Member Info for Peterrr

You would expect a RNS on this

I hope not, there is no money in leather unless they bring the fermentation cycle down an enormous amount. You can grow anything in a lab, really proves very little just a distraction from their poor meat recovery technology and realisation they have a big gap to span before scaling is possible.

Italian research paper published in Oncology Journal (today). Refer section 5.1 for favourable discussion on Creo’s 2022 microwave ablation write up , but noting not available in Europe and requires more trial data.

https://www.mdpi.com/1718-7729/32/2/113

Looks like the SEC filings to sort out the shares were all done Friday post court hearing by all impacted parties. If so there should be some action this coming week.

Hi I bought a bunch at 3.7 when Blackrock dumped and sold to free carry at the last run up at 4.5. Honestly, I can debate you with facts on the whole portfolio, not the skim job you do on one here or there. What Liberation Labs are doing is not ground breaking, Warren is building what he and others have built before, which is why I am confident that he can build and commission it. At 600k only high value add can cut it for both parties, which is why he now badged it up for others to use it as their bulk test pilot plant, which they can use at their loss. They really need the DOD scale up grant so they don’t have to recover those costs. Perfect day couldn’t get their very big Italian toll operation to be cash flow positive, so bought an Indian pharma and are scaling up there. Even with 70m USD free land, cheap feedstock, power and labour they can only just get there. Liberation Labs will struggle without the DOD free plant. Cauldron is the closest to L Labs and they are looking at a 200m grant and that will only work for value add too. Give me some facts rather than regurgitating pie in the sky rubbish fed by those not actually building anything.

Tropic and maybe Clean Foods and Formo are really the only ones that don’t need massive capital or a major JV like those with Ajinomoto or Danone to get it to work.

I can assure you that that money would not be anywhere but Liberation Labs bank. I’m optimistic that if anyone can make a fist of it Liberation Labs can, but I prefer to listen to what Mark Warren said the break even point was in his early interviews as he said the technical aspects haven’t moved on since then. Cash flow positive is not profitable, more grants yes maybe as they probably need 2 million litres in the scale up after this one.

Lol where’s that 10m cash? What do you think they used for the last Liberation Labs C Note? They are not diluted but it is not worth 50 mill because of the convertible debt structure used by Liberation Labs from all the placements.

Status of the NICE review. Not this year.

https://www.nice.org.uk/guidance/awaiting-development/gid-mt602

Have a look at the status and updates of all the trials

https://clinicaltrials.gov/search?term=creo%20medical

Some of the contacts are publishing the competition or alternative treatments after the event.

If you’re happy to be spoon fed by the company and their paid promoters and ramp accordingly fine. Plenty here underwater and I think it’s useful for them to understand some of the challenges as I see them from doing a little homework. As I’ve said I like the tech so hold at no risk to myself as free carried and it should be given the opportunity to succeed with the best people and clear and accurate communications and timelines from management. Currently employees are underpaid and management is overpaid is the consensus outside of these forums. I agree.

Kat you also can’t expect competition as serious as Olympus to be sitting on their hands. Almost all the surgical influencers they paid to showcase use ages ago now showcase opposition German and Japanese products using the same 3rd age endoscopy tag line. They had quite a tech lead but without sales there is no loyal following and hospitals are locked into using something else which has better marketing. Olympus endoscopy filing 3 patents a week for a couple of years now. But if you know something different please let us all know and shut me up.

I think even you may be disappointed when the the sales figures come in. Don’t forget £300k of US revenue last year after being there for years and numerous trials registered around the world but not started. I suggest you read Glassdoor, the employees will tell you what has been happening on the sales front and it ain’t pretty. Speedboat first used in 2017, nice tech but badly managed IMO. I hold so would love to be surprised on the up side. I expect slow progress at best.

I have to disagree. Clinical trials have only just started, anything else is premature. They will not be recommended by anyone who hasn’t been paid to say so without it, just like Intuitve won’t do anything until they have completed their trials. This won’t stop safety clearance for use, just few will buy it. Hopefully we will get a trials update soon.

Don’t agree Kat. Just need to show that apart from selling off the family silver they are generating sales of their own products and have gold standard clinical data. Presently the can point to neither.

Hook went down 15% in the days before before that, so not necessarily. IMO they will just be managed so the share conversion ratio doesn’t change much come offer and voting.

Don’t assume renewals and extensions are either at projected higher margins or more importantly realisable profit not just assuming value add charged services can be bolted on. Firstly the tenders are more competitive now not less competitive and secondly the client wants a share of the savings that these AI tools deliver. It will need a generational change in mindset at the sub director level to deliver, not just the top. And with almost no pay rise for the troops the ones capable of delivering can find better elsewhere.

Needs to show progress in the trials and product sales or it will be sell the news like the last few announcements.

You don’t need to be very clever with Google to realise that once again this is misleading pie in the sky rubbish on almost every metric. Most of the portfolio is not even remotely close to breaking even and will not on their next scale up pilot plants. Maybe the one after that but unless they can fund to that level or JV they will run out of money first. Meatly have said 3-5 years. Liberation labs 600k litre plant will not be economic unless it is a value add product according to the CEO, so the rest are likely to need bigger scale too. Tropic maybe the first to show a profit, but that is generally editing not fermentation.

Good luck Stop. Liberation Labs have never responded to anything I asked them.

This contract has been delivered, they are already live. Starling currently doing plenty of hiring for this team so it looks like further clients being added.