Member Info for oogleflugal

Exciting news from Monument as. Promised earlier this year. Cog’s 25% stake and royalty could prove a very valuable contributing asset.hopefully Cog itself will have a more fruitful year.

Down to our last million. ‘Sufficient to finish current work.’ Presumably doesnt include getting Nanogenics in to clinical trials next year. When you consider the cost of a year in the aim market that is pretty tight, but expected. Wonder how they earned £1900? So possible farm out against another raise. It does look like opportunities opening in multiple areas. Gl all

There are many different drug delivery companies trialing in many areas of medicine. I’m not sure it is a one size fits all or winner takes all race. N4p have two very specific vehicles Nanogenics and Nuvec fully patented. Whilst they have partnerships and trials with different universities, they have not got the clout of bill Gates foundation or a European foundation like some competitors in Nanotechnology. Their clinical trials seem further away than some and as yet no licensing agreements , they are conducting their research and trials in different areas to their competitors , specifically with Nanogenics. Oral vaccination seems a much more competitive area, but they could still succeed in that too in some form. Much to play for

Some pretty decent trades recently 230 k @45p today, which it did hit on tu recently before going back to sleep. Certainly the investment looks like paying off handsomely when the market wakes up to it.

Saucisson, salami , frankfurters , you name it’s all on the heart attack list! Italy has a huge export market for this stuff. That’s what should be banned. Anywhere that feels threatened is going to get hostile to agrinomical economic. There is no logical reason to ban lab meat . The market will sort out what people want, not the Italians or red necks

Rhea extends the life of VME computers in which Cnc is involved in for 20 years. This a as a result off requests from the customers in the defence sector who are finding it hard to source components. Presumably they had enough requests to make it worth while. Whether it’s an obligation or a money spinner is hard to say. Perhaps not just out of the goodness of their hearts but also a security concern . Anyway a flurry of Pi activity first thing this morning. Fomo on something big?

The mice are all feeling pretty chipper I trust, until the grant runs out at Queensland. Not wishing to be a party pooper but the eternal student syndrome looms large. Still all about university research. Can’t see anything to get excited about until we get to clinical trials next year

There you go . Another great RNS completely ignored by the market. Roll on a buyout

Unfortunately it’s the Uk market which is screwed. Investment trusts in small caps in particular. The actual companies are brilliant and generally doing very well despite Brexit. When is this anomaly likely to change? Not for a good few years.

On the move on low volume. Does look a bit leaky. .9p paid. Imagine what this might do with some news of commerciality!

Have been away in Aus for while. I see there was a program to buy back £3 million of shares over six months from October to December. Someone doesnt appear to particularly good at maths, but the program appears not have been initiated at all. How much it could have stopped the slide I am not sure, but a realisation of continuing depression in the stock appears to have been foreseen possibly. A lot of talk in the press about liquidity issues in small caps and small cap funds. It does appear that the outflow from such is coming to a halt. So while the SP is over 50% below Nav, Perhaps they should think about buying back now. At break even, that would be a 100% gain, for a fund that used to trade at several multiples of its Nav.

Been a tricky year, but the new management sound impressive and hopefully will confirm a more positive outlook. Meanwhile ridiculously cheap

Anic net a whole £12.60 in the latest farce. Hope Jim will follow suit and exercise all his warrants with the millions he has stripped out in management fees. Presumably they expire this June unless they can extend them again.

Of course there will be resistance to lab meat. That was a given from the outset. This is a ‘disruptive’ business. Asia however will be very different . They have already invested heavily in lab meat. They do not have the luxury of choice because many Asian countries have to import 95 percent of their food. When it comes to the crunch it won’t be so much about freedom of choice but supply, demand and necessity. Still a long way to go and the big Texas ranches are all powerful., but Americas have a lot of poor people to feed. Uk is pretty lucky with wide choices Of farm shops and many alternatives . Wouldn’t touch any supermarket meat with a barge pole. Ed meats and processed meats are a recognised killer and very inefficient of producing protein

FTSE set to take a tumble’. Beginning to look and sound like an OAP. O dear , poor sir Elton’s taken a fall, and now the FTSE takes another tumble. Does it ever do anything else!

‘Liberation is set to be the first company in Anic’s portfolio to become cash generative’. I’m sure Jim says that about every company in the portfolio! Going to be a very long road that’s for sure

Dividend set for May/June on shareholder approval. Anyone going to object? Maybe then get further news on another special. I can’t seen the directors having emotions for takeovers, more ambitious to get the company sold and retire hopefully. Great job though

The risks are aplenty. Not just the need to commercialise before they run out of money but the many other competing research around the world. Their own research is very encouraging and two big investors recently have given a much needed vote of confidence. Unfortunately it is still very difficult to raise money in this sector. So those two seem pretty essential to helping this getting across the line.

Welcome the annual culling of revenues. Sheer slaughter as Stocko wittily jibed. There’s a thought, set a realistic target, and don’t waste time or money on anymore takeovers if you can’t make these ones pay their way. And don’t use ebitda every time to try and make it look less bad. Apart from that well done for ending up with a little cash ahead. How about a dividend? O I forgot it’s a growth company!

Thanks T-raider. Yes Lord Lee is a great patriot. Amongst many other things he used to be an advisor on defence to the government which I always felt was quite handy. Dont know what the last blip was about. Another fund manager throwing away client money probably.