JimTechAIM

Oxford BioDynamics are up 121% today after Pfizer published news of successful use of EpiSwitch.
We always knew that it worked - what it doesn't do yet is sell well!
Recommend extreme caution here as #OBD.L needs cash so a dilutive discounted fundraise could well quickly follow.
I no longer hold.

This mornings RNS from GENinCode (#GENI.L) lifted the share price over 150% at one point - I was almost 10% up on my investment!
Share price has since drifted back and is now just over 90% up.
Be aware that the company needs funds and may well use a improved share price to raise.
I continue to hold.

Talking Tech – Episode 13: Oxford Metrics (OMG) & FD Technologies (FDP) - PIWORLD Progressive Analysts, George O’Connor and Ian Robertson’s regular review of the technology sector, including an overview of Oxford Metrics full-year results, reported last week, and FD Technologies fo...

I found this PI World podcast comment on #OMG.L an interesting listen.
www.piworld.co.uk/education-vi...

Paul Hill discusses / pumps (!) his new IXICO purchase with Paul Scott.
#IXI.L share price now 8.75p - below last month's fundraise at 9.5p.
New significant shareholders are encouraging.
2024 accounts due early December.
Increased losses forecast so could drop further.
I hold and am waiting to add.

Absolutely agree.
#DUKE.L had a bit of a nightmare during COVID when a tourist boat company investee went under.
When #TIME.L stopped paying dividends in order to reinvestment funds, their share price shot up.

No idea!
The high dividend attracts investors who are than tapped for more funds. And then repeat.
Crazy.
But with the share price drop I would suggest that investors are becoming wary / disillusioned and that #DUKE.L may need to review.
Investors Champion are also dubious of its business model.

Another fundraise by Duke Capital.
Perhaps if #DUKE.L cut it's dividend it might be able to use it's own cash.
Seems mad to pay a high dividend and then ask the investors for it back again.
Share price has now fallen to a three year low.
Used to hold but not tempted back.
Just doesn't work for me.

Well done!

Thought I'd dodged a bullet when I sold Aquis in June for 17% profit and the share price tumbled.
I sold because I was unsure that market volumes would recover and I have market exposure through my holding of Jarvis Securities #JIM.L.
Today #AQX.L recommended offer at 727p.
Congratulations holders!

YouTube video by Oxford Metrics Capital Markets Day 2024 presentation

Oxford Metrics' acquisitions seem to be shrewd add-ons at fair prices.
#OMG.L seems to be on track to achieve their five year growth plan targets.
I see this as a temporary set-back and have recently bought in.
Worth watching their Capital Markets day here:
www.youtube.com/watch?v=wClU...

I used to hold Argentex #AGFX.L and still follow with interest.
I find their move to "alternative banking" worrying as it is a notoriously expensive space to enter and just as difficult to make money in.
Far too early for me to buy in again as would need to see solid proof this is successful first.

Yet another hot air RNS from OptiBiotix #OPTI.L
Yes, we know that it works, what we want is to see that it SELLS!
And, at the moment, I can't see that it does.
[A still frustrated ex-shareholder!]
www.londonstockexchange.com/news-article...

I find that the share price will tend to drop below raise price soon afterwards for the majority of companies - within my portfolio anyway!

Good to see Ixico's share price up 10% yesterday after the successful fundraise.
I'm not adding just yet though as I suspect the #IXI.L 2024 results will bring the share price down below fundraise.

Bought back into Oxford BioDynamics in April and have added further.
The #OBD.L June HY presentation illustrated an impressive product pipeline with the CEO "very bullish" that a non-dilutive partnering deal would be forthcoming by the end of the year.
Sales slow but novel IP attractive.
Speculative

I'm nursing a chunky loss too.
A raise price above previous closing is quite an achievement, particularly in this market.
The raise was anticipated so this may trigger an upward move but, really, I'd like to see some new deals coming through and potential for a significant contract before adding.

Pleased to see that Ixico's fundraise is above yesterday's closing price and that #IXI directors are taking part.
Will add in time but content to wait for the moment as I find often shares will drop below the raise price.
I hold.

IC036 So Many Bonkers Bargains Right Now – How Do We Keep Up Investor's Champion Podcast · Episode

I do enjoy Investor's Champion podcasts.
This week two favourites are noted as Bonkers Bargains:
Time Finance (#TIME.L) which I pitched on StockSlam in January 2022 at 26p (now 59.5p) now sold.
Alumasc (#ALU.L) which I bought in June - up 46% - which still looks great value, IMHO (and IC agrees!)

Investors Champion on James Halstead (#JHD.L):

"The forecast dividend of 8.8 pence for 2025 is a dividend yield of 4.8% and, with cash building [£74.3m], management might also be contemplating a special dividend, as they have paid previously."

www.investorschampion.com/channel/blog...

Record pre-tax profit on slightly reduced revenue shows how on top of things #JHD are.
If it wasn't for the tax rate going from 20.5% to 25% and adding £2.6m to their tax bill, net profit would be a record too.
And close to 5% annual dividend.

Investor Evening | Company Announcement | Investegate Comprehensive details of regulatory and non regulatory announcements from FTSE 100, 250, AIM and techMARK quoted companies

Faversham brewer Shepherd Neame are holding a rare investor evening in London this Wednesday.
Owners of 100 or more shares (currently costing £600) receive shareholder discounts at pubs and brewery shop.
Shares are close to their pandemic low.
www.investegate.co.uk/announcement...

I feel that the AIM sell-off over concerns about the removal of Business Relief are overdone and has created some remarkable opportunities in companies that are normally overpriced.
I don't think Business Relief will be removed, but even if it is, some quality shares are now looking very good value.

Many previously premium-rated AIM shares are now looking over sold, IMHO.
Bought into James Halstead (#JHD) last week.
Decent and reliable dividend.
July update stated, "profit before tax will be at record levels and in line with (upwardly revised) market expectations."
Results are due Tuesday.