Member Info for colline

Maybe a little perspective required. A week ago I had never heard of Enerstry. Nova bought 23.72% of it , and then within a week announce a) deals expected to bring Enerstry $19.5mm over 10 years ( so almost $5.0mm for Nova) and crucially b) capacity and financing for plenty more deals. Now $5.0mm over 10 years is not much I grant you , but its a lot better off than a week ago , and if it multiplied 10 fold , this could become a serious performer. So it seems to me that despite all the noise form the rampers and the derampers we should focus on the fundamentals.

i see Tricor has opened a new website this morning - same link as before : www.tricor-plc.co.uk If you click on the link "investments" and scroll down, there is a link to a website for the subsidiary which runs the sand business: http://www.tricor-env.com.sg/ Look at the revenue figures on the "operations" tab on that link - having only started in late March , revenue of $1.192mm in April , and predicted to rise to $3mm per month by Q1 2014 , and then a reference to "minerals" on top of the sand .... Could be a winner here ??

Dear Sir , I do not normally post messages although I regularly read them. However i was wanting to write about your comment as it seems inconsistent with the announcements made. I understood that Tricor pLC underwent a reorganisation in January - specifically a CVA . Surely this means that all creditors ( including HMRC with regard to their VAT claim ) received shares in place of the debt they were owed . Therefore I cannot see how Tricor PLC can "lose" the VAT claim as you put it. Instead , as per the RNS announcement of 20 Feb Tricor raised £480,000 to make investments to enable it to relist , and since then has announced in the RNS of 18 March and 28 March that they are buying and selling sand - presumably at a profit you might hope. I think that the future prospects of the company depend on that and that the VAT case is not really relevant. Does that make sense or am I barking up the wrong tree?