Member Info for Bebeto

Yes, I'm working on 49% of a 71p per share company which is 34.79p per share worth to ESL.

Fuel at the pumps is a lot cheaper now.! Just another windfall factor for ESL 's profit margin along with at least another two months of extra high demand for ESL's services. Looking forward to seeing the balance sheet for this period.

Officially the best month ever and everyone knows it.

Looking forward to RNS update and wondering where the SP will be by then.

ESL are for sure, March has officially been busiest month ever.

My family in Italy are telling me, people are now arguing over who will put the rubbish out just so they can get some fresh air.

Keep stocking up to go to shops less often.

Distribution companies (like ESL) working harder than Xmas period now.

Lol STOB MCAP isn't £171M as I previously suggested it's £170.84M .

Payment In Kind loans, I feel isn't that bad as it doesn't take the liquidity out of the running balance at periodic intervals.
"The idea with these loans is that company will be able to use the money to sort out their balance sheet and then have more than enough to pay all the loan off when the time comes."

Doubt it STOB MCAP is £171M and ESL fundraise opportunity is for £26.95M for reverse takeover

They are going to fundraise for an RTO as per AIM rules.
Where an AIM company takes any other action, the effect of which is that it will cease to own, control or conduct all, or substantially all, of its existing trading business, activities or assets (in which case such action should be notified without delay and include all relevant information that shareholders may require)

upon completion of the disposal or action, the AIM company will be regarded as an AIM Rule 15 cash shell.

Within six months of becoming an AIM Rule 15 cash shell, the AIM company must make an acquisition or acquisitions which constitutes a reverse takeover under rule 14. For the purposes of this rule only, becoming an investing company pursuant to rule 8 (including the associated raising of funds as specified in rule 8) will be treated as a reverse takeover and the provisions of rule 14 will apply including the requirement to publish an admission document

What a load of rubbish, Dbay is the best thing that could have happened to ESL and they are both in it for the long term.

DBAY STRATEGY
We are value investors and rely upon detailed bottom-up fundamental research to identify attractive investment opportunities in European small caps. DBAY invests in companies overlooked or deeply misunderstood by the market and in many instances out of favour with investors, often taking a contrarian view. We are long-term investors in businesses.

DBAY APPROACH
Prior to investing, DBAY commits considerable time and resources to analyse prospective investments. All investment decisions rely on a rigorous and well established review process before any allocation is made.

Gold is a safe bet in uncertain times attracting even more investors, coupled with good news makes for rises to go parabolic.!

Not only have people been buying hoarding food & supplies, they have been buying a lot more of extras too. Demand for extras (from shops) has gone up several fold during these times.

I am invested here, GH has previous let's assume he's learnt from it.

Havieron, anything over 2g/mt AU would be considered commercial.

Havieron looks great opportunity for GGP , GH on the the other hand.. let's hope it's not Newmont MK2.

ESL still owns 49% of a discounted priced 71p company, which equates to 34.79p per share here.

Hi demand for 3 months minimum and with lowered fuel prices hitting the pumps, just increases the unexpected financial windfall for ESL

ESL will have at least a 3 month financial windfall to factor into their expectations.

They'll be loads of extra HGV driver's available to pool from now. ESL is in high demand now and will continue for the foreseeable too.

"Like other key members of the supply chain, we are all experiencing exceptional volumes that we would typically see around Christmas. Due to effective planning, our business is well placed to continue supporting all our customers' needs, fulfilling all work as usual, while also safeguarding the wellness of our employees. "

When the lockdown comes , the turnaround times will be quicker for all haulage companies, and it's coming.!