Member Info for NathanR999

This is tedious. Slow grind down on relatively low volume vs shares issued. The days of 10p seem ages away and business today in much better shape IMHO. August numbers likely ignored or worse still used to grind price lower. Very frustrating. I 'spose if long term investing was easy we would all be millionaires.

Re salt in walkers crisps. Probably not secret source they likely literally just reduced amount of salt that coats the crisps by 50%. It's likely being doing that over a period of years and so the comparison maybe to a quite historical date. If you had a bag from say 2010 and today you likely would tell difference but a bag 2023 to. 2022 not so much. If microsalt were used it could reduce by half again due to.the way they create the salt crystal and carrier particle size. In theory walker's could then say they ha e reduce e by 75% which would be better still. That my take and would need some input for sure from maybe a food scientist to back this or refute it.

FFS. CIPIA design win for European oem. Located in 'A' pillar. Based on omnivisin chip. Did I read market cap of Cipia is 8 million GBP correct from Israeli shekels of 38million? No value as far as I could see for contract but for 2024 apparently. Shares up 10ish %. Tick Tock Magna/Valeo/ See, would be nice to see a design win for us too.

Had 2000 shares at 8am bought at around 45p average. By 845 had increased to 15000 at c13p average now. Can sell on H and L all for 6.8p so price creeping back up. Not sure if I will get 13p by close of play and a bit risky but the valuation at 5.8p this am was ridiculous vs IP assets. Dare I say it I could walk away with a small profit by 3pm.

Anyone ha e anything to share on the diagnostics business and recent acquisitions of launch and coris? Any guidance on where they feel they can get to as a business division revenue wise? Any scope for further additions?

Talking up the opportunity for investors has to be managed sensibly. A rampy CEO or those that are super bullish with major grand scheme plans that don't really have and substance end up.inflating the price.way over the actual reality. Four aim examples Versarian, Angle, Novacyt and hvivo. Versarian still burning cash and prob still 10 year too early for graphene. Angle fantastic tech, fda accreditation but still needs.lots of data for ever use case that will drive revenue but heavily reliant in large dx company acquiring as part of a wider portfolio to cut cost of sales. Still 5 year minimum from decent revs and scale unclear( I speak with some expertise in area ) novacyt one trick pony. Maximised the news flow and covid opportunity but massive hangover now covid over and tech supplanted by cephied,roche platform tech. No other replacement ceivd or fda cleared assay.= balloon popped and burning stacks of cash with no clear route to decent clinical.sales (again I speak with commercial expertise in this area) hvivo really ramped by ceo and many promises made. Better business now than 3 years ago but price deflated bur new ceo more measured and can see a decent future in a steady way.

Ramping see by ceo.might give us all some exit options but I feel pmg has given us a fair indication of where we head the size of what is likely to happen over next 5 years and has indicated the car industry won't give all the business to one player. PI's are fickle beasts and castigate a ramp ceo that doesn't deliver. The.market is awful at.moment and rampy.mcrampface at smarteye hasn't done any better for their shareprice either.

Was on linked in. Couldn't link on phone. Tried to refind and seems removed. Was a post saying first full transaction on lloyds but had thought they were already live post trial. Hopefully next trading update will shed more light.

I think I recall there was a share of a magna mirror patent that has this listed as a function or use case using camera and skin tone changes under ir and pupil changes to measure heart rate and blood pressure. Nice to have but likely not so accurate vs say sensor in a garmin/apple watch which themselves less accurate than say a masimo clinical solution you see in hospitals/gp for non invasive/non ecg heart monitoring. False neg/pos could be issue if a signal is hit and then tries to park you in hard shoulder automatically!

I read the white paper and I got the impression the synthetic data and the service the devant offer was more for testing and assessment of performance than out right training for models. Real deal data would always synthetic data as you are measuring not modelling. Modelling and relying on that and I suppose relying on ai in general is prone to data flaws. Real data takes ages and we have that in spades , using the devant stuff I guess shortens data quality testing. There is no short cut to Real data capture .

Thanks Phil. Yep rns may 2022. That was the one I was thinking of and your right that is optics. Prob a special lens with maybe complex elements to allow wide angle and close acuity for the mirror position is my guess and critical to making mirror work I guess.

I did wonder that Lewbo but for life of me I couldn't remember if I dreamt that. Can you recall what rns/date it was announced. In my mind I have this down as a minor footnote on an rns for something else. Anyone know or can point to the rns to that has this information?

RE: Devant. This looks very similar company in a few ways to the two acquired by Smarteye. Affectivia and imotions if I recall. They paid money for them, I guess we maybe licensing initially? This maybe better use of capital resourse, acquisition could be sought later of collaboration becomes material to.our offer. It did lead me to thinking maybe we have a gap in this area that puts us behind smarteye for oms bids as the two smarteye acquisitions were 2 years ago and at the time I thought.maybe was to support their research arm. Would be good to hear more on what this collaboration is expected to deliver and if it is reactive or proactive for bids on table, close to award or those awarded but not announced. Intrigued

Darktrace, pensionbee, kooth, wandisco, kape, zoo digital are some that presented last year. We were there last year also. This sideways grind is soul destroying. Same for smarteye, they back close to 40 sek from 50odd sek post financing. Everything risk off. Both ourselves and smarteye key movers in dms and likely to carve out 40% each and they are declining or flat on the year. Very frustrating. We are priced below magna and Collins licenses. Painful watching this at moment

First customer live on satago via Lloyd's

Have seen other write ups ? Diff trim grades that suggest dms via camera. Again the opaque publicity around suppliers in auto is not helpful and the dual sourcing means difficult to know unless the oem or dms supplier confirms explicitly. I guess we have to watch the numbers of fitments go up and believe. We are supposed to be in some. Eqs models but it was originally pitched that was smarteye.

Reads like it was torque sensing on steering wheel not CAMERA DMS.

The next Roche is fantasy land. Avacta have a distributor company in launch reliant on 3rd party products and these get renegotiated periodically and a very minor company in Coris which is massively under pressure on margins with some limited albeit decent niche lateral flows that have numerous competitors. Avacta have no molecular testing capability (Roche have.huge experience in this) no chemistry or blood sciences platform( again Roche have huge experience in this) ivdr and fda needs are becoming very onerous to even launch new diagnostics. Jo ivdr of fda = no real sales. To build equipment.platform ala Roche would need many 100s of millions. There would also be other competitors such as Siemens, Abbott,beckman,sysmex. The capital required to budget the kind of diagnostics company scale will dilute the hell out of holders. Slow and steady is what you at best get. Trying to get to scale of Roche just won't happen. Novacyt thought they would be massive. Outside of covid they have nothing of note and likely will fail.in long term once cashburn gets better of them. Sad but true. I say this as a holder of avacta- the dx business is a move I am not happy with tbh. I do see therapeutics being massive in time.

Ouch. No doubt Seye will.move their product along and it will improve but maybe their system.will likely get chosen for.minimal.compliance and for use in linked AR and integrated ADAS suites we will dominate and as that filters down the model grades might we then dominate installs via attrition? Could our share be.more than 50% in time?

Not sure public awareness will drive share price. They just buy a car they like. What will drive share price is analyst awareness and the published numbers going up and going up quick with a route to profit and on to cash generation. A wider institutional base will drive the share price and although I am not a massive fan of chopping our listing jurisdiction willy nilly I think a US listing may gets us a.more realistic higher multiple on our end point valuation. Lot of ground to be covered over next 18 months. I still see us ultimately being acquired, I think Mobileye type valuation ec15bil early on is unlikely in current market and likely even in 2 years as inflation and interest rate globally will be much higher than last 15 years as an average and hot money from government easing won't be at play driving high valuations but I still see this somewhere between £1 and £2 contingent on 50% dms/oms share and no further dilution other than ltip awards of a sensible nature.

Not sure public awareness will drive share price. They just buy a car they like. What will drive share price is analyst awareness and the published numbers going up and going up quick with a route to profit and on to cash generation. A wider institutional base will drive the share price and although I am not a massive fan of chopping our listing jurisdiction willy nilly I think a US listing may gets us a.more realistic higher multiple on our end point valuation. Lot of ground to be covered over next 18 months. I still see us ultimately being acquired, I think Mobileye type valuation ec15bil early on is unlikely in current market and likely even in 2 years as inflation and interest rate globally will be much higher than last 15 years as an average and hot money from government easing won't be at play driving high valuations but I still see this somewhere between £1 and £2 contingent on 50% dms/oms share and no further dilution other than ltip awards of a sensible nature.