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Agree mover. that makes sense. let's hope ashley sees it that way also.

Thanks james, for the clarification. all down to the sales figures and forward projections imo. should have some detail by the end of the month.

OhhAhh, agree it is highly indicative of MA;s direction of travel. hope it continues as we really need a counterbalance to mouldings influence.

James, i am puzzled by the suggestion that lombard won't relinquish, but might take an exit. perhaps you could kindly clarify what you have in mind.

Small but significant?

Halon's results due on 30th april, with capital markets day the next day.

I was very relieved to see Ashley has taken part in the refinancing and indeed increased his position. i think the whatever his intention, his increased presence adds a dynamic which would otherwise have been sorely missed. for what it is worth, think his intentions are probably not sympathetic to moulding (i certainly hope so), but presumably this will become clearer over the next few months.despite the financial engineering behind the raise, im not sure moulding's position is quite as strong as it might first appear. with balderton etc not participating, his external support seems to be diminishing. we shall see.

Yes, interesting.

Interestingly, eroxon which has been at No2 in the amazon.com sexual wellness bestsellers category, has moved back to no 1. i hope this is an indication of reasonably stable sales, which will be key for the next stage.

Cont. i'm also conscious that we have not heard anything from kobayashi regarding progress in japan.it has been what 9 months now, so perhaps some news soon. of course, japan looks very small beer here.as to europe etc,ive lost track of the detail over the years, but the manufacturing difficulties and poor take up lie at the heart of the problem. also, a large number of competitor delay sprays doesn't help.it seems the fact of eu approval has failed to swing the needle in regent's favour. regent clearly lacks the financial clout etc to push recordati into any serious action and unfortunately i can't see that changing. so i think it is very much down to china i'm afraid. just for completeness, our very own deep is speaking at the master investor event.so it is action of some sort, but these events seem little more that opportunities for 2nd and 3rd rate wannabes to self promote and suck in gullible and naive punters (like myself!). of course ,i could be wrong and DLI are gradually moving towards world domination in the ageing clocks market, but i'm not holding my breath.(i did note the reference to first chinese customer in the results though)

Morning bothwell. i suppose what i'm thinking is that china is still certainly a possibility, indeed imo a likelihood. i think wanbang will get approval and probably in very much the timescale indicated.i say this based on the fact that they have autonomy over the process,so we are not reliant on the competence and vigour of regent to achieve this objective.obviously something could go wrong, but despite concerns expressed by some as to the acceptability of the data, i can only assume that wanbang see things differently, else why are they bothering.

as to the us, if it were not for the long history of failed objectives and lack of adherence to timescales, one might see some grounds for optimism based on the statements in the results regarding proposals from cros etc. however ,based on the lack of a suitable partner to date and the failure to agree a protocol with the FDA (im assuming that is the case) i think it would be prudent to continue to regard the us as dead in the water until something happens to demonstrate to the contrary.

I dont think they can be waiting for anything from haleon.they have a trading update on the 30th April (with a capital markets day on the 1st may. h1 results in july. i agree that haleon's trading update will be interesting and relevant, but fum have to report first. i agree that infomation re mexico etc will be important as giving an indication of how sales are going generally, but not sure how much detail we will be given.

Good to see the buybacks resuming.in the long run they have to be positive for s/p performance.

Last year notice of results was on the 25th march.pure speculation of course, but could fum be putting this year's date back to be able to accommodate up to date news re eroxon intense and wsd4000 developments? probably not, but just a thought.

Bit of good news on Ncc group.they have completed the sale of crypto and will be debt free, or virtually so, by end of month. news was expected, but good to have it confirmed.

God news today.expected of course, but good to have it confirmed.pleased to read about net debt position.

Not a lot to say really.revenue from europe down, revenue from DLI down. usa jam tomorrow. financed for another year by galloway(@12%,but we are over mellon's barrel so no choice). just hoping wangbang can get the china approval through by end of year.

Afternoon bignose.yes results tomorrow. can't imagine there will be any be any reasons for optimism therein. negligible eu sales i expect. nothing from DLI. but at least they won't be able to trot out the old trope of licensing for us by end of2024! (unless of course they have lost track of what year it is).we shall see.

Thanks for that OhhAhh. entirely agree with your thoughts re the convertible loan.just hoping decent trading figures will propel the s/p upwards so that the prospective dilution from conversion is bearable. yes will be interestingvto see tr1s in due course.

Thanks for posting about the napster resale. no idea about tokens, but as at 24th jan no official tokens had been issuedhttps://www.aicoin.com/en/news-flash/2173402

it certainly seems as though the original deal has not been adhered to.my recollection is that if tokens were not issued by a certain date shareholders got an additional payment which was, i think, likely to be more substantial than the very small sums we have been getting in dribs and drabs over the last couple of years(or not getting in some cases). problem is that i doubt anyone is going to be prepared to spend any significant sums in trying to put together the full picture, bearing in mind that even if the original deal has not been properly honoured, the difficulty of small pi s being able to mount any enforcement proceedings(and the uncertainty which would be involved) is likely to condemn us to resmaining in the dark. sorry to hear PG that you are not getting payments through. very disappointing that your brokers won't help.