Member Info for bluerill

omg, seriously? feedback? how's the fact that the last early-stage consumer growth company that traded at 10x earnings was never?!? your entire foundation is complete nonsense so why should anyone bother with anything else? no clue indeed

honest question (that's a favourite gimmick of yours, right? You think by 'claiming' you're asking a questioning 'honestly', then you can follow it with the most transparent sophistry and innuendo-laced slurs): Can you read? I wrote very precisely that your entire post was fundamentally ridiculous, based on the data you have been given and how these stock markets value fast growing, consumer products companies. Now, either you're purposely ignoring that simple premise or you're a raging knob. Either way, you cannot be treated as a good actor. Period. Spankings are extra

First of all, its Mr Blue to you. Second, I won't play that game. What you wrote in that torturous post is objectively worthless gobbledygook that you are clearly trying to dress up as genuine work, which is what makes it so particularly objectionable.
When you show yourself a reasonable actor, which means not trying to present nonsense as real analysis, then and only then, will I help guide you, seeing as you oh-so-genuinely asking. If however, you throw out garbage, it is a spanking, and only a spanking, you will receive in return (here's a small incentive for you to shake the habit of a lifetime and start to behave yourself: the company is worth, under even the most rudimentary analysis, many multiples of where its trading. Play nice for a bit and maybe I'll show you why).

ok, so that was a bit off colour. Sorry, Obstando. What I meant to say was, Vascular, you're the worst kind of dooshbag.

Thanks obstando, but I don't need any help on which bait to bite on. I'm here to raise the general standard of info and if I have to take a swipe or 2 at a troll who likes to pretend to be a genuine contributor, then so be it.

a PE of 10?!?!?!?? £10 of gross (?!?!) profit per day (?!!?!?!?) . 48p 'fair value'?!?!!!!!! What is this, 1955? Where do you even begin to have the chutzpah to suggest those kind of inputs from an early run rate of $2-2.5m/month in revenues at the early stage of a rollout with 3x+ growth from the previous month in a market that is paying huge multiples to EBITDA for any growth anywhere, let alone PEs in the 40s and 50s???? Do you think bc you write in such a seemingly calm, mature manner that your output is any less excrement-y??? The absolute worst kind of purposeful, ex-post rationalisation thinly disguised as scholarship. J'accuse.....

no

1) Invinity Energy Systems (IES LN, Buy, PT 260p => 300p; Mkt cap = £142mln) - Solid 2020 and attractive outlook: Invinity has this morning published its 2020 review and update on current trading. Highlights are the £11.7mn of orders taken in 2020, a net cash balance of £19mn at year end, and record prospect outlook with the combined prospect book rising to a record 292 MWh as of 17 May, up 32% from the last update on 4 March, and more than 70% higher than at the merger in March last year.
=> Prospects remain highly attractive: The increasing pace of electrification of transport and industry, combined with continued reduction in cost of renewable generation, is pushing storage to the forefront. Invinity's VFB solution remains highly attractive compared to other storage products, both complementing and highly competitive against lithium-ion. We see continued high demand in all of Invinity's target markets, and the jump in pipeline to 292 MWh from c.180MWh at the beginning of the year - a rise delivered in the midst of the pandemic - shows just how strong underlying demand is.

Of course all numbers are prior to Siemens-Gamesa deal, which was transformational.

Then you might consider getting your nose checked, baldmark. This is a small company growing fast in a period of a pandemic. If anything, Covid has made such delays common as auditors have often proven to over-promise on completion times, and so this RNS otherwise smells quite fresh. Invinity have not cancelled the release of detailed financial results; its just that they'll be 'unaudited' until the audited numbers are published in a short time. But cmon people, Does anyone really think this bunch of boy scouts is going to put out anything next week that their auditor considers remotely controversial?? In fact, if there were ANY relevant conflict whatsoever with PwC over ANYTHING financially important, there is not a chance in hell that Invinity management would offer to '...release a detailed operational and financial update for the period ended December 2020....' as scheduled on the 27th in the first place, and then risk getting humiliated in a week or 2 when the audited results are released. Management are clearly excited about the story they have to tell so they are of ALSO not cancelling the shareholder call either, which is another very strong positive signal that this delay is down to nothing more than exactly as they described it in the RNS. And finally of course, the RNS included the commitment that fully audited results will be released well before the normal deadline of the end of June anyway. Troubled companies in dispute with the auditors would simply never provide such unequivocal reassurances. No baldmark, you are exactly wrong. Far from being too sanguine, the 6.5% fall in the share price on Friday, showed the market OVERreacted massively to a harmless technical matter outside the company's control. That message is clearly conveyed in the RNS if only you would take the time to read it properly.

effects on lockdown, particularly on PwC's ability to manage their overall workflow, seems the cause of this short delay. Fact that detailed financial and ops info will still be released and shareholder engagement will go ahead are crucial reassurance

Firstly, its an oil conveyance system referred to as an ACEOS project, a part of which involves a on-water storage facility, or FSO. Secondly, San Leon is an EQUITY investor here and despite your ignorant attempts to smear it otherwise, has no 'questions to answer', if in fact there are any 'questions to answer' in the first place. At least try to get your facts straight before you appear for your monthly innuendo-laced faux 'research' dump, troll.

Rugby - pleasure. And because I enjoyed it so much and the product is so impressive, everyone can now call me Bluegill

yes, I was there and it was objectively awesome. The smokes were consistently praised and a pretty material portion of the share register was in attendance, all very clear-eyed about this company's near- and medium-term prospects. I think the share price can push on a bit Monday just on the back of the launch party's combination of product sampling success and upside forecast views shared.

I think we'll get an early rollout sales update within the next week to 10 days

Sure vas, I have an explanation. You're an idiot. Lots of very small people say so

Honestly, some of the explosion of share trading data available for free these days should come with a health warning that it shouldn't be handled by mendacious shareholders with an agenda without adult supervision.

Whether you are actually trading or not, is spectacularly NOT the point. In fact, your response demonstrates my point that you haven't a clue what you're talking about. Regardless, everything you wrote is objectively meaningless gobbldygook; a transparent attempt to try and make yourself look like a serious observer of otherwise trivial information, and then coming to the oh-so-subtle, though totally fallacious, conclusion that somehow Zoe's current share price is somehow artificially elevated. There. Clear now?

There will mainly be a number of Instragram-style influencers (ugh. surely one of the worst verb-to-noun transitions in the history of the English language) there to sample, mingle and hopefully enjoy. Look out on your social media feeds over the weekend.

Much more likely you would have gotten a warning from your therapist to stop pretending to know anything about share trading. Wow, that's serious Qanon-level voices in your head sh*t you tout