Member Info for NGR1616

3.8038p at 14:30 on Wednesday 7/7. Since then the price has fallen. If it's a buy, that's when it happened and since then there's been more selling than buying.

The UT trade is the closing price. These trades are not indicative of the opening price on Monday. Look at the Bid and Offer prices.

Some types of trade (both on- and off-exchange) are allowed to be published with a delay (often depending on the size of the trade), so may not be announced until minutes, hours, or even days later. Similarly, corrections or cancellations for existing trades may not appear until hours or days later.

you can set London Stock Exchange to show all trades. The last one is off-book. It could be delayed from several days ago and it could be a sell.

There are a significant number of posts removed which I think were in relation to the bonds. Unless people were accusing others incorrectly of being fascists or making other accusations or using bad or threatening or ****** language, then its possible they were removed because the context was sensitive.

just as I posted.....

Someone must have touched a nerve. A whole thread gone......

Microsoft revenue expected to be $80m alone in 2023. Add in AWS, Snowflake revenue and it's encouraging to say the least.

Last time I checked Edison the sales forecast was unchanged. At 12/03/21 the data went as far as 2021
Revenue estimate of $37m and EBITDA of ($2.4) increasing after depreciation and amortisation to ($9.4m).
Latest update on Edison webpage https://www.edisongroup.com/company/wandisco/1474 now extends to 2022
Revenue estimate of $60m and EBITDA of $15.3m and profit before tax of $8.4m.

This represents a material increase in revenue and profit estimates and if the growth curve is steady or indeed ramping up then this could see a significant re-rate in the coming financial periods.

ok that might be a little knee jerk. Huawei was experiencing screen supply issues a few years ago if I recall and they were getting them from LG and Samsung at the time. It might be that they have addressed these issues and are the end user for a new screen. LG screens were always thought to be sub-standard to Samsung. I'll stick with my initial view it's LG Chem and the end user is Huawei. As one of, if not the worlds largest manufacturer of smart phones this could be a decent development. If any of it is true.

ST MIcro is Apple. Asian supply chain customer is Samsung for phones. That's my opinion.

RMS 5-ply mask could be a game changer (I hope they use the green colour on the external layer so it stands out).

The reality is as many have indicated that this has been poorly marketed but perhaps that's not by accident. 5 ply was always the main objective and was waiting in the wings. Add to that the manufacturing problems associated with the 4-ply mask there was possibly a recognition that they couldn't meet demand if it picked up. That issue doesn't exactly bode well for the 5-ply assembly but they have several months of learning under their feet now.

If 5-ply can be made in volume then I believe there is a large market for it. Perhaps larger than there was when the instruction to wear any old mask was mandatory. Now it will be a choice and a mask that doesn't kill the virus is no where near as attractive to me than one that does. If the message goes viral [pun intended] that there is a virus killing 5-ply mask available then demand could be huge.

I don't believe 7z was an error. The OWC assumptions are the sum total of the errors.

nope. I 'm speaking of reputations. If CA are to be put on a pedestal, they can't simultaneously be guilty of insider trading by lining up a buyer and increasing their holding by 100%.

there's no fix to 7z. Not one that makes economic sense anyway.

Potentially not all of this announcement is specific to sensing. From the RNS "The Project builds on recently completed feasibility work relating to the development of a potential new nano-material for the customer **AND** the continued supply of a previously developed material"
It then goes on to say
"if the new nano-material is successfully developed, it will be suitable for use in electronic devices across a number of sensing applications and end markets."

The RNS does not make any reference to the potential application of the "continued supply of a previously developed material"

It may also be sensing, but then again it may not be.

everyone else who has been castigated. The BoD for example, or should I say, the ex-BoD.

if they have knowledge of a potential buyer then they are guilty of insider trading and no better than the rest.

Frankly I see this as good news for RMS assuming they grasp the opportunity. With so many willing to shun masks then surely more than ever there is a market for the more sensible among us to have a mask that can protect the wearer as well as those around them? Plus those people will likely be prepared to pay for the privilege.

I don't disagree BC although the world can move quickly when tech is concerned with demand rising rapidly once the idea is hatched even if it comes at a premium price. Look at Apple products and what people are prepared to pay?

The tech could have educational and leisure/entertainment benefits. But I'm speculating and possible off on a tangent so no real value commenting further until we get some clarity whenever that arrives.