Member Info for martinu

Further proof of efficacy of LPLDL in double- blind trial. Time for SOH to do a main stream media i/v about this. BBC?

And, I would continue to take the revenue forecasts with a pinch of salt. I think Eqt will have done well if c. €10m is the actual for 2021. The forecast €15m was very ambitious but given it wasn't met, doesn't allow the most to be made of the actual.

Mol - not sure whether to thank you or not, re trade and other receivables figure. That is indeed a worry. I had missed this. And it is something I usually look out for, due to a previous holding which went pear-shaped.

From WG:

"It [the disposal] will also strengthen the group as we look to capitalise on the significant opportunities ahead of us, including in energy transition and industrial decarbonisation".

Thanks for posting.

To me, it just shows how uncommitted and out of touch the govt is. Only £5m for first phase research. But there is already technology out there! If they want to seriously support hydrogen (and waste 2 energy), perhaps £5bn to expedite projects like Eqtec's and others' which are in development / construction.

I wouldn't be surprised if Covid (Omicron) causes further delays to progress. If cases and staff off are like UK. More patience will be required. But good SP movement today. Guess volume low though but haven't checked.

"Loads of L" - spot on.

I was intrigued that Tesco was mentioned specifically.

Mol - ha! Good band, they play like they may have been on the microbiome modulators.

Rodders, my first target for top slice is 120p ish.

And it's blimey from me, too! But in reaction to the 3 trades, as indicated above, which are listed as buys! These shares should be a gift at c. 40p.

And draft, I'm not sure I have made much in 14 years share picking. I used to go for good divi stocks but got caught out with capital losses, due to entry price. Companies that are household names: Lloyds, Sainsbury, Centrica, etc. I only hold Opti and one other now. My nephew, who is in Fin Serv tells me it is very difficult picking individual shares. But for me it provides an interesting hobby, as I don't wager vast amounts.

Der Sack, thanks for posting your interesting comparison. And as you say, for the moment we will be seen as a "peer" of the others listed. However, I'm not sure how robust the conclusion would be if you chose another date. But I have no doubt you just chose a recent date just for an example.

Aandi, thanks to you also, but I already think our forecasts for 2022 are way too optimistic. It seems like 2021 revenues will be around 2/3 of what was predicted. Does anyone really think we will go from c. €10m to c. €60m? These forecasts really ought to be revisited. Not least because, if we did eg c. €20m in 22 that would be double 21 revenues and would be a good performance IMO. But not SP positive if expectations were for 3x that.

I notice "antz" on twitter shows this product as #3 best seller on Amazon. But when you go on Amazon, product is unavailable. Possibly sold out, other explanations? Any thoughts?

Perhaps I used the wrong terms. As you say actual trades and be close together and marked as buy/sell depending on mid pt. But eg on this site (scroll up), bid is 1.20, offer is 1.35 (was 1.40), so 17% spread earlier. Does this mean anything, apart from deterring day traders? Cheers. MU.

Any thoughts from those who can interpret MM signals ?

From RNS in Oct 2021:

"
EQTEC plc (AIM: EQT), a world-leading gasification solutions company building the future of a cleaner waste-to-energy industry, has reinforced its commitment to California, to forest fire prevention and to clean energy production, by investing an additional c. US$2.8 million (c. £2.1 million) in the North Fork project in California, USA (the "Project"). The additional investment will increase the Company's equity in the project to 49%. Further to its announcement of 12 July 2021, the Company has also provided a US$4.5 million convertible loan facility to fund the development of the Project."

From memory Eqtec have loaned NF $4m.

If this year's €15m was the sword of Damocles, the €60m+ for 2022 must be a labour of Hercules :) Surely this forecast needs to be modetated a bit?

Align were forecasting EBITDA of € +3.5m, so with €6m less revenue, Eqtec forecast now €-2.5 to 3.5m EBITDA.

RNS: Mainly reduced forecasts of revenues €8-10m (from €15m) and EBITDA forecast loss of €2.5-3.5m. Plus Billingham and Deeside updates, with extended possibilities and hoped for FC in early 22.

Not sure how this will be seen. Good they have notified market early. Would have to check recent results to see how costs are rising.