Member Info for Basscadet

Chances are it'll drop to £3 and you'll get a chance.

Can't argue with that :D

https://www.theguardian.com/environment/2019/sep/06/phosphate-fertiliser-crisis-threatens-world-food-supply

Just realised. It's underway.

It's ugly but nothing not in recent guidance so who knows how the market will price it short term. It reads to me like there will be a return profitability in H2 and that there's no need for fund raising. Longer term we have to hope the yanks dump Trump.

Is that the share price going up?

Wasn't it just that they have joint ventures. Nothing wrong there I think.

It will be so easy to compare the benefits of any deal against simply joining the TPP. LOL @ Trump.

Interesting. From recent RNAs I was under the impression the study wasn't getting going again until early next year. Sounds like the dosing issue has been solved as well. Good progress.

I don't know. I have some sympathy for those fearful of falling further under Chinese dictatorship.

As long as the mine gets built I'm sure anyone here now will make money if they do nothing. The question is will it? I used to think it was a no brainer but it's a real question now. I can't see any way the market will improve during the quarter. Trump has painted himself into such a corner his only option is to smash everything to pieces in a futile attempt to shake things up and he's likely to do it. Here, we have a government hell bent on a suicidal idealogical project that is only going to make the business climate worse in the run up to Oct 31.

Unfortunately the company has not articulated any plan B.

Can it be described as a gift when it was money we were due to pay on sales that have now not been ordered?

Maybe ' dots of comfort ' even. :D

From today's RNA...

"any other potential new customers with whom the Group is in early stage discussions."
... and ...
"the plant remains at our disposal and fully capable of producing high quality nanomaterials for use in a number of electronics applications."

There are some conversations ongoing at least and the plant is not highly tailored to producing a single product for a single customer.

Oh well. There's no such thing as bad publicity I suppose.

Up until now VCSEL production has been heavily weighted for one customer - Apple. Now we have diversity and are starting to penetrate the much larger Android market. There's definitely significance to the RNA.

Well it's all good news at the moment. Starting to think the company might issue an upgrade in guidance soon reversing some if not all of the damage done by the trade war related downgrade.

AMS results are excellent today as well. Not only that but they are upgrading their Q3 forecast by 50%!

A rare piece of good news :-)

More significantly, supply chains hopefully re-establishing themselves providing greater stability going forward.

Today.