Member Info for Mrbadexample

So much for confident update from CEO last week Very odd

Just a thought here - either : Plan A the new impressive Board with skin in the game get this back on track and moving forward or Plan B their acquisitive USA based competitor Jenzabar with 12% stake under their belt take the view it's looking too cheap to resist after the drop in sterling and buy the lot Any thoughts ? Looks interesting either way

Buckle up for an interesting ride here with Soukup on board in chunky style Margin of safety provided by discount to nav one would hope but let's see what can be worked out News of that engagement with the Board eagerly awaited

Confident update from CEO at Biotechnology conference this week However could not be specific about when next year AZ will announce trial results but good progress so far Also progressing a new trial with pharmaxis an ozzie specialist pharma company - listed so details on their site AZ deal key for this one (worth many times the EV) but CEO did make clear Woodford + Landsdowne ( who have been very patient ) are looking for a very significant payback here so would resist any opportunistic lowball bid Licht stake is interesting here as well- not aware of any other 3%+ stake held by this legendary investor

Some intriguing changes to this business give reasons for a more positive view : Sale of defence business last year and return of cash Change of emphasis to exploit IP via partners rather than persist with ( relatively risky) direct to consumer products Maintain global leadership in motion capture technology via judicious and consistent R&D Develop higher levels of recurring revenues in the Yotta subsidiary - nice RNS re Amey last month Adding at this level

Good to see volume at approximately 4x average daily levels on such a strong move More to come based on that update

Met the CEO recently - he was relaxed and confident A classic "picks and shovels" business in a growing sector Very happy to hold and add over time

Good progress ! Some would say overdue Expect further news flow across the business ie contracts in the "established " areas and the wearable segment which is potentially very exciting Happy to hold and add more

Super update today Improving fundamentals and a potential corporate catalyst in the wings Happy to hold and add more