Member Info for oogleflugal

Dr Schmidt give the patients, I mean shareholders, more medicine. Some of them seem to be waking up.

Should have asked if I could take bottle for the train journey home. Ive been to meetings of far lesser companies that had much larger attendance. I guess they really upset the market in the last couple of years. Certainly a lot of shareholder money got burned. They got their timing wrong. Water under the bridge now I hope!

Mein gott. A Ut for n4p. This must be a real company after all

Looks more than a little precarious just scraping over the ‘minimum 10 million forecast’ with a cash balance over 1 million. No reference to what that might be now but suggest there will be no need for further dilution and reducing loan by end of year along with prudent cost savings. So a return to commercial growth ? Needs a lot to go right this year and forecast of revenues of 70-100 million by 2030 sound very enticing without specifically saying how with some vague detail about spinoffs . A letter of intent to apply for FDA approval in the USA for a schizophrenic drug I had assumed would be down to Monument . God knows what Stork was doing but it does seem possible they could steer this ship around to wards some real sustainable growth at last Gl holders

Actually getting anything to market on time would move the needle. Obviously world events have not helped but they have had a tendency to over promise and under deliver. That’s why the SP is where it is.

5 percent and 18 percent. Near enough a quarter. So they actually must have stumped up half the placing between them. Wonder if Theo and Smith are involved ?

The obvious question is how did a quarter of the company change hands with little or no share price movement?

SB . They certainly have. Wonder how long they intend to hold this time. More or less the same percentage each time. Never seen this sort of RNS in any other company of this period of several months now. I meant to bring it up at the meeting but got side tracked on to other issues. There were plenty trying to get a word in and then they passed the wine round!

Big punt. Am pretty confident Harwood and co will be chomping at the bit, even after their unfortunate recent experience with AGFX. With a ludicrous current market cap of £4.5 million (they are owed more than that for work already done which can now be paid) if there is keen competition to take larger positions I cant see a reason to give the stock away like Amati had to. Only my op, which maybe wrong, but then why wouldI be here if I thought that like some appear to.

Unhooked. Your comment about ‘Amati only being able to buy at an IPO’. Is that a special condition that applied to Amati? It’s certainly not a general rule that prohibits a VCT fund buying or selling anytime they want

No. It’s the dilution of his holding after they doubled the number of share in issue for about the 4 th time. Just love all the riveting news flow about absolutely sweet FA. Well worth another couple of million quid

on and on ubs go buy sell buy sell. are they trying to use up all of renx’s money in stupid rns’s ? **** off

I think it’s a note on Citywire that says that Jourdan has been shown the door . Paul Hill Q&A interview with Sara Barrington gives some clarification on Vrci prospects . Clearly there are some headwinds courtesy of the orange twat, but mostly encouraging especially for Tutivia. They are at an inflexion point (how many times have I heard that one) , growth is there for the taking . It’s certainly not easy, but it sounds very much like Medicare approval was the clincher in terms not only of payment but credibility in the eyes of clinicians. String partnership with the Thermo Fisher is also very beneficial. They now know where and how to prioritise. Should be an interesting year ahead . Gl all investors.

Paul Jourdan booted out of Amati. Early shower apparently

Rockwood fund manager announced this morning

‘expecting more TO activity , seeing intrinsic value in UK small caps’. Who knows? IMO the boards view might be keensight’s offer needed to be substantially improved to gain approval by major shareholders. Their hand was forced by media speculation to consider the offer.

Hi Laura. As far as I am aware Griffiths still has a notifiable position at 8 percent, down from about 28 percent of his original holding. Be surprised if there isn’t some RNS news on holdings this week. The ‘unsolicited take over approach’ never seemed very welcome by the board. Strong first quarter trading update issued with the pull out looks more likely the reason Keensight dropped out than market instability to me . Intriguing situation. I think the only instability angle relates to other better bids not being forthcoming coming at this time . Clearly there are others sniffing around . For now it looks like M&As are generally off the table , but Niox will be in play again after a possibly rocky 3 months while America tries to contain the rampant Loony!

He’s always been cracked. Maybe this whole tariff scam has just been about his mates making a bundle trading every time he opens his mouth. How stupid do you have to be to not realise that all the tvs and smart phones with American names are all made in China, so sticking 145 percent tariff on his own goods basically. The idea of getting them made in China is to bring the price down! He just never seems to understand the consequences of his actions without someone having to spell it out in capital letters for him. There have been all kinds of crooked leaders but nobody quite this stupid. They should write a special episode for him in an American version of Black Adder

I see the board were mindful to recommend the offer, which probably means no way but let’s get the ball rolling and see if anything else develops. Looks like Danske bank sensibly sold a quarter of their position early on at the start of the TO process, bit of a clue there that they viewed the offer with much scepticism.

Late reported 6 million shares bought around lunchtime suggests some people know a bargain when they see one. The board obviously didn’t take the 78p bid seriously but felt obliged or were forced by media speculation to acknowledge a marginally improved offer which was at such an early stage It’s by no means certain it would have been recommended by the board. Why give the company away? Analysts had already rated the so over 80p without a speculative offer. Clearly there will be the gold diggers disappearing with tail between legs because no bidding war emerged you can be sure Niox is being carefully watched, but to entertain another bid I don’t think they would entertain anything below £1. Time wasters need not apply! John Rosier former fund manager, interviewed on Vox was clearly shocked and bemused by the low offer, saying if it didn’t go through he would be a buyer at 68p. Expect he has topped up a few more yesterday too. No doubt the Harwood boys will have a comment to make. Sure they want to sell but with so much in the pipeline there’s no hurry while the Trump buffonery plays out. I think they should wait till Niox pro is launched and the home tester further advanced. Maybe sometime next year. Meanwhile enjoy the cash rolling in.

Slight exaggeration, reduced 25 percent of their debt. Still impressive