Member Info for MrBB

Agreed Robbie & if we remain at these levels on 6/4 my 18/19 ISA Allowance will be fully utilised.Guardian 2.00 are about to be delivered & start installation & hopefully newsflow will accelerate ( confirmation of BMW ,perhaps a Japanese OEM,Fleet contracts,possibly news of unexpected collaborations) ahead of our year end,KK has expressed confidence that our FY18 revenue targets will be met & it will be interesting to see if FY 19 targets are raised

Big article by Christian Wolmar in today's Mail offering an extremely negative perspective on driverless cars

I discovered years ago that discretion regarding shareholdings is the best policy.If eveyone around you knows that you are heavily invested in a particular high risk tech stock, some of them will follow it ,frankly hoping you dont make your fortune & will ,very sadly, gain some pleasure if your investment fails.There will be envy if it does well & humiliation if it bombs out.The other by product of "going public" is that some of your family & friends may quietly follow your lead & invest - great if its a success as you are a genius/guru/hero ....but the other side of that coin can be unpleasant

SO PDMRs pay hard cash for a few shares while James & Andrew get around 2 million free between them !! No need to buy when you are awarded freebies !!

The cost for GSK of buying Vec would be the equivalent of petty cash to them , if they had topay 150p, & they will know all about our IP & potential & could easily asset strip by selling off the unwanted parts.Our best hope , & this is me being very optimistic, is that our SP recovers back towards 120p before any action starts & then a bidding scenario kicks in , giving we poor oppressed shareholders a face saving exit & also gives James & Andrew an exit-which I am sure would please them both.HBM would also have an influence on any outcome, although I appreciate that taking about exits at 150p + is wishful thinking with our SP @ 81p

Still waiting to see how many, if any , our CEO & FD buy-hopefully many more than their colleagues - unless they are, infact , privy to inside information.

If & when we reach & exceed 10p the brokers targets wil have hopefully then be expanded to 20p + Roll in that day as we all feel vindicated by our investments here & more comfortable with our (paper) profits

Could have been much worse but The Market appears to have zero interest in us currently & the shorters may not be rushing to cover their positions, unfortunately.

Not so typical of late with our SP presenting some of us with a brief glimpse of paper profits .I have been here too long to risk being out if the re rating us justified by some or all of the positive news which we lifers have been craving for so long

it will be interesting to see whether any more shorts will be reduced/closed after a strong SP performance over the last 2 sessions.

If The Market is supposed to value a company based on what that company hopes/expects to be achieving in 18 months time, our SP should be much higher, or someone will come along to buy our substantial potential very cheaply now.as a very stale bull I would view 150p as an acceptable exit, which is not what I originally hoped for/expected.If a third party do not buy us I would have though HIK may be tempted, particularly if they are now confident that our generic Advair has just been delayed but not terminated, as they know the true potential of the product.

I am sure that Hikma would prefer some excellent news to accompany their Results on 14th

Lots of people/orgs involved in the ATYM project & perhaps there has been some "leakage" ahead of positive news. Lets hope we find a new & much higher trading range once the re rating ( if thats what this is) has run its course).

Any profit made here puts you ahead of the curve as most LTHs here are still in the red.I need 220p (ish) to break even & with good news over the next few weeks that could be achieved but never wrong to take a profit & particularly a very decent profit.

Fortunately I first bought @ about 130p shortly after the IPO &,bizzarly, following a brief write up in The Mail-so I have followed our fortunes carefully since then.Much market volatility currently should help on the trading front & the stabilisation of cryptos may help.The founders still own much bigger holdings in Plus than many founding Directors own & we will hopefully continue to thrive & prosper & I expect our SP to increase further assuming we are still growing strongly .

The founders are clearly very shrewd , having made many millions of pounds out of their investment to date,millions in dividends & they still hold �200mill + of shares- idiots they aint !However,as our learned friend said, they were prepared to sell out completely,just over 2 years ago for �4 per share-presumably considering that then to be an acceptable exit price.Good luck to them 9 not that they need it ) & us !!

As expected , exceeded expectations, which we expect to do this year too & exceptional dividend yield, including the special, together with the possibility for more share buy backs .Credibility is being rebuilt here & our SP should re rate as we are rated much lower than IG while our international footprint rapidly grows, together with profitability & cash flow -so we should be rated more highly than them-which would see our SP over �18 which is unlikely to happen overnight.

My only regret here is not owning more shares !!

Also interesting to see our SP up by approximately 10% following the poorly supported placing @ 167p-the primary beneficiaries of which are our cornerstone investors .I appreciate that we could have bought ( again ) in the Market at less than 167p but had we been offered placing shares some of us would have taken them up, increasing the capital raised & giving those of us who were supportive an early profit on our new shares-a rare occurrence for lifers here.

Any chance of tomorrow-it was 17th Jan last year ?