Member Info for Mikemine

I can't recollect seeing such a rise without accompanying news. Not that I'm complaining.

Many thanks fleecy

Sorry to be behind but has anybody got a handle on what the buyback target is?

I'm a bit behind here. Is the 15.67p fixed or has it yet to be announced?

Not much to add to that SB. AIM is a brutal market for investors and companies alike. I can't see them not getting the next fundraising away as the upward accelerating revenue is there for all to see. I look forward to the next update at the end of May and will be very interested to see how TF is doing with Clavara. They've had it for nearly a year now and should be fairly near bringing it to market, at least I hope so. If TF put their sales force behind it the potential for a quick revenue lift is very good IMHO. Would be nice to get a detailed update on that one rather than a brief mention. Meanwhile Tutivia is ramping up beyond expectations and, with a $400 mn market out there, it looks very positive. Dilution is a given I reckon but it should unlock greater penetration and lovely profits. Just got to wait and see.

Don't take any of this as advice. It's just my ramping thoughts on the reasons I'm here.

I'm been asking for quotes to buy today and I was quoted 0.50p to buy. I accepted one of them and sure enough I bought at 0.50p yet it showed up as a sell (red) on here. I guess the other trades at that price are buys as well. Quite misleading.

I honestly don't know why you guys are here if you have so little regard for the CEO. There are hundreds of companies out there. I'm sure you can find one or two that has a CEO you can find satisfactory. If you are sore that you have lost money here, join hundreds of PIs out there, including me, and move on to save your sanity.

Barrington was not the CEO of LLAI when they went private. She had held a non-exc post on the Board for some time prior to the move to private. Let's get our facts right shall we.

I posted this on VRCI's site and thought some on here might be interested. VRCI is in the kidney transplant field and have developed a test that can warn clinicians of possible rejections etc before transplants as opposed to what they have been using to date, an indicators that rejection or problems are happening. The potential is huge and are valued at around £7.5 mn. They are just getting traction and look to be on a sales growth curve. Nothing to do with FNX I'm afraid.

"I've just viewed the VOX interview of 2 days ago and it was fascinating to get a further insight in to the complications of getting the product accepted. No wonder it's taking a time to establish growth but it does look like, and the figures suggest this, the product is becoming mainstream where VCRI is reaching out to. They are now in an area which accounts for 20% of the transplant market in the US but they have not reached saturation point within that 20%. It doesn't take much imagination to see the huge potential out there or the likely revenue to be had even with the current growth curve.

It does look like a new fund round is coming but it looks like most of the money will be spent on expanding the sales force which should accelerate revenue growth. It's always disappointing to get dilution but this is certainly the type of fund raise we should be looking for, not just for keeping the lights on. I can fully understand Barrington's excitement for the rest of the year and beyond and I share that. My only concern is VRCI being taken over before full value is achieved. Remember that my opinion is not advice so make your own mind up.

Have a good weekend.

https://www.youtube.com/watch?v=7kPkbowK-Hc "

I've just viewed the VOX interview of 2 days ago and it was fascinating to get a further insight in to the complications of getting the product accepted. No wonder it's taking a time to establish growth but it does look like, and the figures suggest this, the product is becoming mainstream where VCRI is reaching out to. They are now in an area which accounts for 20% of the transplant market in the US but they have not reached saturation point within that 20%. It doesn't take much imagination to see the huge potential out there or the likely revenue to be had even with the current growth curve.

It does look like a new fund round is coming but it looks like most of the money will be spent on expanding the sales force which should accelerate revenue growth. It's always disappointing to get dilution but this is certainly the type of fund raise we should be looking for, not just for keeping the lights on. I can fully understand Barrington's excitement for the rest of the year and beyond and I share that. My only concern is VRCI being taken over before full value is achieved. Remember that my opinion is not advice so make your own mind up.

Have a good weekend.

https://www.youtube.com/watch?v=7kPkbowK-Hc

$400 K for a CEO in the States is not a big salary even in a small company.

This is AIM and you can see lots of general negativity here and in the Country generally. So different from the States and elsewhere.

I got your drift the first time. When I posted originally it was 162/170. It seemed a big spread at that time.

Good rise today on a fair volume. It would be nice if it held the gain on Monday. Quite a few analysts giving it a strong buy. I can't see this as a multi-bagger but it should show a steady growth over text 18 months if what we have been told holds out. Apart from what is going on generally, I can't see much of a downside. Have a good weekend.

It is now but it narrowed during the day.

Don't take any notice of UBS holdings RNS's. The pattern is turning in to the same we had on Renalytix. They built up a holding and then they were gone in days and then they reported a big holding and then again it went to zero within a few days. Nobody knew what to make of it but the pattern went on for weeks.Best to just ignore.

I'm new to FNX but doesn't the spread seem large to anyone else?

So, out of the blue UBS has 7.8% of the company. Well played MMs. I assume they were accumulating on UBS's behalf. It looks like this major fund has faith in VRCI. Love to know what their opinion is of VRCI's upside potential.

How vulnerable is LGEN to the coming recession? I personally think it's well insulated but the Market will no doubt go down dragging all with it.y

They are running VRCI on a shoestring so I can only see the tight grip on costs continuing. I think any action on Protega is unlikely but it is about time TF came up with something concrete. I appreciate that they are a huge company and move slowly but they've had Clavara for quite a while now. What I want to see is a decent indication that sales, which has been flagged as the priority, are progressing. We can only wait and see.

SB, what would constitute "gone well" in your book? My take would be a significant uplift in sales, not going to put a figure on it, to indicate that we are on track and prove that Barrington is not full of hot air.

Anybody else care to chip in?