Member Info for oogleflugal

That’s been Nigel’s problem. He’s more interested in conning retail investors into endless placings than aggressively selling to the Industry. If he tried it the other way round the investors would more naturally follow . Either way he doesn’t seem to have the balls or the know how. Our only hope is that some of the newer directors do.

Shore capital rated this a buy only a few weeks ago. Shows how completely clues these overpaid hooray Henries are

It’s related to the oil price which has dropped. Pretty daft I know, as producing oil is not what they do. I suppose the market puts 2 and 2 together and makes 3 .

The only thing that appears to have changed since May update is the order book is half a million up and MCP joined the share holder list after that update for 4%. Completely bonkers

Abstracts for world transplant congress. That is a big deal. That opens the market from 28,000 transplants in USA to 100,000 worldwide

Dowgate have released a glowing report. Saying Cog is in a much healthy position with new energised sales for 2026 having been weaker by a poor 2024. 100 percent increase in order book. Management confident in their cash position! Maybe they have a better inflow of cash forthcoming. They certainly need it

Apologies. They have been repaying the venture capital but net debt is larger than last years.

It’s been a tough year for clinical trials with a lot of cancellations in USA . I was hoping the cash balance was a mistake. Apparently not. But they have reduced debt and sales up over 100 percent with strong order book into 2026 and yet revenue down due to weak sales in 2024. It’s a bit of a puzzle as ever. Need some cognitive therapy!

I see UBS are doing this in out shake it all about buy/ sell with HTG, another holding of mine . Same 5 percent! Weird

Barrington is the one who needs to get her facts right. She talked about 68% quarter on quarter growth. Presumably 1 quarter? She said the delay in Medicare approval would not effect the cash position of Vrci last october when the sp was around 7p now .53p and running out of cash before placing.. She says 68 percent (o look there’s that 68% again) of transplant patients should get Insurance coverage. Still no solid figures on back invoice payments but from forecasts I cant see it relates to 68% growth.. the main reason any of us are still here is probably down to Harwood and a belief in Tutivia if someone could run the business side properly. I would imagine Harwood and some of the new backers will insist.

Left it a bit late for more share buybacks. This is a pretty strong reaction for just an inline update. Maybe the ‘ongoing talks ‘ about fermentation are bubbling up something. Sure they’ll let us know after telling all their mates first

Thanks for that Spectra. That sounds a reasonable assessment. It seems they have got most of the money for the Siemens contract even though it’s supposed to be over 4 years. Their cash position is always a bit of z mystery but they quite clearly stated they would not need to tap the market again. Any idea who this big backer, Dr Spiers is and have they cleared all the loans from him do you know?

They always have a lot to tell you. It’s the little details that they don’t, are a concern. Their continual bread line existence is extraordinary. To be fair the dilution is not as bad as I thought considering the number of raises, only about 30 percent over the last 4 years. A sweet and sour write down I think that really whacked them. They can’t afford another one of those. I Keep hearing this is a multi bagger. It certainly has been in the wrong direction. Quite a few new faces on the board , but Basu survives! 5 million arrived just in time. Where will that see them through to I wonder?

Pretty obvious Maven wouldn’t participate . Octopus is a bit of a surprise non taker. Harwood have done well converting from 15 percent to 13. They just can’t help making money whatever vat of manure they fall into. Providing it stays a float they stand to make a lot out of this. So the ceo managed to bring herself to make her first purchase. She should be shown the door. An absolute disgraceful term of office . A total lemon. She cant do basic maths or anything else by the look of things. It’s definitely salvageable with £7 million in the bank. Depends as how capable they are of recovering money owed and collecting future sales. Bloody useless so far

I guess the more exposure the better, but you would think this shouldn’t be a hard sell . Bains say he can’t afford a big team of sales staff, but there’s such a thing as networking. Get into a few hospitals and the test should sell itself. They’re not exactly door to door salesmen selling life insurance or cleaning products!

Possibly a few warrant holders selling off? Looks like the hand brake is off now though

Especially since just one of their engineering businesses is worth £100 million on its own. Then add up all the other bits and it starts looking like £400 or£500 million mc. It did get an earning upgrade but unlikely to move the dial that much. Its all in the sum of parts so need to start shifting stuff. Requires patience. One day Rodders.

Ok update, if a little flat. Cash generation & margins increasing . Positive comments from Harwood, “dont be spooked by possible sells by Harwood as they have to stay below 30% holding effected by possible further buybacks.’ If they are that confident why still no divi? Dollar value the only headwind, otherwise set fair on 5 year growth plan

Trading update due anytime. Let’s hope they have something worthwhile to say for a change

My agony S