Member Info for StuoftheToon

Is that Link out then?

It's like waiting by the baggage conveyor. You just know your suitcase is going to be last off!!

I agree Forest24 but I think investors have a timeframe and a sequence of events in their head and that the Design Freeze will be the one that will spark all the other information and RNS releases. I don't think anybody is underestimating the importance of verification and validation.

From memory Pokerchips it was very basic stuff. Name, email, address and your broker details. I remember completing it in a rush as the timeframe was very tight for the TRX placing. Whilst trying to register for the XSG placing the PrimaryBid kept me in a loop, repeatedly asking the same question and not allowing me to move on to the second stage. I am guessing their site was being bombarded by new applicants and basically couldn't cope.

Agreed taken4aride. I did manage it for the TRX placement (more by luck than judgement) but couldn't set up an account for XSG shares at the time. Since TRX I have, as you rightly pointed out, been notified of other offers via PrimaryBid. Just found a link on ii to contact them with a share transfer update, based on current progress the new shares will be in my account by 26.06.20. I hope to have them a lot sooner than that! Anybody else in ii tried the email update - would be interested in their response.

Bit of a sore point for many of us burtos. An after hours placing that relied on you (a) knowing about it, (2) being able to sign up with PrimaryBid, (3) having the disposable income to purchase during the offer period (4.5 hours!!!). (4) getting the shares you applied for. A bit of a painful experience if truth be told. Might be worth opening an account with PrimaryBid as another of my shares did the same (XSG) and I was too late as I had problems setting up the account.

ii and still nothing. Planning to hold so not an issue.

Interesting!!!!

Sorry but that is appalling that ODX were omitted from the presentation - It's like sending your football team out for the match without your striker.

PrimaryBid issued this statement on notification of my allocation
"You will receive your shares on or shortly after admission date, in line with the transfer timetable of your share account provider".
I am with ii and not in my account yet.

I think the placement took the wind out of our sails chester. I have been, and still am, enthused by the company, but remain disappointed by how the placement was done. If the share price drops significantly it may give an opportunity for high average holders to reduce, assuming they have retained trust and confidence in TRX. I think the share issue will be passed at the GM, as the alternatives, at this stage, would threaten our investment. I will average down further if I can buy below my current average of 0.45. I hope all holders good luck as this could be a testing week.

A fantastic presentation and all investors here should watch it. I can't pretend to understand everything but grasped the main concepts. The science involved is awesome and I bet the target audience had a lot to talk about. Some top class people starting to make some noise.

I am guessing most company results with have a Covid 19 caveat akin to ours. A very positive report.

Just what I wanted to hear - doing the right things at the right time in the right order!!

...well, if things don't work out here JJ, you never know!

Killing time until the placement shares hit the market, I asked myself the question, 'how many opportunist investors/traders managed to get hold of the recent placement shares?'. Given that the time-frame, from announcement to close was ridiculously short, the necessity to register with PrimaryBid, having funds available, the timing of the announcement (market closed) all suggest to me that very few 'random' people got these shares. I found out about the placement late in the evening from reading on this board, as the RNS did not show up on the LSE site. I suspect a lot of existing holders/investors, with funds available, felt obliged to buy, possibly to average down. If the ii's were given the heads up then they could have snaffled a few. Some will hit the market and turn a quick profit but I am not convinced the shareprice will tank, I think a lot of these shares are in the hands of serious investors. How serious and what their exit price is, who knows. Yes there will be a dip, but not as draconian as some may think. This coming from an investor who had convinced himself that there would't be a placing so confine this rambling to the bin. Staying put here and good luck all.

Bit of a dilemma Mushyd and the same one I was in several months ago. For my part I invested in MWG and then as soon as funds became available also invested in Integumen. I knew more about MWG, bit of a chequered history but saw good things there. The Gerard Brandon link with Integumen prompted research in to that company and a solid investment followed. The financials are a very good starting point but I also look at leadership. If the person at the helm can communicate with shareholders, has a vision and can deliver on that vision, can build effective teams and take them with him/her on the journey then that is a huge tick in my investment strategy. It is not all about good sound bites but in this age communication and the ability to explain and map out a strategy is very important. You can't go wrong with either company but when funds allow get both!! Good luck with whatever you choose and stay safe.

Gerard alluded to the fact that people are starting to wake up to Covid 19 and the implications beyond vaccines etc. #SKIN and #MWG have a huge part to play in the world recovery. 'World recovery' - sounds very grand doesn't it, but that is where we are at! I have posted before about businesses, Local Authorities, organisations having to risk assess how they manage their infrastructure, be that air handling units, grey water systems, waste water, air con' , swimming pools, spas, I could go on. We have a huge part to play and Gerard knows it.

Great interview - well worth watching.

Where there is ambiguity in an RNS I am amazed at the differing interpretations of timescale. Several references to a few weeks for design freeze. The RNS states;
"We expect to reach design freeze in June, which will allow us to move onto scale up, verification and validation activities, prior to the test being made available for manufacture". No mention of weeks, or days, just June!! ...and the current month is???!!! Sorry, just being pedantic.