Member Info for TopCatz

Nice one Sea. Scheduled to engage in several meetings with potential partners and customers. Sounds interesting as has their submission for a solution to the Jacksonville transportation authority tender on the 21st. Fingers crossed that'll come in. What a great starter for 10 that would be

Just got a chance to listen to the presentation in it's entirety. Reassuring I think. Greg definitely knows what's he's doing, but we knew that and they hired him because he's got the T-Shirt.
Sounds like they've overcome a few teething problems in the first months but are really gearing up now so I'd expect them to make good progress.
Cash position. Hard to call. The burn should be less as the revenues come in, but they may wish to drive harder,l which I assume will ramp up spend. The China milestone payment which would be handy looks like it may come in ahead of schedule as they are already enrolling for phase 3. Can't see that taking 9 months if it were to kick off, in say April, but please someone, correct me if I'm wrong.

Sounds like the products is being well received by physicians so I'm happy to hold this for now, as it's dirt cheap, and I think the pay off will be many multiples of where we are today.

GLA

I agree. We don't want it sold into. Best to stack it up (I know that's not strictly legal but can probably be stretched a bit) until the wind changes direction.
A stock market rally and a great RNS would see this reclaim everything it's lost and more.
At least we know the respective business's are still progressing behind this awful backdrop

GLA

Morning London. I missed it too but they may upload it on to their site.

I got the impression from the other board that all is on course. Different interpretations, as always so best to listen to it ourselves if we get the chance.
Differing opinions about whether funds will be required, but I'm really getting the impression, if it were to go that way it would be through a loan.
Short synopsis. It's going well, sticking to guidance for 2022 etc. If they ramp up sales force then they can really smash it, but I'm guessing that would come at a cost.
Personally I'd be behind that if it was via a lone and not a placing.

Regards

Didn't know about 4D but good to hear. STX currently have no debt or bonds at all so I really can't see any issues if they need to borrow a few quid.

This is incredibly cheap. If I get an inkling that sales are taking off I'll be adding more but I've got enough exposure on what we know to date.

alert and monitoring closely

he thinks that should the company need more cash then it's more likely that the company will raise debt than do a placing at this price
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Hi Sajy. Thanks for posting. That's what we want to hear and agreed that a raise at these prices would be giving away too much of the company. They've got £12 million so a small debt raise would be the way to go if they need to bridge/shore up cash flow etc.

Just need to demonstrate increasing revenues and that will be easy enough to do.

So it's all about the revenues over the coming months. I'm optimistic that they'll do it.

True. According to the revised report the 252p price target is heavily discounted to compensate for the risk of execution, so if it really did get widely adopted we're talking more than 252p. Rome was built in a day as they say though, so clearly not going to happen over night.

Any sniff of revenues gaining traction and we're away. I'm sure there will be clues at this presentation so it should be interesting even without hardcore material facts.

We shall see :)

That's a nice looking RG Shock absorber Sea - 70% more regeneration than anything else out there and 5-12 miles extension on a charge. Worth having.

EU wanting to expedite dependency on oil and gas from Russia to exclude them so good timing for Guident now. Just need them to push on and for the SP to adjust accordingly. It's in the doldrums so needs a bit of regeneration in it's own right !

Morning BB

I said I'd hope it tracks BELL and we get strength later in the day. Not saying that will happen but the day's not done yet.

Currently the market is pricing in BELL and half pricing in LUCYD imo. News on the IPO would be good. We had the same sp performance with BELL. Initially up and then weakening as it took so long to sort out. Responded well on News though.

Other than that I agree. A strong RNS from Guident or Salarius would be very useful.

Outside the progress of the portfolio companies as as above. Take your pick as to weak performance. There's enough ammo out there.

If you're uncomfortable with your investment then time to sell. If you see it as a buying opportunity, as per WG lock in value and buy

What will you be doing ?

Unless of course well all get nuked, then nothing really matters
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Morning WG. Agreed ! - It's very much a distraction tactic as much as anything else be nothing wrong with your rationale there

Could do anything. TEK, theoretically should be well cushioned from fall out but the wider macros do affect everything.

I think the market is ready, but constantly looking for excuses to go 'risk off' like Friday. It will seize on what it can be needs the scrap.

Zelensky and delagation meeting Putin and co on the Belarus border. Can't see how anything much can come out of that but any scrap or a distant dim light would be good.

Volatility set to continue. Is all TEK can do is carry on as they are.

Fingers Crossed

Morning folks.

Bell up 10p today. We should really track that so I'm guessing the dip is just selling on light volume. Hopefully the SP will strengthen later.

Good tweet from Salarius.

Fundamentals remain strong so the recovery will be fast when it happens.

Until then lots of volatility with selling pressures and relief rallies

GLA

I am not sure TopCatz, it seems that we could be entering the urban warfare phase which could be even more shocking, displaying russian brutality and cruelty to its fullest.
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I'd really hope that doesn't happen. I doubt they are doing anything other than following orders and as far as the Russian population goes, there's no appetite for this. Hard to figure what Putin thinks he's going to gain out of all this. Good chance it will backfire if they think they are going to set up a puppet government in the Ukraine. The people clearly don't want them there. I can only see them harming their economy and depleting resources.

As far as stocks going I'm working on the assumption that anyone who wants out is out. Yesterday was 'shock' and what I mean by that is the whole world expected the Russians to enter the disputed territory not go for the whole lot.

We will see. Hopefully a peaceful conclusion, but whatever happens the disruption and displacement already created is awful.

Thanks TP - Good luck to you mate

Always keep dry powder as they say. I have it tatooed on my forehead

I feel a little selfish thinking about my investment whilst others are fearful for their life tbh
All the best have a good weekend

Agreed. Let's hope from minimal losses at the very least over there

Big tech bounce on the Nasdaq last night. Tech futures a bit down today but hopefully we'll get the tail wind from last night.

I'm hoping the 'shock' of yesterday is done now.

GLA

Great Start

No one left to sell now, after capitulation. Just one way traffic. Got my average down to just over 25p now. Thanks sellers.

Short term target 55p

Think we're done with shock now. Anyone who doesn't want to be in is already out so should consolidate and move up towards some of those tasty targets now.

GLA

If any of those 25p shorts are still running they'll have to close at some point - That'll help

Just one RNS on a deal with an up front payment, will really stoke this up...a good trading update in a couple of months or so with full payer revenue and it will rocket imo.

SB or CFD (DMA) Cam? - DMA should at least provide access ?