Member Info for Beevorma

BBN it stated in the latest RNS there's an element of seasonality in the Q1 numbers i.e. they're normally lower than other quarters, thus any impacts are also lower.

BBN probably worth pointing out Q1 is lower numbers than others so the impact will be larger overall, but hopefully still not a complete reversal with the NY impact.

Did we read the same thing?

No near‑term production revenues from Mozambique

No meaningful new funding announced

No guidance that fundamentally alters short‑term cash flow

If 19% of our sales are via NY Medicaid and this happened earlier in the year why on earth was there not an RNS update on it, surely it counts as a material concern!?

Hopefully not before i get back to my b/e!

Be interested to see what the latest development has been beyond the FY 25 results

I'd still like to see a granular plan of how they intend to reach B/E before we run out of funds TBH

My reasoned argument Croq is that we need to reach a production level above current capacity, at a much lower cost than we're currently capable of, requiring investment we don't have, just to break even.

I'm not just trolling down the share as that would be counter productive for someone so heavily invested as I, but rather venting frustration that there is no light at the end of the tunnel and all the great news they're sharing is to keep the lights on for as long as possible for their own purposes.

They'd need to hit 23k MT at 500/ton cost just to get to B/E. This is now purely a lifestyle share for the board until it dies.

Shishir lied and I hope he's pursued for it, I won't ever be seeing my £40k back that's for sure.

When you look at main market shares things have barely fallen at all, look at the likes of Barclays and Lloyds, crazy valuations almost pre-financial crash.

I'd say we have a fair way to go yet, and holding cash seems sensible in the short term.

Do we know what price we will sell the stuff in China for? Whilst China isn't a low-cost living country around the major population centres anymore I can't imagine we would be getting the same revenue per pack as in the US?

Hopefully not before we see some movement in the price Serv, i'm still quite far away from avg!

I didn't catch the RNS about the share split before, I guess this is so they can issue shared below the nominal value i.e. 2.5p?

Guess that doesn't bode well for the expected opening price?

LOL Serv

So glad I decided to top up on Friday

I've said a few time before I'm heavily down here as i originally bought in at around 56p and was loathed to avg down as that's bitten me in the past with companies that don't generate profit. The update has given me a lot of confidence they're finally on track so i topped up 10k this morning using my ISA allowance. Onwards and upwards hopefully.

Hmmm Blue Monday or the usual someone knows something before we do

Seems to be gently gently moving up in anticipation of the RNS. Undoubtedly someone will get wind of it a day or two before and us normal investors will know only from the rapid swing in SP!

A good overview of the pipeline and (i know it's difficult but..) some indicator of success would be useful.

I can only imagine their lenders have requested the same thing?

I've never once seen a positive association between analyst prices and reality