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JimTechAIM
@jimtechaim.bsky.social

Private investor favouring AIM recovery / growth UK Small Caps.
#AOTI #EKF #GENI #IXI #KOO #OMG #RUA #STX
GENinCode up over 41% so far this morning on RNS that New York State has approved clinical test of CARDIO-inCode-score.

I last bought #GENI.L at 2.3p but am still down 50%.

Hoping for FDA approval of De Novo assessment in Q1. 2026 and for no more dilutive fundraises.

⚠️SPECULATIVE ⚠️
("GENinCode" or the "Company")
irtools.co.uk
December 3, 2025 at 8:41 AM
Made heavy losses on Destiny Pharma when it delisted in 2024 and fell into administration.
Ever the optimist, I have taken a small holding in EMV Capital following it's deal to acquire Destiny's IP.
Now 52.5p, #EMVC.L featured in Simon Thompson's 2023 Bargain Shares at 64p.
Interesting company IMHO
A venture capital fund on a tantalising discount
Simon Thompson: Sum-of-the-parts valuation is only three times the share price
www.investorschronicle.co.uk
November 25, 2025 at 7:48 AM
⬆️14%. No Shield Therapeutics news but this published yesterday:

#STX.L “...demonstrates the hallmarks of a potential millionaire-maker penny stock: strong revenue acceleration, expanding market opportunities, and a path to profitability...
Shield Therapeutics is compelling."

⚠️Speculative⚠️

I hold.
November 24, 2025 at 5:33 PM
Shield Therapeutics up 9.6% this morning on no news but many small transactions.

#STX.L now demonstrating healthy revenue growth each quarter.

There may be minor hiccups along the way but serious backward steps unlikely now, IMHO.

I hold.
I've held Shield Therapeutics since buying at 59p in June 2021, last buying at 2.7p in December 2024.
Still underwater but #STX.L now making good headway and the recent 15% quarter revenue increase is impressive - just not the 20% investors anticipated.
On track to be cash flow positive by year-end.
www.sharecast.com
November 24, 2025 at 9:30 AM
GENinCode did raise funds in February with directors adding.

£8m raised in 14 months.

Downward trend as Y/E cash forecast low but #GENI.L CEO working hard to avoid another dilutive raise.

Continued growth, albeit not as fast as CEO would like.

Cavendish TP 11.5p.

⚠️ Speculative! ⚠️

I hold.
November 24, 2025 at 8:06 AM
I've held Shield Therapeutics since buying at 59p in June 2021, last buying at 2.7p in December 2024.
Still underwater but #STX.L now making good headway and the recent 15% quarter revenue increase is impressive - just not the 20% investors anticipated.
On track to be cash flow positive by year-end.
www.sharecast.com
October 26, 2025 at 11:48 AM
Added more Kooth after Richard Staveley's recent interview.
SP low on contract loss speculation but #KOO.L is sticky.
RS sees California being renewed and enhanced.
Any new contracts could revive SP.
Beat 400 (inc Google) for California deal so could become bid target.
MCap £46m with £15m cash.
The Exchange with Richard Staveley of Rockwood Strategic
YouTube video by Vox Markets
youtu.be
October 24, 2025 at 12:09 PM
Oxford Biodynamics (#OBD.L) has now announced dilutive discounted fundraise.
Still has insufficient sales to self-finance, so expect further fundraises.
Oxford BioDynamics are up 121% today after Pfizer published news of successful use of EpiSwitch.
We always knew that it worked - what it doesn't do yet is sell well!
Recommend extreme caution here as #OBD.L needs cash so a dilutive discounted fundraise could well quickly follow.
I no longer hold.
October 22, 2025 at 12:23 PM
Oxford BioDynamics are up 121% today after Pfizer published news of successful use of EpiSwitch.
We always knew that it worked - what it doesn't do yet is sell well!
Recommend extreme caution here as #OBD.L needs cash so a dilutive discounted fundraise could well quickly follow.
I no longer hold.
July 15, 2025 at 11:44 AM
This mornings RNS from GENinCode (#GENI.L) lifted the share price over 150% at one point - I was almost 10% up on my investment!
Share price has since drifted back and is now just over 90% up.
Be aware that the company needs funds and may well use a improved share price to raise.
I continue to hold.
London Stock Exchange | London Stock Exchange
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www.londonstockexchange.com
January 23, 2025 at 1:31 PM
Paul Hill discusses / pumps (!) his new IXICO purchase with Paul Scott.
#IXI.L share price now 8.75p - below last month's fundraise at 9.5p.
New significant shareholders are encouraging.
2024 accounts due early December.
Increased losses forecast so could drop further.
I hold and am waiting to add.
November 16, 2024 at 10:16 AM
Another fundraise by Duke Capital.
Perhaps if #DUKE.L cut it's dividend it might be able to use it's own cash.
Seems mad to pay a high dividend and then ask the investors for it back again.
Share price has now fallen to a three year low.
Used to hold but not tempted back.
Just doesn't work for me.
November 15, 2024 at 12:35 PM
Thought I'd dodged a bullet when I sold Aquis in June for 17% profit and the share price tumbled.
I sold because I was unsure that market volumes would recover and I have market exposure through my holding of Jarvis Securities #JIM.L.
Today #AQX.L recommended offer at 727p.
Congratulations holders!
November 11, 2024 at 10:20 AM
Yet another hot air RNS from OptiBiotix #OPTI.L
Yes, we know that it works, what we want is to see that it SELLS!
And, at the moment, I can't see that it does.
[A still frustrated ex-shareholder!]
www.londonstockexchange.com/news-article...
London Stock Exchange | London Stock Exchange
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www.londonstockexchange.com
October 10, 2024 at 9:44 AM
Good to see Ixico's share price up 10% yesterday after the successful fundraise.
I'm not adding just yet though as I suspect the #IXI.L 2024 results will bring the share price down below fundraise.
Pleased to see that Ixico's fundraise is above yesterday's closing price and that #IXI directors are taking part.
Will add in time but content to wait for the moment as I find often shares will drop below the raise price.
I hold.
October 10, 2024 at 6:41 AM
Bought back into Oxford BioDynamics in April and have added further.
The #OBD.L June HY presentation illustrated an impressive product pipeline with the CEO "very bullish" that a non-dilutive partnering deal would be forthcoming by the end of the year.
Sales slow but novel IP attractive.
Speculative
October 10, 2024 at 6:35 AM
Pleased to see that Ixico's fundraise is above yesterday's closing price and that #IXI directors are taking part.
Will add in time but content to wait for the moment as I find often shares will drop below the raise price.
I hold.
October 9, 2024 at 5:31 AM
I do enjoy Investor's Champion podcasts.
This week two favourites are noted as Bonkers Bargains:
Time Finance (#TIME.L) which I pitched on StockSlam in January 2022 at 26p (now 59.5p) now sold.
Alumasc (#ALU.L) which I bought in June - up 46% - which still looks great value, IMHO (and IC agrees!)
IC036 So Many Bonkers Bargains Right Now – How Do We Keep Up
Investor's Champion Podcast · Episode
open.spotify.com
October 7, 2024 at 6:04 AM
Investors Champion on James Halstead (#JHD.L):

"The forecast dividend of 8.8 pence for 2025 is a dividend yield of 4.8% and, with cash building [£74.3m], management might also be contemplating a special dividend, as they have paid previously."

www.investorschampion.com/channel/blog...
October 2, 2024 at 9:40 AM
Faversham brewer Shepherd Neame are holding a rare investor evening in London this Wednesday.
Owners of 100 or more shares (currently costing £600) receive shareholder discounts at pubs and brewery shop.
Shares are close to their pandemic low.
www.investegate.co.uk/announcement...
Investor Evening | Company Announcement | Investegate
Comprehensive details of regulatory and non regulatory announcements from FTSE 100, 250, AIM and techMARK quoted companies
www.investegate.co.uk
September 30, 2024 at 6:20 AM
I feel that the AIM sell-off over concerns about the removal of Business Relief are overdone and has created some remarkable opportunities in companies that are normally overpriced.
I don't think Business Relief will be removed, but even if it is, some quality shares are now looking very good value.
September 30, 2024 at 5:57 AM
Many previously premium-rated AIM shares are now looking over sold, IMHO.
Bought into James Halstead (#JHD) last week.
Decent and reliable dividend.
July update stated, "profit before tax will be at record levels and in line with (upwardly revised) market expectations."
Results are due Tuesday.
September 29, 2024 at 5:01 PM