Member Info for TopCatz

Always nice to see a quick rise. Something juicy on the ways I hope :)

Good time to build that stake on the quiet :)

I agree. This could see 40p later in the year, even against current market conditions.

Next year however, with a fair wind and good progress we'll get that £1 we've been talking about. IMHO of course

Pretty slick. I reckon they'll sell well. Shame they had pull rhe ipo but others too, citing unstable markets. If Lucyd continue to escalate they could Ipo for more

Good kick to the SP today. Loving the way Salarius and Guident are shaping up. Hopefully more news inbound soon

Great RNS. I can see Salarius getting an IPO no problem at all. Even competitors might like a slice when the time comes.

Very good. Bought a few more today off the back off that RNS. Nice price for how well TEK is progressing

It was live stream Digger so doubt you will find a recording. It was literally the presentation docs. and a couple of squares up when CEO, CFO etc where talking during the Q&A session.

My key takeaway is 2nd quarter has ramped up prescription wise. There's a lag so no figures quite yet. An update in August at the latest which should include this and that they will avoid dilution if possible, through continuing discussions (partnerships and royalty selling-on etc)

They were saying all the right things. They just have to deliver now. (easier said than done of course)

The company revealed that prior to agreeing in principle to the shareholder loan it had explored the possibility of raising US$30mln in equity by means of a non-dilutive debt facility from a financial institution but the idea was abandoned because of challenging market conditions.
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It s probably worthwhile knowing that at least they tried a non-dilutive form of funding. I think they remain comited to this through their comments last night. Whether they can pull it off remains to be seen

Apart from the finance all sounds great. Hopefully a bit more traction in sales and they'll be in a better position to work something out. A partnership or complete buy out would do us all a favour.

Also, nearly forgot and this is important. At full payer coverage the $250 covers 30 days supply. I say this because it may have communicated on this bb as a quarterly supply in the past. It's $3000 a year

Also sounds like they've been doing a bit of hiring and firing. He effectively said that most of the sales drive has been done by 20 reps. You'd hope they'd have learned a few lessons here going forward.

They're also focusing on women's health as mentioned previously. 1/3 of their calls generating half their business so they've obviously pinpointed this area as being more cost effective.

There was probably enough in there to give this a bit of a bounce tomorrow imho

Listened in to this. They'll publish the whole lot on the IR site on their website no doubt but he did say, they don't know the numbers but are pleased with what they are seeing in the 2nd quarter.

Some stuff about how hard it is to raise cash in the current market and the delay was whilst they were finalising. Also that they remain in a number of discussions and are exploring options. Royalty selling and partnership investment was also mentioned which as PIs is probably what we want to see.

Overall reasonably positive and they all appear pretty bullish (but then they always are aren't they)

Aside from any stand alone updates there's likely to be an update on first half of the year in August so we'll get a better look of the acceleration of prescriptions and hopefully another forward looking statement.

Could be worse. They all sounded keen and positive, but they would wouldn't they !

Morning all

Great RNS from Bell. Very important to TEK that BELL progesses as it's doing. It undermines the whole TEK business model and also fundamental to value.

Hard times with regard to the market but AIM stocks generally recover quickly when they upturn comes. Hopefully sooner rather than later

I think the key info tonight will be whether the $20million plug required is to keep growth trajectory as it is or to ramp it up as per Greg's statement end of Feb. You d want to hear it's required for option 2

Thanks Dave. Not that good looking at the SP action. Greg better have something positive to say this evening I can tell you otherwise he'll leave covered in tomatoes

I agree Spindok. They've bought some time. Looks like one of the 4 main sharholders (Dave?) have bailed them out but they ve really got to ramp this up now. Better value for shareholders if they sell or partner. They've more or less put themselves up for sale with that RNS imho

No clues at all. We're all hanging on for an update on sales trajectory and the cash position. The Analyst meeting and Q&A session suggests they know they're going to get all these questions. Hopefully they've got the right answers and a lot of it will be covered in the initial RNS. We will see.

Results out tomorrow (all known) and analyst meeting at 4.30pm. Hopefully we'll get the forward looking statement in the Results RNS.

Thanks for the info Dave. Hard to see them letting it go under or too cheap. Let's see what there next move will be