Member Info for Bighitter32

Deliberately being dishonest is a slippery road….

We all have to make our own call….. I’m not moving yet as I’m in a different ‘loss’ position and was always cautious of the hype and BB frenzy, this is a start up. To date the execution has been like a back street garage offering, but there are still potential gains to be had (IMO).
In hindsight I would have traded in and out more, that’s a regret, but I’m hoping this phase has gone….. slow and steady climb, driven by decisions and actions of the board, a little peak in Feb and then I’ll take another view.

I hope the below link works….. Just interesting from a price point comparison and a perspective of how CBX can differentiate themselves:

https://cannabishealthnews.co.uk/2021/11/17/the-cbd-christmas-gift-guide/

The green lobby have a place and quite rightly have a seat at the table, but oh my, is it ever a bind to hear folks harp on about not being quick enough, not picking the right transitional plan, not dropping ABC in favour of XYZ…. I hear a lot of not this, or not that, but very little constructive encouragement. Shell is one of the more collaborative players IMO, it doesn’t always work in their favour.
The Lobby community can be part of the solution, but come willing to discuss and with a good dose of realism .

I don’t think anyone has it 100% correct but I do like the willingness of several posters to give what I consider to be honest and personal perspectives. Ignore the peripheral drivel posters and then you have a quite balanced and constructive board.
Like many, I don’t agree with everything said, but it does make me ponder and then sharpen my own thinking. Top job all.

This one needs help, perhaps out if his depth….. Probably two levels higher than his experience and capability? If true, Anna should see this soon and act, she has no friends here yet!

Sean O'Dwyer
Marketing Director

Sean has spent over 10 years working across marketing, brand and sales. After completing his MSc in Marketing at Smurfit Business School, he moved to London to join Mars on their management programme. After three years at Mars he joined L'Oreal and worked on some of their biggest brands including L'Oreal Paris and Garnier. He then moved into a Head of Growth role within renewables with an ambition to combat climate change

Just caught up on the last wave of opinions and it made me question deeper the upcoming ‘wellness months’, or whatever AA describes it as…. I asked around, did some quick searching and never really found a common or aligned ‘phase’ or ‘period’ I could associate this with.
A Feb launch always seems odd to me and October (to a layman in this segment) probably resonated more…. Anyone have specific market segment or industry experience and can confirm a ‘Wellness Month’ really exists and it coincides with the peak spending pattern?

I’m hovering on the buy button…. I missed the sub-7p opportunity a day or so ago and still have faith. I thought it was a strong start today and (again) a little surprised at the reversal… But as expected, there is volatility at the moment and likely to spike/tank a few percent either way, working towards a stronger upward trend as the year end approaches.

R1, I commented at the end of the add where it said “Did that answer your question? If not tell us.”…. It may not be exactly the right place, but I did in the interest of trying to help and make their main (Jan/Feb) push even more effective.

I’m in the same spot and have given some constructive feedback to them, A nice balance of snappy messaging, visualisation and these more staid textual adds would be nice to see. Of course, just my preference, but keen for them to try to hit their target audience in multiple ways, with informative and consistent messaging in varying formats… I really expect they will now ramp things up.

Not a bad add for the fact junkies or engineers in us, would be good to get some snappy and visual messaging out their too.

Nearly bought at sub7 but missed the boat, nice to see the steady rise today.

Spar12, I really don’t see any reason for anyone to share anything like this…. I’m not sure who is really interested either. Lots of winners come out of the woodwork at times and lots of losers drift away for a while… It’s all a very individual perspective on what success looks like, what is a gain and what is a material loss…. I wish everyone well in their own strategy, but I don’t need real or fake postings of holdings to convince me one way or the other.

Capital spending has indeed been cut, deliberately as a result of the cash preservation and cash conservation requests instigated by BVB. The allocation of the reduced spend has also been changed, as a result of the transformation journey the Company is on… The traditional cash cows are needed as BVB has said, and as the balanced population realise, but come 2050 the footprint of RDS will be different.
It’s really no wonder the reserves ratio is slipping, again it’s deliberate as RDS focus on ‘the hubs’,,,, Do they need a little more? Perhaps…. Can they get it, for sure, they have the cash.
All told, a strong strategy and playing out well IMO.

Pictland, I think you have a valid point with regards your first paragraph, It was clear to see.

I’ve stayed in the game as I see this as a bit of an educated gamble with funds I can walk away from…. On this basis, and IMO, there is a good chance for a rabbit to be pulled out of the hat in Jan/Feb, it’s really a last chance saloon for the board… If this goes well and the sales get traction (No one really knows about the products yet and the full suite isn’t out), I think it’s a hold and wait share.

When my confidence starts to return I then get pinched with things like this….. A first impression does last, and the team should have been all over the product, supply chain and partners… Probably even having someone sat watching the products ship!
Probably another reason for AA to be moved, it needs a stronger hand and I certainly hope it comes now.

Girl/boy, man/women, who cares as long as the CEO drives value for us…. I don’t think it was in the slightest bit a sexist comment, but hey, I do come from a era when folks were a bit thicker skinned (just my opinion).

A venture probably Shell will think twice about replicating…. Not many IOC’c can make something like Prelude work, but I expect the view was not worth the climb…. Traditional LNG is probably the sweet spot, especially for the NOC’s now.

I’m starting to think it’s not the news, it’s how it’s delivered that’s just tosh…. Down again at the moment, I hope the new CEO has some quick moves in the pipeline…. At least before end Jan.

I’m sure there will be counter arguments from our strategic community members, but I also favour strong execution over a solid strategy…. However, both are interdependent and one could argue the execution of an announcement falls in the grey/transition between the two.
I wonder if the timing of the announcement could have been executed at a more influential time? How about in the lead up to Feb…. Feed the investment community with the planned transition, create excitement and then fanfare the announcement… Then build of this with a compounding and progressive campaign to the Feb product release…. Still they know best, I hope.