Member Info for Qd22

Not used to these things. I'm being offered 90 shares, but the broker has a fee of £20, so I would lose out if I just got 90. I would need to apply for a lot more, which I may not get. I like the company, including the proposed acquisition, but am pretty new to it so without exceptional circumstances I would not normally top up so quickly. Is this one? I expect the price to rise, otherwise I wouldn't be in here same as all of us, but if the the market expectation as good as mine the price would be higher. Plus I wonder if the price will dip after the raise and acquisition by which time - if it happens - I will be more familiar with the company. If it doesn't fall, well, I will still be happy!

So it's a stick for me, as it stands, but you're welcome to show me the error of my ways/thinking.

Fair point/question clauski. Also it was a very bad day, at least for all MY shares! Maybe on a better day....

Thanks for the time and advice, Fatherelmer and GrimReaper526.

Tbh it was better than I expected, though. Good to have the water sector in there.

Checked on the website for news as LSE is so useless and there is no apparent reason for the so-called 20% rise today [probably one small buy, following one slightly larger buy a day or 2 back, NB the 40% spread!!].

Came across this:
"SimiGon, (LSE: SIM), a global leader in modelling, simulation and training solutions, is pleased to announce the establishment of a Mergers & Acquisitions (M&A) team.

SimiGon’s M&A team, led by Chief Operating Officer, Jack Sarnicki, will perform financial and technical due diligence on suitable acquisitions. The Company is seeking to acquire simulation & training businesses that are aligned with the Company’s strategic focus in the Government and Commercial training and simulation market. "

Maybe it's gone quiet on the Western Front, and they're looking for another one!

Done, Trek. The rules - and regulators - are there for a reason. When the regulators forget why they're there we all get clobbered eventually. Too late to complain then!

PS I fear a 'unique solution' is what in the UK we will be needing come September.

R number is 1.0 from what I saw yesterday. We're going to have fun instead of taking advantage of the summer to kick this into touch so we'll go into autumn and winter still with a high R and a large base for the virus to expand from - and still no track and trace.

Democracy. We voted for them. Someone Up There... have mercy.

Yes, just what is a 'unique solution'? Clearly they don't want to say, but release in September means it is advanced. Curious.

However..."As previously announced, the Group is in the process of developing, in partnership with Novamed, a rapid COVID-19 diagnostics antigen test kit for home-use, which is expected to be completed in the coming months with sales commencing in the fourth quarter of the year. " 3 months ago this was expected in 3 months: which is the same situation as now!

However again, "BATM now expects to report a substantial increase in FY 2020 revenues, at least 25% higher than FY 2019 and materially higher than market expectations. It also expects to report EBITDA significantly ahead of market expectations."

I think that's worth more than a 4% increase.

Nice timing! I'm a newbie, though I'd been watching it for a while: bought at end of March. Just marginally up. Waiting for an update........................

I'm interested but I don't know what to think of this. Are they actually selling graphene to anyone for anything apart from research?

PS. As RobinHood linked to it is great to see ENI have the tarmac on sale as a super durable option. and I love the fact that the old tarmac is reusable in this scenario, that really makes it the environmental option.

Not only that but in hard to reach inaccessible and thus expensive places it makes it a really good option, (a) you have to replace/repair half as often, and (b) you don't have to send hundreds of heavy vehicles up over other fragile roads causing even more damage.

Smaller job, less vehicles, less logistics, less long term cost, less damage to the roads, less damage to fragile old buildings, and a happy green lobby to boot! What's not to like from the councils point of view? Vote winner! [Oh, the cynic!]

Bought in here on 9th June, now doubled up. Wasted charges, so I hate doing that! (Though it was a better price). But the potential seems huge. Otherwise I hold Haydale for graphene, which I'm up on, but graphene now seems to be delivering in all sorts of areas. Tyres, tarmac, fabric, and pollution clean up are very different. These early uses are starting to deliver revenue, and may be just the beginning.

Bango is another of Simon Thomson's favourites, which primarily enables companies to take payment of any purchase through customer's mobile phone bills - but also provides a shedload of data. (This all by memory!).

I wonder if they would complement or compete on the data side? Could be a great match. Just dreaming. Both will do well, I think.

PS. We could really do with this Tristel8 range coming on stream as fast as possible. I hope the presentation and update will include that information.

Ok, 22nd July there will be a trading update and presentation. Now we know the date: I expect the price to be rising coming into that point. Topped up the other day.

I can't see the news when it comes being bad. Topped up.

As I write I see the virus total is now 467,000 deaths. Grief. Please God this stuff can help some little bit.

Yes we could really do with some news.

The home testing kit they are producing with Novamed was expected to be out in 3 months at the end of April. I wonder if we are still on course, then, for the end of July?

Anyone know when we're due an update? I'm very much looking forward to our next news.

Last year there was one 27th June. Here's hopin'.

Last year there was a trading update 16th July. Looking forward to it.

Could be a dark horse (robotic of course).

I was quite struck that in that early chart of operating costs, on p9, there was no slot for the people who sit down actually work out how to fit this (which?) software into this process. That must be the hard bit: once set up, in general it runs. It's the equivalent of the guy who actually runs the machine in a factory (whose wages are the main cost), and it must be skilled and a lot of work. And when there are problems, or people forget how to do it(!), they will be the people who sort it out. It looks to me like all that cost, which is the actual work of the company apart from R&D, is put into "Sales & Marketing". ???

It makes more sense to me, though I know nothing at all about the process of coming to PRSM and saying 'how do I automate this?' - and doing it.