Member Info for LTbeliever

This is 2 months old, do they have an update today?

Bummer! On July 11, I estimated Revenue of 1 mln, but I guess 930k is good enough.

Just kidding, great results, it all but guarantees Net profit for H2.

It's a great signal to the Market, repayment of 1 mln over the next 28 months, out of cashflow. It means the co is already making enough to cover opex and loan + interest repayments. IMO

Let's see what happens with the bigger CLoan.

We will have numbers by Thursday morning, hopefully evidencing the strong momentum in sales and revenues. offer price at 0.738, slight rise from 0.714 last week. Bid is stuck at 0.70 though.

Not long to wait, GLA

That's 1000 tests per day, imagine the reagents' volume for MET! And how much Welsh Water will save by avoiding lab-testing. All we need is a UK-utility agreement, this will be a game changer.

And the UK too, point no 2 (PFAs and monitoring) is right up my street!

https://www.bbc.co.uk/news/articles/cly1kwdze5qo

that's the us guys, we still have the eu to play for!

"action on pfas is also ramping up across europe, with updated eu-wide limits coming into effect from 2026. the recast drinking water directive (dwd), the eu’s primary drinking water law, limits levels of 20 individual pfas to 0.1 µg/l, roughly equivalent to 100ppt. further, total pfas in drinking water is limited to 0.5 µg/l (~500ppt). from 2026, drinking water will need to be assessed and pollutions tracked, with actions taken to remove pfas in the event of noncompliance. "

https://www.rolandberger.com/en/insights/publications/opportunities-challenges-in-new-regulations-of-forever-chemicals.html

https://www.gleis****z.com/en/news-events/know-how/pfas-restriction-proposal-eu-level

HG, "the herd" will arrive only after the Mkt is convinced that we're past the inflexion point, IMO; there is so much bad history in MSYS/MWater etc, so many people burned that even a super Update next week may not move the SP needle much; only when insiders start moving/adding to positions will we see the SP moving. The good thing is that by Xmas, the Co will be profitable beyond doubt IMO and if material deals are announced before then (for PFAs financing with OEMs, Water companies etc), then the SP will start moving quickly; for us Holders in the know of these soon-to-happen developments, this is the last opportunity to buy at this crazy SP; GLA, 2025 is the year it all happened, you will say in a few weeks IMO. GLA!

Thanks HG; but why'd someone buy at 0.75, if they can still buy at 0.717 from other sellers? If the seller really wanted to get rid of this lot, they surely need to drop the asking price, right? The MM is still making a nice spread anyway (0.717-0.70), almost 3%.

U mean, offering to buy 4.5mln @0.75? Or trying to sell? that's a lot of shares.

It's all BUYs today, Bid has been @0.70 consistently.

Trading update, Sol, for H1 2025, BY the end of July; so, in a week or so; another good sign, IMO, as the Co wants to share some good numbers with investors; remember that the new investors didn't invest £780k to plug holes in the Co's WCap but to push it towards bigger and more profitable sales; the commercial testing of the PDetector this H2 will be very welcome too, in this climate of increasing water pollution.

And I don't know if anyone noticed in the AFS 2024 Notes, but Bob continued to receive his non-exec Director salary of £30k ALL of 2024, to preserve the Co's cash; a huge act of faith IMO; this compared to GJB who "stole" another 100k as Director Fee in 2023 (on top of the £1+ million siphoned off to DVRG). Together with the 2 fresh job ads (75k+40k annual salaries) on the Co site, IMO these bode well for 2025 and beyond.

Another 70k invested, good vote of confidence; esp. by Nigel Burton who (although "slept at the wheel" 2 years ago when GJB siphoned off our cash) lost his then £200k investment in 2023, after he exercised his stock options. IMO, his timing this time will be much better as he is investing in a new "beast", at or near the all time bottom. DYOR

This one in particular means Water Cos will have to invest more in env protection + water monitoring

"Public health reforms, to better manage public health risks in water "

Scrap Ofwat and make water meters mandatory - a snapshot of today's reportpublished at 09:24

09:24

Sir Jon Cunliffe's report, which was released at 06:00 BST, has 88 recommendations on how to transform the water industry in England and Wales. We're still going through it, but here are some key points:

It calls for single integrated water regulators in England and Wales - to simplify the system, and close gaps, with the current regulator Ofwat being replaced

Devolving planning and resources, through eight new regional water system planning authorities in England and one national authority in Wales

Greater consumer protection - including proposals to improve affordability and customer service, for instance through a water ombudsman

Stronger environmental regulation, through changes including compulsory water metering

Tighter oversight of water company ownership and governance - including a new "public benefit clause" in water company licences

Public health reforms, to better manage public health risks in water

Clear strategic direction - with a new long-term National Water Strategy published by both the UK and Welsh governments

Infrastructure reforms - companies should map their assets and ensure water provision and waste management is safeguarded for future generations

Https://www.bbc.co.uk/news/live/c4g8dx94jr4t

whatever happens, it'd create more demand more MET's products/services; maybe not tomorrow, but definitely over 1-2 years.

Https://www.bbc.co.uk/news/articles/c4g8m8r6grzo

let's see if MET gets some UK business for water monitoring.

Another one, 40k! BTW, at y/e 2024, the Co had 4 employees (incl the 2 Directors).

Https://www.lse.co.uk/ShareFundamentals.html?shareprice=APTA&share=Aptamer-Group

2.66 Bln shares, up from 2bln.