Member Info for unhooked

Thanks K3. Yes, those are the attractive factors... along with a reasonable cash runway (I think).
Why, has SPEC gone up further? I'd rather not look!

It looks attractive to me too SLove.
I got in a bit too early - not for the first time - but I had hoped that the lessening of covid restrictions in China would support and strengthen the share price from here. Happy waiting to see this play out on the ground.

Hi guys. I've joined the party. A little windfall this morning on Inspecs Group has given me the cash to do so.
If the price drops further from here, you know who to blame!

Maybe, but as of now the froth gets frothier!
A good day.

"Renalytix and Partners Awarded $10 Million Horizon Europe Grant to Advance Personalized Medicine in Treating CKD Throughout Europe and the United States".
A good news story methinks!

Inevitable slashing of the final divi - under review.

Sorry, why would they cancel the contract a week before it was due to end anyway? Makes no sense.
Unless...
...my worries that there may be more to this than first meets the eye is sadly proved right.
Has something has gone badly wrong? It's rarely good when an RNS starts "For legal reasons...".
Oh dear. If investors were spooked before, they're likely more spooked now.

Blimey, the way this keeps dropping, 140p could be a stretch!

Back in anyway.

Any thoughts on today's further leg down?

Indeed rehashed info from yesterday, but good to know. Thanks.

Behind a paywall. Any chance you can cut and paste the salient bits rupans?

Thanks Ian

Discussing Shein v Boohoo is slightly missing the main trend witnessed in late 2022, which is the return to retail shops, in the UK at least.
From Sharecast today:
"Online spending habits also shifted in 2022, Springboard noted. In February 2021, 65% of clothes and footwear spending was carried out online, compared to 20.5% in January 2020. But by the end of 2022, just 24.9% of clothes and footwear spending happened online.
Springboard said footfall throughout 2022 had been in line with its forecasts, and marked a "slow but steady" post-pandemic recovery for retail destinations.
Looking to the current year, Diane Wehrle, insights director, said the cost of living crisis, including inflation, was set to continue throughout 2023 and beyond.
"Inevitably, this will act as a constraint to the number of trips make to retail destinations, as household budgets come under increasing strain."
"Alongside this, however, is the positive trend for the desire of shoppers to return to shopping in store, evident in the reduction in the significance of online spending and the steady recovery in footfall towards the 2019 level."

"Thought there would be more interest in the divi rate".
Was the divi mentioned in these Full Year Results? Can't find it in the blurb...

Absolutely, different opinions welcome. Besides, I think we're on the same side!
Only 1 contract but at this stage nobody can say definitively if it is or isn't a sign of wider pressures. I'm keeping my fingers crossed that it's a one-off, but I'm keeping an open mind on the subject.

Actually, it's disingenuous to imagine that the share price drop over these last 2 days is merely because a single contract has run its natural course. Talk of "performance" and "staffing" problems has clearly spooked investors as they wonder if these issues have bled into some of TLY's other contracts. In other words, is this the tip of the proverbial iceberg? As a holder, I hope not.

P.S. the asterisks were courtesy of lse

Totally agree Sc****sport, they are doing all they can and doing it well. In their presentations management comes across as both smart and sensible.
Do we need to go to China? Forget re-shoring? I'll have been wrong-footed.!
Maybe they need that mill to get the margins up...

Excellent!
Not quite panicking Agricore - I'm not about to sell, in fact I just added recently - but I do latch onto stuff, esp if it's new to me... and I admit, I wasn't aware of the patent risk.... but I knew you'd come to the rescue with some good info to put me in the picture.
Ok, that adds to the risk.. and adds a little more to my understanding of the low share price.
As for opinions as to exactly why the share price has plunged, no doubt a myriad of them. Yes Saietta's suffering as a 'growth stock', but you'd have thought the professional investors would be able to see beyond to the opportunity and not panic... so more likely retail investors (as SED has become a bit of a meme stock) panicking.. although not this one!
What no investor can know however - professional or otherwise - is whether the patent applications, or SED's endeavours to make the manufacturing process uncopiable, will work... esp in India.... so I do reckon this is likely depressing the share price.. or to put it the other way around, if they could demonstrate that the issue was substantially met, the share price would jump imo.