Time Finance Share Discussion Threads

[sparty1] 12/10/2009 16:18

monkey LOL
Trouble is some of these wines start at £500 < ....... big money to protect it. You can have the spoilt stuff as mouthwash cos the french wont even use it as vinegre. Or maybe stick to white lighting. LOL

[barbudo viejo] 12/10/2009 10:32

Very true - there ought to be one incorporated into every case of Petrus, Mouton and Latour. It is phenomenal how much wine - much of it extremely expensive - is ruined in transit by exposure to excess heat or cold, and that frequently this is not discovered until the wine actually comes to be drunk, often many years later. Big problem for merchants and insurers, though not for the vineyards, who are already paid by the point of transit. Thus the incentive to push for inclusion of heatstrips lies with merchants and consumers. A small price to pay for an assurance of good transit, with the corollary that it should actually drive transport prices down, due to lower insurance rates and a lesser dependence on trust meaning one can shop around for cheaper transport. As ever, the problem is: who's going to pay for it? Also, the heatstrip needs to be integral to the packaging, not just slapped onto the case, otherwise the security can be circumvented by the dishonest by simply replacing the Heatstrip after the damage is done. Nonetheless, v. interesting, and obviously a viable application.

[sparty1] 12/10/2009 09:45

So many applications for the heat strip I lost count. Definitely useful for fine quality red wine which can be ruined by poor temperatures in transit. I hope the company are exploring all avenues.

[soho2] 08/10/2009 17:53

how can these be all sell ....and the price goes up??????

[sharethelovearound] 29/9/2009 16:55

bold - get well soon!

[bones30] 29/9/2009 15:23

Timestrip mentioned here:

(trading places on sharecrazy)

[boldtrader] 29/9/2009 14:37

stla,Hi hope you're well, I was only reporting what I have dug up. Actually been in hosp this am and asking yet another hard working nurse about the new timestrip cannulae as she stuck one of the old conraptions into my arm!! under such circumsatances I would have loved her to be jabbing a time cannulae in, but no such luck! on asking her, she personally had NOT heard of the new time unit but had heard of Vygon,and also did actually show me a new cannulae with a needle safety device in place she had on her trolley.
Please do not think I'am deramping or being pessimistic, as said i hold and expect a good result but I'am not blind to the fact that these girls are at the coal face and know what they are talking about, and although I'am a singular individual dealing with only 2 NHS trusts,i have questioned and been answered candidly these nurses thoughts on old against new. Sorry for bleating on, Back in next week for an exteded visit so will ask more then. Still Holding but with alittle less blinkered viewpoint. Cheers.

[sharethelovearound] 29/9/2009 14:10

in the space of about a month they have gone from one trial site to 20 hospitals ordering product and trying it out (as per their interims statement). That is not indicative of a product that is problematic for the NHS........I would be expecting to hear about full adoption within a hospital as the next good sign that the product is moving in the right direction. As for the nurses feedback - I am just impressed that they had heard about it!

[gogoneko] 27/9/2009 19:06

There's bound to be some indifference to the product whether it's cumbersome or not - I'd think especially so where there's already an efficient and effective practice in place for handling cannulae and hence there's no justification for the additional cost. Perhaps it'll sell better where there's more pressure on staff.

There was also an article recently ( ) indicating good results in reducing MRSA infections in Q2 '09 and that was part of the argument for people buying TimestripIV, so there's perhaps a diminishing urgency to buy them if bugs can be tackled effectively by conventional means.

[boldtrader] 27/9/2009 10:57

Well, I'am a TIME holder for some years now,because I believe in the concept. But, without putting a finer point on the subject I have spent a considerable period in hospital recently,jabbed with lots of needles, cannulaes etc,and, although only 2 nhs units involved I asked the question to the relevent nurses administrating cannulaes,both had seen and heard of TIME cannulaes but both found them to be cumbersome to the wrist/arm and were alittle wary as to the benefit of use over the current situation.
This could be massive if taken on board nationally/internationally but I'am concerned that in their present form they may not live upto expectations.More trials? revamp? I dont know,Will report as and when if I have any info.Good luck to all holders.I await with baited breath. Cheers.

[gogoneko] 27/9/2009 10:34

Let's not forget that while there's evidence of interest there's no evidence that either the NHS or any other body are buying recently launched products. I'd say that it's premature to indicate a rosy future because it hasn't be shown that such products have any revenue-generating potential. This company's history is littered with such examples of supposedly great product potential failing to sell - why will it be different this time?

Considering the Brenmoor/Timestrip partnership was announced in early Apr., and that there'd been an NHS wristband deadline mid-year, how come 5 months after launch the interims didn't give any indication at all of revenues generated - even an "initial orders received" wasn't mentioned, which I'm very sure TIME would have been keen to do so.

We should get an update November on the conclusion of the Whittington trials, so hopefully within that there'll be an indication of revenues arriving - otherwise it'll start looking increasingly ominous.

[sagem] 26/9/2009 19:21

Investors are beginning to realise that this company has huge potential with their Timestrips and the future is very rosy indead..The NHS believes which uis a very big organisation for starters.

[59david] 25/9/2009 22:38

No news recently. Maybe its just people beginning to believe that the tide has turned and that they might not need to come back for more money. If this is the case then I could see this start to move up quite substantially. Guess is next six months results will be critical

[wisteria2] 25/9/2009 18:49

This looks more interesting today!! Hello anybody out there!.Have i missed news or something.

[jenty] 16/9/2009 11:22

Looks like a really good entry point. Half yearly results were upto 30th June.
New distribution deals and timestrip medical products became available July. So next half year should be interesting. Hopefully, onwards & upwards from here.

[paul augustus] 15/9/2009 09:43

Can't argue with that

[sharethelovearound] 15/9/2009 09:37

good analysis, gg. Visibility on the future should start to become clearer over the next few months IMO. It seems like the ship may finally be pointing in the right direction....

[gogoneko] 15/9/2009 09:33

Of course some investors love jam - and the bigger the dollops the higher the confidence ;)

I think HoodlessBrennan reiterated their speculative buy on these results.

They must start increasing revenues during the next six months. At the moment I think that there's a 50/50 chance that any revenue increase will be insufficient to avoid needing a bit more money but any required amount should be small and they should also be able to provide a realistic timescale (with numbers) for a move into profitability, hence not such a burden - especially if the share price has recovered.

[wisteria2] 15/9/2009 08:59

Onwards and upwards.Long may it continue!

[paul augustus] 15/9/2009 08:56

Think the markets like the sound of jam?

[barbudo viejo] 14/9/2009 09:00

Making Timestrip profitable is not a quick game. The units are cheap, so they need to shift massive volumes of them. This entails breaking into highly regulated markets after significant testing and assessment. The upside is that once this breakthrough is achieved, the revenue stream should be substantial, consistent and capable of steady growth. Certainly the figures are still weak, and jam pronouncements dominate the verbiage, but the logic behind the very simple product is convincing and the envisioned future is so positive that the reasons for holding are obvious. Which way it goes from here is open to debate, as is clear from this board. That is just my opinion.

[gogoneko] 14/9/2009 07:49

No real surprises that these results are a small step in the right direction, but they've got so much "jam tomorrow" and no indication of actively growing revenues that they're very much what Timestrip has represented for so long - an underperforming, cash-guzzling enterprise. As usual they've tried to sweeten the average results today with a separate jam-news which should have appeared as a footnote in the interims.

Finally, and certainly not before time, they've taken a good chunk out of the admin costs and thus improved profitability so that they're not burning through cash so quickly. They've let revenues slip from H2 '08, which is a bad sign, but thankfully not by much and thankfully also, a heck of a lot better than '07 numbers.

With £0.9m cash at end-June and a reduced cash-burn of approx £400k per 6 months, it doesn't take a genius to realise that time is running out fast.

I'm stay invested despite the disappointment that there wasn't any indication of improving revenues in these numbers. Hopefully soon it'll appear and they can announce their US and European distributors as they have mentioned. I wouldn't be surprised if the shares head south again in the meantime though.

[edit : Actually I'm not so sure I will stay invested]