Lifeline Sci. S Share Discussion Threads

[affemoose] 11/2/2014 12:47

INDEED. the world has turned on it's head again.

I may buy some LSI...

[sailing john] 11/2/2014 09:03

LSIC +10%
LSI -6%
LSI has traded above LSIC for several months - now reversed
A little meaningless as so thinly traded
SJ

[2vdm] 11/2/2014 08:51

so why the drop in the sp?

[affemoose] 11/2/2014 08:44

They trade via different platforms, and only 1 can be held by U.S citizens. Otherwise, identical.

[wjccghcc] 11/2/2014 08:33

Any difference between the common shares and the Reg S ones?

[sailing john] 11/2/2014 08:04

Added LSIC at 155 on the bell

Still cheaper than LSI

[sailing john] 11/2/2014 08:00

Year end TS positive/ahead

Not that anyone will notice!

Just entering the growth phase after spending tens of millions on R&D - all expensed which is unusual!

SJ

[affemoose] 07/2/2014 16:23

This sector is ripe for m&a

[envirovision] 06/2/2014 13:41

Interesting and they are well established as well:



hxxp://www.transmedics.com/wt/page/corporate

[affemoose] 13/1/2014 11:10

Blimey, 60+ Thousand shares in LSIC bought last week. Is that a record?

[affemoose] 07/1/2014 13:36

Indeed, the excitement is almost palpable. my heart races!

if you believe iii then LSIC has much higher volme over 4 weeks than LSI. Which is downright odd.

Either way back to sleep until feb when we should get a trading update. I am hoping for something a bit more exciting than the interims. It would be lovely to get some updates on how the Chinese regulatory stuff is going and also see how Brazil /LatAm markets are developing.

the following FY statement gives me hope:

"Most notably we received regulatory approval in Brazil for our full product range during the second quarter of the year and recorded our first commercial sales there, despite being impacted by the ANVISA public worker's strike between July and September 2012.As previously announced, the Company also benefited from a marked increase in sales of its consumables worldwide, including preservation solutions sales to the NHS, following a successful national UK tender."

As does the following from the Interims:
"Intemperate seasonal weather in the Company's largest regional market, Eastern US, reduced organ recovery activity during the period, while importation permit delays in Brazil slowed revenue realisation of booked backlog" - So hopefully Brazil deals will now be booked.

And finally:
"we anticipate that the results for the year to 31 December 2013 will be broadly in line with market expectations, as worldwide revenue trends for disposables should favour second half performance"

now - what IS expectations?

Anyway - I shall go back to my cave, gorged as I am on Berries and raw salmon, and sleep off another month.

Yours - Yogi.

[sailing john] 06/1/2014 13:00

Blimey a couple of trades on LSIC - a very rare occurence these days!

Presumably buys - small tick up towards LSI price

[affemoose] 19/11/2013 09:49

Some muppet sold 1,000 LSIC today for 120pence.

The MM done good there. they robbed them! I saw the price, dove into my trading account and the price had corrected. bummer :-)

[affemoose] 12/11/2013 10:38

Blimey - and now Blackrock own over 5%.

At some point i will have a look to see who owns this company but it must be getting to the point where the free float is getting very small in 5 terms.

Also worth a note - pure speculation, 2 investment majors buying up >5% in 2 days, is something afoot that we lowly PI's don't know about? Who knows...

back to sleep

Affe

[affemoose] 11/11/2013 13:37

Sleep until early Feb 2vdm and there should be a trading update.

06/02/2012 07:00 UKREG Trading Update

Feel free to contact them however - perhaps a 'group nag' would get noticed?

[2vdm] 11/11/2013 09:44

Well tried AffeNoose. As you say, a decent company,shocking lack of communications with its small shareholders to the extent of being arrogant/rude.

[affemoose] 11/11/2013 09:20

Good to see an Investment major voting with their wallets today. Legal and general now own over 5%.

Agree with 2vdm - the comms in this company are just awful. FWIW I have contacted them directly in the past, spoken on the phone and email to their Investor Comms people, their press people and the CFO and expressed a desire to see better comms, and investor roadshow in the UK, perhaps the AGM in London? More RNS's wrt major milestones (like being granted Brazilian licenses) etc etc etc

And guess what? - Nothing whatsoever.

But they are a decent company with very high barriers to competitive entry so I will hold at the price I have and go back to sleep.

(looking forward to the paint drying machine!!)

[2vdm] 30/10/2013 14:51

I agree AffeMoose and Somerset. Unfortunately I didn't sell at 200, but LSI will get back there and beyond eventually. BOD certainly won't win any prizes in the communication dept. viz their shareholders. Perhaps they are working on a machine that will stop paint drying whilst we all look at it?

[affemoose] 30/9/2013 11:58

Indeed. Bit disappointed that there wasn't broad balancing of books. But you are correct, the loss is all about building the future. Get it out now for tax purposes when the profits start to flow. The cash on hand bothers me slightly, but increasing traction in Brazil and the seasonality of the renewables market should give us a better H2 which will hopefully provide cash.

They are in a tough spot now, perhaps developing, licensing etc the Liver Transporter as well as an aggressive international expansion is taking it's toll more than I anticipated! But.... the product/s are great and there is a future for this company. they are taking good market share in expanding markets, existing processes are giving good data that underlines their commercial approach.

This is moving from a long term play to a medium term play, and I for one will continue to hold. If the markets drop it down a lot, I will pick up. One day this company will be bought out by a big medical equipment vendor who has a sales channel that will allow them to multiply sales at little or no extra cost. that day this share will hit 400p plus.

Glad I sold out at >200p, also glad I bought back in at the 140's. Note that LSI and LSIC are still at odds in pricing, LSIC is the share to buy if you do.

Back to sleep now.

[somerset lad] 30/9/2013 08:39

Interims out. Nothing to write home about but on track to broadly meet expectations for the year (ie small downgrade required). LSI expenses costs that other companies capitalise so reported earnings are being sacrificed now so that LSI can really make hay when both kidney and liver are being commercialised.

[affemoose] 26/9/2013 14:41

For the 3 people who give a monkeys - Half Year RNS is on Monday 30th Sep.

[affemoose] 26/9/2013 13:39

Hmm, expecting a Half Year report today...

[affemoose] 10/9/2013 22:33

Usually a trading update towards the end of sep. I am hoping this will be good. Should be. Thoughts?