Member Info for Bfdinvestor

What is funny is you suddenly finding feelings for AHS adog, i'm sure he appreciates it.

At the end of the day, he may be right, although in my view that is a small possibilty rather than a probability

AHS, there are a whole bunch of other reasons when disclosure is mandatory, including a change in the company structure of personnel.

Melvyn had stayed as sales director, so this is the most likely reason for arbitration imo

AHS mu understanding is that the arbitration has to be declared immediately it is known, so i don't think they could wait

Thats not a reason AHS.

At the end of the day, all they need to do is produce the financials as they stand and produce a note on arbitration that the BoD is confident of winning

AHS why do you think the Semnet arbitration could affect results being produced, especially when Tone stated results are expected by the end of July?

Yes Ivenoidea, ets look at some of the detail you have posted on here

1. The Mail government won't allow any spod exports at all. Right until the point that they did.

2. No offtake agreement will be possible. Until the off take was signed.

I could go on but it's fairly clear isn't it?

The simple fact is, anybody who is respected by the chef, and classes him as knowledgeable, deserves no respect from anybody else.

Why not spend a little less time slagging off other posters and offer some real debate?

Iveno idea, typical idiot troll response. You mess up and it's someone else's fault.

Speaks volumes about what you are

Don't know why you and the foxy troll bother

Everybody here knows you for what you are.

Well the low life MMs are doing their best to mess it up and look after themselves

20% spread FFS!

Ivenoidea.

Laverda joined LSE in 2017, Kodal listed in 2013, so how was Laverda talking about Kodal in 2001 as you state

No wonder the chef values your posts, you are clearly cut from the same cloth

Only one person who is angry Bon Scott, that is clear from your posts.

Not to mention delusional with your tradey fantasy.

Truth must hurt I guess

Kat no company ever would provide detail of an arbitration process before it has happened.

Because, by doing so, you kill the process before it has started.

I'm not sure why you are trying to encourage this pointless speculation game and then moan about it happening.

Wrt Easysend, i thought the different Comms were totally transparent, hence why I could say with confidence that it wasn't going to happen.

It's a little strange that you are having a pop at someone whose average is half your supposed 77p Bon Scott

But then again we all know the reality there don't we?

Incorrect sandgrounded, the BoD know exactly what we had in cash at the end of March and they have told us.

That much is certain

Kat director purchases prove that the directors, who should know better than everyone else, believe the company is a good investment.

I could think of lots and lots of things to do with 40k, I'd guess Tone is the same. The fact he chose to invest it here is a good sign.

You seem to have an issue that the company don't provide detailed guidance and then report against it every ten minutes Kat. At this early stage of development I wouldn't expect them to be providing detailed revenue and cost numbers, there are simply too many moving pieces.

Show me many early stage companies who do that. They hardly exist.

If you want to be able to track against detailed forecasts, then maybe the FTSE 100 should be more your thing.

As I've previously posted I don't like the way they do placings with CMC cowboys. I hope there won't be any more and frankly, unless Bitcoin hits a big down trend, I can't see why they would need to place again, unless they totally change their acquisition strategy.

Sandgrounded let's be really clear.

You were previously stating that there was a shortfall in profits.

Now that it is clear that you can prove no such thing, you have changed your position.

It isn't a case of semantics, it's a case of a false narrative

Sandgrounded it means nothing of the sort.

A shortfall implies there is a gap against an existing target.

Please confirm what the target profit is

Sandgrounded have you been investing long because, if so, your questions are more than a little strange.

1. The placing. There was no prospectus produced so therefore therefore there is no recourse. You are assuming the arbitration has a material impact on GST's financial position. My assumption is that it doesn't. If it was material we would likely be going down a legal route. In any event, the way CMC raise funds, I very much doubt it any of the "investors" still actually hold shares.

2. Cash. The positioning of the 4.2m was very clear in that it is cash. So it will be what they had in the bank on that date. They simply can't state that it is an audited amount until the audited results have been released. This isn't a case of views it's a case of legal reality.

3. Semnet. I have literally no idea why you are stating that there will be a shortfall in profits from Semnet. Firstly, because no profit target has ever been released. Secondly because you are assuming, with no real basis, that the arbitration has caused GST a material loss. Tone has only mentioned a return of profit, not that Semnet is trading below management expectations.

4. Tone Goh. Tone may be down on his latest purchase, but he hasn't sold a share. His holding as you point out is significant. I view this as a massive positive

Sandgrounded if these are interesting points you could atleast discuss them with some intellectual depth

1. Arbitration. Yes they are likely to have been discussions going on for a while. Does it affect the running of the business? I doubt it. Is it material to the accounts, once again I doubt it or Tone wouldn't still be setting the expectation for the end of July. It could be the accounts drew out the issue and an impasse was quickly reached hence arbitration. Arbitration isn't criminal proceeding,so it's probably not a major issue.

2. It the 4.2m wasnt real it wouldn't have been included in the RNS. Legally all figures need to qualified in that sort of RNS until the audit is completed and signed off. This really is investing 101.

3. Maybe the more salient point should be how many shares do the senior directors and family hold in total. It always amuses me how posters on here slag off £40k like it is pocket money. These boards must be full of multimillionaires lol

Wolfie why are you blaming the BoD for price action that they can't control.

The AIX broker bought a supposedly significant volume of shares on Aim. All logic says that should push the sp up.

The fact it didnt says more about AIM and why it is screwed than it does about the BoD

It would seem we have the typical AIM nonsense.

Happy to take the sp down when spod falls but do nothing when it rises.

Other than to create a stuoid spread that benefits nobody but themselves