Member Info for Richard08

And in the four years he was at P&G the sp went up 63%. We can hope!

Thanks Skipsharer, after some more googling it seems that the Suzhou area has been in lockdown but appears to be out now. It’s hard to get a clear picture but hopefully if production has been stalled it will be back up now. Would be good to get an RNS from the company but I’m prepared to assume that no news is good news.

Does anyone know, is it in an area where they have a lock down? Just wondering if we should expect a delay in orders being fulfilled. I can’t find any mention of exactly where the factory is.

Ditto to that Chilting. The sp appears to have settled for now. We will have to patiently await the next update. There is no reason to worry in my view, the company is financially sound, well run and the post pandemic backlog of surgery should keep them busy for years.

*and averaging down that should have said!

This time least year we had a trading update. Hopefully get something soon. I imagine it’s the threat of a windfall tax illogically pulling this down. And the general sell off of unprofitable tech in general. Still holding here no averaging down!

There's not a lot going to be happening so far as news is concerned for a while, I imagine the next big thing will be the Sept results. Unless there's something unexpected e.g. new product etc.

Until then, those with a shorter investment plan will go elsewhere. Those who stay will hold fast and wait for the break even that we hope is coming. Until then we can worry over our junior minors! I'm not in EUA Ginandmilk, Shanta Gold is my 'one to hate' at the moment!

Personally I am quite happy with the sp going up so that directors get their shares as we all benefit from a rising price. Plus if it did become a takeover target then they will have to pay even more. It’s a win-win.

Either way, if the company are buying back 0.1% of the available shares every week then they are putting continual upward pressure on the sp. Given the relatively low trading volume then the company is probably the biggest buyer of the day. And as you guys say, there is the improvement in EPS and the cash is just losing value in the bank.

Read it through twice and can’t see anything negative buried in the detail. All seems good.

Lots of buying pressure from the company then! It can only be a time to try and buy more ourselves!?

The good news flow continues and long may it do so. As covid gets further into the rear view mirror for Europe and the US, and elective surgery rates recover, this will continue to power forward (and upwards!)

Steady away trading update. I had to go to their website to find it mind as the RNSs aren’t working for me today. No surprises in there I could see. Sales weighted to second half of year as expected so market may interpret that badly in the short term. Given how irrational the market is at the moment anything could happen!

Another box ticked on the road to wide spread adoption of Invinity’s tech.

Although its large commercial partners could undertake this work, they prefer to leave the complex supply, manufacturing and regulatory issues to a niche player like TRX. This places TRX in a strong position with its partners.

This line from page 13 encourages me to think TRX is safe from a takeover as majors would rather pay them for their product than take on the regulatory aspects of tissue processing etc. This company is going to be allowed to grow and grow.

Another good report from Hardman and Co. These are paid for by the company but usually offer some original opinion. I see they’re playing safe with suggesting we will be in the black in 2023: I’m still holding out for fiscal 2022 to see this.

Mention half way though that they included some of the phase two extension plans in with phase one. I can’t remember if I’ve heard that before but interesting to see that future expansion is perhaps only a matter of time.

Good little find Thompi, more publicity for TRX.

The current ‘V’ shaped recovery seems to be continuing/holding. Let’s hope it continues.

I saw this Mafuta, I can never determine how ‘real’ these things are or whether they are computer generated. Either way it’s positive so I suppose it doesn’t matter!

Fancy doing another post tomorrow asking for 0.6p and see how we get on??

https://www.youtube.com/watch?v=0Nj738grFOc&t=1793s

Not sure if this has done the rounds yet, mentions a brief update on the Siemens deal at 28 mins in.
Main points are:
- Looking at batteries of 200MW+ (I believe we already knew that).
- Not announcing anything until developed further.
- Aiming to develop batteries that can last as long as the wind turbine it's attached to (25 years)
- Aiming to announce no earlier than end of this year and no later than early next year.
- US govt have said they are interested in supporting the construction of an Invinity factory in the US.