Member Info for Sisyphus

I'm in - outlook seems much stronger and seasoned CEO back at the tiller should steer calm seas to improved performance in short order. Mid April t/u should show big hiver in outlook and confidence imo.

Also worth reminding ourselves that the Company today has an MCap of £18.59m and an escalating turnover PLUS..

The initial consideration for the sale of the Energy Management Division was £29.1 million with a further additional contingent consideration payable depending on the performance of the Division. The Directors expect this additional consideration to be £8-10 million based on the Energy Management Division delivering on its business plan at the time of its sale.

That's due before Feb 2026 and could be equal to half current MCap if all goes to plan. Great opportunity and value here with good Management options in place to escalate progress.

Took my shares @9% profit and ploughed into EAAS. Whopping upside with LUCE on BoD as 10% holder.

Solid progress, seasoned and proactive management with Luceco holding 10% and has seat on BoD. Lots more to come here with management options priced to reflect performance. The opportunities and market are vast. Can easily see this multibagging this year. Locked and loaded.

Plus a sound forecast for the year ahead. Board have all upped their holdings recently pre-close period so bodes well. Locked and loaded @143p early doors.

It's the current unrest in Turkey and possible effect on VLX Murat Ticaret that is holding price back

Locked and loaded......boots full.

Tucked a few away myself today....silly not to.

Recent small contracts are the foot in the door NHS ones. Should ramp up from here. Solid CFO and board representation by 10% shareholder Luceco bode well for solid metrics going forward. Luceco is prime supplier to eEnergy so it has vested interest in driving progress.

Next Wednesdays trading update should put meat on the bones.

It's also of huge importance when you consider companies that engage two or more of those prime movers like the ongoing alliance of nVidia and Oxford nano and data management.

https://blogs.oracle.com/cloud-infrastructure/post/oci-delivers-clinical-sequence-analysis

It was an observation on successful fund manager thinking and rationale not a drilldown into individual stocks obviously.

Breaking through 114.6 today on increased volume bodes well for tomorrow and beyond as the sector swings north. Few players, huge barrier to entry and Oxford Nano at the forefront. With nVidia collaboration on data processing and BioMerieux sitting on +7% bought at 2.39 this looks a hot stock to hold. Interesting that Cathie Wood who has a huge following in the USA as a fund manager this week stated. Cathie Wood’s straightforward strategy

Her investment philosophy is pretty simple. Ark ETFs usually purchase emerging-company stocks in the high-tech categories of artificial intelligence, blockchain, DNA sequencing, energy storage, and robotics. Wood maintains that companies in those categories will change the world.

Illumina has risen by 16% over the past month and sector sentiment is intrinsically linked. We should get a decent uptick here soon as the current low MCap does not reflect outlook. Oxford nano has mirrored Illumina and is now due catch-up especially given that a t/u is due next Weds.

It's only a matter of time and nanotechnology is vital defence to combat the next pandemic.

Scientists warn global warming and deforestation are also making it increasingly likely that a viral or bacterial agent will "jump" from animals to humans and cause another pandemic.

"We're creating a situation that is rife for outbreaks," says Dr Nathalie MacDermott, clinical lecturer in infectious diseases at King's College London. "I know that COVID was very hard for people and we want to believe we can just go back to normal and I understand that entirely.

The next pandemic is around the corner - it might be two years, it could be 20 years, it could be longer - but we can't afford to let our guards down. We need to stay vigilant, prepared and ready to make sacrifices again."

Dr MacDermott explains that by cutting down trees in the Amazon and parts of Africa, animals and insects are moving closer to people's homes.

And with rising temperatures, outbreaks of mosquito and tick-borne viruses such as dengue, chikungunya, and Crimean Congo haemorrhagic fever (CCHF) are happening in parts of Europe rarely seen before. As temperatures increase around the world, even the UK will become an area where it's possible for those types of mosquitoes to live," she says.

We now have three joint corporate brokers, a warning from the CEO about the vulnerability of trailblazing UK companies like Oxford Nano, the possibility of listing in the USA and October expiry of the takeover protection shares built into the 2021 IPO.

This combination seems increasingly like the CEO is highlighting immediate concern over the low MCap here. He will certainly be aware of any predatory interest at this point and with BioMerieux sitting on 7% it could get interesting in the next 3 months. I agree that the appointment of Berenberg certainly points to a US listing. Time will tell, but after a period of bouncing around lows, an uplift could be swift.

FOMO will replace complacency here as October horizon approaches and sentiment shifts positively imo.

He can't change UK investor appetite at present but he knows the IP and he knows the level of possible approaches given the proximity of the expiry of takeover protection. He has frequently cited the immediate vulnerability of Oxford Nano when that Occurs in October. He probably sees a US listing as a way of mitigating that event by quickly bumping up the shareprice to dissuade circling predators. That's my take on it having researched ONT and taken a position here. The databank is growing exponentially and the involvement of nVidia and AI capability adds spice to the mix when data is king.

Expiry of the B & C shares which protect against any takeover for 3 years from the IPO should add excitement as October approaches. July 24th t/u should start the move imo.

Rerate finally gearing up as t/u approaches and B and C shares lose their IPO remit takeover protection in October.

Shaping up for an interesting quarter.