Member Info for oogleflugal

Even potty Scotty from Stockopedia is contemplating sticking a toe in here, that’s without having conducted much research into the actual holdings by the sound of it. He didn’t like the fact 5hT the profit booked is all from the rise in value of the holdings which he thinks is probably generous even though the company maintains the values are conservative. Who knows, the are worth whatever someone is prepared to pay. Should be a little clearing when refunding is required. There is the possibility of a public offering from at least one holding and maybe a couple more getting product to market. If that happens and the shares recover enough for people to exercise their warrants they shouldn’t need another fundraise. A bit if. A question I put to Anic without reply. Even if they were unable to answer, a reply would have been courteous. A shareholder says he had a meeting with the directors and was impressed. Directors usually are impressive, that’s how they get the job. Time to start delivering. Where is Meatly launch we were promised by end of last year?

Tally ho, chocks away!

Still waiting on the launch of ‘Meatly’ scheduled to be in uk pet shops by end of year. Main concern is will they be able to supply and keep up with demand. They talk about wanting to satisfy pets and pet parents. Sounds like they might be looking at the gourmet end of the pet food market. Hoping this could go global

Interesting situation. Last year Smv received several enquiries without a firm bid and subsequently got taken over 6 months later after several extensions for only 1 seriously interested offer for cash. Smv was never going to have a wide appeal. Eqls seems in a far stronger situation in that they are happy to walk away if a deal is not forthcoming, but they are also in a highly competitive and crowded sector, so if a big company feels they will gain a strategic advantage by acquiring Eqls they should give a decent premium . Could go on for while yet I think. Wouldn’t rule out someone else crashing the party , given slightly better economic outlook.

Revenue and improved margins might be fact. Unfortunately the losses widened to £7.5 million in July . Guess we will see in the interims if this fact has been changed. Would be a first for the company

600 million shares for a company with a market cap of 27 million pounds tells the story of a company with annual dilution for its entire existence. Never having made a profit they coul apply for charitable status, or non profit making organisation. 2 raises and a loan note with the undoubted issuance of more shares to add to the ever frying number of shares. Yet it’s up 10% this morning on no news. The market knows alright. It’s the ordinary shareholder who is left in the dark and penniless.

Don’t like the way it is trading, mainly correlated to the price of lithium. I seem to remember one of the backers has options at 9.4 p . The Chinese did their usual trick ,trying to screw the market which simply makes it volatile. Remember how they did that with oil. Over ordered and then cancelled deliveries when oil companies were virtually giving it away, and then look what happened. Expect a repeat here. Keep adding as funds allow is my tactic.

Interesting timing by Lion trust to offload their entire holding. This is why I don’t by trusts anymore. Can’t be trusted

Indeed it is Griff again. Another 3% reduction and the market hardly bats an eyelid and why should it? What are they likely to do with the cash piling up? They could start a a buyback or pay a generous dividend. Sounds like from the recent meeting with Chris Mills they might seek a retail partner when they launch the asthma home kit. Either way takeover or continuing high teens digit growth looks set continue with no tax to pay for the foreseeable thanks to the 600 million loss carry over from Circasia days.

Very skilled. In fact couldn’t have got a better team together at just the right time. Lord Lee believes this company will become a household name in a couple of years. Not sure how many people have tanks and other sophisticated all terrain equipment in their garage but I get the sentiment!

The final line says it all ‘have we had our fill of fake meat?’ That is one of the thing I have never really understood about veggie food, why the need to market vegetarian food using meat terminology? Replacing protein for non meat eaters can be problematic. The food that anic produce is not fake. It’s real meat with real protein. It’s important that the marketing is accurate and not ambiguous.

So Jim has taken the reigns as exec chairperson. Seems sensible as he is involved in so many other ways

He’d need to sell a million shares to buy her a christmas card at the moment. I think if you look across the pond to see what the Americans are spending on Nanotech, you can see the potential. It is a bit of a race against time and there seem to be many variants on drug delivery systems in different stages of progress. Got to be in it to win it as they say. It is high risk. Nanogeniics was a brilliant punt. Just a question of how much money its going to need and where the finance is expected ti come from. N4p is so cheap now the market is barely valuing the cash never mind the technology. High risk, high reward. It might be the cheapest its ever been, but in many ways its much closer to achieving its goals than it has ever been.

O good someone bought 1 share . Bit rash

I totally agree Admiral. This is indeed a very strange market. It appears it can only see about ten minutes into the past and no idea . It has been noted the number of forced sellers (being fund managers)far exceeds buyers. Where as many investors, myself included, concentrated on bigger holdings in a smaller batch of stocks, mito have sensibly done the reverse and diversified considerably more. The problem they have is companies are often not big or liquid enough for them to have a meaningful holding that is also tradeable. Stocks that are tradeable are liable to exactly that small gains and fallbacks.

Whilst Anic is a medium to long term game they do have Meatly (formerly good dog food) coming to market ‘before end of year. So in next few weeks. Sensible name change as the pet food apparently is suitable for cats which could be half their target market. Mellon also thinks one company they hold will go public next year. I presume that doesn’t mean they have to sell that holding. Can’t br named for obvious reasons. On the down side he did hint that a couple of investments might be in trouble, but that is already factored in. Presumably means accounted for in asset value. This was an interview a few months ago so don’t ask for a link it’s easier enough to Google and am off to Aus tomorrow. See you all next year when let’s hope we can look forward to a better one. Sound rather repetitive! Gl

Ah. £1.20. Supply and demand! Tomorrow could be interesting

I don’t think they would get another placing away at this price which they have already said. Nanogenics looks a better investment as they are looking to get to clinical trials in 2025, before Nuvec

Wonder if they might be fishing for direct investment in nanogenics. Would’nt say no actually.

Chrishbish. Wouldn't read to much into not getting a quote. There are not always an endless supply of sellers electronically. You might find you will be able to buy repeat orders for a smaller amounts. I had this problem when the shares were around the 80p mark. Took me about 6 trades to get a decent holding and two trades to sell the whole lot for quite a decent profit. Had the same problem trying to buy them back again around £1.05. In this situation they are bound to be a little illiquid until either a deal doesnt happen or it gets bought. Bound to be opportunities along the way , like when the dividend is paid out next week.. there any number of outcomes including partnership.

Wow thats some volume going through. Not sure they can all be sells. Wonder if its Griffiths again. Still feel this has a long way to go yet. Up north

I’ve signed up. God knows why they need a strong password. Is someone likely to brake into my account and ask silly questions about fiat punto company car, or buy me some share on the cheap maybe? I think its a good idea. Much better than releasing an rns about setting up a hub. Can I pick up my amazon purchases from there?