Member Info for oogleflugal

Can’t wait for the IMC presentation. That’s got to be the best entertainment . Mr Ions wouldn’t change anything if he could do it all again. Unless he is shorting his own fund that might be part of the problem.

Definitely some right good fiddling going on with this stock. MMS searching for those stop losses

Yep . Massive lol. Trust incentive plan. What was all that yesterday though, dropped the price to £3.70,whacked it up to over £4 after close and then a purchase @ £3.72 around 17.00. I suspect a bit of manipulating to get share price down and now going to have to pay over £4. Will be over £5 after budget if the government doesnt totally screw everyone again. They are supposed to be enabling growth . Not going to do that by taxing everyone out of existence.

Thanks for that Alfred. I was more than a little confused by the terminology. That sounds a lot more reassuring!

Providing a good opportunity for investors and I did manage find that money to add yesterday

Agree . This looks like a confident statement after many companies are stuttering about ‘uncertainties’ and postponements. I still think the valuation is right for a year that seems to have been about consolidation and building a platform for ‘the best growth in the history of the company. A very bold statement and one the market will rapidly recognise as the figure roll up.

MMS have been having a lot of fun with this since last night. The recent drop seems to have provide a good opportunity.

It does sound like that formerly. Many companies just hanging in trying to survive this government. No mention of the Middle East contracts. Hopefully the imminent results will shed more light on. They can’t say too much before that other than this contract news which does show some promise. In line would do me for this year!

Seems extraordinary good price especially going ex div final next week. Already chopped some stock to add here. Maybe squeeze a bit more from somewhere.

Cheers Lion. That makes more sense. I must admit the first images of the x-rays didn’t impress me. Might have been poorly copied. The new ones I’ve seen are incredible. Unbelievable to think this hit £3.00 early this year due to fund managers liquidating stocks for redemptions. I guess approval for Magnetica will be the cherry on the cake for a rerate plus if the engineering division hit forecasts it will look pretty cheap again at this level.

Tom. I know exactly what you’re saying is correct . Unfortunately risk appetite is much lower in the UK probably because the FA are like a bunch of frightened rabbits. Fund managers continue to unwind oversold positions in uk to chase the way overpriced ‘American dream stocks’ which are overdue a big correction there by loosing even more of the inadequate fund managers clients money. It’s not all Uk stocks but quite a few as admitted in an interview recently with a fund manager. Certainly since the pandemic Uk stocks are valued much more realistically i.e. sound balance sheet which Vrci now has, realistic forecast which Vrci now has, realistic targets for growth which Vrci now has. But we don’t tend to look further than a year ahead. One step at a time . There will be /is FOMO with a stock like Vrci which will cause some volatility till they establish a more constant earnings stream.

Addressable market doesn’t mean they capture all of it. They might get 1 or 2 percent which is still sizeable if lucky. Even singer, their broker, have only raised the sp to 3p. That’s still 4 times current market cap! The other thing is will they need to expand the lab or open another one as their market share increases. They have got a captured market in that there is no competition and the tests are becoming mandatory. No plans to adopt outside the US yet. Maybe 20p in 5 years certainly not months I’m afraid but good luck

Don’t hold your breath. This company burns about £1 million a year on average with no revenue other than the interest they get on the more or less annual placings. For this we the shareholders provide neat little university projects often involving a mouse in the uk and Australia. We get self penned reviews on jam tomorrow and a new professor occasionally . What they have achieved so far is something called Nuvec that looks like one of those spikey bio wash balls that doesn’t even clean your clothes properly. Apparently it’s going to be worth billions

Did nt have my glasses on , only 39 million revenue but with an extra quarter. Still an improvement. Is acquisition still on the cards which they have been trying to do for 5 years without success which has probably saved them from further disaster. They got about 5 different companies but it’s only Brookcourt which is the real earner . Can they grow from here? It’s a surprisingly competitive market but still hanging on to BT, which cannot be named. Oops

Are these figures for 15 months? Pretax profit of 0.6 million as opposed to a loss of 0.6 million last year. Cash balance is about the same, but revenue of 49 million! That’s got to be their best. So where is all the money going. Very confused .com

CR . I think he almost doubled his money here. Sold 75 per cent of holding last week but considers them still cheap. Wants the money to double or treble bag again. Don’t know why these are in such low PE. Maybe that’s just the sector. Maybe people are slightly insecure by the controlling family holding. Should be plenty left to go though not another 50 percent, but possibly a special dividend sometime.

Ockney Rebel is gone large in this. In fact his largest holding currently. PE of just 11, NAV over £2.00. Possible royalties on its carton if it gets anywhere but no more cost to ZTF. Seems a good deal at todays SP still.

Looks priced about right on PE of 17ish on recent results. . ‘But platform ready for the largest expansion of growth in its history!’ In 2026. So with new products and expanding territories with a stonking dividend 5.9p ex on the Nov 20th I decided to double up on my recent purchase today .

Maybe it was FDA approval I was thinking of . The US Vets have already been lapping it up

I thought they already had it for Adaptix! and it is Magnetica we are waiting for. O well maybe a late Christmas present for that one. Still massively undervalued imo