Member Info for oogleflugal

‘Prigozhin family threatened to him to stand down’. Surprised if he hadnt thought that one through before. Puttles would sink to any depth of deprivation to get a result

Never bollinger bands expanding crack open the champaigne!

Good video. Surprised there has been no update about strengthening patent. Can’t think of many companies that would not want to promote themselves and explain what they do and the product that they have to be honest Dannyboy, especially in a field as specialist as this. Keeping it a secret is not the best business plan surely

Schroeder’s added last week . Nervousness creeping in about update? Good op to add.

Surprised to see so many sells, perhaps they are not sells. Good interview on Vox markets with Vladem Alexandre of Sp Angel. He reckons the use of Ai will

help broaden the market for Cog beyond oncology as well, opening up diagnostics on pretty well any treatment of many diseases.

Another uninspired rns

The continued hunt for an acquisition always puts the market on high alert. Talk of the need to invest in ‘colleagues’ is also an interesting statement. The pe is pretty high still at 44. Also it is still a very small fish in a very big pond. Possibility of a forced seller capitalising on the reasonable results as per update.

I bought a couple more just on case Nigel needs a new tyre for the Punto

More interesting. Some positive news expected

Extended again to jul14th. And can be extended again. So what is the point of a deadline they are not school kids ffs

Bloody pain Pexa. Put up or shut up!

Still some dumb fund manager selling probably. The new systems contracts will create as much new business as the whole of the companies single boards business, like double the size of the company and more. I suppose the penny will drop eventually

3,700,000 order filled this afternoon. Very nice. Wish it was mine!

‘No profit in arguing with the market.’

Total mystery to me how this ever fell back so far. Extremely grateful though. My favourite saying is ‘there is no point in arguing with the market,’ but there always exceptions and this is certainly one of them

Yeh, when Nige comes back off his holiday next January

And just landed another 2 million contract

Doesn’t need to. Staff share option plan. Why risk your own money when you can dilute shareholders shares

Interesting comments from Paul Scott on his excellent podcast. Seems a bit undecided on Zotefoam having flagged up what a good business it is. I think he might be fully invested which makes it a little tricky. Looks like a win win situation to me. The single client bias of Nike (40%?)is somewhat de risked with a new contract running to end of 2029. The ReZouce carton work in progress, could be a game changer if successful.. Very much in the air at the moment, and if it doesnt workout would eliminate the current cash burn. But if it does work would enlarge ZTF several fold. Energy and raw material costs are stabilising after some horrendous tripling of polymer prices. Would Nike be interested in a buy out as Paul suggested? Cant see it myself, certainly not the whole business. The trouble with waiting for all the ducks to line up is the horse has usually bolted. Think its worth taking some of the risk here as there doesnt seem to be much downside, barring another banking crisis. We have entered a much more globaly volatile climate and the market will have to adjust to it.

Its a weird one. Obviously the agents are selling off shares and have been for a while into an illiquid market. On top if that interest rates are poised for another hike and mortgages have been withdrawn again. There is still an acute shortage of property. Just watched Chris Mills (Harwood Invest) interview on vox. He is dumbfounded by the fall which is a bit worrying for a fund manager . Not only that he has been buying. There again he did even more worryingly take a punt on Wandico. On the other hand he has made some great investment most notably Niox and Avingtrans. So I thought I would have a look here and convincing as his argument is about how cheap OTMP is, there is no profit in arguing with market momentum. Definitely one to watch from a great distance probably, but one day could be kicking myself. On the other hand there are a lot better stocks than this that have also lost momentum. Too many to choose from