Member Info for PJT12

Sun Yu in Beijing and Demetri Sevastopulo in Washington 8 HOURS AGO

China is exploring limiting the export of rare earth minerals that are crucial for the manufacture of American F-35 fighter jets and other sophisticated weaponry, according to people involved in a government consultation.

The Ministry of Industry and Information Technology last month proposed draft controls on the production and export of 17 rare earth minerals in China, which controls about 80 per cent of global supply.

Industry executives said government officials had asked them how badly companies in the US and Europe, including defence contractors, would be affected if China restricted rare earth exports during a bilateral dispute.

SMTrading, no offence taken - as I am sure you won't either when I suggest I don't think you understand the need for the "dynamics" of PR within business - unless they want to remain "small".

Yes, but I suspect that the AGL word spread other than through B2B communications. Should we not have expected Proteome to have risen if the cutting edge science of Proteomics has as much potential as we are led to believe? From what I can see they have one of only two centres in the UK, the other being at Oxford University. No offence but this all smacks of 'sloping shoulders' on the PR front. People should be shouting off rooftops about this company, starting with themselves.

Yes, but I suspect that the AGL word spread other than through B2B communications. Should we not have expected Proteome to have risen if the cutting edge science of Proteomics has as much potential as we are led to believe? From what I can see they have one of only two centres in the UK, the other being at Oxford University. No offence but this all smacks of 'sloping shoulders' on the PR front. People should be shouting off rooftops about this company, starting with themselves.

By way of a decent example, check out AGL and how active they and their CEO have been on all platforms. PR companies and investment channels WANT the content but Proteome don't seem to get that. Check out the AGL SP of late. That didn't happen the B2B comms.

Proteome strikes me as having huge potential but they lack commercial "drive", unfortunately surprising for a company in a dynamic, cutting edge business. I was just looking back at the comments on here from the middle of last year and they were saying exactly the same thing; despite some decent results the share wasn't moving because the company doesn't sell itself.

As I said previously, "Business To Business Comms are fine but they are hardly likely to attract potential investors."

I did drop them a line on Friday afternoon. I'll keep you posted.

Cheers for the document from the middle of last year, SMTrading. Rightly or wrongly, the following Q&A in particular (prior to the arrival of this latest CEO) suggested to me an in-house mentality of "Sleepy Hollow" with a need for a shake-up. I was particularly taken by the statement, "(Social media are) not cost-effective methods of communication
based on the level of feedback we received." Erm, so that'll be why Twitter and the like has never taken off?! Business To Business Comms are fine but they are hardly likely to attract potential investors, the vast majority of which are not working in the field. I would again refer them to my previous suggestions.

Q. What has happened to the Company’s presence on social media platforms
such as Twitter?
A. We have previously explored the value of different social media platforms including
Twitter and LinkedIn but these were not cost-effective methods of communication
based on the level of feedback we received. Managing content is labour-intensive and
requires regular new material to maintain high rankings and we concluded that
resources would be better allocated to more immediate business-to-business
communications. We regularly review this within the Company and will look to allocate
resources to it when a compelling business case is identified."

I've messaged them too. I just hope they "get it" and don't exist under the sole illusion of the "we're scientists" banner. In that case or if they are uncomfortable with the limelight then bring in someone to fulfill what is a key role.

I agree with your last comment, AngelMarbles. Whilst understanding this is a relatively small company, the website looks like something you'd create if producing your own blog from home. I do appreciate that somebody probably gives up their valuable time to update the site and on a limited budget. However, the company needs to do much better on the PR front, website included and especially online via the likes of social media and Youtube where they, a self-professed as "Leader in Applied Proteomics and Peptidomics" currently have virtually no presence whatsoever. The main offerings seem to come via the occasional RNS or through pointing us in the direction of secondary articles from other published sources. What do I look for from a company in a dynamic industry on the PR front?

1) A website that includes fairly regular, interesting and informative content and Presentations (Video and audio). Any movement from what we have at present would be helpful.
2) The same presentations posted to other digital platforms.
3) Interviews with the CEO when key news is announced with the likes of "Proactive Investors" and "Directors Talk".
4) Utilize Twitter, Facebook and Instagram to regularly remind prospective and current investors of your existence.
5) Take part in the various webinars available to them in order to publicise the company.

This may sound like a lot of work but it doesn't need to be once the workflow and some decent contacts have been put in place with some money spent. I'm not even sure if this company has a PR firm? Either way, they'll need to improve under the new CEO if she is serious about bringing "shareholder value". I wish her well.

Didn't AS also refer to the end of March in his latest interview? The ODX RNS refers to April. Sounds like there is a background plan.

sunsetsupper, a quick look at your posting history reveals 5 posts on here, all of which are aimed at talking the share down and the first of which only came yesterday lunchtime - very strange for someone who professes to be here "long term". The tone and language in your latest post suggests a limited intellect and your content throughout points to a deramper. If you ain't got anything useful to say, then........ I'm sure that even you can work the rest of that out. Now run along as I think I just heard someone from your village calling you.

I reckon - for the little that it's worth - the MM's will (are already) build in the price of FDA approval ahead of the announcement and then spike a few on the day before halving any gain from the high. My guess is £1.25 - £1.50 but it's just that, a "guess". As somebody else said previously, it'll them be the less expected JV's that will raise the price further. GLA.

It makes sense to have spare cash to cover such events as bursting bubbles in order to harvest the opportunities that will come about through such an event. Whilst the new inexperienced PIs have helped fuel the rise over the past year, you can be pretty sure that their panic will further propel any fall. It would be extremely unwise to have 'bet the house' on any share with valuations where they are at present. But whatever does trigger such a fall will very likely come from an unexpected source.

https://www.proactiveinvestors.co.uk/register/event_details/313

"they have sat back and relied on academic publications to do the talking."
Who and why do you think those academics were provided with the tests - by AGL? Brilliant strategy in the US.

Potential new investors, I challenge you to watch this presentation and NOT invest!

https://www.youtube.com/watch?v=dmihuELlhDM&feature=youtu.be

Darren, as for not needing to research this, you might at least want to visit the company's RNS of 20 Oct where they state:

"ANGLE is following a De Novo FDA process for Parsortix, as there is no predicate device. Consequently, there is inherent uncertainty over the timing of the process and its ultimate success."

Research might be advisable on your part..

Other items: Koninklijke Philips N.V. ("Philips"), the owner of purportedly standard essential patents covering technology allegedly used by the Group in certain of its products, has issued proceedings in both the US International Trade Commission and Delaware courts. Telit understands that similar proceedings have been issued against several other leading industry participants. Telit is reviewing these claims with its external advisors and will respond in due course.

I was expecting more in view of the previous RNS. This latest offering smacks of 'attempted positive spin' on what is basically a mediocre update. Was going to use today's opportunity to buy but now think there will be better opportunities later.

STATEMENT REGARDING TELIT COMMUNICATIONS PLC ("Telit")

No intention to make an offer for Telit

u-blox Holding AG ("u-blox") refers to the statement made on 20 November 2020 regarding a possible offer for Telit and the statement made on 18 December 2020 regarding extension of the deadline to make such an offer.

u-blox today confirms that it does not intend to make an offer for Telit.

As a result of this announcement, u-blox is bound by the restrictions under Rule 2.8 of the Code. Pursuant to Rule 2.8 of the Code, u-blox reserves the right to set aside the restrictions in Rule 2.8 in the following circumstances:

(i) with the agreement of the board of Telit;

(ii) if a third party announces a firm intention to make an offer for Telit;

(iii) if Telit announces a "whitewash" proposal (see Note 1 of the Notes on Dispensations from Rule 9) or a reverse takeover (as defined in the Code); and

(iv) if there has been a material change of circumstances (as determined by the Panel on Takeovers and Mergers).