Member Info for LumpedOn

Nice one - I too have watched this a while and lumped on to it after the last results, so a nice rise since then. Newsflow likely to be a bit quiet for a while I guess, but hopefully PIs will keep joining the party and the price trickling up. Let's hope that the "cake experience" remains one the tourists love and keeps those shops filled up !

Well it is coming up to Xmas and the last 3 years have all involved some excitement - but I doubt it this time, perhaps just a bit of confidence coming back in ? Really need this to hold now as am almost at break-even - and I need something positive to end the year.

RNS this morning shows Ferd AS (the ones who stumped up for the last placing in Aug) took 1m of them - no news on who disposed or where the other mill went - MtB been lining his pockets I guess......

Not read the article, but what I find interesting is the SP move in relation to volumes traded - over 521M shares in issue and just 188.7k traded today so far on the rising price. Suggests to me that the bulk remain in institutional or founders hands so any really good news could see a rapid rise back to former (and better) levels if PIs want "in" to a growth co. Still smarting at taking my 3rd tranche in the last placing at 86p, instead of hoovering up at 50p........

Agree, and even within the scant text nothing talking up the company, rather a downbeat commentary. But, they are very different in person and the prospects remain the same - but we must be mega-patient I am afraid. If there is a chance to meet the team at results time we should go en-masse and give them a savaging !

IMOH it was a bit of a dry presentation, recapping the biz model, history etc. but all sounds on track including the INVE integration so that's all right then ! Malcolm Pye just back from China where he has been working on "huge opportunities", and the world seems awash with opportunity for the new, integrated product set. All great, but let's get it captured and monetised then.... Spanking new, super high-tech UK facilities now being commissioned which are "best in Europe if not the world" and several other "world-leading" claims made - I take this as pretty genuine as Malcy Pye is nothing if not a modest, professional and honest chap - so that's all really good then ! Long discussion on the product pipeline worth £750m (incl all stages pre-POC to Sales) which is never taken into account by any analyst / report and that BMK are still seen as "too complicated" to put value on. Only £32m of this pipeline is at the Sales Achieved end, which is what tends to drive valuations.They commit to working on this with analyst community. Hard Q's raised about share price performance which were not really answered well - "obviously we're all disappointed" and a bit of muted muttering about being "less complicated than Apple and look at their SP" and believing that this biz could/should be able to 10-fold in the future. If something magical comes out of the pipeline then I buy this story too - but it's all a big "if" isn't it. It is year-end today, and they hope to get out a statement in early Nov before full results in Jan 17. No indication of any other newsflow ahead of that so I guess it's sit and wait time again...... Overall I remain a believer, but do think they have a huge amount to do in terms of investor relations, to PIs and to analysts. But let's hope the numbers do the talking in the coming months. This is really very much one for a 10 year horizon in my view and if it is accepted that food chain issues will continue to grow then they seem to be one of, if not the best placed bio-tech units set to capitalise on that.

Anyone else headed there ? I will be and hoping to hear a bit more hard monetary fact and a bit less story. I get the story or I wouldn't be lumped on so hard, so want some business news now. Show me the money !

was the new high at 09:06. Am now too tempted and going to see about lumping off, trouble is getting my volume away.. Still no concrete news out there, so probably opting for "sell on rumour" principle - time will tell if wise or not but having doubled my money since Feb 2015 I think it is time to cash in.

Thanks Seadoc, I had feelers out everywhere I could yesterday and best conclusion isperhaps some leaky speculation about progress in the US. I was very tempted to offload my lump at 1.525 but resisted as demand far outstripped supply for shares at the time - but SP fell back a bit by end of day. Fingers crossed I made the right call then......

Anyone any info on what's driving the SP up at the moment ? Can't see anything via Google but we are at new highs so something is driving it.

last results commentary and analysis suggested limited growth / saturation in UK market, which at that time was predominant cash generator. Need to wait and see news on non-UK, and especially US opportunity progressing with FDA - that would be the game changer but it won't be next week - FDA is a protracted process. I banked 1/3 of mine at £1.50 last year, but am still lumped on for a while yet.

always seems to accelerate before results time. Sadly, despite always being positive, it is never enough to push up the SP - we are a long way back from the highs of 2015. Have been lumped on here since the initial IPO, always with the same belief that this will remain a profitable company with the mahoosive upside that one (or more) of their trial drugs will be a game-changer. Very clever business model de-risks this one brilliantly, and great management in place - but needs a re-rate with the MMs. Equity Development holding a post-results webinar with management on 27th - worth tuning in for IMOH.

another "companion animal" devlopment (who is their PR inventing these phrases !!) development which, if it comes off like the others, will make a major impact for BMK - am still banking on the Hypocat breakthrough as the near-term gamechanger here. The fish stuff is all good for growth, but the explosion in the market will be pet related IMOH.

Financial press speculation suggests not, because if they coughed up what E-One is worth, i.e. more than £3/share, then ITV couldn't afford to pay out special divis as all the cash would be gone. Doesn't mean someone else won't try it on, or worst case the SP moves on up to that level anyhoo. C'mon Peppa !

the weak £2.36 bid. What we need now is a bidding war with the big US media megaplayers looking for a $-£ bargain. Bring on £3 per share and I'll be voting Yeehaa !

So there we are, the new major shareholder in BMK is Ferd AS, about whom a bit of googling reveals: "Ferd is a family-owned Norwegian investment-company committed to value-creating ownership of businesses and investments in financial assets" They account for at least 90% of the placing according to the RNS, so one could conclude that this is a Norwegian entreprenurial VC investing in a Norwegian JV with an established Norwegian partner via BMK as a vehicle...... 'Spose that's all OK then as they presumably know the local market and activity - personally am not so wowed by it - would have been more exciting to have a large Asian investor or something a bit less parochial. Still waiting for the breakthough on the Hypocat story, that for me will be exciting as a new line of biz (and cash) for BMK.

Indeed it seems the deal is already done, so look forward to reading who has decided £30mil is a good investment here. Meanwhile, I remain underwater - how ironic to be in this position with an acquaculture bizz !

So here's an interesting twist - looks like someone has decided to fund this already. Certainly I am not aware of any book build this time, and have been in all three previous placings (actually a good thing given the SP movement since the last @ 86p). At 10% of the current issued cap and an 11% premium that can only be a good sign. Am doing some digging to find out anymore info on this ......

Totally agree, and have lumped (more) on this one at sub-60p in early trading. Key point for me is looking forwards, and the issue with the contractor is noise which has only caused a delay in the cashflow..... "This situation resulted in the delay of 23 legal completions which will now defer into the current financial year." Plus, INL seem to be the only builder avoiding the "whilst it's too early to say...." line and being clear on demand and sales. So very happy to have grabbed some more and be ready for the SP to cruise back up to pre-Brexit levels.

Bang on Matt - £16 and maybe still got legs. I have banked on this one (too early in fact but any profit is good profit) so happy days. Back out in the sun for me, bring on that 33degs !