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26/04/13
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A third for TT Electronics please Graham.

Well done Paul of GetBusy. I also noted 1pm Board promoting a strong dividend growth policy to reward investors for their assistance through a period of acquisition. Helpful Management teams are rewarded for their transparency and shareholder consideration all be it often in an invisible way. For me they both go on the potential investment list as I can see the management striving to reward…

Thank you Andrew, I agree the science is pretty good. There does seem to be a compelling story but I just cannot get to the point where they are making money without seeing at least 2 more placings by which time my investment will be so small as to be worthless. I appreciate your comments. Kind regards Guy

Graham, interested in your thoughts if you have any on AVCT Avacta. Announced yesterday a placing for 11.6m. This seems to be an excellent example of something Paul has previously warned about, backing an idea no matter how good seems to be a bad idea. Certainly true here. Price falls largely because it has taken longer and longer to materialise any sort of revenue. They…


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