Member Info for shandypants2

will be interesting. Despite BTC volatility and declining prices in Q4 we should still be making a decent gross profit on ever coin mined. Similarly with more machines this should mean more coins have been mined.

If ARB can show that it is profitable even during low BTC prices then hopefully the link between share price and BTC valuation can be reduced.

Next few months should be interesting, especially if BTC gets back up above $10k

clearly some people have lost money on HVO and are understandably bitter. Cathal is no fool and he isn't buying HVO for it's drug potential. Data seems to be the key here and if the combined company can be the go to for Orphan drug data then this should succeed.
HVO CEO has a lot to prove but appointment was probably to get merger through and the new company will be very different from his old one and the strategy is very different

massively positive the CEO buy - he already has quite a few and these 3 purchases are reasonably large too. Whilst the analysis of the results is being done independently he clearly knows what data has been provided so this is great news.

Hopefully 30p by end of month

2 week break over xmas is pretty standard so hopefully everything re-starts on Monday, 6th Jan.

This should hopefully be the start of the some steady positive news throughout Q1 - we are currently less than placing price so cheap as chips.
Did one final top up a fews days ago (should have waited an extra day or so!!) so an now locked and loaded.

Now is the time for LR to deliver

lets hope it continues.

Undervalued, 2019 numbers should show 1st profit and a decent % grow.
If a decent contract lands and/or Bosch tie up gets orders this could be transformational.
Under 1.5p a bargain IMHO - 2p fair value

in Stars defence the CFO resigned over 2 years ago and these things do sometimes happen - personality clashes or merely changes in a persons circumstances etc.
The late payment was from a customer, so not sure what more STAR could do here - they often get a % upfront etc and the litigation was against the CEO and not STAR the company.

I do think we are moving in the right direction, however, the RNS releases are often poorly worded and the CEO is clearly not a natural when promoting the company.

re NXP001 chinese money - the extra £2m milestone payment should have been listed in revenue at H1 and then as a debt in balance sheet (as not yet paid) so this shows that it is clearly been incorporated into whatever additional deal is being negotiated - JV has been mentioned.
I like that the Jan 25th date has now been stated for resolution so hopefully news soon.
Q1 2020 will be interesting as 2020 year end for NFX accounts is 31/3/20 and CEO has stated a lot is expected to happen in H2 2020 so Oct 2019 to March 2020.
Ebers is going well and in addition to NXP001 hopefully deal fro NXP002 will be finalised during this period.
All seems to be going well for NFX - a no brainer for a stock for 2020 IMHO

According to ADVFN (see below) the ST facebook ad for Boxing Day sale (ends tomorrow) has over 1,200 likes and has been viewed 1.4m times.
3 for 1 offers including Wonder Serum, so hopefully another record like for like sales.

Also noticed Myer has reduced all C+L products post xmas (25% off) including the 7 gift sets. Hopefully this is an indication that stock levels were better this year and they didn't sell out early, rather than the products didn't sell well!

Was hoping UK C+L website would be up and running by now but guessing KC and team have more important things to focus on.

Skinny Tan Boxing Day GET 3 FOR THE PRICE OF JUST ONE post on Facebook.Posted on 22/12/19So far:1.2K likes and reactions.136 shares.2.1K comments.1.4 million views!

Hi Dean, pretty sure new product is aimed at females predominantly as IDP has stated cross marketing opportunities with ST customer base - IMHO one of the products may be something to do with shaving (legs, other areas etc).

Roots is a unisex product but i have mentioned to IDP a few times it is too female focused - all before and after facebook pictures are women etc. I use it and like it but feel an extension specifically focused on men e.g to include a hair thickener would go down well. Incidentally IDP replies state that it has always been an unisex product and there are a number of mens images on their website!
H2 last year Roots stopped growing rev despite being in more stores, H1 2020 numbers will be interesting, especially as there is more shelf space in Boots now (but not yet more Boots stores).
Also interesting to see C+L numbers now that it is in so many more stores and xmas gift range was expanded from 3 to 7.

If new product takes off plus growth in Roots, C+L, and Prolong then in a few years reliance on ST will be reduced. I think FinnCap has stated ST will be 78% revenues for 2020 - hopefully nearer 50% in a few years.

All positive for IDP at these prices IMHO

yep believe in Orphan - 2020 could be a great year - but am still buying HVO as this represents a 10% discount to current ORPH share price.

As mentioned on HVO flu treatment they own (requires ££ to take it to next clinical phase) is worth a decent amount and combined company will own this - was initially suggested this could be spun off into a separate company.

ORPH could sell this off, making deal even more valuable

do you think that is the plan for Q1- finishing drilling, testing and Mets and then EUZ can update current $110m mine value - hopefully to over $150m and then say it's up for sale??

I'm a little concerned after Q1 work LR will say we need another placing to maximise our negotiating position. Hopefully not

£11k rev - what a joke. Need c10,000 restaurants if this is going to be viable

getting into Holland & Barrett is great news and exactly where Opti products should be - however, a word of caution re profit from deal. H & B charge for shelf space in their stores - i know this because Opti told me when i asked them at a trade fair why they weren't in health food stores.
So i've no doubt this is a positive move, however, the cost of being on the shelves may outweigh sales in the first few months.

there will always be a few who take a quick 10% and it is possible that there are still a few holding some of the lump sum sold by HC at 47p (so now a 50% profit) but on the whole it looks like this overhang has been cleared and we can finally move up.

I've said before anything under 80p is a bargain and based on good H1 numbers this should be c£1 as the £2m 2020 profit should be derisked with even a modest profit (last H1 IDP lost £422k and made over £1.8m in H2).
Additionally we have the new product being announced in Q1 - if this is half as good as IDP state then this could be transformational for IDP.

This company is growing at 20% a year so a PE of 10 is very low, but based on this £2m profit (c1.5 after tax) gives a share price of 105p. This doesn't factor in the new product.

IMHO we could see 150p this year if KC delivers and manages stock and cash as well as he did last year.
Hopefully 2020 will be a good year for all IDP holders

GB confirmed in recent PI interview that we've already hit that number - guessing a few Q3 invoices were delayed until Q4 due to lab opening delays .
I think people will be also looking at cash figures for YE - at recent placing GB stated we still had £477k - we didn't, we had that on 30/9 - raise was done late Nov/early Dec - who knows what position was at that point

i agree with Monk - not panicking but this update isn't great.

302 headsets is not great, especially as we were told they had almost that number a few months ago and over 100 subject to contract - clearly these contracts have not been signed (yet).

Similarly the 1,000 by end of 2020 has been dropped - I did say a few months back that this figure wasn't achievable and got shot down for it - if they RNS a few extra headsets as they often do then a target of 500 is more realistic - and also quite profitable.

It could be a lot of companies have calendar year budgets so don't make big investments in Q4 and these could come through Q1 next year, however, if Aquariums are the focus there are only so many of those to go for.

Lets see how Q1 goes

Oiltap - "He will want the same as us and he needs to find a way to ensure that shareholders are not diluted further and that the turnaround in sentiment begins today. The asset is excellent only because the exec have made the correct moves to prove it up. However their responsibility is more than technical - it’s also protection of shareholders interests in other ways."
He has failed to protect shareholders to date - 2 raises at rock bottom prices, the one in March caused c50% dilution.
People don't trust him - fact.
Re his shareholding - he has c24m shares - about £5k at today's prices and has not participated in either of the 2 placings, despite being on a 6 figure salary.
I'm not having a 'pop' just pointing out that the facts display him in a poor light.

My question Lloydy - in interview yesterday he said we were fully funded for the current work programme - what does that include (assume currently drilling and testing) and in particular is phase 2 of Mets included.

Many thanks

guessing we might need to wait until Q1 2020 now as seems very unlikely anything will be finalised in next week or so.

Early Q1 is not an issue if STX get the right deal. Share price holding up well after a little dip which bodes well.

Keep the faith

IDP is doing a trial of Body Glow (only) in a small number of B&M stores. Not sure if this is the right customer base but certainly worth a test.

Boots is definitely still stocking ST range over the winter months but most Boots seem to re-jig the store layout to maximise xmas offerings (3 for 2 range etc). ST will probably be on a shelf in the corner somewhere . We know that the Boots ST gift set in Oct/Nov sold very well.

A H1 trading update will be issued in Jan - probably 2nd week based on previous years.

We already know 4 month revenues were 38% up on last year (so only 2 extra months to include) and Black Friday weekend was the most successful yet. Therefore, all indications are that H1 figures should be decent - and this compared against H1 last year when IDP lost £422K.

Keep the faith

Shed - was the market disappointed with the METS (which were positive) or the delay to Q1 2020?

We already knew drilling would recommence in Jan 2020 was this adds another layer of delay and potentially a sale or JV gets pushed back further.

Yes, all this info helps de-risk the project and ultimately adds more ££ to the eventual sale price but IMHO there doesn't appear to be a clear end point. All money will be burnt in Q1 drilling and extra testing so this leaves the Board in a poor position re negotiations. Therefore, the possibility of another raise becomes greater.

Also CEO have never said mine is for sale (to my knowledge) - maybe we should do an EUA RNS stating this.