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Kromek Share Discussion Threads
Showing 926 to 950 of 950 messages
|A reminder that if you would like to hear Arnab Basu, CEO, present on behalf of Kromek he will be appearing at our next investor forum on the evening of Wednesday 25th of January. Also appearing will be the management of Ergomed and Realm Therapeutics.
To learn more about the forum and to register for free please follow this link: hxxps://www.eventbrite.co.uk/e/equity-development-investor-forum-january-2017-tickets-30349576400
The Equity Development team|
|Selling done?! Overhang clear? Let's see where this goes oversold IMO|
|See you there Ali. Looking forward the CEO's responses to some awkward questions|
|Remember guys, we've given them our capital to use in the business and they are fully accountable to shareholders . If they've lost so much shareholder value, they must be held accountable for the loss of shareholder value.
Grassroots shareholder activism is increasingly important in sending messages to management and whilst the ED investor forum is not an AGM, it is nonetheless a good opportunity to ask direct, probing questions and to expect direct answers.
The company's performance and responses at the investor presentation will no doubt subsequently be discussed here on these bulletin boards.
ALL IMO. DYOR.
|TrOTTERS - we met at Angle- i'll be there too - look out for me-cheers|
|I'll be going along on the 25th as well.|
Kindly also ask the CEO, Dr. Arnab Basu to clarify the precise status of the $159million contact.
No shilly-shallying, no avoiding answering, no evasive answers, no side-stepping the issue, no slippery-fish type answers.
Anyone who followed from the flotation has lost a real packet on Kromek.
In my opinion, Kromek have come nowhere near delivering on so many fronts.
I think they deserve a real grilling and support your initiatives.
Stand your ground and please try to pin them down on hard facts and concrete details .
|Not to mention grilling him on his director buys.. or lack of them|
|I shall be asking the CEO directly on the 25th I shall also be telling him straight the share price performance since listing has been a horror story and asking him what he is doing to sort it out|
happy New Year.
lots of "ifs" in that scenario.
ALL IMO. DYOR.
|2nd half normally better than 1st half and very good order book now. If a massive order comes in should be able to get finance to assist fulfilling it. It is v tight though and share price does not feel good. If they prove don't need cash this share should double v quickly though.|
|On the face of it cash burn significantly reduced.However flattered by receipt of £2.7m of year end debtors. These are big nos for a company with £8m ish t/o.|
|If I held shares in this I'd be on the dog trying to get some answers.
Dont be frightened ,you employ them they work for you.
I see no reason why they wouldnt be happy to talk,their not doing well but they are at least a proper company trying to run a proper business.
Its not a fraud or a scam so that puts them in the top 5% on AIM.|
|Why not ask them ?|
|2niffy, what garbage. KMK have spent the past 12 months scaling up its production facility. They are already geared up for big orders. CASH BURN IS DOWN! £1.5m in the half year results. £2.2m cash in the bank. If they do need cash and I think that's unlikely given broker comments, any raise will be on far more favourable terms than you espouse. They have a contracted £30m order book for security and much more to come|
|Company is burning through cash. Any significant order would require an increase in working cap, mobilisation costs etc which are not factored into brokers forecasts. Customer unlikely to place order without surety of companies financial strength. Refinancing required. Could be done in various ways but probably via institutional placing with private clients getting diluted out of sight. Their last fundraising at 25p a circ 30% discount to the then prevailing share price. Miton in strong position to dictate terms re financing and a lower share price strengthens their hand.|
|Would be nice to see the shrewd Miton topping up their holding at these levels..|
|yes, very convincing......"Tumps focus on homland"
let's be realistic, their sales are pretty microscopic and management do not convince in my opinion. Kromek have been back to the equity trough once or twice already and they have tested the faith of investors by issuing a shock warning on sales just a few months after flotation and now won't even give chapter and verse on their 4/4/14 RNS announcement about the mega $159million contract.
Where are the sales for the airport scanners, the medical imaging equipment which were so much spoken of? We hear repeatedly about a series of smallish contracts from Darpa for some cheap-to-buy handheld devices but what about the big ticket medical imaging equipment and the high-spec security scanning equipment. What about sales for that?
I personally can understand the share price slipping and the market becoming disenchanted. There is a big gulf in my opinion between the talk and the walk at Kromek.
Don't blame Amphion for share price weakness because if Kromek were so attractive, some institution would have bitten Amphion's arm off to acquire their full position.
Good luck all but carefully weigh reality against over zealous expectations.
ALL IMO. DYOR.
|Curtesy of Zodiac on LSE bb As hard as it is to buy on a downtrend, if there is a valid explanation for the share price action it can be a great time to accumulate. For example all sensible indicators point to a KMK share price uptrend, such as; LFL sales up 19% costs down, increasing gross margin, revenue make up from sales increasing and cash position sufficient to self finance (broker note). Not to mention a tangible benefit from a weak ££ (Non GBP sales accounting for 80%+) and Tumps focus on homland security. On the flip side we have a seller in Amphion who owned 4% back in Nov (more like 3% now IMO). Anyone doing some DD on Amphion knows they have ongoing legal battles funded by unwinding KMK and MTFB Amphion have a finite number of shares than has been a drag on the share price for the past 12 months or so, but this is coming to an end, at the very same time and the key indicators point to a stronger more resilient company primed for growth. On that basis I'm happy to buy at these levels and wait for AMP to exit or stop selling. When they do the reversal will be dramatic IMO|
|I've been buying quite a few recently. Great prospects.|
|I think your product is probably quite good.
Its management thats the problem.|
|Just bought 15000. Still have faith. DARPA is a game changer.|
|Thats yer problem right there lads.
Old school mentality with zero drive and ambition.
They would have been good in their day.
This..................AINT THEIR DAY.|
|Lawrence Kinet, Non-Executive Interim Chairman, said: "I am honoured to welcome Sir Peter Williams to the Board of Kromek.....grovel grovel grovel snivel snivel......woteva.|