Member Info for T9NYW

Has been a long time coming, but great to see recent gains sustain and a breakout beyond 50p. LTH's have earned this...

That is a proper shakedown to fill orders today. Most likely c350k buys vs c£150k sold yet dragged the SP near 6% down. Someone is hoovering them up at relative bargain prices...

I saw that too. This looks like accumulation disguised as a cross trade to me. We have other recent evidence of this.

Another c£100k 's worth today... I don't understand why these are all coming through as unknown trades, there is a clear spread at the time each transaction takes place and they would be booked as purchase or sale.

I reckon that is around £400k worth of unknown trades going through after hours in the last 2-3weeks, including a chunky 100k today. More action than usual, but despite the positive metrics, SP seems to be on its usual slow drift. So much to enthuse potential investors here, but never quite takes off…

Anyone with thoughts on which option offers the best value / quickest route to some cash recovery here...?

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)...

Welcome back Lobo, great to hear from you.

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

Circa £332k Buy @ 39p per share. Someone with deep pockets across the value currently available.

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

Lance stocking up at 17+ change, if we can break 20 there may be a steady and sustained rise on the cards