metallurgical tests soon to commence & expected by end of 2020. The company have their objectives which they seem confident will be validated. The quote i like is:
"If Blencowe are able to deliver a concentrate with these properties it will have a graphite resource of considerable value"
This company promises to be a Little Gem (and no, i do not mean a lettuce).

The question here is not over the quality of the science but as to whether Genedrive are just destined to be too late in this particular game.

Reading between the lines says more than the lines themselves. Why not wait for some results of the analyses taking place?
Also the repricing of 2.5million of options. WHY? It is not open to any PI to buy shares in any company & then "reprice" the purchase at a future date. This is "Heads they win - Tails they win" for directors & leaves an unpleasant taste in the mouth. After all, if the investment case is as good as they suggest, what is the rationale for repricing?

..... I can now answer my own question. No ! - the persistent sellers are not yet done.

The question that I ask myself today is, "Are the persistent sellers now done". Let's hope so and then the underlying value of BZT's assets can start to be reflected in the SP.

The market greets all of these update announcements from Integumen with a big yawn. It's like someone having a house built and looking at the progress each day & just giving a grunt at the extra layers of bricks or the windows going in or the roof going on. And then suddenly, in all it's glory, it is complete. They stop and stare, rub their eyes. Yes, it is complete - all the effort, all the wait has been worthwhile. That is the journey we are on.

Agreed OWJ89: I see range additions & perhaps bolt on acquisitions as the likely strategy together with a laser like focus on marketing, customer service & cost control.

On 22 June i posted:

"The trick [IMO} will be to resist taking profits as an upwards trend begins to be established"

I remain of that opinion. Cheryl Calverly, in my opinion, is like the star striker plucked from minor league football by a Championship team & that then propels them into the Premiership.

A solid & confident update. I increasingly feel that Cheryl Calverley is a safe pair of hands with a clear view of the future for Eve.

So, initial drilling complete & JORC resource of this important graphite resource imminent.

The signs are good - Full steam ahead.

This little infant is looking stronger by the day. A positive move in the right direction.

The Nasdaq listing is all very fine & dandy and is unquestionably a good thing but we need to recognise that, so far as the London listing is concerned, we are now the puppet to Nasdaq's string.

And Nasdaq often ignores fundamentals to a much greater degree than London - creating highs & lows that have very little reference to the actual story. Probably because companies in the pharmaceutical space face much greater competition for investors interest & prices are driven by news & bulletin boards & individual commentators.

RNS: Cash @ 30 June 2020 £195m - Note: Market Cap £112m = Disconnect.

Of course Covid 19 has affected Galliford As it has effected most all businesses but business is now virtually back to normal - margins are now on trend - order book is increased & contracts continue to be won.

And, any infrastructure blitz will likely leave them in a sweet spot. Note also that they are strong in the north of England & Scotland.

Clear buy in my [very 'umble] opinion.

Given Huawei's almost inexorable move to pariah status [rightly or wrongly] i wonder to what extent Ethernity is an immediate & potential beneficiary.
More knowledgeable posters than i can hopefully put this into context.