Strix Share Discussion Threads

[mr hangman] 22/9/2020 09:42

Come 8am tomorrow, all the guys who have topped up could look very wise

[egrid1] 21/9/2020 14:29

So you confirm my thinking - just Mr Market having a bad day for Strix compared to rest of the market... that is why I topped up.

[farnesbarnes] 21/9/2020 14:04

If the overall market is headed down, most stock will go south. GAW, AVON, $APPS, VLG, the lot.

SPX is looking like 3200 is coming, but could easily rally into the elections from there. But by the same token 2500.

You don't have to place to your bets right now though.

[farnesbarnes] 21/9/2020 13:47

Because prices fluctuate more than values.

[egrid1] 21/9/2020 13:40

Aim is down 2.3%, Strix down 8.72% at time of writing...
Any reason why Strix is down 6.5% more than market?

[farnesbarnes] 21/9/2020 13:00

rik that can't be. Strix should only go one way, right?

225/210/200/190 support levels.

[rik shaw] 21/9/2020 12:54

The whole market is down

[egrid1] 21/9/2020 12:45

Anyone know the reason for the price fall today? I have scanned around and cannot find any news - so topped up.

[epo001] 07/9/2020 09:08

Any link shortener link such as tinyurl can be safely ignored as spam and the poster filtered. Check this clown's posting history.

[dr biotech] 05/9/2020 21:25

It’s a pump and dump twitter feed. Nothing to with GS.

[recut more] 05/9/2020 19:27

Thanks, I can't see this tweet as I'm not following and my follow needs to be approved, can you copy and paste?

[alter ego] 05/9/2020 14:40

edit, that link asks you to subscribe. I got their via googling for "halopure disinfecting mist" which threw up a link to "harnessing the power of teamwork to tackle coronavirus" which is title of the article.

[alter ego] 05/9/2020 14:36

very interesting article in the FT . Provides more information on the disinfectant technology Strix have used on their own factory in China. Also talks about how China has returned to normal including the production of kettles for well known brands.

[alter ego] 02/9/2020 15:19

FarnesBarnes, the RNS announcing the acquisition of HaloSource on 8/3/19 said

"HaloSource has two primary patented technologies - a bromine based water treatment bead system proven to kill 99.99%+ of bacteria and viruses, and a composite filter material certified to remove heavy metals from water, with its main differentiator being its lead removal performance.

[farnesbarnes] 02/9/2020 13:51

I'd like to know if the technology is patented. If so, then I'd agree with you, but the whole 500 million market, not just the premium end of the market.

And this is just 1 of 14 product releases in the next 12 months.

I'll be topping again up on weakness.

[egrid1] 02/9/2020 10:39

RNS: "The total addressable market is estimated at RMB 5 billion, with Strix focusing on the higher end, automated farms worth approximately RMB500 million which have been growing rapidly."


So the Chinese Yuan RMB500 million that Strix is to focus on is currently worth about £55 million (with overall market, including the smaller farms being worth about £500 million).

If it is relatively easy to implement within a farm, and the costs are fairly low, with competitive ongoing costs, then a good proportion of that £55 million could be for the taking.

The halopure beads will have a lifespan and need replacement compared to the alternative currently adopted of a ultra-filtration membrane, which no doubt will also need replacing.

With any membrane type filtration, flow rates will inevitably reduce through the useful life of the membrane. Whereas with the Halopure beads, that should not be the case.

The membrane cleans at one point, but the benefits are not maintained. Halopure maintains the benefit throughout the waters usage.

What long term consequences all of this bromine in the water may have though!

Interesting slide presentation on HaloPure at

I wonder if those slides provide any foresight as to future products that are to be launched this year?

[18bt] 02/9/2020 10:25

Interesting that they aren't targeting established markets, such as those in mains water supply, building water systems (e.g. Legionella control), leisure centres, cruise liners etc, all of which have big and established competition. But there is potential to go into or licence their IP to companies in those sectors, which are big and growing in some cases. I like the strategy and it allows them to move into adjacencies in due course.

[mr hangman] 02/9/2020 10:22

It's nice to have a former LOQ poster investing this morning, they know their stuff..

[alter ego] 02/9/2020 09:56

AS Trident says, no-one knows how big this market is since it doesn't yet exist in the sense that no-one else is selling this technology. Strix management have been supplying products in China for some time and will have good local intelligence. The RNS says
"The livestock farming industry in the PRC is clearly a considerable market opportunity in addition to the healthcare and dentistry industries. The technology is well positioned to respond to an anticipated policyin the PRC which will require regulated water for use in all livestock farms, hospitals and clinics."

Being first into a new market may bring uncertainty as to £value but it's far better than trying to break into an established market with strong competitors.

[shanklin] 02/9/2020 09:24

Bought a few here for the first time at 0800. Looks very interesting. Perhaps should have bought more

[ryesloan] 02/9/2020 09:22

Well yeah of course, that was my point....the RNS today has started to show even clearer the potential for the filtration side. For a mere $1m or so they have used that tech to enter a substantial market, and with the promise of much more to come.Things looking very promising here. I have previously thought this a bit slow n steady but the new business verticals could really add some substantial value here.

[mr hangman] 02/9/2020 09:04

I would imagine there could be quite a few new shareholders getting onboard before the 23rd September