Member Info for unhooked

Radium. I can see you're doubtful from the sarcastic tone, but here goes anyway.
Why do the NHS use private operators?
Answer. I'd contend it's mostly because they believe they'll do a better, more efficient job.
So, if using TLY saves the NHS money, then budget strictures could bring more work their way.
I'm not disagreeing with you that the sp took a hit due to today's news of possible budget cuts, just suggesting the market may have got it wrong.
Hope that explains.

I can see why budget cuts are seen as potentially disadvantageous to TLY, but the chancellor actually said 'efficiencies'. Sure, that's likely a euphemism for cuts, but it also has a literal meaning.... and TLY are one of the more efficient providers around... they might actually benefit from this.

To be fair, the Sutardja family have made a number of purchases which have done little to help the share price. I didn't know Sutardja had raked in so much at IPO, that might explain why.
I'm a holder, so very much hope that yr right Brattus, but I think ShearClass makes a good point in highlighting the selective nature of this RNS. Fact is this company has always been a bit murky, esp around the China connections, and you would think they'd strive to rectify this by means of open and transparent RNSs, but they continue to choose not to.
I really hope the positive forecasting is shown to be trustworthy and realistic, but I have lingering doubts and think the market does too.

Feels like the market has randomly decided that Saietta should be punished. I say random because I can't find a specific reason... if I hadn't already topped up, I think I would now, but clearly the market disagrees with me.

Indeed the share price reaction is lukewarm. You've simplified things for me. The next RNS must tell us of FDA approval, or a big contract win with a guaranteed minimum number of tests, or, simply, hard numbers demonstrating a transforming sales picture. Blimey, the more I think about it, the less positive I feel!

Hard to believe the valuation compression we're witnessing in this former 'quality growth' darling.
2017 IPO price = 100p.
September 2021 peak = 385p.
October 2022 placing of shares = 115p.
Today = 97.6p (to sell).
I'm disturbed by what's happened here. To restore some sanity to the share price, they need to quit the growth plans, at least temporarily, and focus on margins, profitability and cash generation - that's my view.

Silverblade, I cannot disagree with a word you've said... this was a small buy and absolutely 'a punt'.
Would be interested to hear yr views on this morning's RNS about the company's "presentations" being accepted at "ASN Kidney Week". Do we interpret this as some underlying good news or just another talking shop?

Despite everything I've said about holding firm but not buying any more, I've had another flutter today. A small amount in the greater scheme of things, but just enough to keep my interest up in this share. What finally swayed it was noting that the price offered - 49.5p - was a huge 65% discount to my last top-up. If I'm apparently hanging on to these shares because I still have lingering hopes that the proposition may come good, this small addition could have a transformative effect. Probably losing this money too...
Of possibly more interest to this board is my testing of how illiquid this share is. Maybe everybody knows, but I've never actually sold any RENX so it was a practical discovery for me. I made several attempts to get a sell quote with Barclays and could only sell 999 shares at a time, worth a paltry £480. If I added just 1 share (to make 1000), it was rejected time after time. I could buy as many as I wanted. Perhaps this experience was specific to today, but it did made me think that I wouldn't want to be trying to exit even small positions in a hurry... (gulp).

Agricore, that's good to hear - thanks for your sanity,

Traded that top-up. 12% in a day will do well. Market's so volatile it almost invites you to do this sort of thing.

Link to the Peel Hunt note?

In today's AUM Statement Polar Capital reported total net performance fee profits as at 30 September of £4.8m, compared to £2m at the same time last year (30/09/21).
Really? How do they calculate these? Looking back at stock markets in general (and tech/growth stocks in particular), how can they have outperformed this year compared to last year?

Thanks again Woopert. Kick-backs of shares in your company if the customer places orders of such and such value, is a new one for me. It's like a 3% sales discount. But in shares? Perhaps it's normal in this industry.

I do my own research but base it on the numbers contained in the half-year and full-year reports (as does everybody else) lol

That's v interesting ShearClass, esp. re the exercise price of the warrants.
Why aren't AWE giving out this information, as Boku did?

Thank you Woopert.
I calculate that an inducement of (up to) 2.5% of the issued share capital amounts to a stonking £20m based on AWE's current market cap. Nice if you can get it. Anyway, seems Mr Market says "no".

That's my understanding. Inducements to "the hyperscaler".
Honestly I don't know what a 'hyperscaler' is, but apparently this one is a customer of AWE's.

I could add CBOX, G4M & MMAG...
I guess that's his job though. Entertainment value only.

Paul Hill? Is that the Paul Hill of Vox Markets who ramped the likes of REVB, RENX, MADE & PURP amongst others?
Hmm, pinch of salt. He made a six-figure purchase of BOO at around 280p from memory.

I think I would too, but sadly just topped up at 118p a week ago. Usually the price drops sharply when I buy - sorry about that folks.