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Instead of chef, perhaps we should refer to him as potwash.

He has been spouting the same nonsense for much of the 5 years I've been holding KOD. Swear KOD should've gone bankrupt about 18 times now based upon potwash's hyperbolic comments

Loved KOD since 2021. Nice to feel some substance to this SP rise unlike others in the past. Think we're in for a good year kodders :)

I've given this company so much time and patience only to have it thrown back in my face.

After 5 years, I'm out. Liquidate whilst there is still something actually liquid.

Anyone who sold out when we've seen this exact same pattern play out at least 2 or 3 times in the past 3 years are pretty silly.

This beat down is rather overblown IMO. Think this will still do £245-250m in FY25 revenue. The management are particularly good here, very reactive. The Canadian acquistion has yet to prove its muster but I think there is time for that to be ironed out.

Analysts & BOWL themselves are blaming "good weather" for the lacklustre mood here which I think is partially the case. Nevertheless, good weather comes bad weather follows. So I've no doubt that BOWL will make up when mother nature's mood changes.

I'm quite surprised there hasn't been a private equity bid to take this over yet, the hawks will be watching I'm sure. We can't let them have it for cheap! Still believe this can be a £1bn mcap if management ride this wave correctly.

The China trade deal announcement appears to have given this a boost.

MyHealthChecked, along with other brands, were featured on ITV's This Morning... this morning. I haven't watched the segment but have seen this LinkedIn post about it.

Stay at home mums, housewives & retirees are the core demographic of the program and undoubtedly this will drive a few sales.

linkedin.com/company/myhealthchecked-plc/posts?lipi=urn%3Ali%3Apage%3Ad_flagship3_feed%3BIFsagfh6QKCNLIgKzYRCwQ%3D%3D

Is that the prices go both up and down. And, as we have seen a lot in recent years, prices of commodities can be extremely volatile. That is what makes them commodities.

A lot of people forget the basic economics here. We've just been in a few years of suppressed global investment due to high inflation & high rates. We are on the precipice of an era of high investment in both the technology & energy sectors (which are symbiotic) and lithium will become a key global commodity that perhaps isn't reflected in the current spod price.

It certainly feels like the sky is clearing here. Been a long one, but bright days ahead for sure :)

Tbf Juxtaposition I think that ANY amount of cash that J&J are going to be giving TRLS is material here.

J&J is a 350 billion megacap. Even the fact that J&J have noticed TRLS is enough of a catalyst IMO.

Some of us are still in this from 10p (tho my average is under 5p now :D)

This announcement is probably one of the best things we could've asked for. I was about to write it off, the only reason I hadn't sold was because of the surprising net cash position continuing for so long.

J&J agreement is amazing and for those of us not just invested in the stock but also want the business to succeed this is the best way forward. I have Crohn's and am glad to see this stock revived.

These are the kind of announcements many of us have been waiting years for.

C'mon Penny... keep up the momentum now it's started

Tbf 16GB ram is becoming the modern standard for any desktop system and it's good that RPI have an option now all the way from 512mb (Pi Zero) to 16GB.

"Home labs" are basically computers solely for computer nerds to tinker with such as new software, servers, networking etc. It's a pretty big scene for hobbyists - to sum it up: "IT experimentation".

To be fair, Raspberry Pi are just catching up with their competition here. A lot of other lesser known SBC brands already offer 16 GB models. But it is nice that the mainstream now has an offering too.

These machines will be good for people who are into "Homelabs" (and much more. Previously you were better off buying a used Mini PC from a business but these provide an alternative, new, option.

A new 16GB variant of Raspberry Pi 5 is now available, announced by Raspberry Pi this morning!

This is a nice addition to the line up, it is the first time RPI have released a 16gb model of their consumer variant. The compute module earlier this year released with a 16GB option but that is aimed more for industry.

It's also worth noting that Mrs Upton also made a sale back in June of 25,000 shares @ 435p (£100,750). And obviously she made another sale this week of 30,000 shares @ 619p.

I've been reading up about her. She co-founded the company with her husband but she was purely focused on the Communications & Marketing roles - I assume these are going to be managed by someone else now that the company is public.

It's clear that she is now moving on from RPI (LinkedIn shows RPI jobs ending in Nov 2024) and has been head-hunted to chair a consultancy firm to offer her experience in comms & marketing to the wider robotics/computing industry (BOW).

IMO these sales are meaningless. She may just want the liquidity, possibly entering semi-retirement or simply wants to be able to reap the reward for her 15+ years of work at RPI. £5 is a good buy if it dips that low IMO (anything under £1bn MCAP)

htxps://www.businessweekly.co.uk/posts/liz-upton-aims-to-do-for-robotics-what-she-helped-do-for-raspberry-pi

htxps://www.linkedin.com/in/liz-upton

IMO the directors selling here is not necessarily a red flag and isn't wholly unexpected.

RPI have quite tight finances, I imagine share packages were a big incentive instead of an annual bonus this year in order to make the IPO as successful as possible.

It is also just quite good financial sense to make a sale after that amount of growth.

Just got an email about the website having some downtime on the 7th January for an "Upgrade" (see below). Normally small changes can be handled without needing to notify users of downtime so this sounds like a substantial upgrade, possibly a new platform being launched?

"Scheduled Downtime Details

Date: 7th January 2025

Time: 3:30 AM to 1:30 PM (GMT)

During this period, the following services will be temporarily unavailable:

1. Access to your MyHealthChecked account and dashboard

2. The ability to create new accounts or register new tests

3. Purchases of products through our website

4. Orders placed after 12pm on 6th January will be dispatched by 12pm on 8th January

Please don't worry, if you have already sent us a test, the service level will be unaffected by this planned downtime.

We sincerely apologise for any inconvenience this may cause and appreciate your understanding as we work to further enhance your experience with us. If you have any questions or concerns, please do not hesitate to contact our support team at care@myhealthchecked.com

Thank you for your patience and continued support.

Warm regards,

Team MHC"

I mean, this was sitting at £3.30 (£600m market cap~) for a good while just a few weeks ago. That was a great price to get in at if you could.

It's possible this is still significantly undervalued (hard to make that call without more financial statements IMHO).

Thanks elcobbledore. It sounds like the risk still exists re the $7.5m, I think it doesn't matter in the long-term but it is a RNS event that could put this back in the 0.3s in the near-term (assuming KOD take the brunt of the payment).

Hopefully news on production comes first, that would be ideal scenario. In that case, the payment is irrelevant as revenue is secure.