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For those new to the game... From June 22
https://www.plexusplc.com/ceo-video-interview-plexus-expects-a-significant-resurgence/
This one has sat at the back of my drawer falling from what I thought was a sound buy in at c8p, topped up again earlier this week at 1.78p. Lots of rumours on a buy out offer. RNS must be incoming either way to confirm or dispell. Business value is well North of current rating, looks like interest and trade volumes are on the increase (finally)...
The timing and wording of the latest RNS seems a little odd. The relative strength of Nano’s case given the earlier PTAB judgements and background would suggest they hold a strong negotiating position, yet the latest update betrays that. Lest we forget the near / mid term cash runway was confirmed as solid through to 2025 in the Trading Update RNS of August 22, so there doesn’t appear to be any pressing need on Nano’s part to settle early, other than a natural desire to get it done and move on. Mintz would potentially accrue greater return from further legal work and a larger settlement (their piece of the pie denoted as being a multiple of whatever costs they accrue from the case) so seemingly not in their interests either? LT Shareholders already baked in and committed for the long haul, well I for one was happy to sit tight for however long it took to get fair value.
Based on the above, I can only conclude there is something brewing that would require significant additional near term investment to realise and that potentially would adjust the cash runway previously advised. New Contracts, New Product Development etc could all be in play here.
There was nothing from BT in any previous communication that suggested a speedy outcome would be accepted in favour of one that delivered the best possible outcome. So I’ve drawn the conclusion there must be something that needs additional funding soon to shift the position. GLA.
This is fantastic news. Just managed to get a small top up at 56.83. Seems great value even at the lowest end estimates for a settlement outcome. GLA LTH's, not forgetting the likes of Lobo, Feeks, BeContrarian etc who have been an excellent source of knowledge / insight that fed into my initial decision to invest here at a punchy 9.91p a share..!
If any further evidence were needed regarding the current state of play within the UK... 2023 will be a busy year for MANO.
https://www.thisismoney.co.uk/money/markets/article-11537601/Insolvencies-England-Wales-21-higher-year.html
Further update and increase on compulsory liquidations...
https://www.thisismoney.co.uk/money/markets/article-11431963/Barclays-steps-fight-Covid-loan-fraudsters.html
Incoming business update...
https://www.thisismoney.co.uk/money/markets/article-11396237/Barclays-bank-settles-specialist-team-tackle-Covid-loan-fraudsters.html
I emailed Simon (Editor) last week and Nanoco have been featured this morning.
https://www.thisismoney.co.uk/money/investing/article-10840765/STOCKS-WATCH-Nanoco-winning-Samsung-battle.html
Managed to top up at 32p and 40p, main original holding was 9.8p in a dip after reading up on this lot, plus another small top up at 17p I think it was last year in another dip. LTH's on this board know their stuff, I doubt many will be pushing their shares back on the market until after it is a done deal in the Courts and full value is realised. Have read a few articles this morning tryiny to assess what a potential settlement could look like, the numbers and options being touted vary wildly, but all are beyond significant. GLA
Excellent news! All we need now is our old pal Lobo to give us some additional insight on the finer detail and how this will likely play from here. I see he hasn't posted since Dec 21, hope he is OK and PTAB decision is the trigger for a return to this board.
8.16.. Clearly not without risk, but anything like half decent news on claims and results has to value the business a way North of current value imo. GLA
Good to see plenty of cash rolling in, hopefully NANO will be sharing in this success post PTAB and rulings.
https://www.reuters.com/technology/samsung-electronics-q4-profit-jumps-server-chip-demand-foundry-margins-2022-01-06/
I've just topped up again too. IMO lumber demand is only going one way with a mid / long term view. At this price point with the Company ethics, sustainability, business plan and information available, it looks a pretty solid investment.
Really good RNS & TU. New credit and collections up, all with 98% customer satisfaction. Leading into ExD Day we should be testing £1+ before the usual adjustment and pull back after ExD. I've adjusted my target position to £1.30 for now. GLA
I'm targeting £1.10, the current pull back is to be expected (and as predicted by a few on here) but the outlook appears to remain very bright IMO so it is more a when rather than an if I believe.
Yep, I was hoping MCL would break 80 by the end of last week in the original post, and it finished a tad short, but only just.
It's been something of a slow burner, but steadily ticking upward until today. Something has clicked somewhere, very solid volumes in play. Possibly a bit of profit taking for some near term, but then a push on to £1+. I remain in for the ride. GLA