Tissue Regenix Share Discussion Threads

[hodhasharon] 04/11/2020 16:15

Spread-betting firm hedging. Insignificant.

[b1inkers] 04/11/2020 16:14

Did Spreadex sell off 90m shares last week at ~0.4p? If that's their limit price there's another 130m of overhang shares to go...

[hodhasharon] 04/11/2020 13:56

100M only takes us back to where we were a few short months ago.....before the fund raise which they used to increase production capacity.

I'm holding for 1BN. Just hope any takeover rumours don't surface before my next top-up.

[cantrememberthis2] 28/10/2020 13:22

Fair wedge in today

Looking for £100m market cap

[dogwalker] 28/10/2020 11:53

They sound to be quite nice dilemmas to have, as problems go.

[cyberbub] 28/10/2020 11:35

That's all very well but will TRX be able to deliver the volume of units to ramp up, without more big placings in future for expansion?I notice that they have appointed sales agents for their own production, but would it not also be sensible to appoint licensed manufacturers? That could help to grow capacity much more rapidly, minimal cost? Or are they not keen to give other companies their IP, despite it being protected?Don't get me wrong, I understand the business case here and have bought a few yesterday and this morning, but just challenging my own theories!

[b1inkers] 28/10/2020 09:30

The global market for heart valve replacements is expected to exceed $10bn USD by 2025 (10% CAGR until then). That's just one application of dCELL. The market for bio-compatible dental materials/devices could be far larger and the transition could happen very quickly. IF existing materials were deemed unfit for purpose..

That's the bet.

[hodhasharon] 28/10/2020 07:31

They have the products, they have the demand, a large player could provide sufficient manufacturing capability to meet that demand. I suspect TRX will be taken out at some point, but not at 30M MKT CAP.

[channel pirate] 28/10/2020 07:16

Agree carlisle44, but the progress / advancement made by the company in every department in the past 5 years is more than 6 or 7 times as much, so I would say that it may balance one another out.

o.k. everyone is entitled to their own interpretations and opinions, and what I have posted is only my own, but I am sure that the bigger institutional buys are not based on just doubling their money.

Good Luck to all, whether you are here for "peanuts" or "gold bars"

[carlisle44] 27/10/2020 23:40

It has 6 or 7 times more shares since the days of 20+

So the enthusiasm for a return there is a tad zealous in my view.

How are the new premises?

[channel pirate] 27/10/2020 16:59

Who wouldn't like to see this back at even 30p where it was once.

I paid 21p as I seen the potential this company had all those years ago, as did Mr Neil Woodford (he owned over 26% of the shares in issue back along). The Company, if managed correctly, and subject to Global circumstances, could get back to those prices eventually, and even higher imo, but it won't be "tomorrow" so as to say.

Good luck to yourself also.

[cyberbub] 27/10/2020 16:33

That's fair enough pirate, I was only going off your post where you said you would love to see it back at 21p. Good luck with your investments.

[channel pirate] 27/10/2020 16:14

cyberbub

I have been here for over 5 years, and so you could say I'm a LTH. Knowing in the next few years 21p is most probably not going to happen, (who knows what a "take out price" could be) so yes I have averaged down with a b/e of 1.33p on my multi million share holding here.

Having been a Directly Authorised & Regulated Financial Adviser, then I feel I would would not require your advice - but thank you all the same.

[cyberbub] 27/10/2020 15:51

Channel pirate, unless sales go absolutely interstellar (or you're willing to take an 8-10-year view), then IMVHO you will never see 21p again, after the massive dilution this year.

21p would be £1.5bn market cap, so say £100M post tax profits, roughly £250M sales... Current sales are just £12M - and even Phase 2 expansion forecasts only an extra £30M-odd sales I understand from the Directors' Talk interview posted earlier today.

So Stage 2 expansion could yield £40M sales = £15M post tax profits with a bit of luck, and a market cap of £200-250M = a share price of 3p-ish (assuming Stage 2 can be funded from cashflows and debt, rather than equity dilution). Add in a valuation for the IP, and maybe 6p? Still a very nice return from 0.4p of course! But not 21p, and certainly not without risk, given the management's disastrous execution of the last 18 months.

If you just want to break even on your investment, and assuming you have confidence in the company's plans, you could consider averaging down?

No advice intended of course, just my views and very rough calculation. DYOR etc

[cyberbub] 27/10/2020 15:30

Thanks... When you say "if" those concerns are valid, do you mean there are comparison trials ongoing or something?

[b1inkers] 27/10/2020 13:32

@cyberbub existing substitutes are cheaper but have more safety concerns. If those concerns are valid the IP should be worth a fortune once the regulator/market catch up. That is, if patient outcomes were the priority... by no means a certainty in the US!

[mull3r] 27/10/2020 11:28

Wondering whether the Woodford position is now cleared

[stoneme] 27/10/2020 11:08

That is quite frankly the bet.

[jpuff] 27/10/2020 11:08

205m traded and only 11:07. Strong buy imho. GLA JP

[encarter] 27/10/2020 11:04

Yes and yes.

[cyberbub] 27/10/2020 10:27

Just looking in here on the rise...The company is still losing money and needs to double its sales to break even. It has plenty of cash but most of that will be earmarked for spending on expansion. But it's worth £30M today, or EV approx £33M including debt.Will the expansion in Texas allow for a more-than-doubling of revenues?Is the IP worth a fortune?Thanks for any info.