Member Info for Qd22

……and the share price falls.

So is it all priced in? I find that hard to believe, given that the share price is little more than it was five years ago and all the other measures are immensely different.

The 20 day moving average being 1396 at the moment. Thank you stargate, interesting.

Sir Humphrey was right last August: it was a "brave decision". Having sold half at 1035 it's now 1465 - even in this horrible market.

It's always expensive, but it's been a great share for me and it's a pity there isn't more interest and one or two really knowledgeable people on here to (a) make some money, and (b) prop us up with really informed and experienced comment.

Https://www.hindustantimes.com/business/compound-semiconductors-the-key-to-india-s-growth-in-the-global-tech-industry-with-cardiff-s-andy-g-sellars-fiet-101686986045592-amp.html

Been waiting for this a long LONG time. :))

Lost so much here already, but it does now look very positive. Have topped up small.

Topped up. Seems to have got really cheap now - as you say the poor results led to a rise. The outlook paragraph is very positive, especially the ARR at c $7m, up from $4.3 last year. These new contracts must have been good, and that's a good base to build on. Also good to see a bit of diversification arising away from the telcos. A lot depends on the next trading update.

"Outlook

· Substantial order book with a number of new contracts won since the year end, including a good level of repeat activity from change requests, and a large number of significant contracts in advanced stages of negotiation, including banks

• New customer wins for the year expected to be in double figures

• Excellent visibility over revenues for the current year, currently around $8m

• ARR now c.$7m

• New business pipeline# of c. $23m, including some $5m of non telco business"

Agreed. And given the amount of money the National Grid is going to have to spend to include renewable projects over the coming years, does anyone know of a AIM company that would be in line for that kind of work?

Looks great to me…

They seem to be much better at picking small miners than I am. I wonder why! Lol

…and for an expanded range of products. :)

Unless I've missed it it's a long long time since they told us how much they actually have in the bank, and I don't see it here. When they are doing a raise at such a price they really should. Worries me. Sorry, folks.

Lots of interest to us in this:

https://www.forbes.com/sites/alanohnsman/2023/03/30/a-nordic-upstart-aims-to-leapfrog-tesla-and-other-battery-rivals-with-a-lower-cost-high-tech-cell/

Looks like the qualification plant has opened, which is good news. 24M gets a good mention, though we don’t. But having worked with 24M for years we are in a good position, I think, for all these plants.

Looks like someone went in early with a 30k share purchase, in bits. Nice. Hopefully I'm in too, though not on that scale.

I also hold Tekcapital (TEK), which is similar but with fewer holdings, and seems to me at a good price point now. [Tbh I'm longing for one of their company's products to hit the UK market (it's expanding very fast into the US food market now): microsalt is superfine ground salt that gives the same saltiness with half the amount, and nothing that isn't NaCl. My BP is waiting with bated breath and it seems to me to have huge potential. Sorry if this seems like advertising, just trying to be helpful - I don't mind suggestions, esp on a quiet board. I follow good people. I got told off once for mentioning Aussie Silex on the IQE board - but, goodness, it was a good buy.]

Rats, and thank you!

And today it’s plummeting.

Yes, I topped up too - on the 1st Feb.

I get that they need the money (but hope they are not paying themselves too much - and this makes me wonder). And that while my portion may be smaller the cake is bigger.

What I do question is the string of good news RNS's that strangely didn't move the price - why I topped up - and then the raise for the buddies at such a low price.

AND I had no opportunity to be part of that.

I've already topped up so I can't do so again. I'm holding as I think microsalt has huge potential. But as others have said the trust is broken. I'm no expert in how companies work, but I get the feeling I know what they think of me.

Sadly I now think the same about them. Pity.

Agreed. I'm in now. As you say it's not cheap, but looks to be in a promising spot, and the level of director buying is encouraging. Tbh I can't remember how it came to notice - which maybe says it all.

Well, bought in today. According to Stockopedia at the moment this is the only UK share to qualify for Jim Slater's Zulu screen. That has a return of 175% over 5 years and which is I think the best return by a mile of the screens they run. [The best of the rest I could see was 59%].

Just noticed this. Looks very good, but tbh I'm no accountant. One question though: with one person owning so much, and only 3% outside the top 10 holders, what effect and/or dangers does that have?

Lovely, we bought Glanaco for entirely other purposes, and now it's producing significant income!

"Acquisition of engineering services company for £1.1 million to assemble Microtox®PD in-house.....

.... The acquisition brings the testing, assembly and commissioning of new generation of Microtox®PD (real-time pathogen detection in wastewater) in-house."

Well, this afternoon was a fortunate time to double my holding! (Tbh I'm down so much it didn't cost a lot....)