Member Info for PC01

There was a good buyer around yday hoovering up stock. The story hasn’t changed and oil is going to remain in short supply next year and for the foreseeable future. Still think we will see Brent > $100.

I did like Jersey Crew's comment yday...what JOG has done is replaced my old granny off the Derby favourite and put AP McCoy on as the jockey (wit all due respect to those being retired to pasture who have undeniably worked bloody hard to get JOG to the stalls). That the market remain non-plussed is really not a surprise, it simply has no faith. In fairness, looking at the bloodbath in many AIm favourites recently, i'm not sure JOG is alone!

Not your most subtle of de-ramps young VK. Or RBonnier. or whoever you are. Lets see - if they were found guilty of the most filthy malfeasance and corruption (Ithaca and Les) do you think JOG would have employed him and his crew to bring this trade to fruition.
I'm with Jersey Crew - and whilst Mr Market doesnt seem overly impressed, he rarely is these days in things non Green.

Until you realise someone sold 1/2 million shares at 1.05. as per my boring msg friday am, there are too many dead bodies lying around and despite the quantum of good news over the previous days n weeks, until the SP can trade up to and stay above c £2 then these announcements will only provide fodder for the long term holders who've been waiting for the opportunity to get out. Lucky, as discussed ad nauseam, we are all very patient investors...with a masochistic streak!

Ithaca made a lot of UK retail investors plenty of cash (and its private equity chaps as well). I think this is a hugely positive development tho no doubt those wanting a farm out announcement will be disappointed by no further update there. All progressing very smoothly.

I'm afraid its all in teh charts...there is just so many loose holders betwen 70p (the last raise) and £1.50-£2 (dead bodies I call them) who on any meaningful uptick sell. The reason why US mkts go up is somewhat self-appointing because all their shares seem to trade above the long term moving averages. Until Reneuron can A) make a decent break above £2, B) Stop tapping shareholders then this long term hold (as discussed ad nauseam) is precisely that. We need some FOMO, eg sellers must worry that they may miss out on future rises. At the moment they think, I'll sell em £1.20 - £1.3 and buy 'em back again at £1 when we drift lower on a news vacuum.
oh, and actually make some money would be helpful!

You know - I think this is the first time they have made such an announcement and actually had to point out that there is a commercial aspect to it! Frequently they make break thru announcements, but never talk about real commerciality. Market seems to like it - see if it can like it for more than an hour!

4 years - you are but an impostor sir. Some of us have been stuck in this time warp since ladies wore miniskirts and The Mods ruled Brighton (or so it seems!). So we have plenty of patience!

...pre results buying. Trek, if you are about, anything you would especially like to see in the release tomorrow? Been a bit of a desert in terms of releases of late, hoping we get some detail re the 160 'potential' contracts they referred to last time out.

.. Trades gone through - i guess 70p to £1.15 is a nice ole profit but makes me wonder what on earth I am missing!!

Sorry to ramble on today - the current mkt cap of £66mm has - what - £10mm in cash and therefore en EV of just over £50mm for what - appears to be - state of the art science. I wonder, had Reneuron been a private company to-date and decided today to get a dual listing in UkKand Nasdaq what it would be valued at by its bankers as a SOTP trade. I know it will sound mad, but I truly wouldn't be surprised if it would be valued at 10x what it is now, given all the announcements we have had over the past 3-6 months.
Bought lots more shares today!

There is an awful lot going on here at the moment. I profess never to understand stock mkts and how they can value XYZ company at some incredible multiple (tesla at 1000x for eg) and others are valued at cash = a little bit!...I guess in this instance its because Reneuron has, sadly for us long suffering shareholders, promised alot but delivered in terms of physical ££ made, bu55er all! There is no doubt its portfolio of assets is becoming incredibly impressive and I think we remain on the threshold of considerably brighter times. I bought a few more recently and think I will have to look down behind the sofa for a few more ££.

VK - I would for once agree with you except for one fact - the Options expire in the very near future so it was - in rugby parlance - a Use it or lose it - trade. Luckily, I dont think it matters a bag of beans. Had they been outright sales, i would have been first in the queue out of the door. And before you ask why didnt they just exercise and keep the shares as a real vote of confidence, none of us are in the position to opine on the finances of any of the directors, ex or otherwise.

VK - what do you mean 'IF' we get good news? i thought you had the inside touch! News that i am awaiting for - not just the long awaited post COP-26 farm-out, but I do think there is a great deal of mileage in the electrification of the platform aspect. I cannot believe infrastructure funds are not going to be very involved in this and I just wonder if any might invest a few ££ in JOG as a sweetener? Just a thought...

Yep - i think i wrote a while back, that the right price for oil with gas and coal prices where they are currently is c $140/brl. $100 oil is almost a nailed on certainty now - does wonders for a certain little company's valuation methinks.

Ah VK i’ve missed you. Hope your master is looking after you! Fingers crossed now!

...tells of either a disbelieving audience or more likely an audience who have waited so long for Reneuron to bring some goodies to the table that its happy to to take profits after news that this particular idiot thought was game changing. So, if I'm going to go down all guns blazing then I might as well put my money where my mouth is. have bought plenty more between 110/115 today already. I'm either very wrong or very right - don't think there is any 1/2 way here!

Hoopyhoop - 2 different parts of their business. The HRPc to which you refer is to do with eyes. Today's RNs is talking about Exosomes implanted into the brain to help with parkinson etc...So, yes I think for those of us who can read (without wishing to be too rude) today's news is incredibly transformational.

I think thats worthy of a WOW! Fingers crossed the start of a good news cycle.

Private - I do have every sympathy with your thoughts - investments are made with the prospect of the sunlit uplands...for those fortunate to follow Darktrace, it gets the juices flowing to see the SP rally, then rally some more. We (well I) have been invested here for 4yrs now and feel emotionally attached, despite it being comfortably the worst investment I have made in listed equities - I've had a few shockers in the unlisted world!). But its not ramping to point out the order book, the growth of the I-o-T mkt etc. What is completely unknown is the patent law suit and recovering unpaid bills. If CPX was a £100mm mkt cap company, one feels these problems would not beset it.
So for me, despite lots of averaging down and good trading I'm still - what - 25% down? breakeven therefore 8p? Yeah, i think we'll get there and beyond...And if Ive waited 4yrs, whats another 1-2?
PS - I think you shud tuck £5k in a bottom drawer just in case the judge finds against Maxwell and knowing they are owned by Tesla hammers them in a judgement.