Member Info for Sangijuelas1

You're right Phil. Just 2 different views of the same thing.

After 4 years I also had learnt to read Duncan a bit better.

I hope I am wrong and you are right. I would be very happy for you and the team.

Masterblast, I hope you get paid a living wage for what you do. You are not really very good at it though but hey I guess you need to feed yourself.

Are you in a different department of the business to Porky? If you see him/her/it please give them my regards.

Phil the board is a Share Price Chat about the current and future prospects of the company.

I appreciate that you would prefer it to stay positive and a bit rampy.

I believe there are Telegram groups where you can remove people who express an opinion not to your liking.

Let's see what I have said today that is so offensive.

I replied to posters who made the point that the SP is being manipulated or deliberately held down.

I said that became an issue for me as the depressed price makes a raise more difficult. And this is all the more troublesome given the current biotech bear market and widespread cash crunch.

I was invested here for 4 years and I know the company inside out.

I sometimes like to keep an eye on the board. Who knows? Maybe someone will post something that I had overlooked in my most recent analysis.

It's like if someone says something that is not ramping, you get a reaction from some similar to Muslims when someone is burning the Quran

I think a lot of the LSE boards become a bit cult like.

Last week the cult here was praying for me to get cancer.

I think it's good to show people there's a way out.

I will post where I want thanks. Don't need an invite from you.

I doubt you even know what they are Martyn.

Given that they are not likely to have cash issues as they can borrow from banks.

With GROW I am invested in Thought Machine, Graphcore, Freetrade, Revolut, Evonetix and a whole host of others.

GROW might be trading at 600p but they have NAV of 924p. So all good thanks

Yeah that's bot generated crap. They listed at $15 and are down at $2.5.
Same with Evelo.

The market knows these companies are running out of cash.

And Martyn I really doubt you are actually a better person than people who do deliveries by moped.

Porky if they are lucky they have cash until the end of September.

Why do you think the Bavencio and Pancreatic Cancer trials are on hold? Because they have no money to run them.

I wouldn't reinvest here unless they carry out a fundraise.

You only want to give one side of the story. You can't ignore the cash situation.

Finch have just had to downsize by 20%. You can't just ignore the context that biotech is bust.

I hope you get your buyout or other cash windfall. Really I do but just be honest about the dire straits the company is in with regard to cash.

The thing is inflation is being driven by supply side issues such as the cost of shipping containers or fuel.
The interest rate theory is designed to cool an overheating economy caused by excess demand. Raising rates will just add more costs to consumers already suffering from inflation. So yeah it will likely contribute to a recession.

Meanwhile tech will continue to design, develop and implement solutions in the background most of us are barely aware of.

Cloud computing is not going to stop.
AI and machine learning are not going to go away.
Replacing people with bots will continue.
Big data will still be required.
Internet of things will still need connecting up.
Virtual reality experiences will be in demand

So I would rather have exposure to the future.

In terms of political concerns my main worry is the US. It's getting very ugly there.

So appreciate Molten being so Euro centric.

One of the reasons I jumped ship.

Because of the low volume the price can be pinned down so that the rise needed to raise the necessary cash at lower dilution becomes impossible.

Annual report says they need $45m. By the time they have offered investors in any placing their customary discount you are talking half of the market cap.

They must regret going for the US listing. Sounds like they have been having trouble with the reporting requirements

Ok but they specifically refer to the cost of launching it.
As I said they are targeting £900 per car this year. Have to see if they achieve it.

From the 1st Quarter ER it says GP margins affected by investment in the launch of the car buying channel for direct buys from consumers

You are not comparing like with like.

How much did Lookers/Vertu spend on growth for the future? Lookers seem to want to pay out dividends so the business model must be a bit different.

Cazoo seems to be getting screwed in part because the US used car co Carvana was one of the stocks in Bill Hwangs Tifer portfolio. Carvana is almost a tenth of the value it was last year.

Cazoo has guilt by association as Carvana is getting heavily shorted and no doubt so is Cazoo.

Sage, Cazoo made £124 a car because they sacrificed profit for investment including acquisitions I believe like the Italian and Spanish companies they bought and in the in house reconditioning facilities. They have a lot of cash so they are not even at 2 times book value right now.

They are targeting £900 this year. Will they get there? Who knows?

I would invest there but I am concerned that they will have problems if they trade below the $1 Nasdaq minimum price. If that persisted they would have to delist.

Molten is a VC fund so it's not likely to have masses of companies making big profits when most are investing in their businesses for growth.

Hg definitely fit the bill as they target European software and business services companies. Currently raising capital
https://www.google.com/amp/s/www.penews.com/amp/articles/hgcapital-targets-14-75bn-for-buyout-funds-20220113

Cinven and Hg have participated together in joint buyouts in the past.

For example the $5.3 bn buyout of Visma Group

It trades on Aim. Nothing makes sense there.

Also this on Evonetix

https://www.businessweekly.co.uk/killer-50/50-insider/evonetix-dna-ip-boosted-european-patent