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Personally, see this testing the 10 p level in the not too distant. Looking back over 5 year chart, 9-12p area was a touch point.
You’re right; one is at risk of heavy dilution/ rights issue where directors have little interest to buy. REVB is heavily backed by founders and sufficient cash/liquidity. Big difference in risk levels. At 18p/19p, this is a bargain. Could of course drop further if Jupiter need to sell more.
US$6.8Bn market annually ..
From Friday. No doubt a buyer at 160. This is going up.
Yeah, you’re right. The cash burn is actually only £0.9m from preliminary results in Dec 2020 to Dec 2021. I guess that I was look at salary (circa £3m) and other costs (1-2m).
Think the IP is worth x2 the market Cap. Problem is the monetisation of it. Cash burn running at about £5m/year. There is clearly some revenue acceleration and positive signs of increased demand contract wins. Margins are circa 50%. It would be good to see a plan to take revenue to £20m+ and growing cash position. Then we are looking at a £50m plus market cap business. I think that they can get there.
It’s priced to fail. RVR very attractive I think.
Very quiet here. What’s the XTR site? The company looking to address funding gap. I remain underwater with average in the late 7s. Expecting resolution in the next couple of weeks and half yearly numbers.
Background buyer requiring higher prices for investors to release stock. Hold/buy - all being well, should re-test recent highs and break up through 1p. After all, they are positioned to benefit from return of elective surgeries in the US. Hospitals in US lost out on $20bn+ in revenues in 2020. They need to increase elective surgeries to re-balance the books and there is big demand/backlog. This is £50m cap with cash/inventory at £15m+.
It’s about 20% of my portfolio (about 9m shares). I can see the upside. No debt or cash flow concerns. It’s very cheap at £40-45m. What holds them back is the share count which is 7.5bn in issue due to the poor raise last year - but as the turnaround story develops, shares will move to tighter hands. I hope that this happens sooner rather than later. Also, as majority revenue comes out of the US, if the USD strengthens, it reflects positively in GBP which acts as a hedge around other positions.
Tissue Regenix will catch a bid at some stage. Elective surgery demand is clearly there, US opening up, board have been buying (higher than current levels). I like this share at Barry more than £40m cap with sufficient cash to see them through next year and no debt - plus new revenue streams.
I would have thought so. There are catalysts aplenty for Tissue Regenix with lowly valuation. Amazing that we’ve had buys from chairman, CFO and CEO, the last two above today’s prices - and valuation lingers below these levels. World ex U.K. is opening up. Massive backlog for elective surgeries. TRX will catch a bid at some stage...
Not sure, but should reignite interest in the equity! Also, BGF Investments intentions unclear. They took a 5.1% stake recently. Strikes me that their positions are usually bigger - are they still building? What is their plan!?
Agree, think there is a lot of value here at £42m cap. Would be good to get an update on the morrissons shift. Clearly, performance significantly better on the 30 Morrison daily stores - and Uber eats. A move in margin on Revenue at more than £1.2bn should see a big swing here to the upside. Not going to happen overnight of course, but risk v reward very attractive to me at £42m cap valuation.
https://www.hardmanandco.com/wp-content/uploads/2020/10/TRX-post-interims-update-–-7-Oct-2020.pdf
From October last year, worth reading.