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It seems this is not so much about the ongoing case brought by ex shareholders but a behavioural issue of the CEO. So the unknowns are how much could this litigation cost financially and to the reputation of the company. As someone wittily pointed out ‘is she going to be required to wear one her own products for monitoring purposes?

Its going to be diluted by over 50%. Admittedly this is to buy assets to increase the availability for substantial rental demand so that is in itself asset backing, but should this shortage of well heads not been addressed a while back? There were other issues about intellectual property that have apparently recently been sorted. far from straightforward this company which is unusual for an engineering business.

I’m not saying the future is not a little brighter here (It was looking completely rubbish before) but I think the market is still going to be a little suspicious until we see something a little more tangible on March 28th. The placing was successful because two thirds of it was picked up by directors, obviously more informed than us and with the proceeds of their ludicrous retirement payment (£700k) when they are apparently not actually retired.

There could be a lot more in the pipeline yet to be revealed. Where have I heard that before. At the moment it looks like a company that specialises in feathering its own nest.

There were so many positives in the presentation that dont really come across from just reading the half year report. Have to admit JB looked a bit knackered which is hardly surprising but James Fleming is a guy you would be your first pick in any team, not to be disrespectful to the other two. Really on the ball. Loved the way James butted right in when he felt he had something important to add as an afterthought. Totally driven and passionate to succeed. Absolutely the righ man to be spearheading this in US. Getting a 30 day payment agreement, almost unheard of in America, is very useful for a company in their early position. Really cant stress enough how important it is for them to succeed not just for the benefit of kidney patients but the whole health care system. There are more drugs coming to market then ever, but unfortunately as James pointed out it is prohibitively expensive to treat everyone sadly. Renx can save the health care system a fortune by making sure that precious resources get to the right patients by identifying the right patients. I think they mentioned that around half the patients they test dont actually need kidney dialysis. Some of the journo commentators seem to be completely missing the point about Renx . I think investor.com mentioned some triviality about eps being a small miss instead of focusing on the reduced cash burn, signing up well over 800 doctors and rising rapidly and forecasts being very if not ultra conservative, but fully understand not wanting to over promise and underdeliver.

They also expressed their regret in not being able to roll out in the uk right now. They also have a lot of interest from the Middle East, but cant spread themselves too wide on their own at this stage. They also hinted at possible partnerships to accelerate growth such is the demand for their services. Could be a while before next update. Might get one more before results in September hopefully.

All done and dusted then. Having to have a raise ‘because they are turning business away.’ That’s original. So busy the share price caved in under the pressure of orders! According to Cavendish it’ll be worth 22p not the 40p they had previously misguided on. Sounds plausible. Might just take a few years

i think it’s quite obviously being manipulated. it’s common knowledge that amati were disposing their 6 percent share. no need for 5 months. start a completely unfounded rumour about placing but buy orders in below bid price. it s pretty common practise and not illegal. or could be talking ******. someone posted that their linkedin page is full of positives. i do have an issue with companies that think it’s ok to update share holders via social media. i suppose it’s cheaper but they do also have a website for that. thoroughly unprofessional.

New low. It’s either a very leaky ship or Amati are outing before April 5th. Left it a bit late for a placing. Pretty poor investor communication, but if there is no news and it’s just hooray Henry trashing his client money should be done soon.

Ian. After watching Renx presentation I really don’t think there is any likelihood of an any kind of merger. Renx may well eventually look for partnership to accelerate growth. EkF have their own problems to sort out without going into a completely different area. Apart from the small cap market being generally fcukayed and distressed selling we will know more on Thursday.

Thanks for posting Helen.brilliant presentation on quite a complex situation. Anyone interested in this company really needs to watch this.

their broker reckoned this was worth 39p a few months ago, twice the current share price. nav is 9p a share including cash. maybe they just need to sell the all singing dancing enzyme plant in cardiff where it looks like the band never showed up. mills heading up another ****show. is he really qualified for this kind of operation? they all seem to be involved in too many different companies to do a proper job on just one.

Stuart rm. The market isn’t jumping for joy yet. But that is the case with virtually any small cap stock. Ztf announced record results and after an initial spike soon faded away. Fnx another very good little company has given up 30 per cent this year. It was a tad overpriced. Then of course there is Beeks down a third but very over priced. There are lots of stock I would like to buy but not in this market. Happy just to keep topping up here at or below placing. 175 million investment valued currently at 30 million. I have seen some possible broker consensus targets but no time scale. It could of course get derailed by Trump and the dollar , but so could anything. Not so much wiggle room here though! The logic is brilliant if they can execute the plan. So far so good.

In the absence of any real news since the beginning , I suddenly noticed while having a comfort soak in the bath, staring at me on the shelf, I kid you not, is a shampoo called No4P! We’re in the wrong business that’s all

Only one winner in this stock, Shellbay!

Achieving as forecast and then some. Will that satisfy the idiot market?

NT ‘An ISA hold and keep’ . So he sells. Maybe he uses stop loss. Not a good idea as it guarantees an phising expedition from the market makers.

I can’t see the BOD buying any shares. They don’t need to they have risk free options. A quarter way through the year and no real news about anything. Disappointing but let’s not kid ourselves…. As expected

Great piece of news on contracts should help steady the ship at least!

Yep I did see Mills was involved in Trellus. It’s very often at the top of the riser and fallers board alternately! No I didn’t realise that also spun out from EKF. COG is a neural diagnostic company which span out Monument therapeutics ltd. Seems to be a common trait of life sciences. They nearly all seem to come out from or are linked to Universities. Quite a bit of funding and grant awards too. No idea how that works commercially . I expect the professors do quite well out of it

quite silverblade. i am possibly one of them! clearly we have a basket case of shares here. i honestly dont think any of them are lemons. this was an incredibly ambitious project very sensibly split into 3 different companies. maybe they were over confident at the beginning. case by case ekf is the least interesting to me at the moment. although hopefully baines has something more productive to say on their current and future situation. i came to these stocks fairly recently so have not suffered quite as heavily as longer term holders. £100,000,000 has been invested in renx i believe so far. without any serious competition this looks like a home run to me barring intervention from the fed and its governors. they have ****ed off the market more than boo which is quite an achievement! i dont know what mistakes have been made in the past if any. its the kind of stock that should have been under the umbrella of a big pharma rather than a cash strapped microcap. for all the drama and soul searching it would be very odd not to romp home now. vrci has had a promo out this year, which i cant seem to locate and its not even on their own website. the trouble with some of these company biotech ceo ‘s is they arent really your normal ceo. they are scientists first and on a mission. sue barrington charming and clever as she is seems to be a bit other worldly and disconnected from the business side of affairs with absolutely no stress hinted at about the current sp, although it was climbing steadily at the time of video earlier this year. again its a cracking (american)venture and no doubt it is also on the way, providing the delayed payment comes through with final approval. possibly unlucky to be caught up in the political turmoil at this stage of their development, although it could be worse. ekf is my smallest holding, but got conned by all the broker targets saying the diagnostics side underlined the sp at 30p. obviously bs. they must have invested a fortune in the as yet unproductive enzyme business. they just seem so unprepared with it. we’ve built the state of the art plant, now what? o yes customers . very odd way to run a business. with luck they will get bought out and put an end to this nonsense. diagnostics is going to play an increasingly mammoth part in the future of medicine for sure. improving outlook for patient care and extremely cost effective, we are so close with these companies despite what the market portrays.

Can’t imagine there will be much change from the January update but should get some clarity on current trading and clarity of pipeline ahead. Maybe some clue on the Kennedy fuctor too. Obviously this market is well and truly range bound thanks to circumstances beyond comprehension. Hopefully the loonies will eventually be rounded up and put into secure homes