Member Info for oogleflugal

In other words a profit warning. Can’t say they haven’t telegraphed it. They do say delayed contacts could materialise in 2025 . Pigs might fly and meanwhile how’s the debt going?

Obviously didn’t make much impact at Mello. We know why the directors don’t need to buy shares now. Big target .075p hope they can do better than that if they think this is so undervalued.

NICE announce today a UK wide drive for better diagnosis and treatment management for chronic asthma sufferers. Too much reliance on the blue inhaler.

Glg partners were surgically precise with the timing of their short pre interims

Faber the Trump/Kennedy return is brought up in the audited results Rns which is slightly different from the results Rns most notably the difference between being fully funded for twelve months before it might be necessary to raise again to fully funded for two years and wont be necessary for further fund raising. I thought aim shares trades were only notifiable above 5% and main index above 3%. However there are many RNS notifications on Aim stock holdings above 3%. Some actually dont notify their holdings in companies at all. As one director asked me, is anyone checking anyway?. Its up to holders to notify the company which they clearly do not always do.

More good news this morning. But no mr meerkat is having none of it

80per cent reduction in debt. Break even/profitability in 2 years and no further requirement to raise more dash. Interesting comments towards the end about the Trump administration being keen to facilitate an end to chronic illness. I think it’s best to ignore the market maker shenanigans and focus on the business in hand. They also hold a £0.7 million stake in Vrci.

397,980,550 shares in issue.

‘Don’t get up gentlemen, I’m simply passing through. ‘

So UBS made a purchase on 21st, the day the audited results were published and sold the lot the next day……mm. Obviously been watching Industry!

I agree with the general consensus. It appears they have a clear 12 month cash runway to prove the commerciality but may still require a bit more dosh after that. So will hope they get to a stage before then that won’t require another raise. Watch this space!

That would be quite something Tothemoon, if after all these negotiations the shareholders revolt. The fact that the consortium still appear not to have got their act together is a little surprising. If successful what will their first act need to be ? An IPO by the sound of it!

My mistake. Mrs DD is set in London. What ho. It’s absolutely spiffing don’t you know.

I believe Nige is going to present at Mello gig in Derby. Sounds like he’s from Derbyshire. So quite handy to find some investors in the Dales. Anyone remember Mrs Dale’s diary?

The good news is that the beleaguered uk stock market is getting quite a bit of attention from the rest of the world about how insanely cheap it has become. There is interest growing from overseas fund managers looking at small caps too.

Paul Hill interview with investor Leon Boros have a quick chat about Niox at the end I think its (a bit jumbled up and not where indicated!) Basically stating they showed great confidence in returning almost all the cash to shareholders in the tender offer. ‘A cash generating machine.’ Forget about short term Sp fluctuations, just roll with it. We’ve had a special dividend, a dividend and a tender all in the space of 12 months. I think its clear why we still see funds and banks grabbing a slice.

Brave move to keep the £1.5 million dividend. If that was to soften the blow it appears to have had the opposite effect. Market is in unforgiving mood, as witnessed by a few others missing targets by deferred business. I like the company but the market is not liking the economy or the budget that much even if not as bad as expected. The trouble we won’t know the full consequences till next year. I bailed earlier and would like to get back in sometime, just can’t trust this market

It has to be worth more than it was 3 years ago. Apart from the drag from the last acquisition , I don’t really understand why they would persist with the buybacks with so much debt. Turns out they have now overpaid as much as anyone. Also the talk of breaking into new territories is a concern . How much and how long before they get a return on that?

Massive reorganisational ownership seems to be ongoing. Cvi of USA seem onboard for 9.6 percent (33 million shares) as piddly little trades continue on LSE. Should be an update of the situation very soon.

It’s all IMO and I am only guessing. Broker target was 80p for this year and hey presto we get a tender @ 80p. So £1.20 is only 50 percent uplift. Will get a better Idea in January . Has been a strange few months with the election. Hopefully hasn’t slowed things down , it’s not exactly a fashion accessory but pharma has slowed a bit in some areas .

Investor wallet have a 5 year target price of around £2.65. Not sure the directors want to stick around that long. The question is I suppose how much of an inroad can they make into a market thats still has a potential 95% untapped. They dont have a huge r&d spend for the home kit, and the updated feno is already out there as far as I know. Thats what makes me think a buyout might be sooner than later. Mills said ‘if we get lucky’. I think its more a case of when than if. I would hope they could get £1.20 at least, that leaves a good possible 100% upside for a predator, maybe a lot more when you think what a small amount of the potential market they have so far.