Member Info for roger65

Watcher2022 - yes, two hospitals which are part of the Manchester NHS Trust and yes again you are right in that GDR can already sell it but the whole point of NICE is that it rubber stamps the test and so no further need for any testing or due diligence of any kind. That's when hopefully the flood gates will open. It is not for nothing GDR are lining up one distributor after another in the EU. They wouldn't be doing that if AIHL then had to go through a whole new round of testing.

MIKODX - The test will need to be assessed by the NHS.

It already has been assessed extensively by NHS Hospitals in the Manchester Trust. The NHS helped develop AIHL so if it needs to be assessed all over again then what are NICE recommending? Sorry but I think you may be mistaken. Once this NICE full recommendation arrives GDR can sell it in the UK and many countries in the EU. No further testing required.

billthebank: you say 'Next possibility of a placing. Again IMO more than likely but not yet. News of sales or NICE needs to happen first.'

GDR will run out of money at the end of June or possibly a little later. The CEO told us that it would take time for the company to achieve revenue from sales so I don't they have the luxury of choosing when they do a raise. We know its' going to happen but no idea specifically when. My own opinion now that the sp is already over 40p that they will wait until NICE news and final stamp of approval is released on March 30th and, if they have it and it's positive, release news on FDA pre-submission discussions. Think with that the management would be confident the sp will hit well above 60 or even and then strike. If it gets that high then hopefully they can get a major cash raise out of the way and at about 40p. I think they will need a lot and may end up with as much as 20% dilution BUT that would a) see us all the way through to getting FDA approval and also generating income from numerous countries from sale of AIHL and STILL only have about 110m shares in issue. What's not to like?

I reckon that once this raise is out of the way and we have news of sales contracts starting to land with the NHS and abroad that the sp will be well on its way to £1 and more. Might take until the autumn but that will be well over 100% from where we are now. I'm in and staying in. Too risky to try dodging in and out. I know that a raise is coming but it's now a situation where a raise and some further dilution is a good thing to see the company properly on its way for many years.

Once we get to the point where sales contracts in other countries and full NHS engagement land I think a Takeover is possible. That's situation is really not very far away at all.

Just my h'penny's worth but...investment funds and pharmas tend to go for a 5yr growth plan. If the growth has already happened then... Just a view.

ooh Sprout...don't mention it!!! Enjoy the ride now we're flying high and if we're all well in profit when it lands then a raise will hurt far less!

We know that raise is coming but the higher the price at which it takes place the better for everyone. If we get to 60p and it happens at 50p are any of us who have been here for the last 2 or 3 years going to complain? I'd hope not.

Starres - gotta disagree about how long it would take before a pharma would be interested in a takeover. In 5 years time GDR will be generating income - significant income - and it will have been well established globally and GDR will be well on the way to several more world beating tests to boot. They have the technology clearly in their grasp. By that stage they won't need to sell, especially if they can avoid any further significant dilution after this next round which we think is coming soon. 93m shares in issue as we speak. If with just one more round of funding they have enough to see themselves clear to generating the income we're all hoping for - and they aren't bought out - then in 5 years time the sp will be several £s and we'll all be millionaires Rodders. There won't be any pharmas out there that will see a financial benefit of buying GDR out by that time.

Certainly sold a fair chunk at 1.15p and then another load at 1.05p but still got about £35k in. I can leave it for the time being and will wait to see results from MFC. If they're crap I'll then sell at a loss but you never know. I'm hoping now that Tati will provide some good news for POW. Gold prices are going higher and higher thanks to the ongoing war in Ukraine and banking worries so if the results are good and the gold can be mined quickly and cheaply then that will be a good start for POW's recovery.

It's a simple hypothesis ie not one based on anything I know for certain. Get over yourself. 'No director thought of him as a liability or wanted him removed'. Really? How the heck do you know??

Been here 3 years and seen the value of my original investment dwindle constantly. Never anything to back up the hype other than shuffling of deck chairs and talk of yet another IPO. And before someone says it, no I won't sell my shares yet as I'm far too in the red and won't crystallise this loss. I happen to think the portfolio is good (as previously stated). Just that things have seemingly gone against PJ.

When I said this might drop under a penny a couple of weeks ago posters dismissed it as deramping. Well here we are folks. Well under a penny and not much on the horizon that in current market conditions is going to turn the tide here any time soon. I am allowed an opinion and that's all it is. If you don't like it you know where the filter button is.

Which way's she gonna flip?

Hey Shauny: Ship is turning north for the final hour

Really??

if there was the slightest hint of MFC results being decent PJ would have hired in an interim CEO rather than resigned. The big brass geologists at POW will have seen enough of early samples to know how it was likely to play out.

My own opinion now is that the other Directors at POW felt PJ was too much if a liability and with him remaining at the helm whilst delivering poor results from Botswana it would have been even more damaging to the sp in the short and mid term. PJ being the largest share holder possibly realised he had little choice but to step aside or see his own ship go down fast.

Hopefully the new CEO can rescue POW but I'm not holding my breath. Shame. If the much talked about turnaround in the markets had shown signs of starting I think we'd still be at least at 1.5p if not higher, even without any MFC results. As it is things beyond PJ's control have gone against him and we're now delicately poised to either shoot up again on half decent results from MFC or Tati or really fall off a cliff if they're bad.

looking at the mid price for many of the trades in the last couple of hours it looks a dead certainty that loads of buys have gone down as sells. What are the fecking mms up to here?

Tks Doppo59. It's been a tough hold and whilst I did sell a few I reckon I can still get back in the blue here if this rises slowly and steadily for another few months. What they are selling is in huge demand everywhere and surely the surge towards green energy is gonna mean Vdtk have a positive future. Appears I was unduly harsh on the CEO but I did go all in when one of the Directors bought £300k worth of shares last June and when everything went badly wrong I panicked - and that's putting it mildly! GLA

the good thing about this agreement is that if the Swedish company doesn't purchase enough panels from VDTK then VDTK can sell their products via other distributors or partners whilst not actually losing the agreement with Lindab.

Looking at it more closely it seems something of a win win for Vdtk. Good deal and the wider market just hasn't cottoned on at all. Fine by me as I'm still averaging down from my buy purchases at 2.1p! New lease of life? Ruddy hope so.

Agree Yousaf_5. HL will take 200k shares off me in one go at 44.85p

100% up in two weeks.

Can't complain. Same again in the next week?

Someone wants these shares. Just did another dummy sell of £10k and was offered 83.3p for them. That hasn't been possible for months until these last couple of days. If someone knows then someone knows.

And another £1k at 43.39p.

Bid now down to 42.5p

I'll stop topping up now!

Just managed to get another £1.5k at 43.35p

Bid just moved down to 43p.

I've jinxed it!

Are we about to witness another leap up?

They will take 150k shares in one go again but I can't top up even £1.5k

Possibly but...tbh no one is getting rich looking at the amount of money put into VDTK recently and we're up what? 25% A few thousand quid. If this is the start of something then I'm very relieved as I honestly thought this was going bust. 100k euros worth of deals already with this partner and the recent project in Thailand must have been worth well over £120k so even just those two mean the annual earnings must be on the up from last year. Just gotta get back to my average of 2.1p now...