Member Info for oogleflugal

It looks like there were one off restructuring costs affecting profitability, but inflows and funds under management are edging up. Perennial take over target. Suggested fair value a shade under £20 a share. I’m sure institutions. , especially Gresham who have a large stake will be pushing for a buy out. Obviously not going to get back to £30 anytime soon. Fund nagger xx have generally been clobbered the last few years but Brooks are pretty mainstream, generally well diversified in low risk with income. Not going to set the world on fire

15 million shares only. 90% owned by institutions. 6% dividend . Likely to be bought out at some stage. Large director purchases earlier this year. Improved revenue and inflow. If Pi keep selling down their 10 % the share price will drift. But for income it’s a great yield at over 6% now . Strong balanced portfolio. Will check asset backing but would expect it’s pretty strong too

Mello presentation tomorrow. Let’s hope Rob and team can turn a few heads. Sounds very promising future if they can turn the cash flow on. They did say they would extinguish the last bit of debt this August. So they must’ve making headway

SB. Last year Full Results were published June 30th with accelerated book build raise June 11th. Sounds pretty good to me if and when they can get on top of finances.

Here we are again with directors stuffing every available penny into theirs spouses, aunts, uncles lovers ? ISAs. I think that is about as strong a message as you can get. Sooner or later they will get another offer well above 80p it would have to be or Copd happens which would presumably more than smash the £1 barrier. In the meantime collect 3% divi and possibly a special . Not going to get that in a bank.

Amazing anyone invests in uk anymore. I thought it was curious directors selling just weeks before move to Nasdaq, so followed their lead. Just can’t trust anyone these days.

I am imagine this going well in America. Every Tesla should have one. Need to get in with Musk and Bozo. I agree our stake Monument still has the most potential sadly. I called for Dr Jenny B to takeover as CEO of cog when Stork walked . She seems more in touch with the reality of business

It’s encouraging. No broker upgrades or the slightest clue how it’s being monitised which is a bit of a thing with Cog. Does sound like they have their work cut out now or perhaps it’s just a question of managing existing tests. Our new CEO seems a lot more energised than Stork, who was a bit of a drip frankly as well financially inept.

Actually what singers say is ‘albeit the cash runway runs out H2 26 without further cash injection.’ A little ambiguous. It’s no a negative it’s what the broker is saying. Overall the business looks set to expand but it will need more cash. Merely the facts. Not fudgement

Not sure how showing evidence of a ludicrous low valuation and their broker suggesting no need of a raise is panicking. Please elaborate

update on **********. trading at 1.2 x ev/sales. singer say no further cash injection even though cash runway to h2 26. i guess we’ll know more end of may.

Looks like some shareholder has completely misunderstood the Cavendish update. 72p target with 100 percent upside at least

Gervais makes a number of interesting points on Vox interview. As with many diagnostic tests FeNo can also find patients that don’t need asthmatic medication what have been wrongly diagnosed. Gervais was delighted the bid was ‘turned down.’ Panmure suggest sales could multiply 4 to 10 times because they are still a very small player with a world best in testing.

Software under attack again? ageon actually increased their holding according to RNS yesterday

Tender offer in the autumn would be my preference. They dont need the cash pile which could be at least £30million by then after the dividend. Gervais Williams thinks this has multi bag potential in a couple of years. That if they break America, COPD trials are successful and the FeNo home kit gets launched. A lot to play for

Artemis bought 4.13 percent late March. No RNS to say they sold yet

I am surprised to see this back in the 9s, but I did decide to vacate my position before the new listing as the markets are jittery especially in situations like this. I’m sure the business is fine . How the companies are doing and what the share prices are doing seemed to be completely disconnected

Nothing specific. We are now in the silly season with two wars to be solved somehow. Volumes are low. The last contract seemed pretty upbeat. Just a very unreliable market at the moment . The leadership crisis not helping either. The business looks in great shape

Just checked up on share ownership . Apparently the general public, that’s you and me Tom:) hold just 1 percent. The Woodford trust holds about 4 percent. Think they were the ones that got Circassia the £600 million tax credit! Anyway explains the rather erratic movements in the share price. Just amazed they are as liquid as they appear to be

Seems to have a much broader outlook and a strong track record of delivery. Must like a challenge! I particularly like the comment about focusing on non dilutive capital as opposed to Nigel who reduced the company from 40p a share to just .35p over 12 years. Spectacular by any standards although not quite in Bains league seeing Renx crash from £12 to 1.8p in half the time! I really want to believe this guy. The cardiac idea sounds extremely promising if they can actually finish a product. Seems it’s a lot easier to start one