Member Info for Qd22

Done it: small top up. Put back some of those profits I took at 210.

But my buy is marked as a sell. Good sign I think for buyers: getting good prices. As we used to say at school: "Pile on!" :)

Only have a small holding here, and of course I'm down. Time to sell or top up.

Topped up, still small. Seems to me the bad news is likely all in the price now. And sentiment is awful - just read this board! All highly scientific!

On va voir - we will see.....

I'm no expert and have never been in business, but it always seems to me that people read too much into director buys and sells, especially sells.

It concerns me if they have no skin in the game, but on the other hand if they have a fair bit and the share rises it would be crazy to allow most of their personal and family financial wealth to be in just this one pot. Things do go wrong, often through no fault of your own. It would be irresponsible not to rebalance and to gamble their family's financial future entirely on this one pot, however optimistic you were. To do so would be to me a warning flag for your leadership and hence the company. Blind optimism is no recommendation.

And after/into a rise is much the best time to sell, as into a fall will certainly be read badly by investors and can do real damage.

Just my thoughts!

PS Also, have I understood the IIG RNS right? I read it that not only does IIG the closed end fund hold 13.28 million shares in LSTH, but also that the Chair and CEO personally hold another 12.5 million???

Surely that's a massive vote of confidence, if I've got it right. They can only commit a certain percentage of the fund, but with their own money they can do what they want.

The only IIG interims
https://iigplc.com/wp-content/uploads/2021/06/IIG-Maiden-Interims-02-06-21_i.pdf
...show they normally only invest amounts up to £1m. This came via an investment of £1m, so it was the max.

Really, really, pleased to be in here, even if I'm the Johnny-come-lately and it was at 12.3p. I believe this is going to be so important going forward, and much quicker than we think, as climate change bites. I've been looking for companies in this area for a while.

"The grow lights market alone has a global estimated market value of £20.5 billion and is increasing at 21 per cent." Surely that's massive for a very new market.

It's great to see that they have their own distinct offering, working with the producers:-

'Within its complete offering there are also a range of sensors where therein, lies the real revenue generator which comes in the form of the information that it is providing the farmer or grower via a live stream.
Deacon [CEO] says, “we will typically look to sign a six or seven year contract around this and work with the farmer where we can read what their current environment is, what they are growing and how it is performing”.
He adds that as part of the offering they then recreate the greenhouse environment being monitored within their own lab in Derby. Here, the company scientists are then able to gather, interpret and relay information that covers all aspects of performance and yield, from lighting, feed or watering being undertaken.
LST’s input will vary from just providing that information to the end grower where major players have their own scientists to initiate the recommendations, or a more hands on input for those operating at a smaller end of the chain.
Deacon reiterates that there is nobody else that they are aware of providing the whole turnkey solution that LST is delivering.' [From the Flitton post]

This sounds quite like the water division of MWE, which has been doing very well. Selling a lot in China. I know the Chinese are studying this area too: they have people over here studying it in UK universities. Then they go back to good uni posts in China. TV tells me the Dutch are also big into this area, and so many others are looking at it worldwide.

If climate change accelerates more than we expect [FWIW I think it will, but that's personal opinion] controlled indoor agriculture will be one of the areas that will become completely essential. Not only for food, but also it's a great carbon sink. Raise the concentration of CO2 and the plants grow quicker, -> more food, -> sewage, -> green methane for heating, biofuel, transport, etc. Scaling is the issue, but, hey, we could surprise ourselves.

It is Bushveld: "The Company participates in the vanadium value chain through its two resources: Bushveld Vanadium, which mines and processes vanadium ore; and Bushveld Energy, an energy storage solutions provider..... Bushveld Energy is focused on developing vanadium energy storage market through vanadium-based energy storage systems called Vanadium Redox Flow Batteries (VRFBs)."

ie Vanadium mining, primarily for flow batteries - one of the hopes for battery storage of green energy, with a finger in the battery pie itself.

So, yes, we went a bit off-piste there. comparing losses!

Plenty of companies have suffered this last month, but Bango is down 23% which does seem more extreme than most. Any thoughts as to why? It's not as if it's spiked recently: it's trodden water since February, while moving nicely into profit.

Agreed. Good position for another acquisition.

Lovely quiet share. Yet we've doubled since I came not much over a year ago. People knock Simon Thomson, but he's done well for me. In the main! Much better than the rest of IC.

Anyone know what happened to oska2020?

He or she was very enthusiastic, and very knowledgeable (posting just on BVC), and didn't seem to have lost any enthusiasm at the time of last post in May.

Hope they're OK.

It seems a fair question DW, given the long silence re HiiROC, and the total lack of news on their website as far as I can see. However I can't see the German gas firms investing in something that hasn't got real prospects, and was the end of March.

Thanks to Klunk for reminding us about HiiROC, I'd forgotten about it, and if it works it could be amazing: local easy carbon capture and storage, while getting the energy out in clean hydrogen. Love it.

And since I topped the other day it's a definite 'Strong Buy'! :)

I have a similar dearth of fingers. Like you I'm looking for a top up point: should have sold long ago, didn't, and the present holding is hardly worth selling - sometimes in this situation a small top up has done wonders.

Can't help wondering if he's trying to put a little pressure on people to make their minds up, and warning them that once someone jumps there may be quite a few others and the price may go up! But I've often wondered if customers are waiting for the S series to come in - and then someone else to buy it first....

I think the Extreme-E was a great idea - as long as it's genuinely gone well - to prove to people that this really will work and will be reliable.

Hard to buy this morning. Had to place a limit order, which I'm not experienced in, for my top up. 46.6p just now.

I'm only down 44.5% on BMN! :)

But I can't see any reason for this steep fall, so I'm waiting for it to flatten out for a small top up. I took some profits in January at 210 so if I can find the money I could put that back. It has to be fairly simple for me!

Down about 23% since the GOOD news on Sept 13th.....

That's a lot. Hard to fathom.

Yes I find that helpful. My background, long ago, was scientific and from that basis (though never strong and a long time back) I am personally very confident of the drug itself. What I am not confident of is the area I know little about: the business side. This is the area that Polygon know and are expert in, so it is very reassuring that they have such confidence.

Yet more factual evidence of the role of inteferon. It stacks up and stacks up. Thingummy in his talk briefly mentioned several. Last one I noticed was posted here by spred just on Wednesday 2106 hrs:
https://www.news-medical.net/news/20210929/Defect-in-the-interferon-system-associated-with-more-severe-COVID-19.aspx

I read somewhere at the time that when it hit in Wuhan the chinese were trying to use it just ground up between spoons and breathed in. The evidence has always been there.

My only query is why in this study is it only in children?

"Alumasc, the premium sustainable building products, systems, and solutions group, is pleased to announce that Gatic, part of the Group's Water Management division, has been awarded a number of new contracts in the Middle East and Far East. Building on earlier contract wins, the sales value of these orders total, in aggregate, in excess of £3.5 million.

These contracts are for the supply of Gatic access and drainage products for a number of projects, including further Gatic access covers for the third runway at Chek Lap Kok airport in Hong Kong, Gatic access cover sales to Doha, Qatar, and Gatic Slotdrain sales to the South Harbour Expansion in Manila, the Philippines. Supply has already commenced, and these contracts are expected to be delivered over the next 12 months."

Good to see us expanding overseas, especially in infrastructure projects.

@Radium1. An old sort-of joke. How do you make a scientist squirm? You ask him to say definitely that the sun will come up tomorrow.

He can't. HOPEFULLY it will, but it is not certain and he knows it. It's come up every day for over 4.5 billion years, but that doesn't mean it will tomorrow - anything could happen.

If you put your money in the bank HOPEFULLY you will get it back again - but we all know it isn't certain, even ignoring negative interest rates. [Think ICELAND!]

Investment does involve uncertainty, and therefore hope. If it was only based on certainties then I wouldn't see the point of investing, at least for gain. Surely any certainty is almost completely priced in.

For me it's a matter here first of the likelihood that SNG001 works effectively. As I see it - personally - there's loads of evidence to support that: it DOES work in vitro, theory is a slam dunk, and the stats so far imply it works in vivo (though even a humdinger of a Phase III is only stats and wouldn't remove ALL uncertainty, and hence the need for hope).

Then it's a matter of getting it out there, and people buying it. That's something harder for me with my background to assess, and to me is a bigger risk.

Finally it's a matter of the risk/reward. For this level of risk [which is there and therefore I HOPE won't go bad] what is the reward? I see the reward as being very large, PLUS the joy of having helped something really beneficial come into the world. For this risk/reward balance how much if anything am I prepared to invest? That depends on my character - and my situation (and whether I'm already on a free run or similar).

So for me there's a lot of hope involved in all investing.

Thank you spred.

Yet another piece of solid evidence that interferon is KEY.

Yes Trek, good results. Thanks for all your information, and comment, and for letting us know when you’re getting out. Most people don’t do that, but it’s helpful. Very grateful to you over the months for all your ideas. Have followed you in some things, including here, and profited. And I hope HE1 was not too bad a ****. Hit! Dictation mode… :-)

All the very best, and thanks again. QD