Member Info for Qd22

Needs some news, but it looks like it's levelled out in the absence.

Thanks for the info and updates, Rivaldo.

(Sharecast News) - Analysts at Berenberg initiated coverage on software firm Bango on Friday with a 300.0p target price and 'buy' rating, stating the stock offered "bang for your buck".
Berenberg said Bango, an alternative payments and purchase behaviour targeting platform, more often than not gets viewed as a subscale direct carrier billing business when compared to its UK-listed peer, Boku.

However, the analysts stated that while Bango is smaller by market share, it differentiates itself through its subscription bundling service offered to network carriers and the ability for both physical and digital goods to be transacted through its platform.

The German bank said with its payment data now being used to fuel a new advertising tool for mobile app developers, which was gaining rapid adoption, Bango has broadened its offering and enlarged its revenue opportunity.

"We expect the company to continue compounding sales at a 30% compound annual growth rate, but for earnings growth to outpace this significantly, as recent investment in its platform pays off," said Berenberg. "Bango trades on 13x 2023 EV/EBITDA, a circa 30% discount to Boku and other global payment peers."

(Sharecast News) - Intellectual property-focussed investor Tekcapital updated the market on its portfolio company Guident on Friday, reporting that it had now filed its eighth patent application.
The AIM-traded firm said Guident, which develops software for improving the safety of autonomous vehicles (AVs) and delivery robots, had filed the patent application for improvements to its remote monitoring and control centre for AVs.

It said the United States patent application was titled 'Near Real-Time Data and Video Streaming System for a Vehicle, Robot or Drone'.

Tekcapital also said that Guident attended the 2022 Consumer Electronic Show (CES) in Las Vegas, and while there, it held meetings with potential customers and partners.

It said Guident reported positive feedback and a desire from potential partners to collaborate, with discussions said to be ongoing.

Additionally, Guident reported progress with their regenerative shock absorbers, with prototypes now fabricated and being evaluated by independent test facilities to confirm their performance and capabilities.

Tekcapital said Guident was in discussions with potential customers and strategic partners to both manufacture and use the regenerative shock absorbers.

"We have achieved what we believe to be one of the lowest glass-to-glass - or camera-to-monitor - latencies in the market," said Guident chairman and chief executive officer Harald Braun.

"This technology is required by teleoperations, which enables a human to remotely monitor and control an autonomous vehicle, as it facilitates rapid image analysis for quick decision making."

Seen this kind of FOOLish stuff on so many shares: IMO it's just their marketing technique.

They pick a share with an eye-catching recent rise that folks will have noticed and wished they had been holding, analyse it a bit with a mixed slant - they would look silly to say it was rubbish - and end by saying "Ah, but you haven't missed out, because we've got something better.... if you come into the Motley universe."

Just marketing. Can be useful to read for the summary but never listen to the message: it's there to make you buy their stuff.

This study is for MBC: metastatic breast cancer. But surely it makes it very likely that the system will work for most if not all metastatic cancers (and primaries?). I'm no medic but I would have thought that in time - the sooner the better - the first thing they do on suspicion of cancer is a pasortix blood test. Easy, cheap, fast, informative even with a negative result. What a result that would be for cancer treatment (as well the company).

I've topped up.

… sleeping giant…..

This is back up near its peak, so for me I missed the opportunity to put back what I took out in January.

The news is very good, so it's not one to take profits from now, it's not a spike. NB The top 10 holders are all companies/ii's, and have ALL increased their holdings since March.

So for me I'm going to let it ride from here, maybe top up on any dip. If money available.

Signed, Lucksin. This has been the usual Boris disgrace.

Sounds like really timely and important information about long Covid, which is going to be really important over the coming months. A severe infection was not needed to cause these problems. It’s come through fast, thanks to ONC.

It really does look like important information for the medics, plus – it’s a great advert for ONC.

Yes, it's had a long run down since February, the momentum has been the other way. I know nothing about technicals, but with over 78% in large holders hands, which appear to be sticky, I would guess that low volume would do that.

But as you say the potential is huge, and unless it goes bust it will turn some time. I can't see it going bust, with the deals they have they will surely be able to raise what they need to survive to profitability. With such a small free portion of shares any real buying could make it rocket.

And someone's just bought 15k shares! (My earlier buy was marked as a sell.). Annoying: they paid less than me...!

https://www.theguardian.com/environment/2021/dec/30/companies-race-to-stem-flood-of-microplastic-fibres-into-the-oceans

NB the University of Plymouth tested 6 systems - and ours was the stand out by far.

And while India is really great I just love that deal you all know about with Sea-Lion, the largest washing machine manufacturer in China. Environmental is going great guns in China, I think, especially when it affects their local environment. High single digit royalties, great.
https://www.lse.co.uk/rns/XSG/commercial-laundry-technology-launches-in-china-8jsn2qx30s4vicm.html

I'm in. "Still think this will turn at some point and the herd will arrive." Never been good at herd, but could I be the first?

They have the tech, they have the proven products, they have the deals and route to market, the market has a gigantic driver (environmental concern and climate change, energy water and chemical saving), and the market is very large indeed. Could be 15 months to break-even... and then what??

Plus it's very near its all time low, off which it bounced a few weeks back. Yes!

I've topped up today for more or less the same reasons, SpillToFill.

https://www.energy-storage.news/norways-freyr-battery-signs-us3-billion-off-take-deal-with-energy-storage-industry-customer/

“FREYR Battery, a European startup developing advanced lithium-ion battery cells for mass production, has signed a 31GWh off-take agreement with an energy storage system manufacturer.

One of about two dozen established and new players seeking to create gigafactories in Europe, Norway’s FREYR wants to initially build out production capacity at four factories powered by renewable energy, including its home country’s abundant hydropower resources.

Work is already underway on its initial 2GWh plant in Mo i Rana, Norway and the company has signed a technology partnership with US advanced battery tech company 24M, developer of a novel manufacturing platform called SemiSolid.

Battery cells made using the platform have thicker electrodes than other types and can be much higher energy density with lower production costs than other cells, the companies have claimed.

FREYR said yesterday that it has signed the deal to supply “at least 31GWh” of its low-carbon battery cells to a publicly-listed manufacturer and provider of energy storage systems (ESS).

The customer’s name has not been disclosed at this stage, but it is FREYR’s first “significant” off-take deal, CEO Tom Jensen said.

Cells will be delivered over five years from 2023 to 2028, from FREYR’s manufacturing facilities in Norway and the battery company forecasted the deal could be worth about US$3 billion.

“This development advances us towards a final investment decision, the start of construction on our initial Gigafactories, and industrial-scale commercialisation of FREYR’s clean battery cells,” Jensen said.

Remember, from July, “ Mpac Group plc, a global leader in high-speed packaging and automation solutions, announces that its Mpac Lambert ("Mpac") business has signed a contract with FREYR Battery ("FREYR") for the supply of the casting and unit cell assembly equipment package to the battery cell production line at FREYR's Customer Qualification Plant ("CQP") in Mo i Rana, Norway.”

Frustrating. It seemed like at last they had got their act together. Really think it’s worth more than this.

RichKen? Last post in March. But not here - don't remember him here. Hope he's OK, as with others who have gone quiet. I don't know anything about him. But I always wanted to read his posts.

Thanks Jon, that is useful information. Colgate seem to have been investigating around the same time, or a little after, and got the same result. So, yes, not unique.

They also seem to look on it as a means to lower the likelihood of passing the bug on to others, while my dreamy hope is that if the primary infection is in the throat then gargling at the right time might knock it out completely, or at least knock out so much that it delays the progress so much that the immune system gets time to man the defences and sort it. 2 up by half time: far less likely to progress to serious infection. Plus it acts as a free booster jab.

While not unique it would mean that they have in full production and with all permits and systems in place, and export routes across the world, something cheap that is a major contributor against the disease, and is variant agnostic. Especially great for those many countries that aren't able to get their hands on jabs, and those in rich countries unwilling to have them.

Interesting the space they give to what nobody seems interested in:

"The Company continues to await the publication of the peer-reviewed in vivo study carried out by Cardiff University, which was completed in April this year. Whilst the Board is disappointed that this has taken longer than expected to publish, and does acknowledge that the timing is outside the control of Cardiff University, it is hopeful the final publication will be available soon. Further, the Company notes the recent announcement made by Salisbury Hospital regarding specific mouth care guidance for patients with Covid-19. As well as regular toothbrushing, the guidance also suggests that both Dentyl Dual Action and Dentyl Fresh Protect should be used. The Company understands this guidance was based on research conducted by Doctors at Salisbury Hospital, as well as the in-vitro (lab based) results widely published by Cardiff University in November 2020."

First I'm just relieved that they mention it at all. If the results were bad and being quietly buried they wouldn't. Second, they mention their disappointment, and point the finger of blame - sort of. They're publicly kicking some hidden someone up the proverbial. If the truth is it does work that person/s will have many lives on their hands, and now has an interest in it not working: but the figures will be the figures and if you twisted them too far in a bad direction you could turn a nightmare into an utter disaster. The best thing for them is to get them out soon. I would be hopeful for this month.

Remember the in vitro results from 21st October last year:

"Today, the Company provides an update on the recently published[1] in-vitro results from a separate, independent laboratory study undertaken at Cardiff University by Dr Richard Stanton and his colleagues.

In their published in-vitro[2] study, scientists at Cardiff University concluded that Venture Life's two CPC based mouthwashes eradicated the SARS-CoV-2 (COVID-19) virus completely (>5log reduction, equivalent to 99.999%) within a 30 second exposure. The virus was supplied by Public Health England, unlike other similar studies reported in the media, which have not used the relevant COVID-19 virus, but a related strain of it.

Cardiff University went on to state that the 'exact formulation is also important'. Whilst the CPC technology in Venture Life's mouthwash proved highly effective in the in-vitro study, they also tested a third mouthwash, which also contained both CPC and another ingredient, yet this proved ineffective."

99.999% reduction with a 30 second in vitro exposure.

Yes, I know: throat, not nose (use Taffix), and lung (see SNG001 from Synairgen) - but gaining the body vital TIME. And the Salisbury docs agree.

Still gargling. Still well. And tripled my holding.