Member Info for Qd22

Thanks Trek

Fantastic - as expected.

The new bit of course is the updated Outlook, as follows:

"Outlook

The Company delivered a record set of results, and our products are gaining greater visibility in the marketplace. In addition, Cerillion's financial position is very strong, supported by a growing base of recurring income, increased cash flows, and no debt.

We believe that Cerillion remains well-positioned to deliver another strong performance over the new financial year. The back-order book stands at a record level, providing strong visibility of revenues, and the pipeline of new business is strong. In addition to these strong organic growth prospects, we also continue to assess a range of inorganic growth opportunities as they arise.

The market backdrop is favourable, with increasing investment by telecom companies in their networks and in digital transformation, and this long-term trend should continue to benefit Cerillion's growth prospects."

Topped up a bit this morning.

Then this afternoon there's major buying: 2 lots of 810k shares, and 2 of 405k shares ie 3 lots of 810k - so rising £600k worth of shares, all at 24p.

Any thoughts as to what is going on anyone? Is this some kind of admin? Or have I been fortunate?? :)(

SP hasn't moved.

Yes, there's always these downs (or ups) you can't see a reason for. Usually they come good and were opportunities. I now try not to react on the day, but it's been astonishing to me the difference 2 or 3 top ups/slices a year - while keeping a core holding - makes in these volatile AIM shares. Even when you're a complete and utter amateur.

Topped up with what I could find. Grateful.

Stiefel above said "we remain attracted to Volex's end-market drivers, with the benefit of both improving core demand plus the structural change in the electrical vehicle (EV) market and the new opportunities in defence and off-highway." People are raising questions about EV's sometimes now, environmental issues of battery production, range, etc, but my guess is that a whole lot of people who've bought them and made them work would never, ever, go back to dirty slow old petrol.

I'm no good at software, but this looks impressive. I particularly like the last paragraph, which indicates to me as someone "no good at software" perhaps why our software is so popular: regularly up-to-dated, coverall software that does the job and takes the worry out of constantly having to search out and evaluate new systems.

And it does seem to be popular: that was a stonking last update. Why oh why has nobody noticed?! :)

Last paragraph: "Cerillion's pure product model and six-monthly major releases already deliver clear benefits to its customers - one product for all service types, faster and lower risk implementation, earlier access to new features and lower total cost of ownership - and this new release maintains the Company's positioning at the forefront of its market."

A lot of people will have doubled now, and some prudent profit-taking would be in order. Sadly, I'm seldom prudent! Many will have rules they stick to, a pretty wise strategy. Especially now at the end of the week.

Talking of RNS's, Jatw, and BOD buying or leaked news, we are long overdue one on the effectiveness of Dentyl against Covid-19. I have not had the courtesy of a reply to what I thought was a courteous enquiry on the subject, either.

Black mark, to my mind. If they buy and then a good RNS on the subject drops in a week or so I will be well annoyed.

Remember in vitro effectiveness was virtually 100%, and we are still waiting the in vivo results.

LST represents about 33% of IIG mcap.

Intuitive Investment Group (IIG) up over 12% this morning, which holds 7.6% of LST, which is a much larger percetage for them. They invested the absolute max according to their rules, plus their Chair and CEO also hold large personal stakes. Think they like us!

Their SP hadn't moved until a day or two back, but now the penny's dropped? May still be cheap, not sure, but it's another way in.

Evans and Naylor must be pleased. With LST sp flirting with 20p this morning their personal stakes have about doubled.

Looks like the penny's dropped here too.

Next stop... the Moon!!! LOL

Well, maybe next but one.

And I'm NOT talking about the share price... Even if it is up over 20% today. Which is nice.

Just great to be able to make that comment... in all seriousness! Wahay

Me too please!

Hope TrekMadone is up for it: first saw this in one of his posts elsewhere back in March/early April '20. Definitely owe him one.

Haven't looked at this in a while. Was lucky to buy in at a great time.

Just look at that order book: "Order book as of the 10 September 2021, stood at £836,000."

30th June was £621k.
Year before was £519k.

Plus the margin on that is 56.4% and rising.

Yes, happy to be here. And appreciate all your input and info Rivaldo, as ever!

PS. Goodness me, we're so beaten up here, there's only 3 who post about this news. This kind of extreme board negativity is a great sign of a bottom, short of further disasters. It's often a factor for me to buy/top up - not the only one of course.

I'm very much an amateur but I also find your info on the major shareholders encouraging. TRP were in it for the games they were playing and unless they wanted to start some proper investment were bound to reduce some time. They must have made loads from us. The others are largely increasing.

If I understand the GF announcement correctly it's very good news indeed? If they're going to be having to scale volume significantly no wonder they feel the need for the new MES.

End of 1st major paragraph: "the result of this collaboration will be a GaN on Si offering at GF's Fab 9 facility in Burlington, Vermont, using wafers supplied by IQE."

"...using wafers supplied by IQE." Am I missing something or does that answer the question?

If GF 'occupy a unique place in the industry' and 'supply pretty much everybody' does that mean it's even bigger news?

PS. And I like the detail and straightforwardness in the statement. Inspires confidence.

Seems a pretty good report to me, given what we all knew already - that logistics are terrible (worldwide) and there is a huge materials shortage, so everything is slowing down. Maintaining the great momentum, reducing debt, even the pension deficit is down.

Glad to be able to make a small top up (small because I had to take it from something which may have further to rise) at this price: 222.9p.

I just had my meter changed today as I have solar and a battery and want to go on the Octopus tariff for such. It was done by a much smaller company called Smart Metering Systems LTD, not PLC, as ours is. They do a lot of work for Octopus, but don't cover the whole country so it looks like Octopus are using more than one independent rather than going in house - and they are growing fast.

This fall dates from exactly the day Liontrust announced a topslice: when it was close to its highest since 2017. Who can blame them if they've doubled their money, which they probably have. They are still the largest shareholders by far, holding it in both the Special Sits fund, and Smaller Cos. Those are both great funds: Special Sits has the name & rep, but I did really well for years in Smaller Cos - low risk, but incredible regular steady performance. I always take note of Liontrust holdings.

Since then the CEO has upped his holding by a third at 183, and now this strategy day. Today's a better day to buy than the CEO, since he was trying to catch the falling knife on the way down, while we're now on the up trend, with today to boost it.

No regrets about my top up!

"Dear Sir or Madam,

Last year in your RNS of 16th November, concerning the trial of Dentyl's effectiveness against Covid-19, you stated: "The Company looks forward to concluding the human (in-vivo) clinical study in partnership with Cardiff University and will update the market with the results in early 2021, once published."

In your half year report in September you stated "The in-vivo study at Cardiff University on Dentyl completed in April 2021 and is under peer-review and we await the results which we expect to be published shortly."

Given the enormous possible importance of this trial with regard to the whole Covid-19 pandemic and the many, many, lives being lost and traumatized, as a long term investor may I ask the reason for this very long delay. You yourselves originally expected it to be finished, peer reviewed and published in "early 2021" and in this instance it is no small matter.

If the trial had a negative result that is still important news and may affect people's behaviour, and also directions for further research into the nature of the disease, and having published the results of the in-vitro trial (through a dedicated RNS) and then undertaken the in-vivo trial surely you do have an obligation to update the public of your results.

It is also price sensitive information that I would expect cannot be legally withheld.

At least as a minimum could you indicate an actual date by which we can expect these results.

etc"