Member Info for oogleflugal

'The fact that Bill Gates is a major investor tells you all you need to know.' Actually it doesn't. The major advocate for telling the world we need to prepare for a pandemic years ago. The creator of many foundations and charities. The fact that natural news is anti vaccine and just about everything it writes about tells me all I need to know.
There are plenty of natural ingredients that can have major effects on some people. This is an evolving industry. There are going to be problems along the way. However I don't think that means we need to stop looking for solutions. One man's meat is another man's poison unfortunately. There will be balances to address.

I see in the update they talk a lot about increased confidence again, and significant orders and then ebitda inline with expectations and cash slightly ahead. Trouble is still no actual figures to work with. Directors often say they are not responsible for the share price of their company. In this case they undoubtedly are.

Going like clockwork. I must say I havnt seen a placing arranged like this before and am surprised more companies don't do it instead of having multiple damaging placings like RGB. I dont know why people moan about how unfairly they think PI's are treated. in just about 99% of placings this year I have been able to buy at or below placing offerings. As people have pointed out bringing the sp down to 23p before Tuesday when new share hit the market should prevent a massive sell off.
Then there is the carrot of warrants @ 28p. I haven't seen the detail of that, but this is to raise more new investment money. So if the shares manage to get back to 40p after maybe an IPO of existing investments , or other news, you could buy at a massive discount. So for anyone now not involved in the placing if you believe in this company this is a great opportunity to buy at these levels between the placing price and the warrant price. This is a bit like the building of the ARK except its not going to be done overnight and the 28p warrant could cap the sp for a while, although the rate of news flow I would be surprised. As Mellon points out he was investing in the silicon valley at the beginnings of Microsoft and he sees similarities with the beginnings of that era. The important thing is they have raised a decent amount to progress existing investments and make new ones if the opportunities arise in companies we would not get that opportunity to do so as a Pi. Again as mentioned before this is not a dilution to pay off debt or rent and rate arrears this is new investment money to sit along side and build new investment when shares were 40p. If all goes well with general world health recovery, I would expect to see doubling or more in value by same time next year at the very least, perhaps not same time next week! One of the most exciting investments out there right now. One you don't need to risk a lot to make a lot.

I think its going to take the market a while to understand the significance of the potential of ULS to radically shake up the uk house buying process. I bought some more this morning, unfortunately I couldn't stretch to 70,000 like another buyer did, although at a bit of a premium. There is high Institutional ownership, about 78% I think which will make this a little volatile both ways

And today BP announce their sale of a stake in Shearwater . Stockopedia keep putting RNS about this Norwegian oil company called Shearwater and attributing to SWG. They did have a gold mine in Spain at one stage, probably bought as a shell company. Now we have numbers to work with I think people an see just how undervalued SWG got and still is.

I think Stockopedia have a target of 2.40ish, which is equally silly, but then they have CNC on a target price of 1p! Do I really pay for that nonsense. Its quite useful as an encyclopaedia of stock I suppose

Not being sarcy or anything but I did bundle in yesterday. It was getting silly.

O look they've got recurring revenue, organic growth and rapidly scaling up, who'd have thought? Big buys coming in, What update June Ist? , cripes

This Australia trade deal causing so much fuss. No mention of the fact that there is a distinct possibility that animals will hopefully no longer be our main source of food in ten years time. Might need a better deal on their wine though

Dan.I don't think you can rule anything out at this stage but this sentence at the end of the RNS is encouraging: Indeed, depending on the results of the work done under the MTA and subsequent relationships, it may negate the need for the Company to do its own proof of concept work with an 'off the shelf' Covid-19 plasmid.
Also they are in dialogue with several other companies. They also do talk about there own in house doctorate.
I am astonished that the sp has remained under 10p on the latest RNS. Its like happy hour for the opportunities to load up at under and around 8p. I suppose the market is used to fall backs after initial excitement. Nothing is a given with the amount of money and research currently being thrown at Vaccine and medicine at the moment every lab around the world will be making progress. So its not without huge risk. N4P's research has been ongoing and they have a good head start on many in this area of research. Nigel's most apt comment is reference to this being the most pivotal time in the history of N4P.

I bought back in last week. I'm not particularly happy with directors options. They all do it and it is grossly unfair to shareholders who risk their own money. The sp held up better than I was expecting. There was at least one decent investment trust taking a position recently. Mews has been deafeningly quiet about new contracts but with no debt and increasing cyberthreats especially in the States, they should be in a position to vastly accelerate profits and revenue which frankly is ridiculously small

Seems like there have been a few boardroom changes and retirements recently.I think the real problem for the short term is the reluctance particularly with small caps to be anything but super cautious with forecasts, probably on the advise of brokers. Hence they consistently beat targets and are usually ahead of expectations. This is resting in the markets seriously undervaluing small caps. Not a problem for me. Am happy to buy when it falls back and build up the dividend pay outs which exceed savings accounts a thousand fold

Aim I think the point Fogstrup realises and makes very well is reaching the pain point in terms of the speed of house transactions. He is well experienced in making relevant partnerships to improve the service of house buying and selling from his experience with meerkats.com. Estate agents get it, the Land registry get it, us the customers get it. The ones that need convincing are solicitors. I swear some still write with quills. House purchasing without hiccups used to take about 12 weeks which is pretty pathetic. Now it is taking 16 18 weeks which is scandalous. Many solicitors are refusing to speak to clients or estate agents and turning down business because they are so inefficient and refuse to change with the times. Once a few more of them realise speeding the process up means happier customers but mainly more money the others will have to follow or go out of business. I've actually had to assist solicitors in my last two house purchases about information I actually want and searches I don't want, need or ask for not to be done. In fact I lost the purchase on one house because of their inability to even use common sense. Most information is already there to access in digital form from planning offices to environmental searches and Land registry. It seems there are still too many solicitors that don't know how to access this information without writing series of letters which takes weeks and creates an unfathomable paper trail of utter confusion. So yes we need the pain of too much business for solicitors to handle to force them to change.

https://www.youtube.com/watch?v=5YgXY1Y5Y2g. Fascinating interview with Fogstrup giving us some insight into his background and how that connects with developing the undoubtedly potential here especially wth the launch of a new app. As we know apps are or can be a real goldmine. It is early doors possibly and we are heavily reliant on continuing strong housing market. The potential however is massive for such a small company and as River Mercantile point out practically zilch for this priced and a third of market cap held fro great offload. I did sell down on the news as the shares hit a £1.00, not because I don't think the are worth it, but you kind of just know how the market is going to react 9 times out of 10. I hadn't actually seen this interview with the new CEO, so I am rapidly buying back on this weakness, although It my take the market some time to appreciate the potential here and for them to be able to demonstrate that worth in hard numbers. Definitely one to accumulate , just not sure how far it will drift.

It was good of Nigel to update with an RNS. Is it actually price sensitive news? apparently not, but it is progress and potentially at least as, if not more encouraging than the patents which are very necessary but more of a formality. If you heard the last podcast about the complexity of different possible outcomes of research work Nigel went to some length to explain you will understand the difficulty in how to proceed with so many perspective partners. Maybe it is this negotiation that will require as much diligence in the final best partner selection as the research itself to get N4p the best possible outcome. The options are stacking up. No point in rushing anything now

They don't seem to be short on news, Just announced a further investment in Meatables the day after placing. Looks like quite a bit more complicated process this placing than most and yet to be voted on. They cant issue an Rns every five minutes , probably cause even more volatility. Its only a couple of weeks till it all goes through. I expected the sp to rise to the weighted average at least. A lot of late reported share trading this evening or just Lse jumbling it all up! There always will be short term volatility in a situation like this . Thats the nature of the beast. They made it a bit more complicate trying to be fair to all investors. Doesn't effect the long term game. Gl

Scooby. I can't trade out of any of the 10 trust I hold on I web has been like that for about 2 months. Have tried to operate on a brand you computer it still doesn't work. Pratically impossible to communicate with most of the time. if it works for you thats fine. I'd rather they charged a bit more invested in more staff and got a platform that works properly. There has been issues with transferring money. Security is a concern too. Compared to Jarvis or even their parent company Lloyds Internet, they are way behind.

Still no shares availably over £500s worth.

Bit concerned with supplies of materials and consequently rapidly rising commodity prices. Some timber products have doubled in price recently if you can even find any to buy. When they sign contract do they have any subsequent flexibility over price increases in materials?

Dire. Whatever you do don't go to IWEB, They are terrible . cheap but terrible. I am transferring to Jarvis where I was 10 years ago. Twice the price at £10 a trade but at least they communicate. You can try Toro which is free allegedly, but I think thats mostly for phone app traders. My kids use it to buy all kinds of toot in the USofA.