Member Info for oogleflugal

Gr8 update as per Judith McKenzie interview , why actually sell anything when they are all doing so well. ‘The pipeline is completely bonkers good’. We’ll see in 18-24 months time when the medical division is profitable as the new CEO of that division works towards an IPO. One of very few quality stocks on AIM.

As long as Trump keeps ticking like an unexploded bomb , all bets are off everywhere. It either 1, ego, 2, invasion, 3 tariffs, 4 Epstein, 5, still sore about the peace prize which he still hasn’t worked out you don’t get for invading other countries.

I don’t mind the name Thalia and they should get loads of hits on social media as it also happens to be the name of the Queen of Latin pop music

The reset of earnings was prompted way back. All very well being wise after the event. First they could find a buyer at a highly over optimistic price. Then they had to scale down operations . Now on their third CEO in 18 months . The shares are illiquid. £10 target was outrageous , £7.50 is plain daft. LSE has a nav for VP of over £6 which is completely wrong. Try £3.50. The sp at £4.5 is probably ‘up with events’.

Apologies leister. Yes found it at the end of RNS. Curious that there are 2 dr Solomon’s in different fields. Appeal pending from 2022/2023 . No hurry then lol

Leister. I think that’s a different Dr Solomon who got rejected by Goldman Sucks. This guy bought Zealand Pharma to Nasdaq. This looks like the best result we could have dreamt of in current circumstances

Nanogenics has been shelved. A lot of time and money has been wasted. This is what we have been praying for for years. They have a valuably property but Nigel just lacked the clout to bring it on. A new direction and expanded pipeline is great news. Quite how it’s going to financed from here is not clear. Possible partnerships hopefully or exercise of warrants from main shareholder. The most positive RNS so far for N4p

Let’s hope this has released the handbrake off the old Punto!

A much needed change of direction.

Despite LSE’s inability to report news again. More good news this morning about new pathway in India.

Historically the Sp does look cheap. End of 24 we had 80p offer by the company for around 7% of our shares. Then March 20 25, literally a couple

of weeks after Griffiths dumped another 2% of his holding around this level the rather begrudging offer came in from Keensight @81p which the board were mindful to accept. Keensight withdrew the offer even before they had time for due diligence. So baring in mind the growth over the last year alone , I would think Niox must be worth a minimum of 85p now. I think a liquidity event would suit the large shareholders. I would’nt complain either.

I agree . The downside looks ltd @ 63.7p. Keensight could always make another approach. Not so much that things have settled down but the market seems to take it in its stride now. I cant imagine why the home test kit is taking so long to develop, that is disappointing, and if they can sort out their distributer in USa would be a big plus. So there are areas that might be attractive to somebody with a bit more punch or influence could drive this significantly forward. Even for the cash generation it is impressive if up with events on current PE ratio of 22. so Im back in for a few too.

The end of July at presentation on IMC , Nigel. Mark and Fiona talk the big talk about the 18 billion dollar market in USA by 2028. Apparently the last £1.7 million raise was to develop strategic partnerships and hit an inflexion point for the company during 2025 and beyond……..sliced bread or BS?

3 women selling including directors wife didnt inspire me. Are they all getting divorced or just going shopping?. Paul also didnt seem to think any merger activity in the offing, which seems to be backed up by the recent sells Self funded roll out if new stores. Maybe this is the time to strike!

Fish prices are zooming up. I noticed particularly in Sainsbury. Mackerel is up 25 percent this year and cod has doubled in the last year. Potatoes are also considerably more expensive so fish and chip shops are severely under pressure. What this means is BluNalu need to stop fannying about and get their act together a lot faster.

It’s has shown signs that it reached the bottom at £3.85. One of its large investors said the fall was a bit unnerving but no obvious explanation . So might need to get my skates on and get back in. If there is no problem then a PE of 8 is ridiculous.

So no RNS today.and you have to take their fundamental page with a large dose of salt . They have Vp nav at over £6.00. The real nav is £3.75. The Pe ratios are equally inaccurate . You must double check all their data as so much is plain wrong.

Doesn’t actually look like this is their fault. However not informing the market sooner is

RNS not functioning again. Poor results again. Probably slide this morning

Some kind of statement is called for. I got out last week . They are happy to shout from the rooftops about new contracts but silence is far from golden

Homer. You’ve got in a nutshell. The nut is very much back in its shell. I see the biggest holder has moved that holding into another subsidiary. Looking for a tax loss?