Member Info for andip85

There have been sells, just reported as buys.

Just my opinion, DYOR.

May (or may not) be relevant, but I've purchased masks at various points throughout them being on sale. From Virion, Mag healthcare and Amazon. In each case, they've ALL had the same LOT number (0303 from memory, the box is at home).

So, making an assumption that the LOT/BATCH number is actually updated on the masks this would suggest the majority of sales have been from a single batch of masks. This is based on my understanding that the number should be unique to a specific batch (QC/traceability etc) - obviously means nothing if the LOT/BATCH number is totally irrelevant.

What we don't know is how many masks the machine can actually produce etc.

This isn't a de-ramp, I'm just interested in the number of retail sales of the mask - I suspect it's relatively low - but also, the demand in retail is unlikely to be massive due to the lack of marketing etc - so doesn't massively worry me to be honest...

Just my opinion, DYOR.

Lets say they were (as the previous RNS suggests) - even in small quantities (RNS doesn't state how much they processed) what are the potential outcomes?

Slap on the wrist and don't do it again?
Removal of license?
Revision of license?
Thermonuclear war?

Just my opinion (and asking for info!), DYOR.

From an earlier RNS - could this be the sticking point and the reason the cessation order has been put in place...

"In order to better inform the FEED study, the joint venture has recently decided to start processing ore from the Potential Site, which has different physical characteristics to the ore previously processed by the POSP. Accordingly, Greenfield has identified certain additional enhancements that are required to be made to the POSP in order to allow for a more efficient and optimised operation, in particular to address issues caused during periods of cold weather, as recently experienced in Utah. Such requirements for additional heating within the process and the inclement weather experienced, have prevented the test production rate of the POSP from reaching the optimised target of 250 bopd per single shift. The additional equipment required to address the aforementioned issues, is now on site and being installed with completion expected shortly after Easter. Greenfield believes that this will then enable the POSP to produce at higher rates of production than achieved to date, particularly during periods of cold weather, and that the oil produced by the POSP will be of a higher overall quality."

Missed a top up, no funds available in ISA at the moment :(

Just my opinion, DYOR.

He can't say anything market sensitive though surely (without and RNS)? So not like he can talk about all their future plans or the machine or what they're working on nano tech wise!

If we don't get an rns tomorrow, maybe they'll discuss red wine and their favourite carvery?

Just my opinion, dyor

Where have the links to RMS come from on this product? Reading the info etc does look like a liquid nano-fertilizer but can't see the link to P2F?

Also why would a company like global air supplies branch out to nano fertilizers?

Not trying to deramp here - just genuinely interested. Product does look great - so if it is P2F that's amazing, but why team up with a company that specializes in ventilation - granted it's in the horticultural field but surely a company offering fertilizers (for example) would be a more sensible port of call?

Just my opinion, DYOR.

@laverock - do you have any links to this info at all? Certainly makes sense as Dr cave is a scientist...
My only question is what does he hope to gain? It's a pretty niche machine (only masks) so not like he can use it for fertilizer tests for example!

Just my opinion, dyor.

@LP - Yeah, but they should just release an RNS and do it properly - then there's no guessing and we don't have this pump/dump effect as people buy on the rumour. The SP would end up a better reflection of where the company is and not where people think it may or may not be based on a few likes..

Just my opinion, DYOR.

Just as I hit send... PEEL off the ask and trades at 1.5 have dropped off. So I'd stick by my thoughts below - IMO, the majority of those trades were likely buys.

Just my opinion, DYOR.

Based on the fact PEEL are on the ask (and 2 MMS on bid) my thoughts would be the majority are buys. But the next move of the SP will probably be the teller as to whether they're buys or sells IMO. (e.g rise = BUYS, drop = Sells)

Just my opinion, DYOR.

It'll be interesting to see what happens this week. I can't imagine Dr Cave could say a lot more than is currently out in the open in the interview (e.g what's coming up, sales, the future etc).

So either it's a re-hash of what we already know OR we're due some news which isn't currently in the public domain. I'd hope for the latter - otherwise it's a pointless exercise him going for an interview....

Just my opinion, DYOR.

Dummy Sell @ 1.316
Dummy Buy @ 1.3155

Crazyness!

Yep, change in the usual "up the price to let some sellers out and drop the price back today" today. Things have stagnated a bit now though - unless there are some big orders being churned behind the scenes.

Interesting times, lets hope we get some news this week eh!

Just my opinion, DYOR

Who knows. Seems to be PEEL driving the price up at the moment though so this may well be another one of the semi regular price rises with a fall back later. Not a deramp, just being realistic based on what we've seen previously...

Just my opinion, DYOR.

@Beasty - agree with your thoughts on the RNS. It certainly wasn't the miracle we were expecting but I don't think it was a horrific RNS. It shows progress on outsourcing and orders and answers a lot of questions about the lack of progress with respect to Amazon EU. I do wonder whether the BOD were waiting for some good news to bundle in with the bad - rather than just release a tonne of bad news (the issues getting on to Amazon EU for example could have been known for a while for example)

Personally I think the (prior) Volz relationship, capacity, orders etc were all priced in. The RNS didn't make the "bad" news any worse - in my view it just solidified what people were already thinking. There are snippets of good news, but a little more meat on the bones may have been good to see. The next few weeks (or months in RMS time) will be interesting. Certainly be good to understand the areas that have been identified for Nano as this is an area P2F specialise in....

Just my opinion, DYOR.

@beasty - I'm totally up for negative comments - 100% they help provide a balanced opinion. I'm also not saying you can't post your thoughts - everyone is welcome to their opinion (positive or negative). I was just countering with another opinion as I didn't read the RNS the same as you did.
I don't know your background (and you don't know mine) - when things don't make sense to me I'll question them - but that doesn't mean I'm right, I could just have missed something in the wording etc.

I understand where you were leading to r.e price sensitivity now - NHS may not be willing to pay the cost the masks retail at. To that end, I'd be inclined to agree.

Apologies for the way my post was worded - it was a little OTT and didn't really get across properly what I was trying to say. You're in a lucky position of profit here while I'm not. My own fault as I had a few chances to get out + but chose not to take them (greed etc etc) so one big fat lesson learnt here....

Just my opinion, DYOR.

@beasty - not sure how you got all that from the RNS. Why would they make a mention of NHS contracts if there's nothing firm? Likewise, why would you pay Volz to produce a crap tonne of masks which you then have to store? Just so you can say to a.n.other buyer - we have 20 million in stock, you can have 'em tomorrow? There's no mention of the volz capacity - we don't know how many they can make a day etc so stockpiling may not even be needed anyway...

If you've been here for over a year I'd hope you're sat on a decent profit (SP is ~300% up in the last 12 months) - perhaps it's time to move somewhere else where you're feeling a bit more confident? (Not investment advice....)

Just my opinion, DYOR.

PEEL and JBER seem to be in the driving seat too who we've seen before as big players in impacting the SP here. Some hefty buys around 1.2 (and sells of course) - but not sure I can see the price staying down this low.... Suspect we'll see plenty of delayed buys later too.

Had a fill or kill set at 1.2 (with the hope i'd catch the drop and be able to re-add later, lower) - thankful that was removed. May live to regret it, but hey ho.

Added a few more at 1.23 from the "play the rise and fall" pot so see what happens. Brings the average down a bit more, but not really willing to put anything more in here now. Just see what happens.

Not sure we'll finish down here - plenty of buys at or above full ask - so lets see where this goes. If it was a dead dog, we'd be in the gutter under 1p - there seems to be plenty of appetite for cheap shares under 2p....

Just my opinion, DYOR.

LSE L2 looking pretty grim at the moment...

Did you read the RNS? They realise the target market isn't Joe Blogs "Covid is over, was it even a thing anyway" on the street. They're targeting sales into areas this has benefits beyond right now. Whatever you might say, Covid isn't over. I'm sure you'd feel happier if your GP or Dentist or your grandma's care worker had an anti-viral mask (Covid, Flu etc etc) on - rather than one produced to the cheapest possible price?

Just my opinion, DYOR.