Member Info for TopCatz

Would like to see sales broken down month by month.
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That would be an excellent pointer. I think if we were looking at the beginning of an exponential curve with regard to sales growth they'd STX management will be falling over themselves to make sure this is highlighted and it will be accompanied by growth forecasts.

I imagine it will be a very detailed reports and it sounds, even at this early stage that it's all going to plan :)

Forgot to add. I think a target price of £1 by end of H1 2022 (Remember there's a report coming out and must be more news on their Korea agreement too) is more than realistic

Good luck all LTHs and those onboarding :)

I posted this a few weeks ago, but for any newcomers it might be worth a cursory glance.

This is the Accrufer website aimed at prescribers. Looks straightforward and the site looks professional. Not difficult to build a good website but I think it clearly highlights that they know what they are doing and how to do it.

If anyone has good knowledge on how the US medical system works (mostly through insurance as far as I know) then please comment.

https://www.accruferhcp.com/access-resources

Regards

Thanks for info BF.

It was only a small trade as a tester (luckily) Might close out on a bounce (assuming we get one) and wait. You can rage but no point fighting against the 'machine' :0

Hi RoyGa - That's how I read it, as in reduced profit due to supply chain issues.

Whatever, looks like I timed my buy wrong and we may see a Flaky 99p before the rebound, but this sell off has to be an overreaction. The yearly RSI is about 12.5.

NoFear. Who is WACE when he is at home ? Those shorts have to close so looks like they'll be a lot of volatility on the cards. If I had a short open I'd have closed it at 115p so an odd target

Yes. Agreed DJ. We mustn't forget how highly regarded Harald is within the industry (although I expect we all do whilst paying higher attention to the forerunners) Glad to see the valuation was made by an independent body/entity. It's quite clearly in a class of It's own

Good place to buy in here. The dirty washing is out so results shouldn't surprise to the downside. Still a profitable business and there will be better days ahead.

Short term target. £1.65

Thanks DJ.

I'll definitely take a look at that. It's the hardest of the 4 to fully understand but I think it's generally accepted that with the TEK 100% ownership it has the 'potential' to outshine the rest of the portfolio.

Regards

Looks like a breakout on the cards too assuming a decent finish to the day.

That should be enough to get this going with speculative buying all the way up to the release of figures.

I did predict 50p year end which appeared way out over the last couple of weeks......but you never know :)

Morning DJ. Thanks for posting.

I always find it striking that TEK Capital attribute a Book Value of $22 million to Guident and the market somewhere in the region of $0. It's worth about 10p on the Market Cap on BV alone.

What exactly is going on behind the scenes to warrant this Book Value. Must be something. They've been pretty conservative with Salarius and LUCYD with regards to Book Value so we know that there must be something to warrant it.

I'm sure it will become clearer at some point. Hopefully sooner, rather than later

Morning Red Yes these prices are going to look dirt cheap when those figures are released . Looks like all is on track

I sold out at 86p. Just over 10 pips down on my initial purchase. There is something not quite right about this price action. As you say Bear Insti's are dumping. If CEY didn't have such a decent cash pile I'd be calling placing but unlikely....I think.

This has got 70p written all over it, but even then I'd be weary unless News explains what's been going on here.

GLA. Nerves of steal required.

Morning all

So a Salarius update last week, and a Lucyd update this week

Wonder who we'll hear about next week :)

Anything could come at anytime for anyone of course but if you had to guess you know what I'm thinking.

Hope it's a good one.

Morning WG.

Yes - Figures will give us what we need. I think the market is pricing in a low valuation. I guess without sales figures or 'black and white' how can they do anything else.

The only clue we have are NAVs and crowdfund valuations so the market will need to see this for the SP to adjust accordingly.

A Good valuation for LUCYD is not priced in here so it's key info waiting to drop.

https://twitter.com/tekcapital

Packaging certainly looks better and a very conventional choice of flavour.

Majors feedback? Forget all your fancy flavour. Proof of concept with 'salt' as the flavour. If that works then so does your salt.

They probably should have done this at outset but I'm comforted that their appears to be guidance in the background.

Stage 1 of 3 really Puma

Stage 1. Likely to happen. Yes
Stage 2. How much? ....Big SP Driver. Crowd fund valued at $20 million. Crowdfund always pitched low as per Salarius (Risk/Reward ratio must be right)#
Stage 3. Where does it go after floating. Hopefully they'll lock in any capital raise as Belluscura did. That will have a marked effect on where the Lucyd Sp goes during it's first year.

So lot's to look forward to but I'd suggest stage 2 is where major gains could be seen. All imho of course and not too long to wait

Yes makes a mockery of our Market Cap Sea but you know how it work. Will catch up whenever it's ready haha

They submitted a draft proposal on 4th November probably under Cliffs advice. I reckon they were going for initial feedback on a feasibility basis and they got what they wanted so I reckon we can be pretty positive. They are doing it the right way.
Sea. The average IPO is in the region of $50 million. Anything more would be a massive bonus imo and would result in a proportionate rise.

Hello Sea

The share price is depressed, as you say yourself, but I think it's external factors weighing it down a bit. I expect, again, due to macro factors that ii's are being a little cautious and churning for a small profit if they can. Once they let the elastic go it should rise rapidly in my opinion. The closer we get to the LUCYD ipo, should provide upward pressure and of course any other additional news progress etc will also give it the push it needs.

Buy territory here for sure.

GLA

Yeah, I could be wrong Arsenal (I decided not to shorten your name for some reason :))

When I made the post we were on the move North but didn't finish too good. Not impossible to think one of the institutions are flipping a quick buck for 5%. I accept that.

Still pretty thin volume overall so let's hope for a pick up next week.

Good weekend all