Member Info for Zidane

Completely underwhelming. The studies are based on the response to aerobic exercises, so not exactly on the cutting edge of pharmaceutical research which will open the floodgates for the big players to take notice.

Looking at today's market, Grail is set to drop around 50% after their NHS resarch showed limitations in their cancer screenings. Perhaps this might be a sign that the market is no longer fixated on cancer screening via shed ctDNA due to limiations on identifying early stage cancers, and there may more opportunity for the companies that are able to provide more diagnostical insights from blood tests?

Even if they are still employed as CFO and CEO, you would assume the incoming board members will vote to remove them. I fear though that this will be part of a pre-pack administartion deal where a new owner will provide a bridging loan in exchange for the assets, taking it private and wiping out shareholders.

The plan would be to merge the operators into one national service, which would be an issue for Trainline's operations as an online marketplace. Trainline could still operate as ticketing app but it's ability to take a cut from competing firms bidding for customers would be almost non-existent.

Fevertree's bashing is the most strange. I agree, clearly lost a lot of money and the only way he can cope is to come on here and make a narrative he has been deceived by the CEO. If you don't have any hope for the company, cut your losses and move on! You'd be doing yourself and everyone else a favour.

That's complete nonsense EC and I think you should know better. If directors are aware of ongoing discussions over large contracts then it could certainly be viewed as insider information.

Hope they enjoy their £160!

I thought presenting at conferences to boost investment would be something shareholders would want to see their CEO doing, especially if they believe in the product? Seems like damned if he does, damned if he doesn't.

Anyway, you can have a look at the list of speakers at the San Diego summit, not sure I'd call them penny punters.

https://lbx-summit.com/program/speakers/

The biggest risk is the funding gap between q2 2025 and q42025 when they aim to have positive operating cash flow. This is would be minimised by revenue acceleration so hopefully that ball can get rolling.

The San Diego conference could be interesting at the end of the month, all the big names look to be in attendance. and Angle has a 30 min presentation slot on the first day.

UK & Europe Sales both down 10% in H2. Despite how it looks, the ROW has started to climb back - going from 9.6 in H1 to 17.6 in H2.

Please stop spamming this board with the same message over and over.

This seemed to have sneaked through quietly.- avid served as Senior Vice President and Chief Supply Chain Officer for PepsiCo Beverages North America (PBNA) where he was accountable for leading the end-to-end supply chain operations for PBNA.

IMO, if it leads to some kind of distribution deal with PepsiCo it would be the fastest way to grow sales across NA, although that' just speculation. Either way, looks like a good fit for their long term strategy in the region.

What a total waste of time and money it was by the DFT to even consider it. The funny thing is, Trainline's investment case for me has been their ability to grow internationally. If you go to an Italian train station, you can open the app and book in seconds often with multiple operators running trains on the same route. Perhaps the UK government should be focusing on lowering the BTE for operators so that customers can have real price competition.

Well said!

Also, whilst I am no expert, I'm pretty sure the negotiating and selling of highly regulated medical products is a bit more complicated than some here wish it were.

Fevertree - ddo you have a personal vendetta against the CEO or are you just throwing your toys out the pram because the share price is down?

What do you want them to do? Do you want them to lie about contract developments jst to boost the shareprice? Let's be honest, none of us have any idea of he scientific/legal complexities of selling Parsortix. Indeed, if there any major confidential discussions which affect the SP, insiders would be restricted from making share purchaes.

My take from this is we are overdue another placing and at current prices a £20 million raise would increase the share count by 50%.

An actual upgrade/increase on the PT, when was the last time this happened? Obviously we should keep our expectations tempered until we see more susatined price growth, as well as waiting patiently for some more contract news.

The business appears to be better than ever - lots of headwinds in Europe and even UK doing well. Anecdotally, Europe seemed absolutely packed with tourists this summer, particularly Americans, which is obviously a market Trainline have been marketing themselves towards.

Interesting that they suggest 'inorganic growth' as a possibility. Have they ever suggested this before?

Profit margins continue to take a hit but I like the detail laid out in the RNS on how they expect to see these headwinds resolve over the coming year or so.

Sales growth in the USA is still quite exciting and hopefully the ROW should pick back up soon. Overall, IMO they appear to be executing well on their global expansion not sacrificing their core principles of positioning themselves as a premium product.

Seemingly they denied that they hired them for the strategic review, but rather retained them for corporate brokering.

A complete guess, but they clearly see the US becoming their major market so perhaps they are considering leaving the AIM for the NYSE?