Member Info for oogleflugal

I agree I think Iabra deserve around of applause for this. They were at bit rash with the original announcement in September, but I think the media were equally to blame for making presumptions and as usual leading them onto to making statements that they probably were not best equipped to answer at that time. another great British invention being made by a British company for a change. With all the nonsense that been going on in the EU disunion over vaccines They'll have to wait their turn to get their hands on these and not order us about! I would hope it will be more of a formality to get this certified on other countries, obviously Macron will come out with some more unsubstantiated rubbish. This is a 20 second no fuss test that can be adapted to detect all kinds of viral and bacterial pathogens.

O good the market quite likes it! J Browne is a 50 year old established family run business. Just been looking at their website. Its a lot more than just water leak repairs. looks like RNWH have done it again. Another really good solid addition to the portfolio

Always interesting to see how the market reacts. Seems in a funny mood this week. Should be masses of work in water services and repairs . Leaks everywhere because the system is so antiquated.

Impressive . Just weird all this selling thats been going on. Certainly wasn't just Burton. They must have been aware how well Capd was doing. Boyton shrugged it off as the after effects of the placing . Anyway it shows to focus on the business and ignore the idiot market. Certainly grateful to be able to pick up shares so close to the placing price which has been more often than not the case in the last 12 months in common with many other placings. Great to hear them so proud of their safety record too.

Its never that simple Morgan. I don't think they will have paid anything yet They have issued warrants to Amazon at £4.46 which are exercisable any time in the next ten years upon targets set in the agreement being reached. Its a pretty good deal as it locks in a good incentive to both sides

I was just thinking why hasn't this gone up with all the other reits. One of the better value and better yields.

Hi all well done with this. Yes I did mean SAPELE. Well and truly miss out, but like you say Qd plenty of opportunity all round. How big can this get? I think if they are getting on board with MDF as well as the undoubted benefits of Accoya very big indeed or get bought out . How well geared are they to scale up to meet potential demand world wide?

I came to to that conclusion too Big Al. I listened to the podcast with Mellon at the weekend on Food Technology. Either this can't be measured on normal values because the potential is massive, or the stocks have gone up a lot more than we know. Interesting to see an up to date valuation. Its not like they have big stakes in ay of them, but I think the really clever part is the investments have been made as CLNs in the main, which I don't think you can do as a pure investment trust. He's was very much of the opinion that his and of many of the companies motivation is firstly kindness to animals (being a veggie) putting farmland to better use and reducing pollution. The side effect being a billion pound company. I think as people have alluded too they would have to invest quite a bit more to get there so possibly another fund raise. The fish cell manufacturing company is very close to launching product to market. Many have a few regulatory hoops to jump through and there is quite a bit of resistance as one can imagine from the beef industry in the states. I honestly think it is not an exaggeration to say that this kind of food production is as important if not more so than the alternative energy market in controlling climate change, eradicating or reducing pandemics, and reducing the risk of famines and food shortages. Hard to put a value on that.

For anyone interested in PBs in future. A few people have actually incredibly made contact with the other side. 'We are working on making all primary bid's available on the web and yes Beg was only available on the app.' Wow 21st c technology, something that doesn't quite work yet

I think it sold out in about an hour or two. A couple of guys got very small allocations on Stockopedia, and that was using an app. Obviously the stock exchange can't run to the expense of getting a website that works properly. LSE overhaul is a mess too. I spent an hour trying to get some last night and it got down to about 4 minutes left I gave up. I did buy a few this morning after a bit of hassle. They tried to rush me for £1.12 first thing but I kept getting quotes till it dropped back to 1.06 and 1.07. No stamp duty and got a load more than I would in the allocation. Fair enough really. They need to raise the cash as quickly as possible. Don't think its worth loosing sleep over because in most placings in the last 12 months shares have dropped below placing level at some point. Hope that doesn't happen here. Well judged Imo. They didn't need to offer at a discount. The trouble is for investment companies to get a decent holding on the open market would push the sp too fast and there wouldn't be enough stock available. Win win all round and great to see such a strong response from the sp rise. A lot of momentum here, strong chart signals and positive analysis forecasts. Gl

Spreadex didn't stay long. The market doesn't seem too bothered. Presumably they found another home for them off grid.

Immediately earnings enhancing would be one possible reason. I. couldn't get any anyway. Anyone else have any joy? There is no stamp duty to pay because they are on AIM. Looks like a great deal and probably what has pegged the recent sp . They knew was coming just needed the price. Doubt their will be cheaper tomorrow but never know. As for 'never hearing the placing being higher the the sp" obviously missed the RTN placing last year which was double the sp that day. Its only placings and furlough holding them up . Now they are going for another placing at 10% discount! 57% fall in revenue . Two placing and a rights issue. Obviously a lot more money than sense around

Glad to see a few early birds to greet the news. It all looks very solid. Strong balance sheet and primed for action. The sp is only where it was at the end of 2019. I first bought in soon after lows of last march and really had expected it to stay well above £3. But its not been an easy time for their big customers in telecoms and I think that's what pegged them back a bit. You never know how the market will react though, and not too bothered because they are a leader in the field and the strengthening order books looks very positive and should be a very exciting year for them

possibly because its trading at a higher price than before Boris won the election and after dilution. Incredible!

This is a business sector that is going to grow and grow:

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Interced/Aware partnership looks a good fit. Strange time to be selling shares here.

Acquisition of Otoscope Inc for $55 million probably the reason for the recent drop. They always look expensive these takeovers but if its worth buying, you've got to pay for it. Getting the edge in wi-fi testing and adding to their already strong position in this area of 5g is a great strategic move.

ex div

I think at the very least this is very reassuring news. Also to me it explains the recent moves in the sp whilst thrashing out the deal rather than the excuse of fairly small short positions. More than happy if this consolidates here and gently rises as the potential of this deal unfolds. Not that gently has a been a word synonymous with trading MCRO!

OK L. Thats correct he does hold nearly 3 million shares. They possibly don't have that much excess cash to invest.I wonder if they have any options outstanding if the sp meets a certain target. Thats the normal safe way directors like to play it. Let the punters take the risk!