Member Info for bluerill

Of course the 'no one will touch Israeli businesses' assertion is just ignorant blather, TW, with the Israeli market at or near an ATH despite the hostilities. Just another ignorant assertion from a drive-by troll. Market is stalled down here bc it's frustrated with Moti's lack of progress thus far in rationalising the company's overly complicated structure. He knows he needs to push on and start to take more dramatic action like shuttering smaller, small loss-making/small profitable businesses outside his core markets in Israel, UK and/or the US, if he can't find buyers. And this needs to be in conjunction with his primary operational goals of building Cyber further through his commercial JV with Thales (that's my guess), sorting out CityFibre (easily the most potentially profitable business within BATM by far, but its been plagued by slow growth in the UK generally and issues at CF specifically) and closing new business for Edgility, particularly in the US. Adding in BATM's pristine balance sheet, and the shares at 20p are incontrovertibly in the top tier risk/reward opportunities in this market over the next 12 months, particularly so in the high-tech space. Moti knows all he needs to do is show the market some love and start making moves that simplify the corporate structure and we're off.

In 'your' opinion. yeah, nah. ZED's marketing strategy has only just begun and the jury is very much still out. No matter what some drive-by muppet may offer as 'analysis' of Drips and Sparks for instance, any legit observer would recognise that the ultimate customer is Gracewood, a substantial construction company that doesn't fit that ignorant narrative at al. In fact, what's failing is 'UK the competitor's' (there's only one to refer to, but you'd know that if you weren't a rent-a-troll) business model in fact where LIFS are spending £1 for every 50p of sales they're generating on Amazon, which is why their sp has suffered as much or more than ZED's despite it's 'higher sales'. Meantime, ZED is cutting costs while opening up legit opportunities not just in the UK, but Germany and of course, Albania, with a much broader and much higher certified product line than LIFS. Not saying it's going to pay off - the ZED sp certainly demonstrates the market's skepticism I completely concede - but the risk-reward, especially at this 'semi-detached house in the South of England' price , is immensely attractive. Oh, and one more little thing for our new rent-a-troll: come next year and the significantly tighter regs on things like PFAS (basically 'forever chemicals'), ZED, which is among the only kit, if not the only brand, on the market who extinguisher fluid is PFAS-certified, may not seem like such a tiddler among the big, bad extinguisher competition. But I'm sure I didn't have to tell you that on account of the extensive research you've obviously already done allowing you to assert such gems as you having 'doubts if Mr Market would support a new fundraise' when there's no fundraise in the offing in the first place and even if there were, key investors who genuinely know and understand the product spec advantages ZED possesses do give 2 fs what 'Mr Market' thinks, especially if he's temporarily listening to bobbleheads like you.

'...mm's creating the market for the imminent fundraise...' That isn't even a thing, you cretin. And is it 'imminent' or 'a matter of weeks', you idiot? Wow. Ignorant AND hateful. Must require at least 5 brain cells

Way behind original schedule obviously, but this is promising progress, and coming soon after the fundraise as promised. Next should hopefully be an update on the group's 2 large-scale orders in Albania and Kosovo that will prove so profitable longer-term:

https://www.londonstockexchange.com/news-article/ECOB/new-order-update/16675091

Come on, 2reincarnated. Show you have some self-respect and that you're not just another drive-by troll. No one suggested ZED was 'relying' on anything, least of all Albania, simply that this is clearly a high growth construction market that seems pretty underexploited (ie., less competition) where Zenova seems to be having an impact, generating material revenue already with more to come implied from the release. Meanwhile, there has been equally promising news out of the UK (most recently a big initial order from O Heap, a major fire safety distributor) and Germany, hardly emerging markets. Why do you feel the need therefore to rock up suddenly and mock this particular RNS when your insinuation is entirely baseless, perhaps even bigoted, and then slink away and not engage?

Who's relying on what exactly? Seems to me the company has been pretty balanced lately in promoting early success across developing AND developed Europe. Besides, the google machine tells me Albania has been something of a boom market in construction over the past decade, particularly on the coast and Tirana. Isn't that the kind of market you would like to see a small, early growth company trying to exploit? Aren't their Euros as good as anyone else's, or does god need to help you to answer that question as well?

Its bullish commentary from Winnifrith, but its mostly audio and mainly some reassurance on the litigation. However, he does advocate to buy the shares at this lowly level generally:

Tom Winnifrith Bonus Bearcast: Eco Buildings and the Litigation vehicle, why I am so bullish on both

Our in house psychiatric patient Magna Carta suggests that the litigation has been dropped and that I conned you into buying these shares. I give you the facts, some hard numbers and explain why we unit holders should be relaxed and why shares in Eco Buildings (ECOB) are at 10.25p not for widows and orphans but are, potentially, spectacularly cheap.

As the source of management's relative confidence expressed in the interims for the second half of the year and beyond continues to unfold, it certainly looks like Albania may be one of the pleasant surprises. Specifically Kastrati today, but also the AES partnership generally, both look pretty robust and it certainly feels like we're going to hear more from both of them going forward.

Surprising share price resilience today after very tough first half numbers could be an early sign that company may be magnifying the CEO and Chairman's interim results' bullish outlooks for H2, and despite strong rumours in the market, the company sees no need to raise presently. The pretty consistent buying today may well derive from management's expectation of significant receivable collection and more importantly, continued momentum from yesterday's exciting RNS re O Heap, which was, ironically, largely ignored because of the market's focus on today's results release.

Gee, what a shocker. In my opinion, you'll be equally shocked I'm sure, that you're nothing but a bitter empty barrel stalking random chat boards of companies he's running out of insider knowledge of, and so is reduced to just rocking up and slinging mindless, hate-filled slurs. Come back soon; I do so enjoy our chats.

Wtf are you on about now? The only place god should be invoked is in response to your appalling spelling and grammar

Well, O. Heap certainly looks like the big leagues. The relatively large sized for an inaugural order and the 'strategic need' cited in the RNS for such a major player in the fire safety space, are encouraging signs of further progress for ZED. Let's hope the positive momentum accelerates.

https://www.londonstockexchange.com/news-article/ZED/order-for-1-500-fx500-from-o-heap-son-ltd/16639472

Horrocks often trades under fund name of Intrinsic Capital. He's a known quantity in the sustainability/eco-friendly investment space. Good start....

https://www.londonstockexchange.com/news-article/ECOB/tr-1-notification-of-major-holdings/16639372

Uh huh.

I gave you every opportunity to come on respond to my post respectfully and more importantly, constructively, Nobby. I did not ‘spin’ anything, nor did I shy away from criticising the raise, particularly the price and the delays. The fact s are that the company has kept equity raises pretty limited so far and this RNS revealed some genuinely good, new news as well as an encouraging update on legacy Albania deliveries. Of course the sp hasn’t reacted to that view yet, I would never have expected it to in this market for small caps, not to mention the delays thus far at Eco itself. That’s particularly why I shared my view with this board: so potential investors in particular can watch for near-term deliverables from management that are now in play for Eco so they can time their purchases to maybe take advantage of this lowly sp, as I will. As for the ceo purchasing shares, I dunno, I guess you’ll have to ask him yourself, but management/board investment commitment generally at this company has been pretty high historically, so I’m not too worried about that. Meantime, who hurt you that you have so much hate in your heart?

Https://www.londonstockexchange.com/news-article/ECOB/fundraise-of-ps450-000/16627902

There's certainly some material here for trolls; ie., another raise at a crummy price, etc. Fair cop, as far it goes, but I would point out that this was still a raise of limited size (total 'dilution' since the RTO is still only around £1.5m, which is still pretty tight to be fair, as the RTO raise itself was under £3m), no retail flippers, and best of all, it is working capital towards clearly defined short- and medium-term revenues. The panel orders revealed in the RNS seem to be new business outside the 2 big orders for E110m over the 3 years, which seem to be customers who are buying them for homes already built, so it looks like they represent a new revenue stream potentially. I would say buy at these levels, but if most in the market are waiting for some real, material booked revenues, we now know they should be coming even sooner than we thought.

That's a primary reason I continue to back ECOB, black knight. By luck or design, eco clearly has the ideal business model for this industry at this stage of its development: produce low cost, high spec building materials close to the customer, deliver them by truck to the construction customer and get paid, and do it in jurisdictions either not encumbered by excess regulation or NIMBY protests. Clearly they've had unacceptable delays due to engineering challenges and capital constraints, but as you point out, so have their (much) larger competitors like Ilky and Top Hat in the UK, but unlike them, ECO's balance sheet is not burdened by the high debt levels that now endanger their futures and have their corporate backers begging for government assistance. Meantime, Eco's production line in Albania is clearly impressive and ready for prime time. https://x.com/ECOBPLC

Except D&S isn't the end customer. Sure it would be great if Drips were better capitalised, but the partners are genuine experts in the paint space and more importantly, have midwifed this contract with one construction client, the Gracewood Group, and its the latter's order book and balance sheet that matters.....shameless.

No, KC, I think you have the wrong Jonathan Rowland. I know the one from jellyroll/jellybook a bit, and I think its much more likely to be the J Rowland from something called Tomorrow Partners, a leveraged finance and private equity firm. Just as good an endorsement, probably better! Also, I believe the latter guy has been openly posting his buying activity on the ADVFN board under 'kofi4'.

A further useful certification announcement today for the group's extinguishers in what seems another market increasingly pressured to upgrade the specs of their on-board fire protection products. Worth following developments