Member Info for lordloadsoflolly

The news is certainly positive, but I’d hardly describe it as “truly fantastic”. Nor something investors have been “waiting for for many years”. News the company is working towards divisional breakeven on a monthly basis is hardly reason to pop the champagne corks. After all, this was originally meant to happen years ago. I predict a fairly muted share price reaction by the end of the week, once any initial excitement dies down.

Wildbunch - you don’t know what you’re missing. Literally.

Beachhouse - I think it’s more to do with sectors than ITs themselves. September is traditionally the worst month for markets, with many a correction happening over the autumn. I usually try to have some funds available to invest in Sept/Oct for this very reason. Though I won’t be increasing my SMT holding, as it’s already amongst my largest and is higher risk. Always important to diversify, especially when markets are less predictable, as currently.

Yes, I have researched this share thank you. And I've decided not to add to my holding, unless the share price dips well below 10p. If everyone's so confident of a Guident trade sale worth multi £100millions, how come TEK's market cap never budges?

TopCatz - no point in estimating what Guident might be worth as long as there remains no obvious route for distributing this value back to TEK holders. As TEK's current market cap shows, the sum-of-its-parts valuation is meaningless.

Cm22 - you say "With the right news Guident could be worth £100 million over night". Exactly how much "news" are we talking, when TEK - which holds large stakes in 3 other businesses too - has a market cap of "just" £17.6m? And don't just say TEK's being ignored/undervalued by investors. They're not all daft you know. Whilst I do think TEK may eventually be revalued (upwards for once), comments like yours are so left field they really don't help your case.

My point being, there’s absolutely nothing to be gained in constantly contacting the company for updates when - in most peoples’ eyes- the man at the top simply can’t be trusted.

Did you also ask Tim why, in previous interviews, he’s misled people?

I should add that AI may well have much further to expand. But if so, a sector that size is bound to attract new players who’ll eventually find a way to muscle in on NVDA’s party. Take a look at NVDA’s 5 year share graph and its P/E ratio of 235 or so. Then tell me this isn’t eventually going to implode.

Beachhouse - yes, great results from Nvidia. But let’s not get too carried away. NVDA represents < 5% of SMT. So a 10% rise in Nvidia’s share price would add around 3-4p to SMT’s. Nvidia is being hugely boosted by the sudden explosion in AI. Personally, I’d like to see SMT reducing its NVDA holding within the next year, as I sense a huge bubble forming there. Nvidia’s current market cap is over a third of the UK’s entire annual GDP. Go figure!

Yup, he's sure to respond when asked why he misled investors.

By my previous post, I'm not saying SMT will languish forever, as I don't think that's very likely. But it may take longer to revisit previous highs than some of us currently hope/expect.

Walp - let's hope you're right. I don't think you can read anything into past patterns with total certainty. Otherwise we'd all be doing it. It's true that current market conditions don't favour growth/speculative stocks. And normally, a tilt towards the "value" end will reverse once economic conditions improve. But sometimes events change perceptions & behaviour forever. Just as Covid did in terms of work location.

There's no point in ANYONE talking to Tim IMHO. Many will feel he's already misled investors with deliberately inaccurate announcements and is therefore an unreliable witness. Me? I couldn't possibly comment.

Yes, I'm guessing it would also be a random figure, plucked out of thin air.

Oscar22 - I'd broadly agree with you, except for the conclusion that "This agreement shows ImmuPharma's long-term confidence in Incanthera since they wanted to extend their right to buy shares at this price." That's putting an over-positive spin on things IMHO. Sure, if they can push the agreement out another year with no further consideration payable, then who wouldn't? But the fact remains when the warrants were first issued, IMM presumably thought they'd be well in the money on them by 6 September 2023. Instead of which they're still miles off (INC is currently trading on Aquis at a mid of 6.35p, versus a breakeven warrant exercise price of 9.5p). And as I said previously, Aquis is so illiquid it's like a graveyard for most company shares. A cheap exchange for a reason.

Beachhouse - hope so, but who knows. They're high risk, so high potential for losses or gains. Only time will tell. Not the sort of shares likely to be in favour whilst high inflation & interest rates persist, so a long term play at best.

Aquis really is the most useless, illiquid exchange known to man. In my experience, most shares languish there, with the general direction of travel always being down. Sure, it's cheaper & has fewer regulatory hurdles than an AIM listing. But easy to see why. Presumably today's warrant extension RNS reflects the fact that Incanthera is trading well below the warrant price. So pointless exercising it. Not sure what another year will achieve though, unless Incanthera moves off Aquis.

But if Mol's right & they're not renewing the medical device mark, surely they won't be able to market it in the same way?

Stocksr - Never heard of her, but I imagine she’s just another nobody (influencer/podcaster/PR “guru”) trying to become a somebody. Just click on the x and she’ll be gone.