Member Info for MisterPositive

Operational highlights....Sep 2025

"Increasing US commercial sales of LIPID inCode® and CARDIO inCode-Score®. Over 40 US clinics and institutions now onboarded for risk assessment and preventive testing of coronary heart disease".

This was before today's RNS of NEW YORK state approval. Those numbers in Clinics and Hospitals in USA should now grow even more.

$500 per test is a fabulous start in NEW YORK state

Can see MCap trickle higher ahead of Q1.

Expect MCap to rocket to £+100m and higher on FDA next QTR from current low £8m

Analyst price target currently 11.5 pence

I would fully expect price target to be revised lot higher as revenues for 2026 start to climb upwards. Full year revenue guidance for 2025 was 3.3 million.

NEW YORK state approval is a MASSIVE vote of confidence for FDA DeNovo process to be fast tracked with any remaining bits. Should come early Q1 2026 in my opinion.

Agree $500 price per test in NEW YORK alone is going to be huge. Now expand this to across the USA. We looking at huge potential revenue numbers.

Genincode already lining up "Multiple" Commercial distributors in USA and Europe.

Back in Aug 2021 this was trading at 45.5 pence. Even after allowing for extra shares in issue today, potential UPSIDE here is simply MASSIVE.

Early offer from any of BIG PHARMA is always on the cards. 2026 could be the ultimate year investors been waiting for.

IMHO, DYOR

Barclays Analyst price target of 50p was on Oct 2025.

Barclays reiterated their BUY rating and 50p price target again on 24 Nov 2025.

Barclays analyst reiterated their 50p target and BUY rating on 24 Nov 2025.

Consensus rating among analysts is HOLD with average consensus price target 20.47p

@maverick

True but someone has to sell for Buyers to mop up the shares. MMs would know the demand.

TLW could be a huge turnaround story to regain its previous glory if they execute things right. With Ian Perks and today's announcement, I genuinely think we are back on track and headed lot higher. Been extremely OVERSOLD.

Will not be surprised to see +10p next week

Stealth buying going on under the radar by bigger players in the background.

Maybe some one in the know...

Great RNS. Lot of positive developments going on in the background by the looks.

Back to +8p first stop. Lot more to come.

Been way OVERSOLD.

Great point about Buying back bonds at reduced price.

TLW have already hinted as one of the options would be to "amend and extend" which in my opinion is pretty much what we going to see with Glencore.

Further reduction in debt would decrease interest payments leading to "higher" profits going forward. Add to that higher Oil production and its game on.

From 21 Nov RNS...

"Drilling on Jubilee recommenced at the start of November, with the second new production well (J73-P) to come onstream around the end of the year".

For 2026 the partnership has agreed another 3-4 producing wells.

Next 6-12 months could be massive here from 5p low entry point. Debt refinancing end of May 2026 should not be problem in my opinion if production is ramped up. Company generating pretty good cashflows that will further increase with production ramp up. Massive Upside from 5p

IMHO, DYOR

Estimated Cash balance alone is more than 4 x current MCap ???

Approx 0.50

WHI went from 0.40 (7 Oct) to hit 3.70p today's high in just around 8 weeks.

POLX next in my view. Early bird catches the worm

With all the progress made recently in USA and CHINA and TAIWAN entry....Polarean is prime to get attention from other Bigger players.

Their IP rights alone would be worth millions. Collaboration deal with any of the BIG PHARMA would blow the doors off....and could come out of nowhere when you least expect it.

1.5p would be low ball offer but would get things started....

IMHO, DYOR

Well done Laura on WHI...you followed your own instincts and got rewarded. Well done 👏

There are few shady characters on this board who been bashing POLX for a long time for their own selfish gains. They exist on every board.

A few of the folks here keep going on about de-listing tomorrow, next week repeatedly?? using selective text from the 22 Oct RNS... ???

They said transition from Public to Private company structure as one option available if needed. They will need 75% votes for that.

If however some breaking news / RNS lands and MCap jumps 10 folds then there will be NO need. They can raise at much higher share price by end of March 2026. Fully funded till 30 June 2026.

Company is frustrated coz current MCap £1.65m is a joke and well below Cash in the bank. POLX is still generating annual revenues compared to other AIM companies with NO sales but MCap 10 x of Polarean.

Far too much Scaremongoring been going on by one or two posters here for over a month now.

Shareholders do NOT lose their shares if company converts to Private Limited Company structure. They keep same no of shares as before. Just that you cannot trade freely every day like some Hotshot traders who live on their 10% daily profits

While transitioning to Private Limited Company structure, it's still business as usual on Sales, Marketing fronts for management with lot less scrutiny from regulators and AIM listing costs etc.

Shares can still build in value under Private Company structure until management decides to relist on AIM or NASDAQ or maybe both with Dual listing.

Please do your own research. Good luck all.

Nice find Doppo59....good detective work.

We could be in for a nice RNS in coming weeks on sales orders / new contracts etc. BIG PHARMA might also show an interest, collaboration/ partnership deal, etc you never know !!!

POLX now got representation in 19 states from previous 4 in USA. Gaining popularity and traction amongst some of the Top hospitals e.g. Maryland USA and others. Post 30 June results they struck another sales contract.

First they need 75% approval from shareholders to gain voting rights before taking any control.

Second, generally speaking there is a significant premium offered to current shareholders to give up their future rights to shares.

Lot of times companies are taken private to undergo restructuring etc before Re-listing under new IPO.

Look at BURGER KING and DELL COMPUTERS...just to name a few who were taken private and then re-listed on NYSE. Burger King was actually taken private twice. Significant premium was offered to shareholders to give up their future rights to shares.

IMHO, DYOR.

PS. With significant exposure to USA, in my view POLX should list on the NASDAQ where valuations are "Multiples" of UK valuations.

Wow...came across this hidden gem.

Market Cap under £2m is way below £5m+ cash balance.....that is crazy and just insane.

Company is profitable with unique product and IP rights. Strong presence in USA market...to grow lot more substantially next year. Entry in CHINA market also and Asia Pac.

Stealth buying going on "under the radar" by Big player in the background.

They don't need to take it private if we convert over $100m+ orders in the pipeline.

This could be one of the Biggest gainers in 2026 in my opinion using bit of hindsight and intuition

@IvRoche

Off course...in due course, as events unfold. Will be news dependant and how well we execute for the assets we are operating.

Jameson will obviously be driven by GLND execution success and potential size of Oil discovery etc from the first 2 wells.

How long it takes us to get there? ....we will just have to wait how events unfold in coming weeks and months to get better handle on the speed of price re-rate here. Trend is up and momentum is picking up as each day goes by.

2026 is shaping up to be very busy year in 80M history (if I may) operationally speaking.

This is potentially millionaires making stock pick.

All the best.

After 2 gamechanging RNS this week, I am now revising my "SUM OF PARTS" valuation for all 3 assets from previous 30p to a higher range 50p - 80p

Will be driven by results and how well we execute.

Please do your own research.