Kromek Share Discussion Threads

[gadsbyw] 20/5/2016 09:50

A couple of large sells yesterday afternoon, and a noticeable drop, any idea why?

[trotterstrading] 05/5/2016 22:00

Some nice buys going through today, looks like IIs buying or perhaps Director buys, let's wait and see

[trotterstrading] 29/4/2016 16:28

More potential customers for KMK's D3S?http://www.telegraph.co.uk/news/2016/04/28/all-belgian-residents-issued-with-iodine-tablets-to-protect-agai/This article is so highly relevant it was retweeted on KMK Twitter feed

[trotterstrading] 29/4/2016 16:24

Bapodra, you seem to think the market has some sort of magic formula to arrive at the correct value of a company? This is simply not the case, particularly on the AIM market which is highly manipulated.You reference to AMP is completely irrelevant, they have multiple litigation battles to fight so need to raise funds. I know this because I've made significant sums of money trading both AMP and MOTIF bio.look back at the trading activity here over the past few days and will see the majority of the larger trades are buys. That tells me the smart money (likely II's) are accumulating.When the next DARPA deal is announced in the coming months you will not be able to buy this share sub 50p As it will be heavily marked up from the open.dyor

[trotterstrading] 28/4/2016 19:18

Vapour I'm not following your argument at all in afraid. The point it it only takes one dirty b0mb in a major city to bring a country (and most likely the global economy) to its knees, think about the effect if NY, SanFran or Washington were hit, it would turn those city's into Chernobyl overnight. It's fair to say the battle on terror is undergoing a paradigm shift, it's no longer just confined to a country's borders external boarders, there is also the enemy within.With the collapse of regimes hoarding nuclear material increased the threat is real, and more importantly for KMK holders DARPA are very serious about preventing it.

[vaporug] 28/4/2016 16:05

There is another concern here.
This military radar detecting gizmo for soldiers on patrol.
Why ?
There has yet to be a dirty bomb attack and so far in the history of mankind there has never been one.
It is more likely that this gizmo would only be of use in a USA v USSR scenario.
In which case the world stock markets would be non existent as would you.
So again it has no use.
Also in any patrol surely only one soldier would need to have one of these devices.
They dont carry around 60 radio operators or medics and just one of these devices would be enough for an entire battalion because a battalion would not be put on the ground in such a situation so the commander of a company sent into such a situation would be the only person requiring one.
The market is extremely limited in other words it is over invented.
Police forces in large cities may find it useful to have one locked up in the gun cabinet just in case but chances are they wouldn't even know how to operate it correctly come the very unlikely occasion it might be needed.
All it does is tell you the bleeding obvious by which time its far to late.
I dont expect this particular device will be the top priority of any military or police forces shopping list.
This company is in the airport security and medical business and the military side is just a gimmick.

[thomasthetank1] 28/4/2016 13:53

Read Equity Development's note on KROMEK GROUP, out this morning, by visiting hxxps://www.research-tree.com/company/GB00BD7V5D43
"Kromek is punching way above its weight. In February the company announced a landmark $6m contract to supply the US Dept of Defence with 12,000 of its revolutionary ‘on body’ D3S portable radiation detectors to help combat ‘dirty bombs’...."

[trotterstrading] 28/4/2016 10:45

The valuation curve is not too steep for a company of this nature IMO, remember this is disruptive technology company it takes years to gain real momentum, but once it's gets a foothold (and that is what we are starting to see) the barriers to entry for competition are enormous.Why would anyone want to be out of KMK when the CEO has said the DARPA deal was the "tip of the iceberg", and we will know just how big that iceberg is likely to be in a matter of months!

[gadsbyw] 28/4/2016 10:26

Very happy to see this today, good that it's reliable sales over a 5 year period.

I actually recently sold some of my holding as it was overweight in my portfolio.
I essentially got rid of all the shares I bought at 26p around the rights issue last year for 31p.

I'm confident of the future growth, but it does have a very steep valuation at the moment and needs to live up to it, which is why I reduced my holding. Very happy to continue holding and expecting more regular good news.

[small crow] 28/4/2016 10:24

Ah yes .... as it was in 2007.

[trotterstrading] 28/4/2016 10:01

Buys flooding in now.. The pennies dropped! Lucky I had a cheeky top-up on the pull back?

[trotterstrading] 28/4/2016 09:59

Bapodra I have to disagree with you.. It's all about direction of travel, the order book is growing yoy and momentum is building. DARPA are nailed on to follow up their orders and the next one could be huge! The current share price is more than underpinned and plenty of contracts in the pipeline.I'm very bullish on this stock

[rochdale] 28/4/2016 09:46

Their technology is obviously disruptive.
I imagine the sales cycle is very lengthy.
They need to deliver on sales.
They need to invest resource in sales.
They are starting too.

The DARPA contract is potentially huge.

[trotterstrading] 28/4/2016 09:05

There is no doubt the AIM market is lacking buyers.

[brummy_git] 28/4/2016 08:13

New research out today from Equity development

hxxps://www.equitydevelopment.co.uk/doc/1486.pdf

[trotterstrading] 28/4/2016 07:51

World class products, unmet need, now beginning to deliver on its promises. KMK has a very exciting future!

[techno20] 28/4/2016 07:38

Great win today.Biggest contract yet and pleasing to see its in BMD. Hopefully we'll see Darpa expanded further by the mid year. Feels like the long held promise is starting to become a reality. GLA

[merism] 25/4/2016 23:35

It seems to me that KMK would be a great takeover target for the likes of Smiths Group or E2V.

[techno20] 14/4/2016 23:17

Not a bad accolade.......

09:41, 14 APR 2016 UPDATED 09:41, 14 APR 2016
BY COREENA FORD
Kromek tops a league table thanks to its Intellectual Property - and two other North East firms have been singled out too

17
SHARES

Arnab Basu, chief executive of KromekArnab Basu, chief executive of Kromek
Kromek has been singled out as the most innovative firm in the country in a league table which has scored firms on their Intellectual Property.

The Sedgefield radiation detection specialist – a spin-out from Durham University – has topped the 2016 Intellectual Property League Table, which lists the top 100 UK firms according to the number of patents they possess.

The County Durham company has over 247 patents covering medical, nuclear, and security industries, and has secured a series of lucrative contracts in recent years including its ost recent deal – a £4m contract with a US defence agency for “dirty bomb” detectors – and its bottle scanner is now installed in 46 airports in 10 countries.

The league table listing for Kromek, which also also has offices in Huddersfield, Germany, California and Pennsylvania, comes after the business was commended for its outstanding performance by the US defence agency for its work on the SIGMA programme, which has seen it secure contracts so far worth more than £7.8m after spending more than two years Kromek has led the design, development and supply of the portable radiation detectors.

The IP League Table profiles and ranks innovative companies within the UK’s private sector, highlighting those which have significantly invested in their IP in the form of IP creation, IP management policies, R&D activities and IP commercialisation.

Sponsored by Clydesdale and Yorkshire Banks, Murgitroyd and Jumpstart, and in association with BE Group and Metis Partners, the rankings are made after firms are assessed on five IP asset classes – Brand and Reputation, Patents, Critical Databases, Software, and Trade Secrets.

The 2016 league table also includes Pacifica, which comes in at number 20.

The Chester-le-Street company repairs and refurbishes domestic appliances and has created 45 jobs after receiving a grant from The Journal’s Let’s Grow programme, moving into warehouse distribution centre to Washington.

Meanwhile, digital money saving firm Redu, based in Seaham , also feature.

Organisers say the results show that intellectual property on the balance sheet is a key feature linked to some of the best scoring companies, suggesting that acquiring IP assets through mergers and acquisitions has encouraged companies to take IP management more seriously.

Stephen Robertson, director and founder of Metis Partners, the IP advisory firm, said: “IP is a vital measure of the strength and viability of a business. The IP100 is providing a barometer of the importance businesses place on IP, and can be used by lenders and investors to judge the robustness and scalability of companies they might invest in.

“The companies taking part in the IP100 will now be able to identify areas for improvement in their IP management and to focus on maximising returns from their IP, thanks to the increase in granularity of detail in the report.

“By shining the spotlight on IP-rich SMEs, the IP League Table is providing companies with a much-needed platform to promote IP recognition, IP management and benchmarks them as IP-savvy.

“It has become a hotbed of innovation and has created a community where IP-rich companies can share their experiences and successes in breaking into international markets, fundraising, gaining a valuation for their IP and even securing an exit at generous multiples.”