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Nice little dangling carrot for Shareholders" The 90 acre growing site is one of the clients larger sites with plans to double it's size"
Just shows the scalability of decent agri tech and #LST clearly have some mega products that work.
Its nice to see an appointment with some skin in the game, plus what looks to be a nailed on strategy. Time will tell but its clear that the BoD are confident of some significant growth (see share options and exercise price given).
Interesting trading going on over the last few days. Lots of small retail sells getting hoovered up by £5k (or more) buys. MM's also seem happy to take decent volume on dummy sells so I wonder if we might see another TR1 at some point (all speculation of course but it does seem like one of more buyers see good value at these levels).
Hi Techtonic.
Both good points. I agree that the contract news has been a little underwhelming. Its clear that the business is growing but I guess new investors are looking for some real big ticket wins (hopefully the wait wont be too long).
In regards to their cash position, I would be surprised to see another fund raise. The whole point of the Tom-Tech and Fire-barrier acquisitions was that they produce income from the off to avoid the BoD coming to holders with cap in hand (Although I could be completely wrong)
Happy to hold and see how things unfold.
It looks like someone is accumulating shares again in £5k chunks after seeing the trading update.
BoD are clearly confident of a nice jump into profit this year and the order book is worth significantly more than the MCAP.
As far as I can see it. If you are buying at sub 4p you will do just fine in the next 12 months.
Little tree shake pre news or retail traders selling a few shares to fund Christmas shopping?
In my opinion there is no good reason to sell given the last few RNS's. In fact I am bit surprised that the SP hasn't risen in anticipation of the next trading update.
Another cash generating acquisition that helps build a healthy balance sheet.
MCAP still sat at a very modest 10.8m, presenting significant upside for new investors looking in. I am surprised we are sat at the current levels (circa 3p) given the news has been tip top in every RNS over last couple of months.
Movement has been very controlled over the last few days despite the massive vote of confidence from a well known (and rather successful) investor.
I get a sneaking suspicion we will see similar to what happened in July when the brakes came off and the SP gained over 200% in 2 months. It just needs the sellers to dry up for a short while.
Anyway. Massive rampy post over :) Have a great weekend everyone.
Another Holdings RNS showing that Dr Graham Cooley has continued to build up a significant holding.
I'm not sure whether its Crux (Lansdown) or bored retail holders selling up but they have done Dr Cooley a massive favour in the last couple of weeks.
Some very modest volumes being traded over the last couple of days despite yesterdays RNS which I think is a great vote of confidence in the business.
Being selected to take part in such a study is one thing but the fact that the research is delivered over 3 years indicates that the funders believe in the future of the company (with significant due diligence completed to make sure of it).
At the 52 week high of a little over 7p the MCAP was sat at circa £25m.
#LST is arguably in better shape now than it was 12 months ago and presently sits on an MCAP of £9m.
Even if accounting for the additional shares on the last fundraise/subscription it still looks like good value (as a buying opportunity at north of 3p).
My question is, at what point does it start looking not such a good buying opportunity (5p / 6p)? Where is the tipping point?
I may be wrong but I don't think they have to declare a position once below the 3% mark. As a result, its just a case of waiting for the SP to move more freely. Really looking forward to seeing what happens when they are gone!
Great to see that Dr Cooley has continued to load up, however, quite frustrating that Lansdown have done him a favour by selling up. Had it not been for them offloading we would probably have seen a continued rise in SP (as was the case a couple of weeks ago).
With Lansdown taking over Crux there is a good chance that #LST either doesn't fit with their investing policy or they are simply happy to take the profit early doors.
Its a shame to see the SP drop back so significantly today but we cant have an increase in value every day of the week :)
The additional liquidity will at least help out on the next leg up. Who knows where that will take us.
Almost 3 months since the last RNS. This is not looking good!.
Although operating costs will be limited there are still salaries to cover and cash sunk into due diligence (most of which has been a completed waste of time it seems).
All rather impressive when you consider CZN owns Coos Bay which could be worth millions given wholesale gas prices.