Member Info for Silverblade

There you go Bunsen! Hoping there’s not bad news coming tomorrow morning…..SB

I wouldn’t go that far yet paddy - but they have committed to $8m in sales this year and need to deliver or any remaining interest will evaporate. SB

You would think so bunsen - but if there is limited interest in the shares which yield 10% then where next? Price seems range bound between 70 and 80p. Maybe that's it without any corporate activity. SB

Needs to be seen for what is really is vig - a return of capital to Harwood - albeit a small one. But a return nevertheless. No regard for PI's whatsoever. SB

Another AIM company taking the michael. No regard for shareholders whatsoever but we knew that earlier this year with the fund raise shambles. SB

Number of the beast, just about right for this never ending disaster!! SB

Useful bit of context theoldman. Its a perfect storm in the infra sector - the gilt issue has caused huge shareholder damage across the industry. It remains to be seen whether there is any chance for recovery - and with a budget in 3 weeks there could be further hurt to come. On the positive - if you were investing at these levels there is a healthy return available - although issue I have is the lack of an inflation linked dividend - whilst the assets themselves have a degree of inflation linkage. GCP are due to report in coming days - and it will be very interesting to see if any further asset sales have taken place in relation to NAV pricing. SB

December dividend hasn't been announced yet bunsen. Pretty sure we will get an investor report this week with NAV and divi timetable. SB

Looks like MMs buyback pricing spooked retail investors which then tripped a whole bunch of automatic trades. Usual story of how ekf continues to destroy shareholder value despite itself. Nuts. SB

Lets hope so bunsen. Price creeping up to reflect upcoming dividend. Update next week. Will be interesting to see if there has been any further hit to NAV - depends of asset sales I guess. Should be very close to debt free now. SB

I was just watching, waiting, hoping unhooked!! What I don't like here (share price aside) is the fact that of the £3m allocated to the 2025 buyback programme - c.30% of that (£1m) goes into the pocket of Harwood to keep their % shareholding below the offer level. All a bit convenient for our largest shareholder. I'm still holding RENX, VERICI and TIG amongst others - with the latter the latest to cause some real concern on current trading outlook. ATB SB

Par for the course at efk. The only positive was the the share price took a leap after the last buyback completed in spring this year - so perhaps similar will happen when programme finishes. I see they have committed another £1m - so £3m in total. Add another £1m and they could have introduced the 1p dividend which would have added to institutional interest in the shares imo. Still nothing from the fermentation white elephant. SB

Did you manage to track down your research Marty? Would be interested to see what you uncovered. SB

What’s your research throwing up Marty? SB

Not sure where you get the idea there is stuff going on behind the scenes / it’s all pretty visible. The price won’t move until they show they can increase test sales and start moving to profitability. It’s been a horrible investment for long term holders but there are reasons to be optimistic. SB

At this point, given decent cash position, recent partnership announcements and investor positioning - the management team will be fully focused on delivering revenue targets for 2026/2027. IF and when that growth occurs, then its possible they would consider approaches. But too much money has been sunk into the current business to allow any acquiring entity to make a low ball move; it is clear there is significant institutional interest in being part of the journey here - and I suspect/hope their faith will be rewarded in the coming years not months. Will be interesting to see if company provides a Q1 2026 sales update as part of the FY 2025 release next month - we are 1/3 of the way into a target $8.4m revenue year. SB

I was wondering at what point ekf would go back into market for more of its shares - looks like 28p was in the ball park. Last time they completed programme in a couple of weeks - hoovered up 4.6m shares at 21.5p. Lets see if they pick more up at current price. That aside - its a bit tedious here. For all the positive sentiment in life sciences, ekf just seems to plod along generating decent cash, good ebitda numbers and the occasional new contract update - although given prior years mismanagement that's no bad thing. Still frustrating for investors. Really need to demonstrate actual growth. SB

In the meantime price likely to drift back to placing - hopefully no worse - but with a cash call coming its anyone's guess where it will end up. Next 6/9 months pivotal for both VRCI and RENX - investors have backed both to date - but they need to show revenue growth - sounds simple but we know the difficulties they have encountered. Sentiment can change pretty quickly when there is clear evidence market adoption is starting. SB

Two quarters of zero growth isn’t exactly inspiring stuff. Looks likely further fund raising will be required in Q1 2026. If $3.2m tutivia target is to be reached - and Sara reiterated that is on track - company will need to see a decent growth in Q4 test sales - probably in the range of 450/500 depending on average revenue per test. If they can get there - that will be a significant achievement and bodes well for 2026. Still a big IF imo - but perhaps commercial progress is being made. SB

The truth is neither of EKF's kidney test spin off's are performing donmac. Both have commercial potential. Whether the current management teams can deliver shareholder value remains to be seen. SB