Member Info for Qd22

8,600 shares. Shown as a sell - I suppose because you can get a good price right now: 16.4p.

Lots of government money backing this. Institutions love it, and they're the ones with great records in smaller companies. I'm in.

Emotionally I want out of this. I sold part last week. But I'm looking at the RNS's, and, bearing in mind I am NO EXPERT, I can't see why the sp has done SO badly. They're still winning contracts, revenue is on a long term rise, they've just moved into profit and are cash positive. The problem from my pov is that they don't seem to have been able to make anything out of the present awful situation which looks like it was made for them. Why not? We don't know.

I'm regretting selling last week, especially as when boards are this negative it is sometimes a great sign!

Last sentence: do you mean you recommend the Sapele over Accoya?

This is from the link below [DigiTimes]:

"Apple's adopting LiDAR based on dToF (direct time of flight) for iPhone 12 Pro, iPhone 12 Pro Max and iPad (2020) is expected to prompt Android smartphone vendors to follow suit, likely to replace indirect ToF (iToF) to become the mainstream 3D depth-sensing technology in 2021.

While major Android phone vendors have integrated less expensive iToF technology with rear cameras, applications have been limited without significantly enhancing user experience. Since dToF can offer significant AR effects, phone vendors are expected to adopt it in place of iToF for their flagship smartphones beginning 2021, Digitimes Research believes.

dToF features low power consumption, resistance to ambient ligh interference, capability to cope with complicated scenarios and accurate ranging, but its technological barriers and production costs are higher.

iToF has higher resolution for 3D depth sensing and is supported by a mature supply chain for lower production cost but consumes more power."

I wonder if this is relevant? From my AMS news on Tuesday, 8th December:

"BUZZ-AMS: Plunges after report on possible Android sensor type change

** Shares in Austria-based sensor specialist AMS AMS.S
plummet 14% and are on track for their worst day in more than
five months

** A trader points to tech website DigiTimes' post http://www.digitimes.com:8080/news/a20201204PD212.html?chid=2,
which says Android phone makers may replace indirect time of
flight sensors (iToF) with direct of flight (dToF) technology
used by Apple AAPL.O , saying it could hurt AMS which supplies
iToF products to Samsung

** However, AMS also makes lasers that are a core part of
Apple's face recognition hardware and has a good chance to
continue supplying them even if the technology changes for the
entire application, an Erste Group analyst says"

"....Furthermore, the Parsortix system was shown to be capable of isolating a single CTC spiked into 5mL of blood. This is significant given the rarity of CTCs and the prognostic significance of even a single CTC during adjuvant treatment of breast cancer.....

...Critically, unlike the legacy antibody-based CTC system, the Parsortix system was able to isolate and harvest mesenchymal CTCs which are known to have prognostic significance and metastatic propensity."

Wow! Blown away by this. And I can't help thinking breast cancer may be just the start. Bought in such a hurry I forgot I'd topped up in November already! Now what to do about WSG that I sold to do it?

Two award wins.

· Chapel Riverside, Southampton

Chapel Riverside has won the Gold award in the Best Regeneration Scheme category at the WhatHouse? 2020 awards.

· Hugg Homes

The Group's subsidiary, Hugg Homes, was announced as the winner of the 'Innovator of the Year: Housing Delivery' at the UK Housing Awards.

I like it. Great publicity, and clearly a forward thinking company.

.....and curtail my speeding!

Is it worth it?! :)

PS. finally your acquisition, Rivaldo! We're up since you sold, but you've probably done better with your money elsewhere. Good timing re the pandemic.

Looks like good news to me - and we're up 10.71% (strangely since the Sold volume is more than 4X the Bought volume), so Mr Market seems to agree:

"discoverIE Group plc (LSE: DSCV, "discoverIE" or the "Group"), a leading international designer, manufacturer and supplier of customised electronics to industry, today announces the acquisition of Limitor GmbH ("Limitor").

Limitor, a designer and manufacturer of thermal safety components and sensors, is being acquired, subject to certain regulatory approvals, for an initial cash consideration of €14.5m on a debt free, cash free basis, before expenses, funded from the Group's existing debt facilities. In addition, a contingent payment of up to €3.5m will be payable subject to the business achieving certain profit growth targets over the next three years.

Regulatory approvals are expected to be received during the final quarter of this financial year. Once completed, the acquisition is expected to be enhancing to Group underlying earnings as well as accretive to the Group's underlying operating margin.

Limitor, founded in 1979, designs and manufactures custom thermal safety components for industrial markets. Its products comprise temperature and current sensors, limiters and thermal switches, which are used in a range of industrial applications including a number of niche segments in the Group's target markets. Around 85% of its sales are within Europe, with 15% being into the US, Asia and other non-EU markets. The business, which is based in Urbach, Germany with manufacturing facilities in Pécs in Hungary, will operate within the Group's Variohm cluster of specialist sensor businesses as part of the Design & Manufacturing division whilst retaining its distinct brand identity.

The business has performed consistently well over recent years, with revenues for the year ended 31 December 2019 of €8.2m generating a reported pre-tax profit of €1.7m, and an operating margin of 21%. Gross assets at 31 December 2019 were €3.9m. Trading over the last twelve months has also been resilient."

Great share, happy to be here. But today no news, and sold volume and value both one third than bought: so why is up 11.44%?

Welcome Rivaldo. Great to see you here, and as always your information gathering and analysis will be a real help.

"Trading has remained resilient since the Group's AGM trading statement and, compared to the same period last year, revenue is expected to be slightly ahead.

The Board now believes Adjusted EBIT for the full year will be around the upper end of market expectations,1 although the ongoing challenges of the pandemic mean that there is still a range of possible outcomes for the full financial year."

Cautious but positive?

Using the Stockopedia evaluation and ranking system - I'm no accountant - NCC rates highly on both Quality and Momentum. They combine that with Value for a final QVR ranking but if you compare a QVR screen with just QM, QM alone does better long term (ie ignore Value!). And QM here is very high. So it's a Hold for me.

I suspect the Stockranks system is better for some kinds of companies than others. At the moment that's what I'm still trying to work out!

https://neurosciencenews.com/immune-system-microbiota-17338/amp/

Ditto. It may have been more a matter of national prestige (initially) - and security. Both of energy, and for weaponry knowhow.

Shadowfall were one of the individuals/companies brought up in a BBC “FILE ON 4” – “FALLING SHORT – FAKE NEWS AND FINANCIAL MARKETS”. Take care. The problem is they don't have to do more than throw suspicions around to do a lot of damage - and probably profit from the shorts.

Interesting buy at 349.98.

Held by Woodford's Patient Capital successor, Schroder UK Public Private Trust PLC.

Correction: nearly doubled my money on Haydale, here up 15% as of now. But the potential here is vast.