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https://www.share-talk.com/can-cellular-goods-cbx-l-deliver-the-goods-for-a-first-day-ten-bagger/#gs.u513da
40-50p II buy orders?....
very fair point. however partly the greatest value is in taking on some risk at a point where there is potential without all the tangibles. Kanabo management team seem to be experienced- their approach to CBD, marketing plus the medical canabis vaporiser covers off stuff OTC and and through special centres. massive jump this morning. hard to say when a good entry is. in spirit of transaprency, i picked up some this morning.. so paid highest price!
I thought id see if theres any more chat here, as its pretty quiet on advfn.
im sure that will now involve some of you insulting that site and anyone who frequents it :)
Always useful to have discussion and on the whole, LSe seems to have a more experienced knwoledge base of investors..
I think the enviro stuff will be approved. porto needs the potential income.. but with a coalition gov it jsut means harder to get through.
how well does SAV and DA navigate the political environment.. get things moving... harder in this current state of world affairs.
and then hopefully once approved.. how quickly do they move on a feasibility study.. and offtake.
worth a punt no? but theres still a fair amount of risk.. please so share views..
contrary to what has been suggested and while i dont believe anyone should base an investment decision on BB posts, useful to debate
Nothing major here, but I think the intent is positive:
https://amlcorp.blob.core.windows.net/default-storage/docs/default-source/documents/agm/aml-agm-2020-qa.pdf?sfvrsn=9bf551af_2
So many posts today. I was not happy with the RNS, more so the way it was worded.
So Ive exchanged a couple of emails with IR Director at AML today, voiced my view on the not so great wording of the RNS and suggested what they should be updating on...
Obviously no insider information was shared, but the RNS focus was on the employee resourcing and they had to be sensitive to that. IE not a gloating RNS.
Also it was felt no update was required on the DBX as they had provided one in May... orders continue to build over 2000 and on track for summer delivery.
I also suggested they need to be updating on Gaydon opening, Specials, debt, when the DBX first orders are ready and an updated plan when Tobias' is on board. This was understood.
Finally I did submit Questions prior to the AGM and the answers to all investor questions, will be prepared and SHOULD be posted to the website early next week.
I wont post the email exchange, I dont think thats right. but the key here is that there was a reason for the tone of the RNS,, they didnt want it to sound too upbeat when talking about likely redundancies. They assumed we already had the DBX orders.. so didnt need another update - dont agree with that one, but its building over 2000. and the plan is to continue to update on all the things we know to be important.
Now Im sure some of you wont believe the above to be genuine.. so lets see if they post the QandA to the website next week.
yeh think youre right 3300 on cash costs..
Hereshopin.. the plan was always to reblanace demand for the older models... so they arent sitting on dealer lots.. less models, means less staff.
what this does show is that this RNS wont be received positively by all, cos its not a blanket sunshine and lollidrops statement.. those that have researched and a re long term will get it. those who are trading wont.
I thought theyd give us the DBX numbers. but i think thyell save that for a separate RNS
In my estimates i suggested potential 20% and theyve come in with 15% which is pretty good this soon. Im not counting direct manufacuting costs.. thats related to Revenue which will be lower..
Not sure what ' cash restructuring costs' are? Are they saying tis going to cost £12m to deliver £28m of savings?
Also RBM have a word with Stroll.. he should be reacting to the Market.
.. you think they're planning on using the car park as open space for consumption?
It did occur to me that various pubs will work within the 'rules' and define outdoor spaces.. now if you have a car park.. you can fit a lot of people..
Yeh share weather's turned after weeks of sun!
All
RBM dug out the AGM document- it was posted to the website on the 27th of April from what I can see...
I assume the answer is no as it seems we were all unaware there was no dial in... but did anyone submit questions to the AGM before today?
RBM thanks for digging.. i couldnt see anything...
JT i can see the reasoning for it.. but i think its a missed opportunity. they could still do a dial in, without a QA. and then release a press statement. theres significant impact from having hear the conviction in your voice.
anyway, i expect we'll get a few buys today.. a few buys and then sells tomorrow.. and it may be a bit quieter for a couple of weeks.. until news on Gaydon reopening.. further updates on DBX- first orders and the Tobais arriving in August
Anyway
Leon Im not really too bothered what they say- I dont expect anything negative really, and Im not expecting anything ground breaking.. but I hoped to be able to dial in and actully here them.. i want to hear Stroll's voice.. a carefully crafted messaged is a bit different to someone speaking- albeit hes likely to be reading prepared messages.