Volvere Share Price (VLE)

Whats your thoughts on estimated cash balance? Is that including for sale investments I assume?

As end of year is was £33m broken out as £28.27m cash, £4.95m Barclays stock, that barclays stock is down about 170k as I type to £4.78m so do you think cash has gone up by £3m in half a year? As FY FCF was 'only' about £4.2m, so I would have it more at flat cash wise based on say £1-1.5m half year FCF with headwinds and some extra capex.

But our numbers are very close as O jabe stub market cap at £17.3m, but just wanted a feel of if I missed something in the guidance or balance sheet.

Still a 24% FCf yield trailing haha, or if FCF dropped by 50%!!! then still a 12% FCF yield. Very curious what AGM will say, anyone going?

A bit of profit-taking at present.

I'd assume the cash pile will have increased to say £36m at the end of this month.

That simplistically values 80% of Shire Foods at £15.7m at the current £51.7m m/cap. This for a company which made £6.31m PBT last year.

This year's outlook was understandably more cautious for H1 in particular. But let's assume Shire makes perhaps £6m PBT this year - 80% of this after 25% tax still leaves Shire on a very low valuation within VLE's m/cap.

Wonder if this was every looked at by volvere management, assume might be a competitor or potential competitor? Went into administration and then James SInclair bought it:

https://www.youtube.com/watch?v=5MBEidXFW_8

Ive also just bough another 1,000 shares

For the record, Regent Gas have gone above 7% (having bought another 2k shares!), with 154,229 shares:

Https://uk.advfn.com/stock-market/london/volvere-VLE/share-news/Volvere-PLC-Holdings-in-Company/98570351