Member Info for oogleflugal

last week there were two sells of 350,000 shares at around £1.50. Maybe the mms got greedy expecting to turn a quick profit and are now taking the loss. Anyway, seems to be bouncing from £1.20 which is annoying cos I was too slow to grab some. Will have to pay a bit more now, gl

Its very Aim! Peel Hunt came out with target price of £2.38 and its been trickling down ever since a brief fall from £1.68. There have been some extraordinary sell offs on aim in last couple of weeks, even after perfectly respectable results.
It does look a bit like and eggs in one basket but this virus is not just paying a visit its here to stay in some for or other and a lot of planning for a healthy future needs very considerable foresight.
Fabric and paints in public spaces and at home could all do with help of some kind of defence where you can have a virus laying active for two weeks or more, no matter how often you wash your hands and disinfect surfaces. This is a 10 billion market and HEIQ. eyIts not going to disappear over night. If anything it will keep growing. They are right at the forefront with innovative products being used by hotels, airlines etc. You can imagine the kudos in their brand name becoming synonymous with protection in the hospitality, sports, leisure and travel industry. The balance sheet was sound as in results to Dec31 2020. Their acquisitions have been sensibly motivationally funded, so I can't see that can have changed if anything its like to have improved. An update soon would much appreciated. Can only assume its the new acquisition companies selling their shares, knowing they will get some more next year if they meet the takeover criteria.

https://mailchi.mp/23b24b9ccab1/wlydxm162w-4173621
team members pay visit to Supermeat in Israel. 'The chicken did indeed taste like chicken if not better. Of course it is chicken.'
This is indeed crucial to its success, apart from pricing, the lab meat really has to taste authentic and have the right texture . I look forward to trying it soon

Strange market reaction. Lets hope a better reaction to current Webinar. The delayed results are pretty much as the May update when the market reacted by going over £1. Now those results are confirmed it goes down 20% from that high.

https://heiq.com/news/events/

Its very similar to the RAS deal at end of April. They had to accept shares £1.96 as part of the offer but also includes earn out clause for performance achievement. They had revenue of 2.5 million, nearly half the offer price. This looks very exciting to me and can well understand Peel Hunts target of £2.38. 'We are going to have to live with COVID for a very long time'. This company looks like they are getting very well prepared for it.

It looks to me that this fall id directly related to the purchase of LIFE. They will issue nearly 2 million shares on Monday that was part of the purchase deal @£1.49 per share. In addition there is an earn out clause for extra shares or cash dependant on the performance of the new company.
Not sure why they didn't do a small placing. Perhaps their advisors decided this was a more efficient route. Short term pain for long term gain we hope! There are relatively few shares in circulation so this is bound to be volatile. They are obviously keen to be dominant in this sector as seen by rapid succession of acquisitions. They are a very young smart team, so set fair for a hair raising ride!

previous target looks like 7.6 according to research tree, but no date. I'm guessing it was this year because they talk about a step change in forecast profits with diversification into 47% cashew partnership

9.5p. They are the house broker and the only ones covering DKL it seems. €1.9m EBITDA and €0.4m net profits. Stockopedia shows a pe of 6.7, which doesn't seem too demanding. News of when the Cashew project is up and running should help

Kestrel purchase a further 10,000 shares for 'discretionary clients' and will be presenting at Mello Monday on erm o what day was it? O yes Monday 12th July. Are there actually any shares left to buy?

Thanks for that FeverClucker. Reinforces what Nigel has been saying all along about getting the best outcome for Nuvec. Just got to be patient and investigate full potential. Seems it keeps getting better.

G.Smiley. Different rules for AIM. Sagi owns 60% of Kape. Kestrel own 22.3% of CNICand Royde owns 22.5%. So between them they own 45%. The shares owned by Kestrel are for various nominees accounts. Possibly 2 directors who seem to have sold a similar amount of shares over the last couple of years, probably for tax efficiency reasons. Other institutions hold 50% and we hold 5%. Slightly better situation than Kape, but that doesn't seem to have held Kape back at all!

Very consistent stake building this week. Another 750,000 buy yesterday afternoon. The share price completely static. As Ken Wotton (Gresham Huse) says' the market hasn't quite woken up to this yet,' but definitely one eye open. A case of follow the money!

Another significant step kerching! I like anything with Ai in the sentence:
These extremely large data sets lend themselves perfectly to AI and machine learning applications that can be used to provide a large array of initiatives . Hope it starts feeding through to significantly improving the sp soon.

pardon me, its gone up another 2%. must be more to it!

Great to get an update, £600,000 contracts in Q1, not sure its 11%s worth. Perhaps more to it than meets the eye and when did logic ever apply to share prices

I didn't actually mean to say the milk yield has fallen per head of cow, if anything its probably increased per head. Just a lot less heads! The incidence of dairy allergy is either becoming more recognised or more wide spread too. So another accelerating factor. I love the idea of air-conditioned cow sheds in Dubai

"as we know it ' is the key phrase here. In 1970, there were nearly 650,000 dairy farms in the US. In 2020, the number of dairy farms in the US is only about 40,000. The fundamental change is also that in 1987 the median number of cows per dairy farm in the USA was 80 cows, and by 2012 it increased to 900.
This suggests that milk per head of cow has fallen by nearly a half in the last 50 years in the US. As they say it is not always about size. The biggest dairy farm in the USA went bust in 2019. Probably a jittery bank called in the loan. Some of the biggest herds in the uk are financed by massive loans.
It seems a herd of over 50 can generate a lovable income , but I guess that assumes no liabilities. What is farming as we know it anyway? its constantly evolving and changing and now after Brexit no doubt there will be more changes and new 'arrangements' with China, Australia and New Zealand. There is already a long term trend for a number of reasons. I think a lot can and will happen in 10 years
In the modern era the speed of change is accelerating and no doubt will continue to do so. I don't think Mellon's prediction is pie in the sky, but there is obviously a long way to go yet. I can see small less intensive farming actually benefitting from the 'new food production revolution.' Make no mistake Its already here, well established and well funded.

Alpha have not been without a few problems themselves when a client couldn't pay back 30 million! So they then did a placing to strengthen the balance sheet.They have slightly different cliental handling more business clients.
AGFX have good ambition, sadly their CEO had to retire through illness, but they have a good team more than capable of picking up the reigns. Then there is the question of disparity between the two companies . AFX being on a pe of over 30 compared to here on 11. Their revenue is currently only about a third less and their market cap is about 4 times less. Their Amsterdam is about to contribute to the business and they are seeking a license to operate in Australia. As I mentioned previously H2 is up 39% on this time last year. The market is obviously spooked by the temporary drop in profits. Looks like MMs had few substantial orders to fill today and have been fleecing the unwary., So. I really don't what you are on about wiseys. There is money to be made here for sure

I think I'm the living proof that averaging up can be just as costly as averaging down! This stock does get quite volatile and there is no obvious reason for this fall. Still quite a way to go to reach the 300 million cap target the CEO talked about and the recent acquisitions should eventually help achieve that ambition. These kind of stocks are notoriously volatile so I will ride it out and average down at some point. Doesn't seem to have quite got there yet unfortunately.