Member Info for skid35

Does not mention.

A little write up in the market section in the times today. Strangely does. It mention it was at a premium to the current price.

Last time (2017) the excess for me was paid at 27% due to over subscription, I am not sure whether the 27% was an average across the piece of for me based on my request.
I can't see a big allocation here as I would assume it depends on others not taking their basic allocation.

I'm on AJ Bell.
First mail yesterday with no action required, second one today where I make the allocation request with a 23rd date for action.

Even though I am a shareholder with a now substantial holding after the recent rise, I really did scoff at what I saw as wild share price projections when the price was c £2, which wasn't actually that long ago.
Anyway, teach me to be more open minded.

Lor, just doing the same, a basic Google search doesn't provide any answers?

Wow, someone prepared to pay for a piece of the action. Wonder whether they have been buying in the open market as well, and their overall intention here?

Mav, like yourself in the red for a hell of a long time. Lovely just sitting back, relaxed, watching the trading range move up.
Not sure this will go up to the levels others have postulated on this board, but happy to hold through the next few trading updates.

Looking back I just think he is looking to buy back in at a lower level, but without a great deal of subtlety. I don't think he knows the board too well if he thinks he's going to shake the tree here - especially as you say after where we have been.

This can be a traders share but with a wide spread it can take a few days of ups and downs, good luck to him - I have done this in the past on other shares. Happy with the general ups and downs, as I've said before I think there are a few of us here who accumulate over a period of time.

It will be a pity in one way when ENET hits the leader board, gets write ups in IC, questor, tempus, Midas etc as the board will get dampers and loons coming on. Enjoy while you can, hopefully.

L2,
I sincerely hope so, a great opportunity.
Arnub really is in last saloon territory for me, the issue is I think this one will take 12-24 months before we see the p&l impact rather than the shorter terms rns on contract wins where they still have to deliver.

Really interesting that Acacia are mentioned as the partner to Woodford in his new fund this weekend.
Why would any institution put any money behind Woodford with his record in biotech, about the only winner he had was ARIX which they sold off cheaply. Much simpler to put your into arix at the ridiculos discount and record of achievement.
Hope arix are not involved in any way whatsoever.

To be frank it's like Philip Schofield interviewing a chic lit author on the latest summer reading list, hardly forensic.
Where is the question "you wasted 100% of the last capital raise through appalling commercial mismanagement, what has changed for shareholders to have some level of comfort this will be any different?

Thanks belfry.
The base argument presented contained nothing around the potential of the company to increase revenue streams, profit and cash which I want to understand more about.
The sole focus is around assets vs share cap. Assets need to work for the company, having stock of over a year is worrying. P lease remember asset values are based around the company being a going concern, rather than value elsewhere. As an example the value of a building really has changed in the last year.

Thanks surprised, I not have a subscription to IC but tend to do a quick flick through on the weekly Sainsbury's visit.
Kromek certainly use IC as a channel to the market and appear to give information to ST which they do not give to shareholders in either rnss or reports, as a shareholder I feel this is inappropriate and disrespectful.
Without understanding the assumptions around aroc I cannot understand how anyone is making the revenue / order book comparatives ?

Gunner - absolutely agree.
But
- They have a portfolio of products many of which are fully developed with the ability to manage cash across the portfolio, the amortization of r&d costs should give a "cash" margin which is far greater than the "p&l" margin on developed products.
- the real issue here is management credibility, coming back to the market a month or so after stating 100% they wouldn't, the change in circumstances doesn't wash, it just they have no forecasting control.
- The request for cash should have stated their assumptions on the aroc contract. They appear to be far too optimistic on this contract, even before the provision was eventually made through to present day.
- The other problem might be they are engineers, always wanting to keep everything inhouse, soaking up working capital and cash.

Agree, perfect for a takeover. Seemingly good products with an incredible market opportunity, an inadequate and unqualified management team, and priced at a level before the opportunity is realised.
I will take up the subs offer and sell those shares, and sit on my holding.
Arnub needs to recognise his limitations and move to a technical role, simply has not got what it takes as a CEO even with the company at its current size let alone what it could become.

I know most on this board have filtered our friend as he has them which now includes elrico, so he is not getting the benefit of his knowledge as he is closer to the company than all posters.
I have not as I want to see he musings when the results come out, also a great reminder just how intelligent the average red setter is

Not in external communication, internal yes.
All.standard tech contracts have a stAndard non disclosure.

Just seems like a really inexperienced investor who thinks he can move the market, ridiculous.