Member Info for oogleflugal

No it’s not very popular. Down over 50 percent in less than 3 years. That takes some very special talent only Ballie Gifford seem to posses

Everyone cashing in on their £10 profit again. Going to get badly caught out eventually

Quite similar to last years trading after the capital reduction announcement when it just drifted around until the actual results were published. I think Mills put it in a nutshell. ‘The market sees it as expensive but the cash generation is rapidly catching up with the valuation and completely excludes the the 600 million tax loss carried over from circasia days which means it will never have to pay tax for the foreseeable.

Paul doesnt do things by halves! Lets hope he is right about this. Incidentally the website for this company shows what an amazing bit of kit theses well caps are

It’s good therapy to think out loud! Quite honestly treading water is his speciality. Yes it is virtually impossibly for life science to raise money if they have zero income. We don’t even have a product until they find a drug developer to utilise the theory. Bit of a catch 22 here.

Exactly my first thought Wully. Nige wants to know how likely I would be to recommending n4 to a

Friend as an investment. Nigel I want to keep my friends. How close are we to a deal? Then I’ll tell you if there was a dogs chance of recommending to a friend. Fully expect the market to pass on this non news. I don’t think Nige is as naive as he makes out which is a worry. On the other hand the nanogenics deal looks a blinder as long as this doesn’t turn into another endless university project. He doesn’t need to convince investors he needs to convince the market, then investors will come running

The trades in this stock never make any sense. Record revenue and two months to add to it. The sp his half the price it was when revenue was possibly 20 million less! If it dips below 40p I’ll be there waiting

The dark and murky world of trades in Insewincey. Looks like a series of buying but the shares still manage to go down . If todays trades were actually sells then the so would be back to old price of about 5p. Managed to get an offer of 63p for the remains of my holdings. This is just the most dodgy stock on the market.

Can’t see any sign of Meatly for sale in uk. Yet another Mellon broken promise like Blunalu that was supposed to be on the market 2 years ago. How on earth Mellon can justify his fees I don’t know. Obviously that in itself is a big disincentive to invest here.

Mad dog. Vox markets is well worth following. Paul Hill does good interviews with Harwood fund manager Chris Mills and also great interview with Stella Asset management.. mills is an expert stock picker and also sits/advises on a few boards in directorial capacities. Remember they are only analysing companies and disclosing positions. Not advising to buy anything. That’s up to you.. gl

Its is definitely a punt. Very chequered history. I dont know if we will ever get the full story on this company. The risk reward seems very stretched. This is a crowded sector with Hsbc muscling back in with Zing at the beginning of the year. Too much infighting for my liking. It doesnt seem to bode well with investors and it looks like it doesnt bode well with clients. Why would you with plenty of competition to choose from. Champagne Charlie’s going to have to get used to Prosecco at best.

These so called ‘professional ‘ research sites never seem able to keep up with events. Stickopedia ( who charge a basic £250 for just uk stocks) are so slow. They still have last years revenue of £18 million , when they latest actual information suggests revenue of 30 million. Lse cant even get RNS flowing. Its no wonder the uk is still in the doldrums compared to other markets. It seems to me we will continue to rely on takeovers to realise value in uk , which of course means selling GB on the cheap, just like Gordon Brown did when he sold off our gold reserves at €250 an ounce. The genius economist!

Fortunately zero is the lowest it can go. October 2023 it went to .65p if people think it’s worth selling at this price it’s their 📞. Don’t see the point myself. A director bought a junk recently. We know they can can survive to prospective clinical trials for Nanogenics in 2025. We know at least three universities are conducting research for N4p. Quite why Nigel made so obvious he was testing the water for another possible raise at this stage I don’t know or for how much. Aside from all that there is the possibility of a partnership announcement . The trouble is, is that likely to happen pre clinical trials? The report was pretty emphatic about the advantages their drug delivery technology can make to the treatments of aggressive disease.

Not to mention exercise of options last week . Unbelievable! Actually it’s how this stock market works

Expecting a big hike in revenue already upgraded and now another key appointment . This is getting seriously interesting. No doubt the dosey market will acknowledge in their own good time

Definitely on more people’s radar since NED appointments. Half next years revenue already in the bag. News still to come from Monument in which they have a 25 per cent stake having been spun out from Cog. The dots are definitely lining up. It’s almost like the market has valued the acquisitions at zero. This often the case in the market at the moment. Of course this stock is a little illiquid so is very volatile. Let’s hope it gets volatile in an upward move this year

Unfortunately a company that keeps taking from investors to reward the directors. So typical of dross segment of Aim

News flow just keeps flowing. Attendance by CNC at embedded tech forum in USA and news of ‘TNS’ for vehicle architecture’

Unfortunately the markets feel pretty strange right now. Very mixed signals. ‘A rapid rise out of mild recession’ ? Certainly a lot of volatility across the board. I have been in Melbourne for last two months where the economy is extremely buoyant, although property has cooled a little. I met someone from a life science company the other evening and they were very bullish about biotech, agreeing we are on the cusp of some massive advances in medicines . Feel quite a bit more hopeful with N4p but obviously still highly risky. Gl all.

It’s not the private investor that’s going to get this noticed. There are plenty of stocks that just don’t get the investors eye, especially at a time when money is sitting on the fence. What does amaze me is how little notice the medical and drug development industry seems to be taking. The competition just in nano tech is fierce and the big money is in USA. The dots do appear to be aligning slowly, mostly in university labs it would appear at the moment. A well established drug company is where the next big leap has to come from.