Light Science Technologies Share Discussion Threads

[davidosh] 16/5/2024 21:00

Light Science Technologies are exhibiting and presenting on Wednesday at Mello2024 next week



If you have never been before you can get a £30 ticket using the code NEW2MELLO24

[blackhorse23] 14/5/2024 08:04

Switched to APH

[analystium] 13/5/2024 22:25

Blomberg2; who's Paul Scott?

[pugugly] 13/5/2024 14:11

yump = Very fair points - Only one possible disagreement - What were Cooley's past successes? - Having difficulty evaluating them.

[yump] 11/5/2024 18:47

I was sort of interested in this because of the likelihood of outdoor crop failures in the near and mid future.

However, totally put off by 2 mentions of billions. That is just unrealistic BS and its an unfortunate habit of some of the worst AIM rubbish. I run a website that has a potential market of millions but that is totally meaningless, although I could write a great prospectus with all the right buzzwords in it.

Money might better be invested in a private business that has a longer history and hasn't done some sort of what I regard as an opportunistic "conversion" from an electronic commodity supplier to a kings new clothes opportunity.

The market is littered with disasters of companies that tried to transform themselves into something 'exciting'. GTC did it by trying to set up asset based green hydrogen projects. Carclo did it. etc. etc.

Whatever Graham Cooleys past successes he seems to have appeared on lots of boards. His appointment to H2Green, a nothing but BS startup (part of GTC), imo reflects very badly on his judgement, unless he is happy to be just used as some sort of status trophy chairman.

How can it be a recovery play ? Its posting losses - it never made any profit from its vertical farming tech.

[bloomberg2] 11/5/2024 13:27

Hopefully Paul Scott has taken a position?? He likes these kind of recovery plays

[mikejoseph] 10/5/2024 08:44

A very confident Vox Markets performance from Simon Deacon, CEO of LST
Great results and a great new board.
This share is only going in one direction

[[

Vox Markets comments From below the video:

0:28 The £100bn market opportunity for LST’s three divisions – contract electronics manufacturing, controlled environment agriculture CEA), and passive fire protection.
3:07 Highlights of the FY24 results, including 13.8% revenue growth, improved margins and positive operating cash flow, and the importance of acquisitions made throughout the year.
5:39 The experience added through recent board additions.
6:45 The importance of synergies between the three operating divisions, and the creation of a turnkey solution for controlled environment agriculture.
10:55 Plans to scale up the business, including the use of strategic partnerships and distribution to grow the CEA business internationally.
13:44 How recent fundraisings and an enhanced bank facility will fund ambitious growth plans with a plan to become self-funding.
15:01 Describing the uniqueness of LST’s technologies.

[citys2874] 09/5/2024 10:01

Fabulous news today LST heading for new heights i also like UMR worth a look. be good if we see LST ABOVE 3.50 VERY SOON

[lawson27] 09/5/2024 09:44

more good news, onwards and upwards, GLA

[mikejoseph] 07/3/2024 08:40

Another strong announcement this morning

[solardave] 07/3/2024 07:43

Great RNS

Highlights:

Restructured Board strengthens industry and City experience

Company positioned to capitalise on the growing importance of food security and global cultivation challenges

Opportunities across all divisions with focus on further growing margins and cash flow

[lawson27] 16/2/2024 12:08

Nice to see the nest being kicked, about time too, GLA

[lawson27] 09/2/2024 10:34

Taken some more, feels like a steal @2.45 after yesterdays news, GLA

[mikejoseph] 08/2/2024 07:52

Strong announcement this morning

"Valued at £130,000 and anticipated for delivery to the customer in April, this venture holds significant potential for follow on revenue in this new segment."

"UKC has secured orders since the start of the current financial year totalling c.£1.4 million in the pest control sector."

"Currently, the forward order book for the CEM division stands at c.£4.1m"

Not bad!

[analystium] 08/2/2024 07:11

Great RNS this morning:

New Order in a New Market

Light Science Technologies Holdings plc (AIM: LST), comprising three divisions: controlled environment agriculture ("CEA"); contract electronics manufacturing ("CEM") and passive fire protection ("PFP"), is pleased to announce that its CEM division, UK Circuits and Electronics Solutions Limited ("UKC"), has received an order from a new client in the sports entertainment market segment. Valued at £130,000 and anticipated for delivery to the customer in April, this venture holds significant potential for follow on revenue in this new segment.



In addition, UKC has secured orders since the start of the current financial year totalling c.£1.4 million in the pest control sector, predominantly due for delivery in Q2 of the current financial year, underpinning management's confidence in current trading within the CEM division.



Highlights



· Positive start to current year

· Broadened customer base

· Positioned to further grow margins and target larger contracts



Following strategic investments totalling c.£150,000 throughout the course of FY23 and continuing in Q1 FY24, UKC has successfully commissioned conveyors, stackers, and a state-of-the-art wave soldering machine. These additions enhance automation and efficiency across its manufacturing lines and are expected to further bolster gross margin and product quality.



UKC continues to supply products to a growing number of customers across a range of market sectors and to target larger contracts which give better financial visibility. Currently, the forward order book for the CEM division stands at c.£4.1m, putting it on track, when combined with orders already invoiced, to meet internal sales expectations for the first half of the current year.



Simon Deacon, Chief Executive Officer of LSTH, commented: "This is a great start to the current financial year for our CEM division as it continues to successfully convert its strong forward order book, which currently stands at over £4m. Last year was this division's best year on record, successfully growing sales and increasing margins while operations were positioned to handle larger volume projects on the back of investment in equipment and staff training.



"We are extremely excited by the move into the sports entertainment market and look forward to further broadening our portfolio of customers. Furthermore, given the significant growth potential of our CEA and PFP divisions, we look forward to providing further updates in the coming months."

[lawson27] 01/2/2024 10:05

Nibbled a few more on the dip, GLA

[lawson27] 16/1/2024 13:08

Nice quiet thread, steady rise back to circa 5s for starters please, GLA

[mikejoseph] 13/1/2024 15:07

Last week was a very interesting week for LST
A great trading up and it looks like the seller has cleared
Also strong trading volumes

Mike

[solardave] 12/1/2024 07:47

"Pennyfalls1 Sep '23 - 11:50 - 159 of 182
‘Dump’ is most likely Crux (Lansdowne) reducing their stake further.
All should be good once they’re out."

Pennyfalls; perhaps that is exactly what just happened?

[solardave] 12/1/2024 07:44

Analyst ium

Totally agree; it looked very undervalued to me at the 3.5p level; I think that someone just needed to use the trading volume to offload a few; looks like a classic weak holder shake out.

A weak bladder is always a disadvantage in the stock market

DYOR

Dave

[analystium] 12/1/2024 07:29

The Trading Update on 10th Jan was excellent news; I think the market has taken a bit of time to process the significance of what has been achieved.

"During the Period, the Group saw revenue increase by approximately 13% to c.GBP9.25m (2022: GBP8.17m), driven by growth across each of the trading divisions, as LSTH made solid organic and acquisitive progress.

Overhead cost reductions during the Period resulted in c.20% cost savings, while gross margins grew by approximately 27% to c.22.5% (2022: 17.7%). As a result, the Group expects to report an unaudited loss before tax of c.GBP1.3m (2022 loss: GBP2.72m) - down approximately 50% year-on-year.

During the Period, LSTH focused on selected strategic expansion in order to progress towards becoming an operationally self-funded group that is positioned to take advantage of the clear opportunities across all of its target sectors."

[lawson27] 10/1/2024 16:03

Encouraging trading update,
Everything seems to be stacking up nicely for this company ;-) GLA

[mikejoseph] 07/11/2023 18:17

Great indoor farming and agriculture technology video:

[pennyfalls] 31/10/2023 19:06

Hitting the lower side of the upward channel Nov 1, and should bounce up from hitting 50 day MA..following Golden Cross.
We shall see!

[pennyfalls] 12/10/2023 20:10

Reason for it…Take a look at the chart…
50/200MA crossover tomorrow (Fri)..
Golden Cross. Increased volume into a strong technical indicator for rise