Member Info for Qd22

Question: given that SDI are "the AIM quoted Group focused on the design and manufacture of scientific and technology products for use in digital imaging and sensing and control applications" would these bright prospects imply that more generally the tech sector that has been hammered is actually pushing on quite well underneath? Any thoughts?

I just watched it as well, for the first time. What struck me was his comments on the type of investors they are seeking says a lot about the way they themselves see the company. It seems to me they have a real certainty about what they are doing, the position they are in, and what they have achieved. They have what is needed to build something hugely significant in treatment of every kind of cancer, and they really know it. So they want real partners in a huge project, not fly-by-nights. They have a deep confidence in what they have. Just my thoughts - and I like them! Maybe Angling [sorry!] at SMT?

Someone mentioned the danger of others catching up: but he said no other company has anything like this in with the FDA - and it took them over 6 years. That is a fantastic moat.

I told you on the May 27th: "Sold about 30% this afternoon (and should have done it yesterday). I agree this is far too cheap. It has amazing prospects. If I had none I would be aching to be in. I expect it to be going on up. But time and again what I expect doesn't happen. I get it WRONG. I've had a lot of failures. If I look at where I have done well before it's where I have taken profits, and remembered to come back in again if it drops heavily later. So often after a spike things meander downwards for quite a while, until there is significant news."

Bought it back today, and a bit more. Marked as a 'sell', but wasn't.

In spite of my sale I didn't dream it would fall this much so quickly. Could go further, but the risk to the upside seems v strong to me. Just need a bit of solid news, which will take a month or so, after the FDA. My FOMO got the better of me. Always does. :)

thank you

Very difficult - and somewhat worrying.

Don't know where you got 10th June from?? All I can find is this from the letter 8th April:
"The boards have decided that the last date for converting the Warrants that were issued as part of the placing last March into Ordinary Shares will now be 15 May 2022 and that the new Long Stop Date for completing the RTO will be 27 May 2022."

I'm assuming the last sentence means that we should have heard something TODAY - which of course we haven't. How have they got the right to just unilaterally withdraw themselves from the protections of AIM: "With effect from Cancellation, the Company will no longer be subject to the AIM Rules and, accordingly, shareholders will no longer be afforded the protections given by the AIM Rules."?

Seems worthy of Boris, but this is serious.

Well, I'm going to stick my neck out here. In fact lay it on the chopping block...

Sold about 30% this afternoon (and should have done it yesterday). I agree this is far too cheap.
It has amazing prospects. If I had none I would be aching to be in. I expect it to be going on up.

But time and again what I expect doesn't happen. I get it WRONG. I've had a lot of failures. If I look at where I have done well before it's where I have taken profits, and remembered to come back in again if it drops heavily later. So often after a spike things meander downwards for quite a while, until there is significant news.

So it's painful, but it's more disciplined than I usually am.... And I shall comfort myself with that next week when it lets rip again.... And I'm just pounds away from a free ride....

PS. I was - and remain - completely convinced that SNG has far and away the best answer to covid and other lung infections. I was in heavily when we got hammered about 90% in February. I have so much sympathy for those on that board that have lost so much. But again I was losing only what I had already gained there [so fortunate]. I've topped up there dirt cheap and wait in hopes......... :)??

Live well and prosper everyone.

Can anyone tell me why an announcement of a date for results brings a 15% increase? (I thought we knew they were coming!)

Agreed Bondy: topped up last Thursday.

I seem to have lost/not posted what I meant to last week: which was that I very much agreed with somebody that domestic systems with an ammonia tank under the flower bed, filled over the summer and topped up in winter either from a tanker like fuel oil, or from cheap wind at night/ solar were a great idea, with a huge potential market of course. Mentioned it Sept '20. I've put 6 solar panels on my due south facing wall and in winter the sun hits them almost horizontally, plus they like the cold, so they really produce. My best day last Jan was 17.2kWh, which will improve a lot once I trim the fruit trees! I think almost all of that was from the wall and not from the rest on the roof.

Also agree that it's likely potential S series customers have been holding off waiting for the L series. Could really take off.

In my wildest dreams I wouldn't see myself as a trader. I really don't have the equipment.

But recently I needed money for elsewhere and sold a chunk at 173, on the basis that after the recent rise even with great results the utterly weird could happen and it might fall. As Rivaldo these results are "really impressive and ahead of even the upgraded expectations." Still it has fallen today. Even the MM's seemed to expect a rise as it looks like it was priced up this morning. If I had spare money and was a trader I might come in now in the hopes that some sense would return tomorrow. But I put it into AFC - which ain't doing wot it oughta.

Fascinating, Captain.

Live long and prosper!

Helpful, Rivaldo. Thanks.

And I’m wondering if Hi-Therm will enable heat pumps to function viably in situations where they would not previously have done so. In our house, for instance, we investigated getting a heat pump and much as they wanted to sell us a system they said it would not work. The house is too old. But with Hi-Therm, and with high temperature heat pumps also coming onto the market, it could be a game changer for a great many situations.

Thank you SweetTango, that is really useful.

Tbh I've hardly been following this since the February results. I topped up at a little below this level, because I still think the science is still clear and it's genuinely a lifesaver, and let my attention wander.

But my memory of 3 to 6 months ago is that we all saw it as binary: either fantastic or a near total loss. Of course we had great hopes otherwise we wouldn't have been holders but I think it was said many times that one shouldn't put more in than you really could afford to lose. It was always clear that there was a real chance it could fail, and fail badly. And if there's "a chance" that means that sometimes the chance will come about.

In the event it wasn't quite binary, we got a third option: the messed up trial. 87% of patients were given steroids: and we always knew that they don't mix with inteferon. Why? We don't know. Personally I find it hard to believe that it was not made clear NOT to use them with steroids, but I find it very easy to believe that with steroids clearly having a good effect doctors - especially consultants who always know best - ignored the instructions. Understandable, but invalidated the trial. If that were the case could Synairgen say so? I don't think so. Not if they ever want the co-operation of the medical establishment again. Maybe that's what's behind Synairgen's silence. I really don't know, it's supposition. So... rock and a hard place for them. HOW do they test it?

But however badly I've been hurt if I don't want to repeat my mistake (if any) I need to see where I went wrong. It was my choice.

Cerillion (AIM) has been very good to me, and looks ready for a further rise imv. Like you I'm going to at least take some profits, though it's likely perhaps to go to DSCV: which is in the FTSE 350.

...and the price FALLS!! Just what were they expecting?! Lol.

"Financial

· Revenue up 26% to £16.1m (H1 2021: £12.8m) reflecting ongoing major implementation projects for new customers and new orders from existing customers

· Annualised recurring revenue1 at 31 March 2022 up 9% to £9.8m (H1 2021: £9.0m), with increased uptake of managed services

· Adjusted EBITDA3 up 50% to £7.2m (H1 2021: £4.8m)

· Adjusted profit before tax4 up 65% to £6.3m (2021: £3.8m)

· Total new orders decreased to £10.9m (H1 2021: £23.6m), however new orders from existing customers increased by 12% to £10.9m (H1 2021: £9.7m) and the new customer pipeline is up 31% to £172m (H1 2021: £131m), a new record level

o new major customer signings are expected in H2 and beyond

· Strong back order book2 maintained at £39.7m (H1 2021: £42.1m)

· Adjusted earnings per share5 up 62% to 18.6p (2021: 11.5p)

· Net cash up 114% to £16.5m (31 March 2021: £7.7m)

· Interim dividend up 24% to 2.6p (2021: 2.1p)"

PS. Thanks in advance!

Right peoples, please help me, I'm an innocent in these things.

Why should I not sell up today, at 350-354p, according to the share trades tab? Cash in hand would be very helpful in today's market. Especially today's.

Why do I see a vast majority of buys (supposed) in the share trades - up to 1 million shares? What are they hoping to gain?

If they are buying for a bidding war just how much is the realistic gain they could make? I know that's only a guestimate, but if you are experienced in these things you can indicate what is totally unrealistic, which I can't.

As far as I can see much as I don't like it it's definitely going to go so why should I hang on???

Agreed Maddox. It’s the kind of share you know you don’t need to worry about. I’d much rather it wasn’t sold, so this is too cheap in my books.

Thanks guys - useful research.

…..recommending.

fool.co.uk/2022/04/25/why-the-bushveld-minerals-lonbmn-share-price-could-soon-take-off/

Taking a first look at this. Interested to see that they have given full observer rights to a chinese geologist. So (a) the chinese are interested, and with their level of expertise/info that makes me pay attention, and (b) if the potential begins to look really good the chinese will know first and buy it cheap, and their stranglehold on world lithium and other key metals will get all the stronger. Very very short sighted as far as I am concerned. If they want to live under the power of a totally ruthless totalitarian state this is the way to go about it. They can tell their grandchildren they did their bit. Good-oh.