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Nice lonely 1 trade dropped there .. news incoming perhaps

Sneaky little 1 trade appears on Rcgh .. think they are awaiting news .. far east banking company … see if it comes to anything tomorrow

It’s not hard to find the previous sales figures. Juvela and Pulsin are very established brands and a lot paid for them ..

This move was about making the extending the ranges and offerings.

There has been an extension to the loan until 2030 of £3.5 million

Results will give the figures I agree , however the clues of week on week growth and £1.5 million spent on a bakery is also some clues to where this is going

Too finally getting some volume .. sales at least x 4 the MCAP .. but a very unsexy sector …

This was the forecast I meant to post earlier

Based on reports surrounding the proposed acquisition of S-Ventures assets by RiverFort Global Opportunities (RGO), the combined portfolio including Juvela and Pulsin is projected to grow significantly by 2026.

Key Projected Sales and Financials (2026E)

Total Portfolio Sales: The combined portfolio (Juvela, Pulsin, and Market Rocket) is forecasted to grow from £14.3m in FY24E to over £20m in FY26E.

EBITDA Projection: The portfolio's EBITDA is expected to rise to approximately £2.8m - £3m by 2026.

Juvela Projections: Retail sales for Juvela are expected to reach £12m by FY26E, driven by the launch of new free-from products.

Pulsin Projections: Pulsin is expected to achieve double-digit growth, supported by expansion into Europe.

Growth Drivers

Retail Expansion: Juvela has secured listings with a second major UK retailer, with products expected to be available by Easter 2026, following successful growth in Tesco.

Market Position: Both brands operate in the growing health and wellness sector, focusing on gluten-free (Juvela) and protein-based products (Pulsin).

Restructuring: Following a restructuring, Pulsin generated £0.8m EBITDA in the first half of 2024, contributing to the positive outlook.

The portfolio is valued at approximately £31m, representing a 1.5x 2026E EV/Sales multiple.

Nice one Davey .. yes slow burner but the figures won’t lie once it does finally rerate …

Agree .SP is a mystery here .. products on shelves selling well, with increased product range and now new stockists.

Clearly undervalued as bakery cost was half the MCAP

Seems a seller been about for a while but nothing bad has come out in fact it’s more of a case that a random rise will appear here.

It was higher prior to the Webinar and releases news and it’s still viewed with some negativity

Based on reports surrounding S-Ventures PLC (now Tooru PLC), Juvela and Pulsin showed strong performance throughout 2024, with total combined sales for the portfolio reaching approximately £14.6 million to £15.4 million for the year.

Key sales and performance insights for 2024 included:

Juvela (Gluten-Free): The brand performed above plan, driven by strong sales in Tesco and the launch of a new, character-led "OAF" (Our Amazing Food) brand, leading to the investment in a new "free-from" production line. Juvela generated £7.7 million in net turnover.

Pulsin (Plant-based Nutrition): While undergoing a restructuring to improve margins and dropping lower-performing lines, Pulsin reported gross sales of approximately £3.4 million. The brand has seen increased distribution, with products stocked in 1,000 Co-operative Group stores.

Performance Trends: The combined portfolio achieved positive EBITDA of £0.8m for the period ending June 2024 on £8m of sales, a significant turnaround from previous losses.

Future Outlook: The brands are expanding, with further retail listings for Juvela and new product developments planned into 2026.

Sainsbury’s next imo . They will not want to be left out. Expect some very decent news on Pulsin too . Website updated and news on new European distributor to come

There have been ample clues on sales figures and feel the results are going to far outweigh the current MCAP

Tooru .. good news .. they are going to be selling OAf in Asda too .. and Pulsin website updated… finally not going to be an investor stuck for ages

There was a new updated Pulsin website at the weekend as well .. things starting to finally get in motion here

Nice . OAF in Asda next …

So looking at my February movers .. genf seems the second trial data for the canine trial won’t be out until July.. first part sooner perhaps but looking at the SP it rose from 0.6p in August to nearly 2p now so don’t think great movement will occur until July time ( happy to be proved wrong)

Tooru still has a constant seller and perhaps 0.2p is the bottom zone . They are announcing further supermarkets on board by Easter (but income needs to be shown to start momentum there which may not come until June)

Distil constant back and forward with TR1 holders . Very poor Xmas sales however one big holder now on the board and perhaps with another (as mentioned on last RNS) that might be a recovery play . They are still awaiting news on US sales of Bladvod vodka and now Blackwoods Gin and vodka

Distilled on site at Ardgowan so some bright lights ahead if they can pull things back

AYM have general meeting this month. Share consolation. If they can get funding for Parys mountain then could be also a big grower. However think costs are around £40 million but around £1 billion resources in that mountain. Copper, zinc and lead if I recall

My fav Aeg .. still close to rock bottom price at 0.095p . Think they have had around 10 RNS in last few months but nothing seems to move it .. however UAE 8MW site due to complete by mid February and that’s a lot of income .. plus they have just announced further interest in Saudi Arabia and more in UAE.. I compare it to MAST rise last year and hopefully the catalyst starts this month .

Missed a few of the spikers recently and perhaps worthwhile having a £500 risk pot to put on some of these . EME , EQT, LEND and AMGO being examples.. however what goes up also seems to come down just as fast once the next hot potato is found…

Im watching your bottom bouncers Trojan and its always better to find the bounce than try to catch it mid flow 👌

Yep sorry ask 0.095

Re read the RNS on Eme . First pathway to gas q4 2027 .. that’s a long long wait so not good for a fast trade .. when trying to trade this morning it jumped from 150% within minutes .. lucky if in before but perhaps more risky to buy on the momentum

Bid gone to 0.095 …

Well hmi punt not doing so great today .. was not in eme and nt to try to buy anything first thing. Aeg you are my only hope in February to turn things around even though it is still unloved the energy plant in UAE will be completed and generating a ton of money ..

Do you keep any of your eme from your day trade Trojan ?

Still under 0.1p yet two weeks to go and the UAE energy storage plant will be up and running with the initial 8MW. Revenue at $3.5 million for the 8MW . A short space until the increase to 33MW and then the Coalswitch project restarts in Poland in June.

Despite numerous RNS releases re the Middle East the SP is still suppressed. However the last trading day of January is upon us now.

I would expect some interest to start coming next week and if the SP does not react to this then I will be totally bewildered.

Yes Cantor and spreadex have been playing games over the last few months but volume will change that ..

Not long to go now to see if the wait was worthwhile

Eme not me

Yep constant nt on me .. too high opening to risk a punt at the moments