Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
@JAdam well that's an interpretation, but as a long-term holder I recognise that he has built the value in my multi-bagged holding. If one was going to object to the CLN, the time to do it was when they were issued.
And the sales are to stay below 30% of the company. We are not daft!
I do wonder if when chat is down and it becomes more difficult to find all the bits of evidence people post here people lose their nerve. Who owns this site? Are they also MMs? I don't like to resort to conspiracy theories, but one needs to be suspicious of free online services... we are the product, obviously.
obviously we'd all like to have sold at the top a few days ago, but long-term holders are still awash in profit. For those who bought at the top, hopefully you are somewhat reassured that many of us were not tempted to sell in the low 20s as we believe (with quantitive justification) that this stock is worth considerably more than the SP and market cap indicated at that stage.
DYOR obvs!
agree. My holding is pretty big by my standards, but I just added a few more at 16.09p.
If this was a tree shake I feel I am getting revenge for being shaken out of Tristel at my 80p stop loss. Still gutted about that years later!
someone posted that people in the UK are unfamiliar with the reputation / status / achievements of the Mayo Clinic. Have a look at its website "The trusted leader in healthcare worldwide", "Mayo clinic is the number 1 hospital overall". These are not empty claims. The Mayo clinic is where the people with really deep pockets go for their healthcare. This is why I said the RNS this morning was "perfect".
I am not selling until the SP re-rates to be commensurate with the recent news. In 2017 I calculated an easily justifiable market cap of £150M based on successful roll-out of Stonechecker alone. I am looking for multiples of that now before parting with my shares.
yes I wondered about that. I think it definitely implies an order of magnitude about what you say for the initial installation. If $20,000 is 4% of the initial installation then that implies the cost of the initial installation is $0.5M. The wording does indicate this as a likely intended meaning I think...
Thought it would be easier to start a new thread for this "add your own and re-post" exercise:
so SupperSaints66 and trytryandagain are both roughly .4% each as declared in LSN thread
coincidentally I am also holding roughly 0.4% (617.6k shares to be exact)
I found it rather difficult to concentrate on anything else on thursday!
giving 1.2% so far. Add your total if you wish and re-post, thanks
there is a lot of good news which is not fully priced in, even given the recent rise in SP. Back in 2017 I calculated a plausible market cap of £150M based on successful execution of the Stonechecker (kidney stone imaging) rollout alone:
"The cost of a single lithotripsy treatment is around £750 in India or the
Philipines. If we adopt this as an average global cost, assume a potential population with
access to treatment of 3 billion people, and assume that StoneChecker is licensed for use on
a single patient by StoneChecker Software Ltd for 0.1% of the cost of a single lithotripsy
treatment, this indicates an annual revenue stream of £18M. Software companies have
relatively fixed costs, so the overwhelming majority of this revenue should become net
income. If we assume a price-earnings ratio of 10, this implies a market cap around £150M
once StoneChecker is widely adopted."
Liver and brain applications, and the gad-free imaging which have been the subject of more recent RNSs and FDA approval are a delightful bonus.
I think IQAI is a pretty solid investment, despite being (currently) a very small market cap company. DYOR obvs!
GLAH
this one isn't 6 years old though
https://www.cortechslabs.com/company/covid-19/
"According to recent clinical findings, COVID-19 patients under the age of 50 are often presenting with large vessel strokes. ... LesionQuant performs ... the following brain regions quantification: whole brain, thalamus, cortical gray matter, and cerebral white matter. "
personally I am very relaxed - bought my shares years ago at prices I don't expect we'll see again.