Member Info for TruroTrader

Hi Stas20. I think the question was a little pre- loaded. After all he could hardly answer "No" - imagine the consequences if he did! He had to say " Yes". What was his alternative? I can't think of one. How would you have answered if in his position? Bare in mind he had no time to give it any real thought.

Bruno B "Are the Management and Directors thinking about Yourgene shares at those low levels", reply from Lyn; "yes, erm seems like a good investment I would say"

share4. You are confused about posters and also confused about the difference between a prediction that had variables and the difference with a factual statement. Few of your recent posts concern the company but appear to massage your own ego by denigrating various posters. I'm still waiting for a response about your comment that the company didn't have reoccurring revenue and you said that repeat business was as impressive as your local newsagent. Your post Wed 16.55. I said that newsagents thrive on that and in fact the company seemed to think it was a good thing. Why did you bring up reoccurring revenue or were you confused again.

Any way why don't you try to be relevant re PYC stop being a pain about other posters and, as a bonus, you might be less confused.!

You have indeed done a strange thing. You have trawled through some 1500/1600 posts and have possibly deliberately quoted me out of context. You have demonstrated that the difference a prediction and a fact are lost on you. My post was a comment on a newspaper article in response to a poster who flagged it up. I gave a prediction NOT factual information. You should be able to realise the difference. My prediction was partly correct and partly incorrect. Such is the nature of predictions. This is the full post.

" Yes baserite, it certainly seems that things are abuilding. The last year or so has seen steady progress in a very constructive way on a number of fronts. Looking forward to a year end trading update July/August and the full accounts in due course. They should both be very pleasing.

Kidlington - Thanks for the links. Cracking example of the way PYC is progressing."

if memory serves the article focused on the positives and the progress the company was making in spite of Covid-19. The numbers were not in fact good due to Covid-19 but the operational highlights were in fact quite pleasing.

It is more than misleading information. You have no idea of the extent of my knowledge and you do not what my knowledge is. You Made a false statement.

Wyeowye. I'm not to certain to what comments you refer to. Please let me know what questions have I failed to answer. Please let me know what post (s) you are referring to.

To break into profit we need to expand on the polished tiles and stones. This is starting to gain a little traction with the November Joint Venture RNS and coupled with the new contract and a new supply agreement with no minimum take-up. However we will need more firm contracts. In addition we need block sales of which there is a stony silence. (Sorry!)

The new NED is no lightweight and you would think he has more nous than to join a sinking ship. With the new factory machinery to come on stream we have more capacity and can process more factory orders. It's all up in the air at the moment.

share4. I am concerned about your posts containing made up assumptions that are factually untrue and border on fantasy. In your 11.58 today you stated and I quote " You're supposed to know this from top to bottom, the way the product is sold, the potential size of the market, the margins and projected revenue. If you don't know that, why are you here?"

You have no idea of my knowledge, or, lack of it. To publicly post falsehoods about people you know little about shows a lack of consideration and respect.

You're guess is as good as mine. But as PYC owns the Trademark it sure as hell is something and product is as good a name as any I reckon. Feel free to suggest an alternative!

Interesting appointment. Obviously no Quarry/Stone experience so possibly more to do with the compensation negotiations which perhaps are reaching an interesting point? He may well have the authority to allow the company to directly negotiate?

Your 16.47. PYC has a Trademark called 'Virtual Tumor' This is the product.

Your 16.55. Your local newsagent would, as mine would, go out of business without repeats.

Your 16.58. As for xmas parties they're not quite that much - have a word with Boris.

I'm not to certain about the relevance of your posts?

If they get a record half it will be growth. That's all that's required if things are being run efficiently and the product is saleable. The company is in fact currently growing .

Hi share4, Whatever we contribute to value to VAL is exactly the point, if we didn't we wouldn't be contracted there. The fact that we've already got a contracted 2nd half revenue of approaching half a Mill means that it will be easy to have a record 2nd half. They keep getting repeat business so seem to be getting something right?

This has to be a good story to tell at the Capital Markets day. In the last three years we trebled our revenue and this year we will double it. In the last four years or so we've gone from one product to what? a hundred? We've more than doubled our territories and are now making good progress in the States. There was a bit of a storm in a tea-cup on here about Clarigene and the regulations but that's been resolved. Can't quite see too many downsides at the moment. There have been comments on here re headcount and costs but what we've achieved over the last two years re Covid testing facilities in both lab facilities ( which are apparently versatile and able to do other tests) and our product has been quite remarkable. I just hope us plebs get to see a video of it or at least the slides.

No mention of any video - anybody know if this is likely?

Indeed Yes!! MY thoughts are that we will have a record year in any case with double revenue and hopefully a significant expansion in the states. North America is key for me - if we can get a foothold in the largest healthcare market in the world then future growth is pretty much built in. We have built up the headcount and other costs but a lot of our products are at good margins so I'm not to bothered with that. an SP of 12p gives us a MC of £100 mill. I'm pretty sure that with good year end figures and a positive start to the following year we will comfortably beat that - I wonder what the prediction will be for next xmas!!!

One of the companies strengths for me is that once it acquires a new client contract it nearly always brings repeat business with further contracts. If this characteristic continues, and I can't see why it won't, the future id assured. Which in my book could make it a forever contender.

I do appreciate the reluctance to gamble. But the current prognosis is about as good as it gets in the last year or so. There's a slew of small steps taken recently that could could start to convert into a stride or two when added together.

This could well be the bottom of both the SP and the MK of £5 Mill. Obviously I think the runes are good and I think with a bit of luck (block orders please!) and a following wind we will make it.

Yes Secularist, Kirkham said in a previous presentation that the technical demands of operating the reactors reinforced the Wide Moat or Barrier to Entry. This was in relation to a concern re aging Patents. So training issues, staff recruitment and retention are also factors in looking ahead when considering expansion. So far this has been well handled but it is an important consideration.

However also important is the fact that we operate at a high margin. I've got a feeling that once we are profitable and can demonstrate that we are a forward looking well run company then indeed borrowing will be reasonably straight forward. This will help the MC to appreciate above and beyond the bottom line numbers and the increasing diversity of customers will only enhance this.

This year to September could be a record year and to year September '23 could be transformational. I've seen false dawns before such as 'lets get the airbus contract started and all will be well' but this seems different. airbus new production is in fact on an incremental path upwards and the MRO market is still to come. Leonardo does seem to be about to order. Steam turbine blades are achieving production orders. O&G is increasing and maybe not just for a few months. Other testing includes other major aerospace customers including gas turbines and also electric cars. We've never had so much diversity.

I first bought in 2006 and have felt like this was a race between profitability for HDD and the cemetery for me! I've got a feeling at long last that I might just win this one!

There were more buys than sells yesterday - I topped by £500 but no real money spent. I think there may be a realisation that (a) We're still trading and interest in the processed stone is ongoing and (b) we're still in with a shout at compo and (c)
at sub 1.5p a share we're a decent bet.

Hi Richie, thank you for an excellent post and good projections. I've posted before that I regard HDD as a 'slow burner'. It's not just the fact that we spent a dozen years or so with airbus and some eight or so with Leonardo but more to do with expansion. Each reactor takes a year and costs a Mill to arrive. The larger one possibly more. So with the new premises in Bicester and the US both able to accept say 6/7 reactors between them then it could be quite a while to reach full production capacity and a fair few quid to boot.

We will then need to find new premises in both countries to further expand and then fund all the equipment. We are going to need a lot of funding. Obviously not going to be a major problem because of the uniqueness of the product but will take time to build up to a long term expansion program. Or perhaps a takeover with a deep pocket company?