Member Info for Mikey279

I wont even question management at this point if you look at the bigger picture

Any test/drug/platform always goes through teething before gradual take off - usually in a span of years rather than months. There is literally no new info preresults and nothing unexpected

Even the test itself was not unexpected as it had been announced in early 23 well before the sept RNS (which was in fact earlier than the end of year they touted) - is management at fault there? Or what shout the premium raises they’ve managed in the past?

You only see the noise here as every man and his dog knows how much if a game changer this can be so squeezing every ounce of negativity possible in the hope of the cheapest entry they can get

They’ll raise in Q2 and what’s the betting they sign up an OEM or come out with other news before that happens ?

This will become a unicorn one day

All IMO

Incredible.... look at all the new accounts (probably the same person and up voting each other),

The product hasn't changed post year end results, where it hit from 34p-50p, why mention trials etc when it wasn't an issue before? It's already validated

The only thing that has changed is a realisation that funding is needed, but they already announced that in the last raise that a raise in Q2 was required....so the results brought that to light and near 60% is wiped off?

The product and IP is a game-changer and people were touting £400m + mcap when it eventually takes off. Nothing's changed here.

FWIW Im expecting a premium raise at the low 20's or so (they have history of that), which will settle the finance questioning for good

All IMO

Sad day unfortunately, I had been previously optimistic and was hoping Carlyle were going on a one off breach but it's pretty clear their intent here, if this plays out the way they want, they get a much larger share of the asset IMO

There's every chance here of a suspension/lengthy admin process unless they pull a rabbit out the hat

Got to be one of the worst run companies on the market ever

All IMO

Yup, this goes for 15-20p IMO

LSA is back in action

Need the bond to be renegotiated but a chance a bid comes in any time too.

All IMO

Look at the POS chart, expecting a mirror scenario.... matching so far from 2020 just need the big rally they almost did 15x from low

All IMO

Patience needed here, low volume big spread will deter traders, only be in it if you want to hold for a 15-20x + and willing to risk bust

There will be big moves in time, eitherway

All IMO

Looks like the shuffling has all but completed, free movement both ways

So much news due:

NCA disposals due for completion by end of February

Bond renegotiation

20m loan agreement

TR1 of Cyrus out

LSA offer can come in any time

Massive re rate on the cards if it lines up....or bust

10m mcap

IMO

Yup the bond extension comes in this flies as it paves the way to a sale of LSA...., but should see a near term recovery regardless as the shuffling comes to an end IMO

We should see a TR1 of Cyrus completely exiting tomorrow or soon

Tosca increasing to just under 30% gives me every confidence

It was 400m peak covid with the bond, now that we’re returning to pre Covid numbers could be a lot more IMO

See all of the sign ups recently and how the travel industry is performing

And see Heathrow/edinburgh/gatwick deals

This won’t go cheap IMO

Why would Tosca throw in another 2% to take them just under 30 if there's no value

LSA was growing fast pre covid so under the right circumstances there is real value, hence the 700m valuation back then, carlyle lent the money at around 410m value, but what was real value - probably a bit higher

this is 15-25p or bust, not bad odds considering RG and TOSCA's recent plays.... 2 funds out though for balance....

All IMO

500m would be sweet....25p!

Quite simple....there's a giant asset vs debt way out of proportion to mcap, rare to see any 15-25x+ opps in the LSE, plus its an airport

Just needs patience before this takes 'flight'

IMO

Read somewhere that LSA was valued at 410 a few years ago (maybe higher now due to LHR deal), 250m ish debt...?

Still 16p+ of equity if they manage anything.....?

Great RR considering TOSCA have increased

All IMO

Great news today, should be the start of a massive re rate until finalisation now

No warrants and funded until completion

Massive derisk

All IMO

Barno that’s December 2021….? There hasn’t been a disclosed short since

Actually took some near close today, looked a slow and steady rise so market believes there's some hope rather than a false spike....

Think it continues a move up until the next 'deadline', although timeframes should be thrown out of the window now considering this came from nowhere

Still risky of course but the situation de-risked quite significantly for me

DYOR etc

Not invested as have been burnt on the big drop.....but still watching with interest as there is significant upside if there was a chance of solution

If i'm honest, this RNS caught me by complete surprise and its a positive one

Vermelho was their only angle and they've used it

Still a watcher, but there's a lot more hope than yesterday

Rather odd....wonder why Shroders and cannacord are both reducing despite good results...

75387 loses £500 in 20mins