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[hvs] 13/5/2007 21:26

lol !!!!

Never knew it was so easy to get the best out of people.

lol !!!!!

[hvs] 13/5/2007 15:12

None I,m afraid.

You might as well sell what little you have.

[timtom2] 13/5/2007 10:23

Any guesses as to what may happen first to help move PDT up frome here?

What holding looks to most likely to reach a trade sale or IPO first?

Which one to hit the news big?

[masurenguy] 12/5/2007 20:38

Lol - you can always rely on Lovepratt to provide an incisive and well informed analysis of any stock. He is a veritable legend up his own behind !

[rivaldo] 12/5/2007 18:36

Thanks for that Loverat, better sell then.....on the other hand, there may be an upturn next week, so on second thoughts perhaps not. Maybe buy some more?

It's this kind of sophisticated analysis that Warren Buffett made his name on y'know.

[loverat] 12/5/2007 17:41

There may be a further reversal next week.

[hvs] 12/5/2007 11:52

Hi riv,

I am breathing again.

[rivaldo] 12/5/2007 10:18

:o)) Hvs, the quiet threads are normally the most profitable!

News flow is starting up again. Firstly Kiadis, which has one product in Phase 3 trials (Purge) and three in Phase 1/2. I hadn't realised till now, but from the web site "Purge will complete development in Q2 of 2007 for Canada" - so there could be some intriguing news soon.

Anyway, here's this week's news re Parkinson's disease:



"08 May 2007 - Kiadis Pharma has filed a patent application on a collection of compounds for treatment of Parkinson disease, depression and other neurological disorders. These compounds target Monoamine Oxidase B (MAO-B), a prime target for the treatment of neurological diseases, with high specificity and affinity....."

Secondly, Polatis have a new-ish newsletter out:



Lots of news of contracts, expansion of the sales force as flagged previously, customers like Lucent, Calix etc. Sounds encouraging.

[hvs] 11/5/2007 10:43

4 days and no posts,

You on holiday riv ?

[rivaldo] 07/5/2007 22:09

And here's ZBD going for it in the USA:



"May 07, 2007 11:00 AM Eastern Daylight Time
ZBD Introduces epop to North American Retail Market
Zero-power wireless display solution enables dynamic price promotion and product information updates helps retailers reduce waste, labor and operating costs

FMI SHOW
Booth #238 and #607
CHICAGO--(BUSINESS WIRE)--ZBD Displays, Ltd. (ZBD), the leader in zero-power electronic paper technology, has unveiled epop™ to North American retailers.

The epop solution automates pricing, product and promotion information, which provides shoppers with a more visually appealing experience, epop offers retailers a more cost-effective way to modify pricing and promotion information which has proven an ROI in 12 months and low ongoing cost of ownership.

ZBD has a clearly defined route to market in the US, working with partners including Avery Berkel and Fujitsu. Both organizations will be demonstrating epop all week in Booth #238 and #607 respectively at the FMI Show McCormick Place in Chicago, Illinois.

"This technology has the potential to change the way North American retailers do business. Right now, manual paper labeling is labor-intensive, costly and too slow for retail managers to react to sales trends and competitive pressures," said Clive Mayne, CEO of ZBD. "epop is already helping retailers worldwide cut costs, reduce product wastage and increase sales, enabling them to gain marginal revenue they wouldn't have earned otherwise."

ZBD's epop solution consists of zero-power LCD displays that provide customers with content-rich information product and pricing that can be updated wirelessly across the enterprise, region or store level. The displays are updated via ZBD's bounce communicator, which fully integrates simply with major retail technology platforms. The bounce communicator manages changes to product pricing, promotions and descriptive information, transmits high quality images to the correct epop displays, and controls the status of the epop network. With high-resolution and excellent readable in any light and conditions, epop displays require power only during these updates. This drives low cost of ownership and a minimum life expectancy of five years. UK supermarket giant Tesco has successfully trialed epop in a number of its high profile stores.

"Epop enables head office or a regional store manager with the ability to align promotions in stores without having to wait for store staff to update paper-based labels manually," said David Rogers, vice president of sales and marketing for ZBD. "In an industry with razor-thin margins, every extra dollar counts, and our customers are getting significant ROI from day one."

ZBD has spent six years of development and filed over 25 patents perfecting its electronic, rich content LCD displays. Robust in construction, elegant in design and unobtrusive, epop displays are suitable for use in all normal retail environments. ZBD's unique technology delivers eye-catching, content-rich graphics and stunning zero power performance with high resolution, strong contrast and excellent viewing angle characteristics that are visible in all light conditions. The 'intelligence' in the epop solution comes from the epop display's ability to communicate with its bounce controller, by which it acknowledges the receipt of new images and keeps the system informed of its status. Easily integrated with existing retail systems, bounce communicates pricing, promotions and product information to epop displays at the touch of a button, ensuring total control and reliability of displayed information."

[hvs] 06/5/2007 10:06

Its looking better and better for OI.

One of the bigger Pharma companies my try and buy them. Lets see.

[rivaldo] 06/5/2007 09:21

Integer, correct, PDT do not pay tax. So the large discount to NAV is real and doesn't have to account for any tax deduction.

Charts, shmarts :o)) If PDT don't announce any deals or tangible rises in the portfolio then the price will drift. If they do the price will soar. Or if people simply latch on to the discount to NAV the price may slowly rise. Easy!

More good OI news - if they can afford to spend the prize money on jollies for the staff they can't be in need of another fundraising!

The narrative implies that the UK is a success and that the US will hopefully follow soon:



"TB testing firm scoops top hi-tech award
By Andrew Smith
A company which has pioneered the first new tuberculosis test in 100 years has won a major award.

Oxford Immunotec of Milton Park took the overall honour at the Martin & Audrey Wood Enterprise Awards as well as topping the Best Healthcare Innovation category.

Chief executive Dr Peter Wrighton-Smith said: "I am absolutely delighted, particularly because Sir Martin and Lady Audrey were behind the first Oxford University spin-out company and have run an innovative, hi-tech company themselves."

Oxford Immunotec, of Milton Park, was set up to exploit inventions by Dr Ajit Lalvani, of Oxford University.

It sells T-Spot, one of two tuberculosis tests which the National Institute for Clinical Excellence agreed can be used in the NHS.

The company has grown rapidly since securing the agreement and is gearing up to open an office in the United States where it hopes to repeat its success.

Dr Wrighton-Smith said the £2,000 prize money would be spent on rewarding the company's 30-strong workforce."

[timtom2] 05/5/2007 20:39

What do they say about ducks? Applies here too.

[hvs] 05/5/2007 11:21

TimTom2,

Its a bit like having an UGLY WIFE, seems like you need to divest.

[integer] 05/5/2007 10:05

I'm wondering if they have investment company status, hence no tax....

[hvs] 05/5/2007 09:42

Have to ask Gordon Brown I,m afraid.

[integer] 05/5/2007 08:48

rivaldo - the header says PDT don't pay tax. If they sold ZBD at a decent profit, they wouldn't pay any corporation tax? What exemption do they have in place that affords them this luxury?

[timtom2] 04/5/2007 21:16

Whatever it is - just look at the graph.

[hvs] 04/5/2007 19:52

Did you benefit then ?

[weatherman] 04/5/2007 19:36

Perhaps most of the NAV growth has gone in directors pay in previous years.

[hvs] 04/5/2007 19:20

TimTom2,

Pdt is not a typical graph following company. Its a venture capital outfit.
The general public and institutions are happy to buy and wait.

Its a tortoise which I feel I have backed at the right time.This "little" trickle does not come into my equation.

What The Chairman said at the interim stage :

I share the Manager's confidence that this combination of
early stage and more mature investments will provide shareholders with
substantial growth in Net Asset Value."

[timtom2] 04/5/2007 11:13

Yiu say it doesn't apply but there has been a real tendency to trade in channels up and down. Look for yourself. No doubt a single IPO or business sale will make a big impact but look at the graph before saying it doesn't apply.

[max 36] 04/5/2007 10:02

that's how it'll be - charts don't apply