Member Info for Troutisout1

Different uses of POLB001 needs different trials, Oncology is a new string to the bow and is therefore still early days...

"chat again in few months time .."

If only, looks like we aren't going to get any peace from this quarter, so to the bin for 168...

Closed period? These are generally before the publishing of results or when the BoD have material information that is not in the public domain (so they are unable to trade whilst being inside). Our CEO bought shares the other week so there was no closed period at that point.

As I said on the other site, where are the 8m, can only see 5.5m buys?

According to the Company, there is a cash runway until at least October next year, this has been upgraded and restated in various RNS/Investor Presentations as their revenues and margins have increased above forecasts.

If the current growth continues at this pace, then the question is more likely,

Will there be a next placing?

In the meantime as the cash runway stretches further and further away, Investors worried by your one liners will have missed out on a bargain, turnaround situation. There were very specific reasons for the drop in revenues here and these have changed to the positive, but the Company has cut costs and mitigated a lot of the risks with diversification and the extra time has allowed their new platforms more development and as these get more traction with partners the potential for a huge rise in revenues and margin continues...

The correlation here is you are trading it and talk it down when you are looking to buy in cheaper, fortunately on LSE we can all see your posting history and can confirm this...

Keep on posting Ssccss, we can see it working as the price drops, why don't you try and bring others into the conversation, that might destabilise a few more nervous holders...

At each AGM most companies have resolutions to authorise them to issue more shares if necessary. This was passed at the recent AGM.

As in your example, they are new shares and they will have had a small dilutionary effect on everyone's holdings.

However as a shareholder, I welcome the Non Execs taking shares instead of a portion of their wages and also note our Chairman bought more earlier in the Summer and now holds over 3%.

ShangrLa,

I was once in the same position but from far loftier valuations, my views changed after Brendagate and if you can remember back when i got them to change an RNS which was misleading due to the way they removed the compensation payments and then added them back in again to massage the Cobre figures. I got out at that point 0.6p at a substantial loss. I have followed the situation and always liked the Redmoor potential, Leigh Creek is a head scratcher, if it was half as good as they implied then we should easily have picked up a JV or investment. However as Cu is becoming harder to source and demand is booming, there is a real potential of a surprise here. I started adding nearly a year ago and will sit and wait to see what happens, the new BoD will give the malaise a kick up the R's but I would hope to see something with LC soon and don't mind what it is, as it's in the pot for nothing ATM.

Bitcoin, when you were ramping this, you would laud the fact the Manners family were invested, now CM is Chairman and the BoD shuffled you are now calling it a lifestyle company. You were on the wrong side of it on the way down and now it looks like you are going to be on the wrong side of it on the way back up....

Regarding POLB, I did take some off the table in the low teens and again at 11.5p, mainly because like you Ii was very heavily invested in both companies and wanted to branch out, I also fancied trying to second guess a target for HVO (especially as Biotech/CROs are tipped to do well after a lean period). Not sure it will be, but I have invested in a small Northern Ireland based CRO that has gone through a bad patch in 2022-2023, the SP has dropped and they had two raises at low levels, it has turned itself around and I view it as I did HVO at 8p two years ago , trying to find the turnaround and investing at those lowly levels is the way you make the money, but it takes a lot of research and intestinal fortitude to invest in these companies when the current holders have all turned negative and everything seems forlorn.

The CRO market is so diverse, it is hard to find comparative valuations.

HVO is ticking over nicely, POLB struggling to hold value as news flow is .barren, it has to be one to have some skin in the game as there could be big rewards if something comes off.

Trout.

Thin Ice,

Quite clearly HVO has been trading in a range for quite a while now, since the SP went up through 25p it has touched the low 30p's a couple of times but has been more consistent between 26p-29p, the higher part of the range is where IIs have been buying and the lower is where the MMs are trying to in more stock. Everyone wanted more II investors but the result of that when they are having to buy in the market is a stale SP, the MMs won't want to take it up for any length of time as the Insti orders are around the 28p-29p level, likewise when they have filled big orders the flow of sellers dies out....Unless they drop the price a little. That is where I see this at the moment.

Or they're working a large sell order...

Big sell from earlier reported at 8.18am, 625k of shares sold, got swallowed up by the buyers at that time and allowed MMs some margin in the spreads, should be in the price now and as can be seen MMs aren't being generous with the spread.

Premium being paid to buy 50k, the quoted spread is so wrong at the moment, it is likely to pop with only a little more buying (if they let you)

Just assessing those figures against the Broker note from Shard, the Note stated FY 2025 forecasts as,

Revenue £1.99m, Gross Profit of £330k with a Gross margin of 17%.

From today's update we have for the first half,

Revenue of £1.2m, Gross Profit of £348k as Gross margin is 29%.

So it would seem quite an upgrade is due!

The fact that not only are the H1 figures higher than the whole of last trading year, the GP is well up and likely to go higher this half as extra revenues go to the bottom line.

"Actually, I take that back. Someone has offload another 8k at 0.08p."

Apart from the fact it was a buy, as were the four trades before it....

Ssccss, You wouldn't post so much if you felt it didn't affect the SP!

You know full well that you only need to get two or three people to sell to lower the price, you are trying to manipulate the market. Yeah we hear you, when you say everyone is trying to do it, but yours is a little more unpalatable as you use other posters for your manipulation.

There are, but none post as often and negatively as you. But now we can see what the motives are for this people can decide whether to take your posts for what they are, an attempt to drive the price down