Member Info for Mikey279

Anyone in this? its broken trend but not sure if rampy to get the 2.5p warrants out or if there's a genuine investment case.........

They obviously have the RNS buzzword dictionary...

so why are you here?

increasing revenue and customers is a sign of growth?

The results weren't great but definitely doesn't justify £250m wiped off of company value, profitability was quite similar

SP action is clearly of a big seller

just reviewed the report a few times, doesn't warrant the drop IMO... growing company, 260m NA, 80m profits?

Diviend % is significant now

Just a seller dumping

another 2 x 300k on top of the 1m

If it is Woodford Investment Management Ltd. 1,979,943 0.42%

silly mcap now 356m...

profit after tax....

my bad, even sillier prices, probably an ii clearing, woodford only owns under 2m, saw a 1m sale earlier, cant be much left now?

260m NAV circa 80-100m PAT

475m mcap.....

took some, looks a tad overdone....

Interesting volume....... leak or FOMO?

Not in and sorry for those who have lost money, but perfect example of not catching falling knives on mickey mouse shares accompanied by the entire Twitter brigade....

some movement.... at last?

- £20m contract pipeline
- 20% half YOY growth in revenue in 5 successive periods
- 65% Margins with minimal increase in opex per contract
- Circa £2.5m annual OPEX
- Cash at roughly £6m (may be higher)
- Break-even at half year (31st March)
- Full year results expected to be materially ahead
- No Debt
- No warrants (I believe)
- Deals/long standing relationships with multiple with top 10 pharmas/biotechs
- 47m shares in issue, 70% held by institutions
- £27m mcap
- EXCLUDING the value of IP/expertise/contacts etc

Any further contracts should go straight to the bottom line....

DYOR etc

not that anyone's reading, but 70% held by institutions

options vested yesterday as price was above 50p for the first time and immediately exercised....

https://ixico.com/assets/IXICO-financial-documents/0c92bcc947/Interim-Results-Analyst-Presentation.pptx.pdf

last slide says it all

Surprised it's still so quiet!

Not in but can anyone explain the sp at NCCL? 10% buyer and the JDA yet still dropping, large overhang/seller at play?

Took some of bab's tip IXI earlier for a med hold.....lot of new interest entering a new trading zone and fundamentally appears to be a gem, see how it goes

No herd here either, perfect.

65% margins on a 20m order book, in bed with multiple top 10 pharma's, apply a sensible PE to that, cash at roughly 6m (estimated) but already at breakeven for H1, so likely higher for H2, positive NAV, no debt

27m mcap.... and only 47m shares in issue?

DYOR etc

looking good here

new all time highs and still very quiet! margins of circa 65% and contract pipeline are significant IMO.... funded and at break-even half year

Run up to results should be interesting.... 'materially ahead of expectations'

just took some, looks severely undervalued, breakeven at half year and strong cash position, so assume profitability for full year, nice and quiet growth stock to tuck away

mcap is too low IMO

hope all is well...

Made a wedge in the BUR shenanigans still left some in..... took a position MTRO (anyone else there?) it should move back to a sensible level soon IMO

took a large position here near close... can't be far off now

GL all

the serious players will always buy once the dust settles/traders are out.... ;)