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Don't you think that just brushing it off as a nothing burger is a bit questionable too?
So many of the inter related stuff rings bells to me. These transactions shouldn't read like an iffy game for all the family IMHO
Having watched the presentation a while back, I have to say that I think the current ESG blather turned me right off.
I suppose they have to do it for their clients' image, but making creative people take such a wet view of things is really bad for business IMHO.
Companies such as this turn down in harsh economic times. Action should have been taken in anticipation of that fact, rather than after the pinch began to be felt. For me now, having let a few go a year ago, it's a matter of sitting tight and waiting for the pendulum to swing back, whilst being cross with myself for ignoring what was right in front of me.
Staying on topic, and ignoring ridiculous petty arguments, the progress of sealing off the lower, partially proven, oil flowing zones will now ne complete, so that the SMD zone can be assessed. If the newly joined world class drilling and fraccing team can prove that SMD can flow hydrocarbons, this would provide a route to monetising the asset in the shortest time frame. That being the case, the path to self funding would be foreshortened.
It's my belief that this ios the strategy
Following that operation, a world class drilling and fraccing team were brought in. Financial backing from a billionaire investor provided strong support, making the claim that progress couldn't be financed look the lie that it was.
Where we are at is right at the start of the long road to proving up the fields so that a Final Investment Decision is made.
Since David took over, the days of doing a quick drill to try and impress are over, he is focussed way down the track, as he should be IMHI
Speaking solely for myself, I'm not part of any group. I have no contact whatsoever with any other poster on here. The purpose of making the allegations is to suggest that we are working together behind the scenes, and that is a defamation.
Why admin tolerate this jerk I've got no idea.
It begs the question. DH can't disclose anything to a non company person that hasn't already been notified officially by RNS. So unless DH's intent is to prove OMJ wrong using existing data and info, the meeting will be in awkward silence.
Puzzling.
I think David is being civilised in seeking a face to face. Clearly, what this troll has written has been highly damaging to the company, and I would have thought that the company could easily prove that his pretend "knowledge of the acreage" in nothing more than self aggrandising piffle. Therefore he will be given the option of withdrawing the claims, maybe even apologising, otherwise the next steps are obvious.
IMHO
The wording is ambiguous I agree. I take it as 280k for the half year, with already 155k of not yet invoiced orders in the second half. If there are more incoming orders up to the end March 24, then the second half should easily exceed the first. I do think DSM would have tried to stock up as many as they could before handing the customer list over, so I don't think the 280k represents any particular level of sales that we can extrapolate. If that view is correct, there is reasonable optimism for non By Health sales going forward. Add the By Health potential, and we have another story completely IMHO
Shall we guess the cost of growing tomatoes. Example 1. The fruits are harvested by machine, having grown outdoors in the warm climes of southern states such as Italy, Spain or Portugal. Example 2. The fruits are harvested by hand, having grown in a controlled environment requiring night time heating at the very least, and daily tending and sideshooting whilst the fruits develop and ripen, with huge maintenance costs for the infrastructure.
Not difficult to work out, surely?
Don't you think that the market has reacted adversely to the sharp increase in borrowing, at a time when money has become expensive, and general market conditions which look like they will be tough for some time. US and much of EU is recession bound. Baldy's did a good deal for a low end producer of shed fodder. Yet another family who will be glad to be out of it, as so many are in the area. IMHO
As far as I know, the board comprises:-
Dawson Buck, who introduced Fruitflow to Provexis at the very start, taking Dr Asim's discovery on the route to market.
Ian Ford, who has effective day to day control, has contacts with every possible partner, ne they scientific of commercial.
Dr Niamh O'Kennedy, who is the brilliant scientist who designed and executes all patent and regulatory applications, and has invaluable knowledge of Fruitflow.
So, who would you change, and who would you put in their place, also who would recruit someone else?
I think Tony Pulis retired.
I believe the it was DSM who have developed and applied for patent for that particular health claim Krusty.
So it doesn't seem possible to avoid letting them sell in that market. We still see yoghurts selling for this area, even though they have no EFSA standard on the bacterial effect, if you follow the advert, the claim they are making is on a couple of minerals that are in loads of foods. But with Rachel Stevens fronting it up, I aint going to not watch.
Not sure you have those figures right.
Firstly, I would think that DSM would have made sure that their customers bought from them before they handed over, which would have a chilling effect for a while. Then, if turnover for the half year was 280k, the second half should deliver that and more. Having sales of 155k on the books at the start of the second half of the year, there's a good prospect that the second half will beat the first by some margin.
Setting up a despatch hub in Ireland is another cost, but, if it avoids tariffs (debatable), it could be self funding.
I've warned a few times that we shouldn't expect much from this report, only the full year to 24 will give a better guide.
I'm not happy that this view has been born out.