Prelude Trust Share Discussion Threads

[2prsimo] 22/2/2007 18:07

hvs - do you have any opinions on when we may see fair NAV of 150p.

[hvs] 22/2/2007 16:11

So that the very nice people posting here do not give up too early , I have just got another 20K shares.

I am well and truly convinced of the potential.

[jimcar] 22/2/2007 09:39

It seems ideal for making internet tv effective as it presumably allows people to watch tv in rooms away from a computer. However won't this wireless usb trend diminish the call for SiConnects products?

[rivaldo] 21/2/2007 22:42

Well, if ZBD is changing supermarket labelling it seems DisplayLink is changing the world of PC cabling and is being taken up commercially by a number of manufacturers now:



"The Nivos are coming...
February 21st, 2007
Engadget is reporting something that it picked up from Slashgear, which heard through EverythingUSB that PC World was citing an interesting DigitalWorld article. Such is nature of the modern rumour mill.

The gist of all this interest is that Samsung are reportedly bringing out a monitor which has neither DVI nor VGA, choosing instead a USB connection, because they've embedded DisplayLink's Nivo technology in the back. I, of course, can neither confirm nor deny this rumour. Not until after CeBIT, anyway.

I see, though, that IOGear's incarnation of the USB Nivo is listed on their site now, and there's a possible price of $83, though nobody seems to have stock of it quite yet..."

[hvs] 21/2/2007 15:54

Looks like ZDB is going to change supermarket labelling for good.

Exciting days for them. Tesco first and Walmart/Asda next.

[rivaldo] 21/2/2007 15:44

Does look likely to be QVT though. In the meantime here's some ZBD news - making the most of the product info becoming the norm for Tesco's etc:



"Social conscience shapes shopping habits
19 February 2007

Food origin and ethical shopping top shoppers' agenda says ZBD.

Almost two-thirds (64%) of shoppers are more concerned about the origin of food in supermarkets than they were twelve months ago, research from retail innovator ZBD has revealed.

64 per cent of people stated that they looked for the country of origin before buying a product and 73 per cent said they would be interested in the amount of miles a product has travelled if it was displayed.

This ties in with an increased trend in ethical shopping, 64 per cent of respondents said they made an effort to shop ethically.

The findings support a call from the National Farmers Union to include information about the country of origin on food labels. Currently, food processed in the UK can be labelled as made in the UK, even if its ingredients are sourced elsewhere. As the research from ZBD shows, UK shoppers are becoming more conscious of the food they eat and demonstrate a strong interest in where it comes from.

"Making additional product information readily available to shoppers is the key to keeping up with consumer trends," said David Rogers, vice-president of sales and marketing at ZBD. "Country of origin and the journey a product has taken to reach the customer is influencing more and more shoppers and ranking alongside concerns about fat, salt and calorie content."

"Discovering new ways to display the increased amount of information that consumers are demanding is the challenge facing retailers. Information needs to be updated quickly and easily and reflect what shoppers want to know about the product. Electronic information is one way of doing this, providing a low cost and effective solution to keep in pace with consumer trends"."

[tiltonboy] 21/2/2007 14:03

Orange,

As they are down below 3%, we may never know.

tiltonboy

[orange1] 21/2/2007 13:48

Well QVT still had to sell down the remaining part of their holding ie 745,450 shares. Could they be today's seller?

[tiltonboy] 21/2/2007 13:26

WINS have been active again today, clearing out another seller(how many are out there?)

At least there is some appetite on the buying side.

tiltonboy

[jtjh] 21/2/2007 12:25

Quite a lot of volume today which adds substance to the conjecture above.

[jtjh] 21/2/2007 07:43

The rise in share transactions that happened earlier this month would mean an exit announcement sometime towards the end of the month, or early next month, if the pattern is similar to that which occurred with the CPS exit.

[rivaldo] 21/2/2007 07:37

And more here on DisplayLink's tie-up with Intel and their "first solution in the world that delivers high-quality, real-time graphics across USB, UWB, Ethernet and Wi-Fi today":



"Posted on: Tuesday, 13 February 2007, 03:00 CST
DisplayLink Shows Wireless Network Display Technology at 3GSM World Congress

DisplayLink (formerly Newnham Technology) today announced its high-performance network display technology is being featured in a demonstration of the world's first WiMedia-connected computer display at the Intel stand in the WiMedia Pavilion at the 3GSM World Congress (7C58 in Hall 7).

The display shows how DisplayLink's technology can be used with Intel WiMedia ultra-wideband (UWB) technology to wirelessly connect a monitor to a PC. With wireless network display connectivity, consumers can easily add monitors, photo frames, projectors or TVs to PCs at work or home without cabling hassles.

"Wireless network displays are emerging as the next big consumer application to make full use of content-rich PCs by giving them access to any display or TV in the home or at work," said Dennis Crespo, DisplayLink executive vice president of marketing. "Participating in Intel's WiMedia Pavilion is an excellent opportunity to show that DisplayLink technology combined with WiMedia has the right performance and connectivity features to deliver an excellent user experience."

The complete solution includes DisplayLink's innovative software that runs on a Windows host PC and the cost-effective DL-160 and DL-120 network display engine ICs, which drive the display. The combined solution delivers an exceptional wireless display experience with instantaneous mouse, monitor and keyboard interactivity, images in 32-bit true color without quality loss and real-time, full-motion, DVD-quality video playback.

The DL IC device family is the first solution in the world that delivers high-quality, real-time graphics across USB, UWB, Ethernet and Wi-Fi today.

The company's chips and software allow monitor manufacturers, PC OEMs and PC accessory companies to develop network displays, video-enabled USB laptop docking stations, and other innovative connectivity options for displays. Other applications include network-connected computer projectors, digital picture frames and computer-based signage."

[rivaldo] 20/2/2007 22:48

A couple of bits of portfolio news today - seems both Sciona and Kiadis are expanding.

First Sciona, licensing some patents and selling in the Asia-Pacific region:


"[February 18, 2007]
GTG: Genetic Technologies Grants Non-Coding License to Sciona

(Aspect Huntley's ComNews Digest Via Thomson Dialog NewsEdge) Genetic Technologies has now granted a license to its non-coding patents to Sciona, based in Boulder, Colorado, USA. This license runs for 9 years and is the first step in a progressive co-operation between GTG and Sciona in relation to the emerging lifestyle and life-extension markets. GTG now receives a signing fee plus annual payments from Sciona, increasing with time. GTG will also be granted the right to market the Sciona range of products in the Asia-Pacific region, and to perform the relevant genetic tests at the GTG headquarters laboratory in Melbourne. The cash payments to be received by GTG from Sciona and the additional rights being granted to GTG are estimated to exceed $2m in value."

And Kiadis:


"Hybrigenics Focuses its Research on Inhibitors of Ubiquitin-Specific Proteases in Cancer

Dutch subsidiary sells non-core research patents

PARIS, February 20, 2007 - Hybrigenics announces today that it is concentrating its research efforts on ubiquitin-specific proteases (USPs) and their inhibitors in cancer. Consequently, Hybrigenics has divested the patent portfolio of Semaia, its Dutch subsidiary, on the Wnt-pathway and the EPAC targets.

The USPs are a family of cysteine-proteases implicated in the regulation of protein degradation, a natural area of expertise for Hybrigenics specialized since its foundation in the study of protein-protein interactions. Breakdown of proteins regulates many important cellular functions, including cell proliferation. Hybrigenics scientists have identified and validated several USPs involved in the control of cell proliferation. Because uncontrolled cell proliferation is one of the hallmarks of cancer, these selected USPs represent particularly attractive new targets for cancer therapeutics. Hybrigenics researchers have also discovered and patented original chemical families of USP inhibitors exhibiting antiproliferative activity and currently undergoing lead optimization in vivo.

The Wnt pathway package, including proprietary targets, assays and research results, has been sold by Semaia, Hybrigenics' Dutch subsidiary, to Kiadis Pharma, and patents on EPAC proteins and EPAC modulators to the University of Utrecht, the institution to which their inventor, Professor Hans Bos, is affiliated. The Wnt pathway is involved in cell differentiation while EPACs are primarily diabetes targets; both scientific areas, although promising by themselves, are not directly relevant to USP research. Financial details were not disclosed."

[hvs] 20/2/2007 19:48

Yep we still have potential block busters here.

ZBD Displays Ltd
Polatis Inc.
Cambridge Positioning Systems Ltd
Sciona Inc
Oxford Immunotec Ltd
Phyworks Ltd
m-spatial Ltd
SiConnect Ltd
DisplayLink Corp.
Kiadis Pharma B.V

Kiadis, Sciona as well Oxford Imunotec are all progressing well on the "health" side. I think they will all achieve higher prices than book value.

The remainder are in a different category where we will have very good exit prices.

No point in looking back, look forward. I must have spilt truck loads of milk
over the last few years.

[rivaldo] 20/2/2007 11:17

The CEN holding was too small to be worth holding onto as it was never going to make much of a difference - but OXB was a different matter. PDT weren't overly strapped for cash from memory, so why they sold I don't know and I still can't figure it out. Perhaps their record on bio investing put them off!

At least the current portfolio possesses a number of potential big winners, so hopefully the OXB gain missed out on will be well and truly made up for.

[orange1] 20/2/2007 09:54

Cenes shares have doubled in value since the beginning of October 2006 .....
when PDT dumped their lot.
That's 100k they missed out on!
Oxford Biomedica haven't been doing too badly either - another doubler since PDT sold out.

[fse] 18/2/2007 16:57

>jonwig..... no worse than the Welsh who sold the welsh slate tiles off public washrooms to wealthy UK landowners conservatory projects.
Dont buy a Taiwanese yacht either as half the decking screws could be missing as underpaid workers re sell them....
what a world we live in ...

still land lines are over but shouting for the masses !

[hvs] 18/2/2007 09:36

lol!!!

The fixed line operators in third world countries are mainly state owned and
not run properly.

Mobile firmas are mainly private sector and thus better run. Mobile is the future for world telecommunications.

[jonwig] 17/2/2007 15:59

FSE - that, too, I'm sure!

Here in England, they went one better by melting down bronze statues pinched from gardens, and lifting manhole covers from the streets was an early sign of the grand commodity supercycle.

[fse] 17/2/2007 15:37

People use mobile phones in Africa because the land lines don't work because the locals steal the wire to get the copper. At least that was the score last time I was in Uganda & Kenya....

[kickoff3pm] 17/2/2007 12:07

Filter rogerthelodger2 by clicking on his name on the index page this will allow you to use this forum again.

KO.

[Abuse team] 17/2/2007 11:52

Post removed by ADVFN

[jonwig] 17/2/2007 11:48

Mobile developments....

Arun Sarin was interviewed on R4 a few mornings ago about Vodafone's interest in India, and the mobile market in general.

He made the interesting point that, owing to expense, it was unlikely that extensive landline investment will be made in developing countries owing to huge costs (India and Africa particularly cited).
Hence what he called a 'technology leapfrog' - straight to mobile networks from nothing.
Also, especially in Africa, people are using their mobile phones to make payments. Leapfrogging credit/debit cards?

The point for PDT is that the mobile networks will get a new lease of life after the disappointingly slow take-up of 3G.
Anyway, they'll be seeking new functionality and companies which can provide this will be sought-after. M-Spatial?

[rivaldo] 17/2/2007 10:05

Another article on DisplayLink - here's an extract, gets a bit techie for me later on!



"Free love among the docking stations and a UWB reality check
Interesting talk yesterday with Jason Slaughter, product manager at DisplayLink, which was known as Newnham Research until late last year. It designs software and chips that can drive monitors across virtually any physical or fast wireless link.

A virtual graphics card is created on the PC which sends a compressed data stream typically across a USB 2.0 lead, allowing it to drive a monitor. As we reported yesterday, one use is in docking stations, when the USB lead also carries keyboard, mouse and audio data, allowing docking stations to mate with any notebook. One lead and they are anybody's.

The USB 2.0 lead can be replaced by a wireless USB 2.0 link, an emerging technology that uses Ultrawideband (UWB) radio instead of the physical cable. DisplayLink's system adjusts to the available data rate, and reduces latency by tricks like transmitting mouse clicks immediately, without waiting for a frame to be sent. "The response is very crisp - not like you get with some wireless systems," said Slaughter."