Member Info for twix386

No contract rns for 18 months shouldn't have the quota filled by padding out. Aimho

Wonder why we needed 2 rns just 3 days apart to advise the same thing? First telling us of results date and presentation. Then a follow-up with presentation date. Surely incorporate the news and presentation date in one rns when just 3 days separates them!

Money to burn.

Half year results for 6 months ending 30/9 will be issued on 2/12.

We've had trading update rns announcing Revenues for the six months to 30 September 2019 were GBP7.8m, up 98% on the equivalent prior year period etc etc

So, don't we know the figs due out in 2/12 rns to 30/9 already??? I'm sure I'm making a basic mistake and first one was a Trading Update whereas 2/12 are Results, but both are figs for the same period??

Seems to be minimal buying pressure post Capital Markets day so far. Just pi sales on balance.

Irrespective of results figs let's have some fecking contract news!!

Thanks RayPage.
Good q&a and delighted to see brr media have provided ability to move through and control viewing this time.

Not much, no.
TW had last revised target 17p and been hearing about a rerate for years. If we can ramp up the revenue then 15p after last 3 years missed expectations would be a good start.

Singer have initiated a research note with a BUY recommendation and price target of 15p.

Hopefully on the conservative side as revenue expected to ramp up exceeding forecasts.

I certainly share the historic disappointment here but remain ever hopeful that capital markets day will in due time illicit some insti action and plan to review things post December's results when I would be disappointed (it has been known. lol) not to have broken through 13p and iro 15p by year end. Nice if an expectation could be met just for once!

Now what's required is some insti buying as that's the point and apart from Steve Myers it's been largely absent!

Fwiw. I waded through the 2 hours and agree it was worth it and impressive. Best speakers were prof basky followed by Lyn. Both highly competent.

I am also a fan of Walbrook. I think they are rather good.

Bearing in mind it's been reported that January was mentioned for illumina platform ready. I do think we could indeed see slippage outside Q1 when Lynn stated subject to outside timings on validation and gave March/April timing. With frequently seen delays that's already hinting at Q2 and certainly not January. I found that disappointing to hear.

Overall a good presentation which would benefit from the ability to be able to move freely to target time slots. I'd like to listen to prof baskyvsgsin but blower if I'm waiting iro 90 minutes to get there. Natdan is a bit of a tit to dismiss that issue.

Ffs natdan stop your incessant moaning (about me) and get a life. Hee hee

Many thanks.
Found it.
Only gripe now is as it's nearly 2 hours long I tried skipping forward. Nightmare!
Anyone know how or have a version that can be navigated. I dislike these presentations that don't allow freedom to go fed or back

Presentation is up
Can't find the video?

I like him too. Far superior to SL.
Of course I would say that as I was advocating SL be replaced. Good job too.

Well Florida,
Your assumption versus the detail in the rns seem to me to sound nothing like each other.

Today's rns. Great! - I'm sure it is.
Still, spare me the list of non share price enhancing rns for one that speaks of forbidden treasures of contracts, figures and that IS share price sensitive. Pleeeease for gods sake!!!!

Moving down. Perfectly predictable!
If we are not issuing commercial news (contracts) etc then next news is in over a month for Dec results unless a bolt out of the blue.

I agree. We are clearly in a much better place now.
Issues under discussion have been he presentation and (contract) newsflow. I have not changed my view about either of these. If anything I am even more disgruntled because I see no sign of change for a further 6 months or until we come to market with the illumina platform. I just think this aspect has now become absurd and I don't think there's a valid reason. I think reasoned that may be proffered don't stand up to reasoned argument and to expect months more of silence leaves me frustrated and annoyed. Iro 18 months is already ridiculous! Do you accept this willingly or do you think it's part of the reason we can't break out past 13p with all the other good supporting developments you mention? It's simply not just that we are on AIM and don't pay a dividend etc. We are in part the architect of our sorry share price! Aimho

In spite of price target it seems likely next move will be down unless any commercial news is allowable above the predetermined announcements of which we just have December's results. Trading update and presentation didn't manage to do a lot for the share price. Some commercial news/ contracts with figures might fill the long gap of silence.

I am assuming nobody that attended the presentation asked about the contract wins and embargo on rns situation. Imv it's got to farcical levels!

Trurotrader,

Tips and presentations generate buying. Buys increase the sp, as I have said. Our presentation,we were told, would have no new news or accompanying rns. There would be no price sensitive news and indeed there was not. It was a rehash of results news with slides and q&a not recorded. I want to see contract rns. Perhaps you could focus on the last 18 months silence. We'd be a lot higher with material contract wins announced and imv this presentation did next to nothing. Only interesting or new bit could have been in the secret q&a

Did anybody attending the presentation ask about this issue in the q&a?
The q&a part was not recorded - how convenient.