Member Info for TroytoTiber

I've just got back from a couple of weeks away and I'm sure the spread was 40 -45 when I left. Now 37 - 39. Hoping the market maker not taking this lower on negative hcv news expectations.

Apologies for the previous message and its numerous bizarre autocorrects. Well deciphered if you managed to understand it! I'm pretty sure that there are other mobile diagnostics manufacturers for other disease areas, and not hcv or tb yet. It's really the us dod area I was wandering about. Either way though the opportunity is so big and the market cap so small that any product approval and launch will move the share strongly upwards even if there are others in the market. It would be nice to get first mover advantage though. I got a bounced email when I tried to contact the company for comment on some questions I had. I guess it's just about waiting now. Thanks both.

Are genedrive likelying to be the only provider the US dod are looking at now do we know? There must have benefited a beauto parade so has that happened already and GDR are the front runderstand?

Still lots of stock around though ctw sadly. But good to see a few buys. US dod funding will be contingent on specific milestones so costs incurred as they go. Not unrestricted funding to help company cash flow. Have no idea what sort of revenues could come out of hazardous substances testing either. Cant be a huge market! Giving this until the middle of Sept for CE approval. If not by then then I smell a rat!

Shady, I think that's right. A distribution deal would likely involve a company like becton manufacturing the units and the assays for have and hopefully tb in time. They would then stuff those products through their global distribution channels and pay gdr a royalty. So lower revenues for us but hugely derisked business and very high margins. Market cap is puny so if this happens then as I've said before I think we get many multiples on the shares price

RNS talks about updating on CE approval and commercialisation plans, so I'm still hopeful that there is a good degree of confidence from management on Hep c getting to market. Either 20,000 of stock was crossed at the same price this morning post this update or that's 2 separate buys! We know the trades at the 40.9 level are buys as thats what i get quoted to buy stock on my stockbroker platform. Sells are around the 40.2p level. Still holding out for good news!

Beckton dickinson were the global distributor in the frame with the early (premature ) talks on TBA tests so I would hazard a guess that they would still be in the frame now. With hep c success and some progress on TBA I think becton would buy them

The July 5th date for this years results is brought forward by 20 days from last years July 25th date. Could be that they are keen to bring good news to the market!

Due in a week. July 5th. Hopefully grounds for optimism and a big jump up in sales gas volumes. I bought a few more here today as the shares will move when the strongly upward sales gas trajectory returns. Looking for an update on haldia gas pipeline construction progress and what implications are for pricing. But recent legislative changes are positive for pricing astructure they try to incentivise more gas development.

If delays on initial expectations are usual for CE certification. I suspect they are, but to me the data submission at the headline level seemed pretty convincing so had hoped for a straight forward approval. Maybe details reveal a more complicated picture. If this comes through though the hep c opportunity is worth over £100m to gdr on a 25% market share grab. Market will discount this quite quickly as detailsoon of routes and costs to market are communicated. I'm pretty sure though that a big global distributor will drive the market penetration and a royalty model will ensue. Only question then is what multiple to put on a high gross margin royalty revenue stream with good follow on product pipeline? Any answer to that question is multiples of this share price in my view. So happy to wait for now but there comes a point where the delay has to indicate higher probability of a problem with approval.

Yep agreed. I bought around 3k at 40.98 in May so the others since will be purchases also. Still hoping for this approval by the end of the month but running it a bit fine now!

the most volatile stock in the market at the moment? I know its AIM but a clarification from the management would be good at this point

first half of 2017 stated in the report & accounts for a decision on Hep C.

we already have a solution that is cost effective and easy to apply at the manufacture stage. There really is no need for there to be a plastics problem in our land and marine environments! and with dozens of suppliers globally its readily available. No need for more money on working out if caterpillar can solve the problem, we just need some political will to make the oxo biodegradable solution mandatory. share price seems perky again with 16.40 paid for 100,000

eye- are there really hundreds of suppliers of oxo-biodegradable additives for plastics? Also, i think in that interview Laurier said the Saudi news did not necessarily mean revenues for SYM. Obviously they are going to have to share the market opportunity with other suppliers, but does anyone know what a tonne of d3w additive sells for?

yep. looks like another block of stock found a new home. big reshuffle of the shareholder register going on at the moment

reflects confidence in the trend of trading hopefully. looks like a new large shareholder on the register as well.

as the fall in the price of Great Eastern Energy, another CBM producer but located in India. Sorry to jump on this board and moan about another company and its share price performance, but have just started to look at GDG and couldn't help noticing similar frustrations with shareholders here. I think these AIM listed emerging market resource plays need a long time horizon and lots of patience. However, as long as the key production and sales metrics continue to tick up, you'll be rewarded eventually. For those with the appetite to have a look at another CBM play, check out Great Eastern. I'd be interested to hear the views of seasoned CBM investors.

Looks like LGIM have now ditched the old Aerion holding. One other larger holder is out as well. However, these trades were crossed at 27p so it looks like 4 large sells. I think this paves the way for a re-rate now. All the management team need to do is keep reporting growth in gas production (which they have been and should continue to do as when the well is fracced and dewatered it tends to produce gas) and sell it. they have mous for much more gas than they can produce so this doesn't seem to be an issue either. Hopefully the next few months will be fruitful.

hard to sell stock here and easy to buy in size so suspect that there is a large institutional seller keeping the share price down. Looking at the shareholder register Aerion Fund Management owns over 1m shares and they were recently taken over by LGIM. I wonder if LGIM have decided that these shares are to be sold. Probably needs, therefore, good news on sales gas and production to bring some new buyers in to soak up the overhang in stock. When that's done, theses shares have a good chance in rerating strongly in my opinion. Important to do your own research though! Next trading update in July so could be as early as then.