Member Info for Qd22

Bought in June '20 so I'm up nearly a third here, but couldn't resist a top up today. I'm usually wrong, but have always felt the potential of MicroSalt/Salarius is HUGE. The news flow has been great, but what happens when the hospitals get hold of this? The nutritionists preparing patients for discharge? The GPs? There are just so many older people [like me] who need this. Word only needs to get out. It would/will save the NHS billions.

Almost everyone could do with lowering our salt intake. From the portfolio update on Salarius last July: "Our new patented technology produces salt crystals that are approximately one hundred times smaller than typical table salt, delivering a powerful saltiness as the micro-grains dissolve in the mouth, with approximately 50% less sodium consumption." You need half as much.

Now from the FDA on sodium (ie salt) consumption a year ago: "However, most Americans eat too much of it—and they may not even know it. Americans eat on average about 3,400 mg of sodium per day. However, the Dietary Guidelines for Americans recommends adults limit sodium intake to less than 2,300 mg per day—that's equal to about 1 teaspoon of table salt!"

So using MicroSalt would take you below the limit. No pain, all the gain. Tastes the same.

Have you salt and eat it!

I don't know what it will cost. But if it's less than twice as much as regular salt and you need half as much it will still save you money! And if it's more.... well, I'll bet it's cheaper than a hospital visit.

Pales beside my 6k top up. He's in good company! :)

Thanks for all the reminders and updates Rivaldo.

Tbh I expected another acquisition a long time back. They are very very patient I think. On this subject in September: "Acquisitions and future strategy. There is a significant degree of instability across the UK economy and consequently we are seeing an increase in potential investment opportunities. Not surprisingly we have reviewed a number of businesses where the continuing uncertainty in relation to energy costs is a particular challenge. Our preference is for investments in companies where we can make a substantive change to effect a turnaround, but high energy costs are not something we can influence. We believe some good opportunities will emerge, but timing is critical and the current macroeconomic and geopolitical situation make that issue very challenging."

OK, maybe it will be even longer. However with the gas prices falling a lot recently, and coming through the winter, maybe there is light on the horizon. Ukraine could however go on for quite a time.

Likewise, Carrots. Took profits almost at the top, but then bought back in far too early. Now it's got to be the last input, but it's 1/3 of the price of the last buy. IF they survive I can't see how this won't be a great place to have bought. The IP has to be worth something.

:)

Thank you Rivaldo. That’s really useful information, that many of us would not have grasped on our own.

“Silly Billies”! Long time since I heard that one :-)

J'espere demain. Mardi? Why no update yet? Last year was 11th Jan, a Tuesday.

But meantime the SP is breaking upwards a bit.

Seems great to me. Lots of new custom, wide variety both of markets and products.

Market surprisingly unimpressed.

Maybe not to trade?

https://amp.theguardian.com/society/2023/jan/06/cancer-vaccine-trials-could-start-england-autumn-biontech

Would they need our tech?

.

Thank you TrytoTiber, that is useful. Like you, Ctw2014, I would really hope for an update soon. Too close to Christmas and it gets buried, which would only be a sign of bad news. New Year might be good, but it's hard to wait. Meantime the SP pushes on downwards and is lower now than the early Covid low points: wishing I had waited before my last top up at 17p.

Anyway, this is from today's RNS about attending the world's leading plastics trade fair, and sounds great - if not excited - even if it's nothing material. They took 15 people! Must be very confident that the moment for them is NOW [or desperate?!]. "Over 250 potential new customers" must be good. They did say "New d2w and d2p business was progressed". I have no experience of the business world so I don't know quite what level of engagement they would mean by that.

"Illustrating the scale of the business development opportunity attending this event represents for the Company, the (previous) 2019 edition of the K Show attracted 224,000 visitors from 169 countries and 3,330 exhibitors from 63 countries.....

Symphony delegates met with over 250 potential new customers and 10 strategic partners over the event, potentially delivering significant commercial outcomes for the Company. New d2w and d2p business was progressed and the Company is optimistic that a number of these discussions will swiftly progress to the Group's active project pipeline and thereafter convert into meaningful revenues.

The potential customers met by the Symphony team over the eight days hailed from a diverse range of industries including automotive, pharmaceutical, medical, agricultural, hygiene and waste management. This sectoral diversity illustrated in turn the very wide range of applications for Symphony's d2w and d2p technologies and the ease and cost efficiency with which Symphony's technologies can be incorporated into users' existing supply chains...."

Just bought in small. It was this or top up KAPE - and there seem to be some questions re clear reporting at the latter.

Ask was 145p. Limited my order - which the broker questioned - to 143.5p, and it went through 1p lower at 142.5p. Not sure what to make of that.

Nice to see 2 of my holdings working together. Let's hope it works!

Positive that HE1 clearly finds the results from Balangida helpful enough to use us in the Eyasi Rift Basin also.

Yes, it reads nicely alongside what you passed on about Geodrill.

Interims were good, too.

Good to see you back, Rivaldo. Hope you had a great holiday.

Not a single post in October, and all of 6 trades today.

Yet just look at the list of companies we work with.

I hold far far too many companies, as I have little confidence in myself as a share picker so I don't commit much to any one company (plus I'm not good at selling out completely), but back in June in my private notes I said this: "Honestly I think it 'a banker', first time I've ever said that. If I reduced to just 20 shares this would be one of them."

So many positives in the interims.... Including this:

"Acquiring DOCOMO Digital in late August has accelerated our journey from tens to hundreds of millions of dollars of revenue by over two years. It solidifies our position as a global leader and brings additional mobile operators and merchants into the Bango circle.

The Acquisition is an important event for the market as a whole. Merchants clearly now have a 'go to' platform for monetizing their content and services. Having one, market-wide monetization platform enables them to deliver better targeted marketing and collect more payments, all through a standard infrastructure.

The long-term agreement signed with NTT DOCOMO to provide payment services in the world's largest carrier billing market is a major endorsement of the Bango Platform."

Pardon me, Chelsea had mentioned it - I had meant to rewrite that.

Creedon does have his incentive plan awards, totalling nearly 900k options by 2025 - I'm not sure I understand those very well but they may be a factor. We're happy that they are a cautious crew, and cautious people don't keep all their eggs in one basket.

Nobody seems to have mentioned the new acquisition https://www.lse.co.uk/rns/SDI/acquisition-of-fraser-anti-static-techniques-ltd-hlxg2dbsyvzwqom.html

Fraser is their largest acquisition to date, profitable now. Martin Flitton seems happy with it.
https://martinflitton1.wixsite.com/privatepunter/post/another-buy-for-sdi-25-10-22

In these times, I would say this is pretty good. Market seems to agree.

“ The Board is pleased to report a strong trading performance, despite the challenging macro-economic environment. As previously announced, the Group made the successful acquisitions of Truststream and Orchard earlier this year and the integration of both are progressing well. The Board is pleased with the performance of both companies to date and is already seeing early signs of the potential benefits of the cross-sell opportunities.



As such, the Group expects to report revenue for H1 FY23 of £11.32m (H1 FY22: £7.58m) and Adjusted EBITDA1 of £1.67m (H1 FY22: £1.34m), both of which are in line with current market expectations. Further, the Group also finished the half year with a healthy gross cash balance of £4.22m (H1 FY22: £3.47m) and a net debt position of £1.92m (H1 FY22: net cash of £1.96m) excluding contingent consideration of £3.08m relating to the acquisition of Truststream.”

Where’s Rivaldo?!