Member Info for ShareSting

Some chunky activity will start to show. Buys and sells.
This should close around 60p today.
Then hopefully news over the weekend. Gap up Monday.

We know the drug works and we know in principle it should work for Covid19. I smell a takeover coming.

I think we will see a takeover bid land.
America will want to own this company and BJ will allow it to happen. Will be over £1.5 per share IMO.

We will here quickly regarding the trials at Southampton.
The Government is desperate for good news stories and to calm public concerns.

Positive news will see this share will explode.

Ok chaps nice try !

MidCap Funding is still in place. Gareth is looking at alternative funding options.

Now Gareth has a third option to apply for the very sexy Gov loan scheme offering six months interest free then extremely attractive terms.

The combination of Gareth (finance) and Johnathan (finance) is rocket fuel.

Either take a position of take a hike !

Anyone genuinely invested in TRX will welcome with open arms the appointment of Johnathan Glenn.

He recently coordinated the takeover of Consort Medical for over £500m, making all shareholders a very tidy profit.

As interim Chairman at TRX he could well be using those skills again !!!

This is a fantastic appointment by the board.
Simply fantastic!

I think some people are underestimating the significance of the last few days. When the Southampton trial results are leaked, which they will be, this companies values will skyrocket. This is the best opportunity on AIM as things stand. DYOR folks

ORPH is the most exciting share on AIM at the moment.
For all the reasons discussed in today’s excellent posts.
Woodford have opened up a number of exciting opportunities, this is most definitely a gift below 6p.
I plan to add more Monday.

Iglu I agree. We will see a large amount of scaremongering going on both in media and closer to home !
Most people have an agenda these days and will paint a picture which delivers most benefit to the individual rather than mass.

I think allot of retail investors have sold out of TRX and are watching closely. Any rise and they get a little twitch on as they know this share could double within hours.

It’s enjoyable seeing it from all angles and opinions, but each post is agenda driven, including my own. As a genuine investor I want the company to do well and to see the share price recover at pace !

Hello Bee
The spread is being kept very wide at the moment and if you look at how the MM’s have positioned themselves on the offer, it is very aggressive.
It is probably nothing my friend, but when I see a wall in front of me, it’s normally there for a reason... being a Bee you can just fly straight over and top up some more !

News from Gareth is very much needed to create more of a buzz around the share, it could then be a hive of activity as the mass swarm to buy IMO cheap stock.

Uglu
Look at the live spread in L2 and the positioning of MM’s.
they are trying to discourage buying. Anyone with access to L2 will see what I am talking about.
I can’t post anymore data as LSE doesn’t allow live price posting on the main chat.

I believe with a little more volume the MM wall can be knocked down and we can position the share above 1p in preparation for funding news.

GLA.

As we know TRX is building an international regenerative business with a product portfolio using proprietary dCell and BioRinse tech. They acquired CellRight for $30m in 2017.

Last year they acquired a second facility in San Antonio Texas USA. This was secured on a 10 year lease with option to buy.

Extra staff have also been employed to enable two shift manufacturing. The benefits from the double shift pattern should kick in this quarter.

A significant appointment was also made last year in America. Danny Lee became US President of Ops. Danny came from Scaffold Biologics and has a wealth of knowledge in this market. His focus and drive will see improvements to production yields and efficiencies.

One other significant step taken by TRX was to outsource DermaPure last year. This will again Increase availability for this high demand product.

The building bricks have taken a while to procure, however it now would seem the foundation for recovery have been laid and the actual hard rebuild can commence.

At under 1p per share, I added more this morning.

For me the true value of Prem sits in Zulu. What GR does with the rest of the portfolio adds no value to me !
Circum will mature at some stage soon. The Potash market has been a challenging beast these last few years, so for Prem to achieve maximum ROI the delay has probably been worth it.

Bring on the EPO news please !

Today’s MCAp is sitting around £9.7m.
Global shares dropped today, but compared to TRX it was a small adjustment. TRX has seen the heart pulled from it over the last 6 months. With the share price dropping from 7p to 0.825p in under a year. Is the fall justified?

Some will be surprised to hear me say Yes. With Woodford issues, missed growth forecasts and unanswered questions around finance, no wonder we have seen the drop.

Looking forward now will the company recover and if so to what level ?

Well I have declare an interest here, as a large shareholder. Now the reason I am buying under 1p is because I see the “True potential value” sitting around 10p. Why ?

1. The adjustments in II’s is behind us. We have seen 3 major II’s sell out over the last 6 months.
2. I believe Gareth is very close to announcing a finance package. This will allow the company to invest and build additional capacity.
3. Revised growth targets are easily achievable with the benefit of shift 2 at warehouse 1 and the incremental capacity through additional clean rooms and freezer capacity at warehouse 2.
4. There a couple of NPD projects about to launch and clinical studies about to end. All look extremely positive.
5. Demand for the existing portfolio is huge and TRX will benefit in the change of donor laws in Europe this year.
6. IP, TRX has some extremely valuable IP around dCell technology. I would expect this to be licensed out soon. Discussions have been ongoing for a number of years.

So anyone looking at Tissue Regenix might rightly question the challenging few years. However for me the difficult decisions have already taken place and Tissue Regenix is entering recovery mode. Let’s also not forget they paid $30m for CellRight!

At 0.85p per share, I would be happy to Accumulate at this level and indeed I am !

The future is bright... not my words... ask Gareth !!

GBM-V is based in Germany. It experienced double digit growth last year. The business is now profit generating.
GBM-V is negotiating the regulatory pathway for the launch of CardioPure into Europe. It is also the regions first “multi-Tissue” bank.

This site along with dCell and CellRight brands makes Tissue Regenix a very attractive acquisition target. Let’s not forget the IP attached to dCell which means it is ambient stable, a huge benefit when compared to alternative solutions.

News is coming, stay tuned !!

Following a catch up with management, this week could be the most exciting so far for Premier Africa. DYOR !

I strongly believe we will receive an update on a revised Finance package within the next 10 working days.

It is highly likely MIdCap will be replaced by a new deal which will see improved terms for Tissue Regenix.

This is will be excellent news for long suffering shareholders and will allow the business to expedite the implementation of new clean rooms and freezers at the seconded facility in Texas.

For me the question is when not if.

Tissue Regenix partner Arthrex is a multi billion dollar privately owned business. It has a global sales force and is the perfect distribution vehicle for TRX portfolio.
Gareth has also mentioned that they have been discussing licensing deals for the Asian Peninsula. These deals can take years to complete, however once signed can yield significant profits without the headache of manufacturing.

I liked the way Gareth signed off the last interview. “The future is bright”. I believe this company and the tomorrow technology it holds IP for will recover quickly once the financing with the new lender is signed. I personally believe funding will originate out of America.

One final note. Transvaginal mesh is a global issue for J&J with women suffering around the world. TRX has the answer to fix this issue. It has been tested and is a viable solution. I would like to see TRX work closely with J&J and agree a solution to help these poor women around the world.

Enjoy your Sunday folks.

Interesting news from Woodford this weekend.
It looks like he might be creating a new fund and is interested in buying up some of his old stocks. He recognises the value potential, given the significant discount shares are currently trading at.

Will this impact funding. No.
Gareth has being working on a new funding deal outside of MidCap. We can expect news very soon.

Also hearing OrthoPure XT regulatory sign off is very close.