Member Info for alfista

That was my first thought too. At what point does someone identify that they are at risk of a bleed and ask their doc for some anti biotics to cure something they may not have? Bizarre

For some reason I can't paste dutch ttf prices on barchart, but you can look yourself. Futures are trending up, not down.

Could I gently point out that October was exceptionally mild, and that we are no longer in October. Also, the big consuming production plants are not in UK, so the UK energy price is utterly useless as a piece of information. Strewth mate, basic logic.

OK, you didn't say it, but the implication of saying that you thought all the bad news was already priced in is surely saying that you didn't expect more bad news.
The oil industry commentators that I follow suggest that the vessels are choosing to stay at sea, giving them the flexibility to divert to the port of the highest bidder. Solar energy can be discounted until next summer, so gas fills the generation void. Wind power in winter is highly variable, in fact the ten day wind lull that occurred last winter was essentially the trigger for the gas crisis, Europe was screaming for supplies at the same time as the far east, especially China. So, if we get a similar weather system parked over Scandinavia this year, with much reduced flows on Nordstream, then the demand for LNG could become extreme, making those vessel owners very rich, and us Europeans very cold, or poor, probably both.
You sarcastically say that winter arrives every year, I contest that the unusual circumstances surrounding gas supply could make this one memorable.
I don't read articles to inform me about production difficulties, I speak to folks in the industry. You are right, smaller producers are affected badly. However, the very largest are also hugely impacted, many of their plants are also closed. Couple that with a sharp decline in consumer spending in the sector due to high mortgage and inflation costs, and I fail to see how that can't further impact prospects. But that's just me observing the picture. pessimist, or realist. I'm certainly not an optimist at this point, for the reasons above.

Quite obviously, your view is debatable.
Are you really saying that, if further adverse news is forthcoming, the market wouldn't respond negatively uder any circumstances? Really ?
Colder weather is incoming, gas supplies are critical, the vessels standing off from EU ports are not there for any other reason than hoping to gain extra profit.
Production suspensions in the industry are extremely real, I have first hand knowledge of that. Yet this company has made only vague acknowledgement. Surprising.
Let's see shall we. The next period could be more than a little rocky IMHO, and I most certianly can't see any upside news for a while.

Negative or positive sentiment will always ebb and flow, that's the market. But facts are facts, one fact is that the cost of making everything has risen sharply this year, the full reasons would take a whole book to start to explain. the other fact is that the consumer market has been heavily impacted by a huge deruction in available funds. Higher home heating costs, higher mortgage cost, higher consumer financing costs, higher taxes, higher costs of everyday necessities, higher council taxes. All are facts, all come out of the pot before the consumer has any surplus to spend on non necessities. You appear to be ignoring all of those, and I just don't believe having your head buried is good strategy, but it's all you seem to offer.
Maybe the larger shorts have had their profits now, I couldn't say, but the practical realities have only just begun to impact in my opinion. Don't keep fretting about my position, because you don't (and won't) know what it is.

No doubt you'll invest accordingly, given your utter confidence that making high energy usage products using scarce and volatile gas will not affect margins and sales. Good luck with that

Well, the company should really give an update on what proportion of their production is shut down at the moment. The word from factories is that many companies have their workers staying home, waiting for gas price stability and a recovery in order levels. From what I've been told, it pretty bad in the main producing areas of Spain and Italy. If these folks are bucking that trend, then they must be magicians.

Regrettable that you ganged up and got my post removed. Nothing incorrect was stated.
There is an energy crisis throughout Europe, surely nobody can deny that !

You seem to be determined to pick fights with everyone, very strange.

The challenges remain, nothing has been notified acknowledging them, so they are still valid.
A reduction in holding notified today adds to the puzzle of last week. Who took the sp up so sharply, and why? Perhaps there will be more notifications, otherwise it looks a bit iffy to me.

Typo day, sorry

Takes me back. In the early days, when Steve Morrison weas involved, wer had a conversation about production. I suggested that they must be using the seed/gel part of tomatoes, extracted during the juicing process to supply the drinking juice and passata industries. At that time, he said that they were using whole tomatoes. When first launched, there was much talk that the active ingredient we were after was concentrated in the gel around the seeds. If that's the case, making use of a by product from another use of tomatoes made economic sense. Perhaps the secret is too sensitive for us to be fully in the know. If what's left of the fruit after Fruitflow is ectracted is a nutritionally sub standard paste, that would seem to fit perfectly with the standards of the fast food industry. ;-)

Surely all relates to what can be clinically proven. I'm certain that nobody is overlooking any aspect of Fruitflow's benefits. The studies are all useful evidence, and will probably be ongoing.
No need to offend the Greta police by travelling long distances to ask the bleedin obvious IMHO

How can any chart be formed in an almost complete lack of trading for a long while now?
Might as well try tea leaves IMO

I've not seen any of this history on the boss man, it's all news to me.
But on energy issues, I've taken the time to study it. There are mass lay offs, and lots of factories supending production, in the two main tile producing areas in Spain and Italy. Like bunnies in the headlights

Could that be a bit naughty, quoting the work of our Prof's for a product that clearly doesn't contain Fruitflow, but "whole tomato"
?

Thanks for that. It'll be interesting to see if they do appoint someone, as therte will still be a significant operational tie up going forwards. Future reports showing them as customers buying Fruitflow will be nice to view.

Did anyone query if the DSM board member would be replaced Kievsky ?

That'll be a no then

Interesting. Hawkeye criticises me, I reply to him, and you answer. Same person?
You can have your view, but I don't have to agree. Winter hasn't begun yet, it's a bit late. Bad weather usually comes, how bad is anyone's guess at this stage.