Member Info for carnivalpete

REF: plazahot's link - In the future - 31 Mar 2024 09:41

Pay walls and sign-ins can often be defeated.

Enter the article title, as below, without the https, into g**gle

seekingalpha.com/article/4680931-graphite-miners-news-for-the-month-of-march-2024

Then look for the X version below:

Seeking Alpha

X · SeekingAlpha

1 like · 1 week ago

It's a very lengthy article, but you can read, or sellect all, cut and paste and read later.

pete

Sorry to return to old news but, for the benefit of any newcomers, I thought I should point out that the ''Current Distil stock price'' of ''168.17p'' quoted in the Alliance News article of 22 January 2024 would be well beyond our wildest dreams. It is unfortunately somewhat off target and the correct sp movements can be checked on this website.

pete.

It seems the main issue is that EBOX have not submitted KID/KIID documents.
I don't know why.

>Legsofman
You can buy on ii, but only by fone call. See result of my chat with ii below:

I put the following note on advfn EBOX thread to see if anone else has come across this glitch.
I'm still waiting for a response.

''I am currently bottom feeding on strong companies, with a 5yr view on those with temporarily high yields. I already hold BBOX and earlier this week I tried to buy it's Euro partner EBOX through Interactive Investor, but they refused to conduct the transaction, due to so-called special conditions. I sent them a Secure Message to ask what the problem was and got the following reply:

''Unfortunately, this stock can only be traded over the phone with us. Please give us a call on the number below to speak with a dealer who can assist you. There would be no additional charges to place this trade over the phone with us. The dealer will ask you to confirm that you have read the Key Information Document and the Cost Disclosure Document, which is attached to the primary listing, BOXE. Please use the link below to view the documents.''

Tritax EuroBoxEuro Ord.

Clicking the link took me to the BOXE page Regulatory Documents, namely:
View 'Key Information Document - KID' (PDF),
View 'Cost Disclosure Document' (PDF).

The links provided a huge amount of detailed info on the likely risks of taking up this investment but, as far as I can tell, there are no more risks than investing in any stock. So what's the big deal here? Have you guys had to go through the same rigmarole?

EBOX looks like a a company with potential to me, but I admit to being a bit put off by all this regulatory stuff, especially when there are so many other bottomed out hi yield shares to choose from.

Can someone help here? I own several REITS/property related shares. Cos like BBOX and SUPR and others. I tried to buy SHED on ii today but was told that SHED was considered to be a Complex Instrument and and I have been refused a buy unless I fill in their Appropriateness Assessment Form. The Form doesn't look too much of a problem, but I don't understand why this Co is considered to be so different to others I hold. Can anyone enlighten please. Tks.

As is often the case, the buy/sell guesses on the above trades list is giving misleading information. The last trade of 100,000, showing as a sell, was my BUY @ 1.099p/sh. Despite what the spread indicates, there are more available at around this price if anyone has the stomach for it.

Part 2
''It may surprise some to learn that DIS has only 7 employees, including Directors. This is largely due to the fact that liquid production and bottling and the distribution of our products is, at the moment, farmed out to reliable partners. The company is tightly and prudently managed and the addition of Roland Grain and Mike Keiller to the BoD is already adding substantial benefits. Production of gin and vodka liquids has already moved from the Midlands to Scotland in anticipation of the completion of our own distillery and visitor centre in Inverkip, near Glasgow, around the end of the year. We also expect to see a blended whisky later this year and a new malt whisky in cooperation with Ardgowan in 2026 (whisky distillery opening 2023). The connection with the Ardgowan site is likely to prove very exciting and productive in the next few years.

In the meantime, we have a strong and growing range of spirits, currently dominated by RedLeg, but with good support from gin and with Scotch arriving soon. Our home market still forms the major part of our business, with exports comprising around 15% of total Revenue, but Export markets are gradually reopening and our products are well accepted in several countries. For example, our gin is very popular in the Netherlands and Spain, RedLeg has sold well in Australia and our vodkas are appreciated in duty-free and eastern Europe. There are still major administrative issues at the UK border, but it is hoped that these will gradually ease, to allow exports to become a more important part of our business.

In summary, DIS remains of little interest to short term traders, but serious long term investors are firmly on board, confident that the company is healthy and well managed with a sound and growing future. ''

Earlier, I placed this note on another site.

''The reporting of comparative reductions in Revenue and Gross Profit in our 2021/22 financial year has yet again caused predictable damage to the share price.

Although there is little transfer activity of any size in DIS shares, most smaller traders have taken the usual superficial view of events and sold, probably at a loss. Not surprisingly, all the major investors (owning more than 3%), who own 40% of the issued shares, see greater value in the company and are holding tight. And so are the other roughly 30%+ who own less than 3%, but 1% or more.

It is important to note that the distorted perception was due to a massive leap in Revenue and Gross Profit in the previous (2020/21) year to £3.616m and £2.1m respectively. This was plainly a one off event, caused by the effects of the Covid pandemic. It was widely reported that many suppliers of alcoholic beverages saw substantial increases in on-line purchases and home consumption due to the depressing effects of the lockdowns which began in March 2020. There was also heavy overstocking by suppliers who feared disruption to stock movements and raw material supplies, especially across national borders. All of this has gradually unwound during the last financial year, bringing business back towards a more normal level.

The impressive 2020/21 results were a useful bonus, but they should not be allowed to mask the underlying business trend, which is excellent. If a more logical comparison is made between the 2021/22 year and the 2019/20 year, it can be seen that Revenue increased from £2.441m to £2.942m and Gross Profit increased from £1.446m to £1.629m, increases of 20% and 13% respectively. In fact both of these key markers have shown useful increases year on year (except 2021/22) since before 2017/18, indicating that our business is still growing well.''

Part 2 follows next

Certainly no-one would turn away ''earnings enhancing'', but look at the chart. The sp has been on the slide for a year. Any deal involving a placing and dilution would not improve that outlook, at least not for a very long time. Most investors, whether large or small, and I'm talking investors, not traders, don't like to see their hard-won holding reduced in value, especially when it is likely to remain that way for a long time. I hope the company concentrates on improving profits and not enlargement, however good the perceived cause.

I understand the interest and speculation regarding the BoD changes, but I don't understand why a second broker ''screams' placing. Lots of companies have more than one broker.

Secondly, I note lots of buys this morning, but why, if some are expecting a placing, ie., a dilution.
Why would anybody be buying now, when the shares would almost certainly be cheaper later.

thanks elartu - I'll try that.

Does anyone know how to stop these annoying adverts from streaming?
I have adblock installed but it doesn't seem to work on this site.

I have posted this note elsewhere, but I would like to hear views on here too.

We seem to be in yet another quiet news period. When the newsflow stops, the interest in this company disappears and the sp goes back down to bargain basement level again. Good for those adding, but not good for those wanting a continuous upgrade.

We get four main reports pa: Interims, finals, and two quarterly TU's. Add to that an occasional new product, or other development. Some people might also catch some company chatter on social websites [or the recent tv ad]. This means that there is something roughly every three months, or less. This frequency doesn't seem enough to keep investor interest high. Or, is there a different reason?

Another thing: The newsflow itself doesn't seem to excite. I'm not sure why as the news is never actually bad news. The company is honest, financially sound, has an optimistic future and is still growing.

Here's my point [at last!] What do investors want to see? Don't just suggest a higher sp.
That's a very good point, but it's far too obvious.

If you were handling the company newsflow, publicity, news frequency, etc., what would do you like to put out?
How would you do things differently? Any ideas?

Hi again - not a good start as LSE [bless them] have decided I must post under a completely different name, so here we are.
I am now carnivalpete here and petersinthemarket elsewhere. Doesn't matter, it will be the posts that count.

Hi, I am pete. This is my first post on LSE. As petersinthemarket I have written about DIS on another site since 2003. My user name on LSE was meant to be the same, but it is very slightly different [no 's' in the middle] here because LSE limit the number of letters/numerals in the avatar. I am a solid, long term holder of DIS, but as puzzled as anyone as to why the market fails to recognise such a sound and promising company. I hope we can share some thoughts.