Member Info for bigkahuna

https://www.argusmedia.com/metals-platform/price/assessment/metallurgical-coal-high-vol-b-fob-hampton-roads-PA00128862100

I got this on a Twitter feed, has anyone else seen it and can you post it here?

It is surprising and disappointing that having been very oversubscribed there have still been quite a few subscribers who got stock and dumped it below the placing price. However, it was encouraging that not too many sold out at a 50% premium to the placing price today. As the price moves up more will sell out but that allows more long-term shareholders to get in. I'm looking for at least £1 a share a year out so this is still cheap in my opinion.

I don't have the price for High-vol A but it trades about $100 more than A, 30% of their MET coal is A and none of that is part of the off take agreement. The total extraction/overhead costs is $95 a ton so this is really black gold!
https://www.argusmedia.com/metals-platform/price/assessment/metallurgical-coal-high-vol-b-fob-hampton-roads-PA00128862100

TW is a pillock, I'm buying more tomorrow. This should be trading at closer to £1 imho

TW is issuing his usual vile diatribe about this company so I've bought more. Looks to be a nailed on multi-bagger to me.

This share price looks very wrong to me. The deal announced today will give annual revenues of over $73m with profits of over $52m and that is only 50% of production. So we could be looking at over $100m profits per annum with a market cap of only £41m. That is a PE of 0.5x........imagine the dividends they can pay out, totally crazy!

Big vol in the US, trading 32 cents, Viridian onboard, when the US investors get started they will trade 100x in New York than they trade in London, The Cavalry are coming watch out!

so I bought more this morning

and AATAC, Smoker Friendly etc all want this product so the distribution is all in place...........onwards and upwards.

Just back from holiday today and hard to believe I'm buying more at 28p after a very weird reaction to numbers that are effectively nothing to do with the current business.

The market is awful, most of my stocks are down over the last couple of months and CHILL is looking seriously undervalued IMO. Bought a bit more today.

Almost 700,000 shares traded in 1.5hrs, plenty of retail punters selling (they seem to be selling everything) but the stock keeps nudging up. This share is probably the cheapest it has ever been compared with the progress it has made recently. I'm buying a bit more today.

The volumes yesterday suggest the institutions are starting to buy.

Just thought its worth posting again for those that may have missed it. This is what CHILL brand is all about.

Quick update (I know some don’t agree but here goes). Out of the mint carton and the Hush carton all but 2 boxes were handed out. My Son kept one of each for himself. Orders for 4 cartons of hush have been made and 7 of mint. On the back of those orders 3 who don’t smoke have ordered gummies in place of smokes. Obviously I can't say that people will keep ordering but I think that's a pretty good outcome. I hope they hand a few out to keep word spreading. I’m not doing any more as it gets a bit expensive.

and in an awful market today. It feels like some news is coming out of the USA. i know a few people who have bought CHILL smokes here in UK and have shared with friends many of who also love the product. This is how a brand grows and it is starting to happen.

They might buy out a Company with a great brand and distribution across 100,000 US stores and 17 European countries (and we haven't really started yet) Anyway a couple more years hopefully at least.

The 'Beyond Nicotine' initiative from Philip Morris announced last week is just the start, all the giant tobacco groups will be looking at CHILL sooner or later. This is our natural exit and let's hope it doesn't come too soon, the longer it takes the bigger the prize.

This must be driving demand as tobacco mint flavour is being banned all over the place.

...to go from 180p late 2015 to 4000p in late 2019. This little beauty has got a much bigger market to go for and that market is expanding way faster than soft drinks so I'm much more ambitious about this investment. Four years will be long enough for me I expect. Good luck to all long term holders.