Member Info for Qd22

Ditto, Rivaldo. This stock has been very good to me. It's now a major holding in my pf, and I've taken profits before, but not for now.

I'm no whizz at the accounting, so subscribe to Stockopedia. Makes it very easy to see the trends/charts. If you look at the profitability measures: margins, ROCE, ROE (plus others like FCF, Book Value/share, etc) they are all trending higher, just like Revenue, EPS, etc. Reassuring!

Interesting how this is coming back today, after yesterday's debacle.

Implies to me that there's a lot of money waiting to come in here - when the price is right. Which may be now. Bottom?

"At least 33 have died and many more are missing following severe flooding in western Germany..." BBC today. Plus at least 4 more in Belgium, and the Netherlands "has also been badly hit".

'nuff said.

"Further to the announcements dated 30 July 2019 and 2 March 2020 regarding the acquisition of Servatron, Inc ("Servatron"), Volex plc (AIM:VLX) is pleased to confirm that Servatron has exceeded the operating profit targets for the year ended 31 December 2020.....
In addition, further to the announcement on 11 December 2018 regarding the acquisition of GTK (Holdco) Limited ("GTK"), Volex is pleased to announce that GTK has exceeded the operating profit targets for the third consecutive financial period...."

Looks like Volex knows how to both pick and integrate acquisitions. This is great news, even if we do have to pay out a bit.

The beauty of Blautix is that it is not addressing itself to symptoms but to a probable cause. I suspect that long term treatment with Blautix could have an amazing impact.

@ Farrugia1967 : Never given the impression that they really care...

The trading statement from 18th May had plenty of caveats. These seem to be very much GONE now. Great. This could rise like a cork now.

Rivaldo, you were pushing this as very cheap around 60p at the beginning of June. My accounting skills are zip so I'm very glad of such help - and glad I topped up. The usual thanks!

Today's RNS is very interesting. But even with a biological background I confess I didn't understand it very well.

But there's an incredibly big sentence in here. "This demonstrates not only the importance of Live Biotherapeutics as a new modality poised to revolutionize the treatment of a wide range of cancers [WOW!], but also the power of our MicroRx platform to continue making significant discoveries and advances in this field."

It's easy to gloss over the identifying codes, such as this one MRx1299. Looking in the final results it doesn't get a mention. So it's a new one? And just what is this MicroRx platform??

I found this "Pipeline" page on 4D's website very useful
https://www.4dpharmaplc.com/en/developing-science/pipeline

"Through our understanding of the functionality and interaction of these bacteria with the human body, Live Biotherapeutics developed by 4D pharma have the potential to treat a large number of diseases.
Each of our programs is underpinned by a different Live Biotherapeutic, and each operates through a variety of different mechanisms. Using MicroRx® , we are able to gain an understanding of how our candidates impact the human body at the molecular level. This allows us to more effectively target diseases for intervention with our Live Biotherapeutics. Additionally, using MicroDx, we can assess how those candidates impact the host microbiome.
Using MicroRx®, we have generated a suite of development programs in diverse therapeutic areas including immuno-oncology, GI, respiratory, autoimmune and CNS disease."

In the schematics on the page you'll see 14 different therapeutic areas they are applying LBPs to - all of them massive - using 8 different LBP's, plus Blautix and Thetanix, for IBS and Crohn's respectively.

MicroRx points the way to the bug for the disease: rather than relying on good old incredibly long and expensive (and failed).... trial, error and luck.

I do recommend a good look at that page. It's almost scary.

Finally CAR-T. What on earth? According to NHS England: "CAR-T is a highly complex and innovative new treatment. CAR-T is a type of immunotherapy which involves collecting and using the patients’ own immune cells to treat their condition."

And: "CAR-T – chimeric antigen receptor T-cell – therapy is specifically developed for each individual patient and involves reprogramming the patient’s own immune system cells which are then used to target their cancer. It is a highly complex and potentially risky treatment but it has been shown in trials to cure some patients, even those with quite advanced cancers and where other available treatments have failed."

So it's sounds like the most advanced personalised treatment for killing cancers, and our LBP enhances it.

And the MicroRx platform told them it would.

Yes!

Dropped a long way back from its highs, but all the news has been good not bad. Very scientific!

With the year-end on 30th of June, last year we had a a trading statement on the 23rd of July. Looking forward to that.

Looked at it last year in April at about 70p and didn’t buy! Still I bought this May and I’m up 18% already. I particularly like the specialism in solar shading and architectural screening, which could become very very popular. Another quiet one, a silent killer! Like Cerillion for me, which has been fantastic. Love the quiet ones, with quiet boards.

Hope bhargav's alright. Was always posting on here - from time immemorial - and very knowledgable. Last seen 4th May - when he was adding more.

From the Guardian: ‘The next pandemic’: drought is a hidden global crisis, UN says

https://amp.theguardian.com/environment/2021/jun/17/the-next-pandemic-drought-is-a-hidden-global-crisis-un-says

Should be reliable payers!

"The integrated facilities management ("IFM") contract is with the US Government to provide comprehensive life support and maintenance services for the United States Agency for International Development ("USAID") in one of their compounds in East Africa. These services will also be provided to the US Embassy as they share the USAID compounds. The contract is for an initial two-year base period, with the option for two one-year extensions. The contract value, including the option years and incentives, is USD 21.5 million and will commence in June 2021.

Soraya Narfeldt, CEO of RA International, commented: "We are delighted to announce this landmark contract which sees us working directly with USAID...""

Looks like a great in.

No comment from Rivaldo? Usually very much on the ball - and I see elsewhere he's up early this morning! :) Let's hope he's still in here.

Nice... but any ideas why?

Hi everyone. I'm an innocent with regard to company structures, takeovers, etc. This update from the 17th puts the irrevocable undertakings to support the bid at over 50%, and seems to see that - a simple majority - as significant. Where do you get the 75% red line figure from? I'm still holding.

"Together with the irrevocable undertakings included in the Offer Announcement, Bidco has therefore now received irrevocable undertakings to vote (or, where applicable, procure voting) in favour of the Scheme at the Court Meeting and the Special Resolutions to be proposed at the General Meeting (or in the event that the Acquisition is implemented by an Offer, to accept or procure acceptance of such Offer) in respect of, in aggregate, 47,875,516 Proactis Shares, representing approximately 50.11 per cent. of the existing issued ordinary share capital of Proactis as at 14 May 2021 (being the last Business Day prior to the date of this announcement)."

Wow. Makes me so grateful, a relative had this but it was caught early because he was having a gastroscopy for something else. So he made it - but 80% don't.

So super fast analysis is terribly urgent the moment it is suspected, and to be able to take one blood draw and come up within days with personalised treatment (and likelihood of metastases?) will be fantastic for both patients and doctors. It will hit the disease development immediately, and it gives HOPE.

Really great.

They do play themselves down, don't they? This is as dry as it's possible to get. Nothing at all about the possible market size, etc.

"IQE expands its VCSEL portfolio with turnkey IQVCSEL™ product line

- IQVCSELTM product line will service communication and advanced sensing markets

- Product line is a value-add solution that includes device design

- Accelerates customers' ability to introduce new products, thereby expanding the VCSEL market

IQE plc (AIM: IQE, "IQE" or the "Group"), the leading global supplier of advanced semiconductor wafer products and material solutions to the semiconductor industry, is pleased to announce the launch of its IQVCSEL™ product line of reference VCSEL epiwafers for the communication and sensing markets. By partnering with an external, independent third-party designer, IQE's turnkey solution removes the device design burden for IQE customers who do not possess in house design expertise, thereby facilitating access to leading VCSEL product solutions. This new IQVCSEL™ solution also ensures that all existing customer designs and IP are fully protected, a core and fundamental principle of IQE's operating model...."

Thanks Trek.

Trek, with regard to ISR, which sounds very interesting and much further along than I had realised, does it leave a structural weakness due to what has been extracted? Or is that too small to be significant? Maybe you can pump it full of extracted CO2 - or radioactive waste?! And charge even more for it!