Member Info for marmie50

Without wishing to sound pedantic but the current market cap stands at£16.7M. Minute btw,

Marmie

From the circular they expect EBITDA of £500k. On a PE of 15 that brings it up to 7.5pps,

Marmie

Are the mms flushing out weak sellers and/or triggering stop loses? Spread is incredibly wide, though the actual spread is somewhat closer than is suggested by a cursory glance,

Marmie

If the headphones are due to be released in October then an order should come in 3-4 months before hand, I’d hazard a guess. That means June/July to confirm numbers and name of the multinational.

Regards,

Marmie

Does anyone really think that this multi National would have committed if they thought CAPX could not fulfill the order. They would have done a serious due diligence.

Marmie

The assumption is that there was an update on 7th May last year so we are anticipating an update this week,

Marmie

Exactly. Clearly Newcastle knows more than Shurter and Premier Farnell.

M

We are due news on patents among a host of other news items. Does anyone have any idea on how long patents take to be granted? The last time I looked it was 20-28 months. The application was announced on 22nd December 2022 so I guess this should be imminent?

Thanks,

Marmie

Does anyone else feel this is being held back and is ready to move north?

Marmie

Hi, I’m looking into RUA and I am somewhat confused. They have £3.5M cash; made £400k pre tax profit and due to increase this. Yet the SP is sitting on a market cap of about £7M. Why?

Thanks,

Marmie

Cytox is also partnered with Yourgene, now incorporated into NCYT. Are the jigsaw pieces falling into place with GDR possibly buying Cytox and then finding a partner in NCYT for their own machines?

Marmie

Pretty sure the rns is a precursor to buying them up, and informing us of the total liabilities. So, how much will they splash out on this?

Marmie

And 10 private ones

Just for the record: there are over 100 hospitals in Scotland,

M

Really cannot see the Moffat Cancer Centre wanting to wait 5-7 years or more for any test to be developed. They are already working with CIZ in the USA. The MOU will be signed “shortly” so I doubt this latest test announcement from the UK will change anything.

Marmie

I wonder if there’s someone casting their eye over GDR and putting in a cheeky bid of £20-£25M. That would be a shame but they must be in predator territory on this valuation and with two tests that are ready to go.

Marmie

Again, many thanks for your informative replies.

Kind regards,

Marmie

Thank you so much porsh. I mentioned something akin to this this a while back but it got lost in the din.

I freely admit to being in the dark on how procurement works. How much sway do clinicians have in this process?

Marmie

Just a reminder that 45% is held by institutions and individuals which reduces the float considerably, imo.

Regards,

Marmie

Bid gone up and still no sellers. Feels like this may start to move to a more realistic level. Thank goodness for polite and quiet board here, btw!

Marmie