Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
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he did say that in one interview then more recently he said not to expect too much. I think there were a few contracts (like the government one) where they can in effect pick which year some or all of the revenue/profit is assigned to, so perhaps he is thinking it is better to 'give' more to 2021-22 as he gears up to sell the company.
Can anyone familiar with accounting confirm they are able to do that?
said that a while back mark and your right, for me nothing to get excited about, I'm more interested in the forward looking statement as yourself and others should be.
He did mention that we would be pleasantly surprised.
Cathal recently said not to get excited about results. I'd guess maybe minus £2-3m. The forward looking statement is more important to me and hopefully it will contain another couple of interesting soundbites
A reasonable question guygad, but do you mean nervous about the delay in producing the results or about the contents? They were about -£5m at half time, so no-one except the ultra-positive are expecting anything other than a small loss, so it's just a case of how small. Last year is anvient history really though, mostly pre-transformation, so market will probably be more interested in the recent trajectory and forward looking statements.
Just stay with an amount you are comfortable with. One that you are not going to be awake at night over. We got a multi year bull market here as long as interest rates don't kill us.
I think the inflation problem should kick in a little later. However we are posting good revenue increases and should see it extend further.
And I'm the Queen of England.
I'm not stirring--am a shareholder of long standing. Asking because it's a reasonable question.
Have to agree with Indy. We will see some S/T SP nonesense on results. I get the feeling that the MM's are shaping it that way. Just depends in which order CF a makes news announcements pre or post results.
Flipping annoying at the moment as we really should be around 45p+.
We have both been in TILS. We know what being d1cked around really is...
The process of spin outs are taking place and we are seeing concrete steps - unlike the Accustem fiasco.
The facilities are now fully booked eighteen months in advance and will be aimed to be fully booked two years ahead.
We have moved to three facilities and with the Government behind us we get a fourth when we need it. The size of the contracts will increase with it. Rev wise going forward the bread and butter should be very strong.
Then there is DIM. As stated before Livongo got bought for billions by Teledoc just off data. We have the largest infectious disease database in the world. It is only growing as the testing we do feeds further into system - adding continually to value.
Once he gives the push for what is in pipeline we are off to races. We have a further ten to fifteen trading days that are probably infuriating. Then we get the results uplift.
Even if he wants to buy shares. He wants his stock supported and the story out there as the shareholders are getting tetchy. CF does not want to kill momentum going forward. As a Venture capitalist knows it is hard to resuscitate if he really p155e5 the market off.
The price now and the price in six months will be radically different in investors favour.
Watch the large contracts get announced. The Government partnerships deepen as the two progress the facilities trade. Will also have a couple of spin offs kick in. Low risk and high reward allows you to go overweight a stock.
We are in a vaccine and anti viral secular bull market we have years of growth to realise. Then add in some very smart acquisitions. Sit back and watch the compound returns hit your portfolio. Inside two years you are looking at treble to quadruple and most likely significantly more....
My reply to Guygad was based on the fact that to me he was just stirring - it wasn't a genuine questioning.
Seem to remember CF saying recently ( Q&A session) something along the lines of ...he is not going to over emphasis results going forward, but will blow the lights out later in the year ( presumably, after he is allowed to buy more OO shares).
So the fact he wants to buy more shares asap, and will blow the lights out later, I would think OO is a buy.
Trying hard to resist what must be "international start your own thread day", i have to come clean and inform everyone that I already know the conclusion of the results. They will be; Holders 1 (read as won) = Non-holders nil. :)
Are you getting nervous? What do you think of CF's recent comments about the results?
Any of you fellas getting nervous about results—unless I missed something, I was September when they last published anything concrete?