Member Info for bluerill

warren buffet.

There's no equity raise needed or coming. Meantime, I don't know who sold those shares, but I sure know who bought them, including the 900k at the close today. Useless muppets

This is a big deal in my view: https://www.londonstockexchange.com/news-article/ZED/zenova-approved-as-nhs-trusted-partner/15294550

The move to SI Capital will help; Brandon Hill was useless. Just the Aussie contract will ensure 2m in revenues over the next 3 years on a market cap of £16m. Add in the potential of recurring revenues from adoption by any of the London Boroughs that have added Zenova products to their approved lists - putting their paint products in a strong position to get on a decent percentage of the 4m social-housing doors in the UK for instance - and that valuation is objectively crazy. The company is one or 2 more contract win announcements away from a significant re-rate.

not necessarily!

correction: of course the rhetorical point at end of my last post was directed at the bearded one, not 'kev'

'......Sorry Kev but what is "world class" about the appointment? As a long term holder, I would be interested to learn. ....' I'm sorry if it seems like I'm picking on you BD, but this kind of naive-at-best, deliberately-trolly-at-worst kind of question that so perfectly encapsulates the (often deliberate) blinders some in this market continue to suffer from. This guy (yes, he's a 'heavyweight', but as you'll see by the end of this post, that is almost besides the point) is recruited at JUUL right around the time in 2018 that Altria takes its 35% stake, valuing JUUL at over $30B (that's 'billion' with a 'B'). Over the next few years, Altria takes a substantial hit on that 35% investment, downgrading the imputed value of JUUL first to $15B, then $10B to now around $5B (yet that is STILL billion with a B!). Why is the value of JUUL's markets, and its valuation, shrinking?!? Search me Kev. But the very guy hired to '....to build its retail and wholesale business among key regional and national customers....' back in 2018 for that one-time 'cigarette killer' has just announced he's leaving to join a company with a growing list of competing and new category products that is CAPPED AT 40M QUID. And that's 'million' with an 'M'. Now maybe do you want to take another stab at considering what kind of message is being delivered to the market with this appointment instead of trying to start an argument about whether the guy is a heavyweight?

Long CHLL/Short TAAT closes the year with a 31.6% gain in just one month since recommendation. Roll on 2022

vascula - close your account

I'm thinking more Iago. The parrot, not the man

What a perfect illustration of what I'm talking about. I provide a full, nuanced, nearly annotated recounting of your posting on this subject over the past year, with particular focus on your tone and your purpose in posting, as a necessary counter to your deeply dishonest revisionist version, and all you can muster is more gobbledygook, this time about how I'M guilty of oversimplifying things?!? [I have to say, I absolutely loved you sharing the searing insight that in fact, 'most things' in life are a combination of black and white. Wow, no kidding]. You sir, are a bad actor.

I don't know what to make of you, vascular, in particular whether you are, as so many here seem to feel, an awful, self-promoting troll with malign intentions, or just another guy with too much googling time on his hands, whose favourite social media thrill is playing the villain on anonymous financial market chat boards because it makes him feel more alive. But what I do know is I don't like to be gaslit, even on anonymous financial market chat boards. Like Trump, or any known movie mafia don, who apparently never give subordinates the 'direct' order to break the law, you may very well have never 'said' that TAAT was a better investment than CHLL, but you sure as hell implied it in the strongest possible terms. Again and again and again. Your journey to current (alleged) position where you claim to 'agree' with me about the big picture for the 2 companies, has come only after months of you getting pelted with all the problems of trying to compare CHLL unfavourably to TAAT including the former's superior product range, distribution deals, market endorsements, revenue-to-date and then, most importantly of all, DESPITE those and other of Chill's crucial, systemic advantages over TAAT, the massive valuation gap between the 2 companies in favour of Chill. In recent weeks, I've also added some real research that whatever strengths TAAT may exhibit in production, logistics and marketing, they seem to have paid a heavy price for as their balance sheet looks pretty strained to me while CHLL's remains unburdened by debt or spiralling costs. This education effort for you has gone summarily unacknowledged, vasule, yet here you are now rocking up with the claim that your 'only' purpose in continuing to post every trivial release from TAAT is to highlight its 'openness', blah, blah, blah. Ugh. Forgive me, given your true history and not the one you'd somehow like to portray, if I'm less than fully persuaded as to your true motives.

Not wanting to anger the trading gods, but our favoured spread trade, long Chill/short TAAT, continues to perform well since first promoting the idea at the end of November to a hedge fund meeting, returning just over 25% month-to-date. Chill has of course had a choppy month and today's 11% bounce has only managed to get it back to near-flat (long may that continue of course). What's interesting then is that almost all the performance has come on the short side, with TAAT falling hard all month, including another 6% today. And what's really incredible is that that miserable performance has been logged in spite of all the magnificent news that vascular has so generously shared here for what seems like every frickin' day on everything from the shipment of a couple pallets of product, to the company's massive breakthrough into Croydon's finest newsagents.....Fact is that even after this sizeable correction, TAAT at £155m is STILL valued at more than 5x CHLL and that remains ludicrous. I expect the 2 companies to meet at around £100m by end of Q1 so I very much continue to promote the pair trade.

Oisin is using pref share,s as I suspected he would, to effectively return around half the cash that SLE2.0 shareholders were expecting. With the other half, he is of course creating SLE3.0 by buying assets, in the massive increases in its ownership of OML18 (and in the process making that ownership direct rather than indirect) and the ACEOS infrastructure, that by even the most poisonously cynical viewpoint, are worth many a multiple of $50/60m. Deal is shaping up nicely indeed.

If you're being truthful about that backstory pidgeon, then of course the placebo effect is less likely since your wife, as a professional, would have used any number of massage aids over the years and if she's getting a unique positive response from the Zoe product(s), then that's pretty relevant data. And, I might add, data which is consistent with the Company's.

You really are the unrequested, unwanted gift that just keeps on giving, aren't you, vascular? While you've be marinating in your bitterness, the industry has moved on. All of the attention in the smoking cessation market is now in Reduced Risk Products, (RRP) which is why CHLL is focused on chews and gummies and why the industry's first synthetic nicotine product - from Chill - is a pouch and not a combustible. Sure, Chill will continue to produce the industry-standard non-tobacco CBD cigarette and it will continue to be featured in specialist chains like Smoker Friendly (which, by the way, TAAT's backers would give their collective left nut to be able to say) where it will continue to be enormously popular, but there's a much bigger reason why TAAT has the grubby countertops of Croydon convenience stores all to itself to display its hemp cigarette cartons: because no one else is interested. The bottom-line is that the almost limitless growth in the post-tobacco world is precisely where TAAT is NOT operating because it has gone all-in on combustibles. I have increased my short substantially this week on the back of the very announcements you've highlighted. In fact, I think there is a real chance TAAT may not even exist in a few years or less, as its already stressed balance sheet will make it almost impossible for the company to fund an unavoidable need to pivot when it faces an inevitable moment of truth over its major strategic blunders. Thanks again for your amateur trolling efforts though, as they have backfired as always.

Easier if we get a shareholder upgrade. Can't move to a US listing fast enough

Echoridge on advfn advanced my thesis nicely: '......Pretty compelling on valuation, product quality and diversity, as well as relative balance sheet strength. I reckon the final point though may be the most compelling and really drive CHLL's outperformance. Considering the heavy cost base that TAAT is carrying and then the multi-year drag on its profitability that will inevitably occur, it will likely consign that company to leaning on its share price for capital for some time to come. But because CHLL has taken such a radically different direction, because management made the fateful combination of decisions to first, outsource production and then rely on the quality of their product offerings and their early popularity and word of mouth to secure its massive distribution deals FIRST, has kept its marketing budget to a minimum. While that has caused some more hiccups for the company along the way than if these key functions were in-house, it has also left its balance sheet in a far healthier position as sales are beginning to take off and the Company is on the verge of significant growth. Because of that, unlike TAAT, CHLL will, as it rolls out to its mid year target of 10k stores, on the way to 100k and beyond, be able to have far greater access to credit and debt markets to fuel and fund its growth. Exciting times......'

.....on the back of wholly unwarranted valuation gap, TaaT's huge balance sheet challenges, and CHLL's vastly superior product spread and scaleability. I'm just going to pop in, you know, every now and then to remind anyone who's interested in the merits of this trade, which is quickly gaining traction in NA.

so you're not reading it right. read it again. then read a book