Member Info for TopCatz

Yeah, You get it with anything attached to TW 's shorts. They really go some. As you say the only way to get rid is get those results/forward looking statement/funding scenario (if required etc).

Hopefully soon !

Why would Peel Hunt issue a note immediately prior to Results -are we sure that isnt fake news?
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Yeah, Wouldn't surprise me Mr BB. As I mentioned earlier, I've heard about it but not seen it yet. It would follow the narrative to 'fake' a lower SP target or it was a genuine mistake and it's something old (not sure if there ever has been coverage with that target in the past)

Thanks Red. I'm yet to see this posted anywhere mind but I'm sure if it exists, it will be forthcoming

Thanks for posting Handybrowone :) Not on par with the USA but nevertheless the trend is up, which can only be a good thing.

I can't believe how stupid the deramping is on the other BB.

Placings at 10p etc etc. Whether we are in line for a debt facility or a placing it would have been wrapped up by now. Does anyone honestly think they go begging a week before signing off their end of year accounts.

Does anyone know if the peel hunt target at 150p was commissioned by STX or is this independent. Would be good to know

Regards to all. Uplift imminent imo

Morning Sea. I wouldn't disagree with you regarding dis-investing out of BELL. Not before £2+ at any rate so agree.

As mentioned by someone else, just as much chance of selling down in chunks, as and when required. Pretty sure they will sell some though, over the next few months just to keep the TEK bank fully operational :)

Morning all

Looking good regarding the LUCYD IPO. I would suggest that any special divi scenario would introduce a new fledgling to the business otherwise it's a wind down in effect.

I reckon that they have done exceptionally well with the spread of technical and ethical businesses that they took under their wing but hope that the next one will take less time to progress. I reckon this is the one major 'take home' that management should have learned on this journey.

It's a minor criticism but early investors (of which I'm lucky enough not to have been one) will know all about.

Fingers Crossed. They really should be able to calculate a ball park % conversion, ie from c-rappy oral treatment to Accrufer, and equate that against time and coverage by now. It's the forward looking statement we're all after

Have a good day mate

I tend to agree with that Red. Whether it's needed or not, and whether it's a raise or a loan facility, the uncertainty isn't doing the SP any favours.

My opinion is positive in that I think that there is a revenue trajectory and they are waiting to demonstrate this to the market and any would-be backers. Then 2nd part of the equation is whether they want to/need to accelerate growth or whether the drug itself will do this. They appear to have plenty of payer coverage but who knows how fast this knowledge spreads amongst the medical community. It started from zero presence so a lot to ask.

The picture is still unclear but as mentioned yesterday, this story is very soon, to unfold for us.

Regards

Good old Simon !

A boost before major news flow isn't going to do us any harm :)

Yeah hard to gauge Sam. Like you say maybe this is too small for anyone to really care that much, at least at this stage. Also not sure whether this service actually highlights cost, ie assisted against full on payer coverage. Although both are important during this building/market awareness phase, I think we need to see that the product is actually being paid for, at least by a percentage of these prescriptions to really see if this is on track. We know that the assisted prescriptions will be phased out eventually and I imagine on a sliding scale.

Doubt we'll have to wait too much longer to at least get a good idea

Afternoon Red.

I quite like the solitude haha. I re-watched the February interview again and think STX is unloved, an undervalued. This is underpinned by it's awful management history and doubts over funding to get through the rest of the year. However, they haven't raised or borrowed yet.

Added to that it really does sound like the product is on track so it's very much wait and see from where we are now. This market cap is going to look ridiculous if we get some sort of indication that the revenue stream is indeed picking up, as suggested.

Not much we can do other than wait for now.

Enjoy the peace :)

I agree Sea.

Very strong interest here, especially when you take into account the how the market is performing as a whole. So much in the pipeline. Financials, Lucyd float, the possibility that TEK management may mix it up a bit with BELL stake or part (my opinion) possible in May. I think in the market conditions we find ourselves in, it's important to have good news flow to focus on, otherwise punters lose interest.

We are in the midst of a technological revolution after all, so makes sense that world beaters will emerge from this sector. It all moves very fast though so got to back the right horses.

TEK essentially uses their expertise to do that for us

Amazing. Not sure how big perrone robotics are but if they are actively selling their software already then this is bona fide kerchinggg for Guident, and us :). Will have to investigate later but looks good on the surface

Afternoon Sea

Quite so. I've taken my eye off the ball here a bit, as we seem to be in a bit of a holding phase, but happy to trust everything is moving nicely behind the scenes. We've seen evidence of that over the last few weeks.

The posted the end of year results on the 30th April last year so the question is whether they will update on the portfolio companies before or after that. Either way we're on the cusp of a news flurry. I'm lazily lounging on the side lines, but no doubt we'll have plenty to talk about in the non-too distant.

Have a good day one and all. The weather s on the UP :)

Never doubt this company. They continue to deliver. We had a rough time when the war kicked off but we continue to advance.

Good luck all. Bit tied up today but I expect it to be a good one :)

Morning Sea. Interesting that they're tweeting that. New business inbound funded by a slice of Bell or lucyd on float? The timing is right:)

Anyone know when the results are out here. Not that they are of any consequence in the slightest but we're after any forward looking statement.

SP a bit weak today but it's the closing price that will count.

Regards

Yes feels. With economies of scale there ll be good margins I reckon