Member Info for revolutionary

Couldn't believe that someone has actually passed such a material for tower blocks! The aluminium would pass a flame propagation test but would not last more than a couple of seconds in a decent fire as aluminium melts at quite a low temperature, and then all that lovely melting polypropylene drip down the facade allowing the fire to spread up and down. Someone has probably used a fire safety certificate as backside covering device without properly understanding the risks. Agree speculation of the root cause of this tragedy is inappropriate and good that we will have a public inquiry. My thinking however is that the conclusion is likely to be similar to the Piper Alpha findings that a whole bunch of paper safety certificates covered everyone's backside but the hazard was clearly there for anyone who really wanted to look.

Have just been ranting about the appalling decisions related to fire safety. Lived in Dubai and half expected that shortcuts and inappropriate materials had been used in the rush for height. Had not expected the same in London and am wondering who all the decision makers were? I built skyscrapers in Manhattan and the very first thing that had to be in place before raising the next floor was the fire hydrant. How can there be any tower blocks that do not have the simplest device of a pipe to feed water to all storeys available for when needed. Very simple, unsophisticated but absolutely essential if our brave firefighters are not going to look pathetic with a piddly hose. I'm blaming the political class largely made up of lawyer types that have no practical knowhow but are very ready to blame everyone else other than their own stupidity.

My wife works at St Mary's and the solution to the expensive housing is on the doorstep - Paddington Station. If they set the shifts such that everyone could enjoy off-peak rail, even going so far as to negotiate with the rail companies for the passes as part of the employment, then staff could easily choose to locate in cheaper areas outside London. You can get a long way in less than an hour. The barrier is the ridiculous cost of the monthly commute that no-one on NHS pay could sensibly afford.

I believe the Harley St machine is a sale to a joint venture clinic with Circle. I've not yet seen any comment here but were Circle not recently bought out by the Chinese? The really big market for AVO is China where they have a cancer time-bomb.

With health in Wales being separated from England, do we know of any hospitals there that are using P4? I would have thought having the factory in your territory would be an incentive for politicians to meddle and help get this going???

There is probably a stage payment due from the sale of the Harley Street machine. Likely related to equipment delivery to site (Harley St may be ready to receive components within a year), or delivery of the patient positioning system (already declared to be fully delivered and working by end of year), or start of manufacture by Thales. Many possibilities to guess at without seeing the Circle contract details but Harley St related is most likely.

The dictatorship doesn't care about the country only their own pockets. Mrs Mugabe was probably more annoyed by the EU ban stopping her little shopping trips than by any problems with the economy and starving Zimbabweans

This is my main concern as seen by the road toll fees, increased electricity charges, slaughter fees....looking for every available source of cash to wring the country dry

At last they have announced someone on board who can actually deliver our baby rather than just dream about it's future prospects!

I hope everyone saw the value of the farms in that link. $100m for Mpongwe and they are trying to sell two others at $50m. Worth a slice of this company for that alone forgetting all the other business activity, retail stores, other countries, etc etc Along with the sells yesterday, there were quite a few meaty buys.

Yes - still holding. Still believe the big play is into Zimbabwe when Mugabe goes. Otherwise, the politics seems to be stabilising in so far as no-one now doubts the approach of the ruling party i.e. no-one fooled anymore. Opposition seems to be doing far better by keeping moral, peaceful high ground so stability with poor economics for a while until the constitutional/law courts get their asses in gear. As regards the number of factors and complexity, I am seeing this company as far more transparent than your average AIM one. And independent of the UK economy. Looks like it could win if dollar goes up or down. Could win if price of agricultural commodities goes up or down. Usual potential for animal/crop pestilence. Good vertical integration strategy for Africa. Directors have big stake in success and I expect them to go for the share options that are available from next year. Why did they mention dividends if they have no plans to start them off at year-end? That would need some very nice profits by end-September. Relatively easy to manipulate the turnover/profits at this stage of year, to make year end stunning and to allow nice improvement year-on-year for next year's H1. Would that be enough to get them to share option level? Run for the hills if the opposition gets violent but pretty sure they are avoiding being enticed that way.

I was half thinking they may go for making everything look worse than the reality to avoid appearing to be a cash cow for the cash strapped government.....

This is a growth business and did not disappoint! Looks likely need to keep an eye on agricultural commodities but even then you may have thought lower soya prices would be good for beefing up their cattle! Now we need to wait for mid-November for the potential to show through.

Agree with everyone about the appalling late update on timescales. However I keep asking myself as to why a good range of directors have been putting in significant sums? Several reasons I can think of but none I can see as negative:- 1. Technology about to be or already cracked practically. So technically derisked and we have to wait for the statement at the end of this month. The directors stop buying in June and don't get accused of insider dealing 2. The Bracknor deal was chosen to deliberately hold the sp down for a period - there may still be warrants etc out there that are currently valueless but could have diluted worse than Bracknor - anyone keeping a record of warrants? 3. Percentage control back in the hands of clinicians/scientists rather than money men. Pure speculation again but the substantial director buys should not be indicative of an imminent failure

Same thing. To be capable of treating superficial tumours you have to be capable of clinical operations. If anything this is a wider description that allows for the potential of a greater variety of operations. Key would be to get all the modules tuned for higher speeds. The superficial scan be treated with lower energy beams so are the low hanging fruit for regulatory approval. Further approvals should be straightforward as the technicians can get more speed into the beam

I like this one as they take in so much as cash in small transactions direct from consumers. The rest of the supply chain sits back and grows if not being harvested into cash. They have other buffers in the use or non-use of small scale farmers. IF UK GE creates another shock, the crops in africa should keep on growing, the cows will still eat and the BBQs will still be supplied. Biggest concern is the PF party in power running out of cash having apparently already blown the euro-bonds cash and not likely to be handed any further slush funds. Mugabe approach to governing too much in evidence at the moment.

One purchase today showed as a sell and I couldn't place another at the asking price. The bid-ask was clearly manipulated today but for what purpose?

Those last few big sells were buys. Nothing trading down in the range they have. Ask yourself why the MMs would want to be allowing buys close to the Bid price so that they show up as sells? Are they hoping to trigger some more stop losses?

The business in Zambia priced in Kwacha seems steady and growing. The big stuff that caused erratic behaviour in $ turnover/profits was the exchange rate. That has improved from about 11 to 9.6 since last year so we should expect about 15% improvement on that score alone. Add in regular business growth in existing sectors, say 10%, plus we now have all the turnover/profits from zamchick and zamhatch instead of only 50%, plus small contribution from palm oil getting on balance for first time and this should all look very pretty. Downsides are the extra costs of fuel oil for the generators to keep us going due to electricity shortages, bad weather damaged some crops - to be expected in agriculture, and the elephant in the room......the political situation! If the politics stabilises, I can see the Directors easily achieving their share option levels that will make us all very happy!!

As I suspected, this is drifting down but may perk up on Monday as slower PIs have a look at what excitement there was during the week. Anyway, expect the drift downwards to continue until we have another flurry with the Apple release. Real deal will be dramatically increasing sales revenue throughout this year or else busted by year-end. Will be delighted if the price goes up as I still have a big chunk but not planning on getting any more until I get a real feel for actual sales, or, I again get to spot the apple release in a mid-morning RNS and sniff another opportunity to get in/out quick