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I feel like Robinson Crusoe on this one! FFastFill is doing very nicely, particularly today when everything else is crashing off. I'm still looking for 15-20 on this one once the results are posted and new investors get the story. And 20+ if there's a maiden dividend, but that may be optimistic this year.

Don't get me wrong - I'm a big supporter of this stock for all sorts of reasons, and I've been in it for some time - despite the hair-raising ride - but this is not a gimme by any means. TAN's half year losses are running at around £10m. Net cash in December was £3.6m and that's after the £1.8m offer and the $1m SEVUS exclusivity option. I presume there's been $750,000 per month coming in from SEVUS since January but that's now changed for a block payment of $5m until September (the 203 days). Simple maths suggest TAN is getting weaker and SEVUS is getting stronger (though come on Myo - you know the difference between vehicle output and sales revenue). So i guess what I'm saying I'd like to see the 2010 annual report out as soon as possible highlighting how TAN is a) going to capitalise on its SEVUS position and b) get back to operating profitablity. I presume a dividend forecast is out of the question!

Fed-up I'm with you! On paper this is supposed to be a no-brainer - delivering existing approved medicines via inhalation technology. But it's consistently failed to deliver shareholder value. That said, it's in the pharma sector which has been a total dog for how many years now? There is only one piece of advice on this stock - don't hold your breath!!!!! (sorry!)

Calm down everyone! Until we see whether this fund raising by SEVUS includes pro rata participation by TAN or dilutes its shareholding we don't know whether this is good news or not. This was always my fear on this proposition - that SEVUS would find a way of funding in the US which effectively diminished the value to TAN. IF SEVUS had gone the IPO route then TAN's 49 per cent stake goes straight onto the TAN balance sheet. But if it goes thediscounted placement route then there's no published market value to that stock and TAN has to take a cautious/prudent valuation for balance sheet purposes otherwise the auditors get sniffy. So all this talk about SEV vehicle output doesn't matter if TAN is being sidelined! And I don't know how good the existing TAN board is when it comes to keeping tight hold of this asset. Perhaps they should, given the new circumstances re SEVUS, put out a 'material impact' statement of their own.

$53 million. Anyone have any intelligence on whether this dilutes Tan's holding in SEVUS or is TAN putting up cash too to keep its percentage holding unchanged. And what price the placing?

Really don't get this! Oil prices are soaring up through 100 dollars and ALK is stuck in the mud. Not that we want to see a volatile stock reacting to all sorts of short term oil price shifts but surely the longer term prospects for energy prices shoud have this one much higher! Is ALK's management not explaining this to its big investors?

LUP is moving quite nicely. Steady SP rise and the management seems to be sensible. THis is turning out to be a nice quiet little gainer for me. No nasty shocks, just a few pence up every week. Lovely. Anyone else following?

So where's the TAN/SEV PR on all this? If this information is firm enough it comes under the heading of Material Disclosure for RNS purposes. Why isn't this in the press?

Yes I did hear the interview though I thought it was fairly benign. i.e. one convert talking to another. What I'd really like to see/hear is an interview with BH (an impressive communicator) addressing tough questions on investment costs, unit sales breakeven schedules, a firm order book etc. The short haul electric vehicle story is a gimme. But we need to see bulk orders. This is the main reason why TAN failed in the first place - a great story which didn't convert to sales. That said BH seems to me to be the man to carry this forward. I'm staying in. Hopefully the SEV IPO prospectus will drive us forward.

What's with all this selling this week? Anyone got any clues? .

Good threads. Where does the figure of 20 new plants come from? I would have thought fewer larger units suited this kind of engineering operation. But Hansel certainly seems to be getting things moving.

Thanks for the response Myo - useful. I kind of agree with Moro25's view that the risk is that the IPO won't happen. Or that somehow TAN will be frozen out before it does. I can't think that a well-managed US operation would, in effect, raise a lot of money via an IPO just to hand it over to TAN. Also, I think the Tesla valuation, while interesting, probably won't work for SEVUS. Tesla make a high value, ostentatious consumption sports car with good unit profitability. SEV is about more utilitarian vehicles bought by cost-conscious commercials. So if even half of Roy Stanley's forecast comes through that's good enough for me! Stay on side everyone - 2011 should be good. Just not sure yet how good!

So come on Myo, some of us are simple folk with little brains. What does all that mean in terms of the 2011 prospects for TAN? Is SEV going to make us TAN holders any money or not?

Not sure why we've seen a bit of a dip in the SP just in front of these figures. Hopfully these numbers will stabilise the price and we can look forward to more positive detail when the full results come out in two months. Personally I see power prices only going one way. Oil prices are already stronger, as is gas. Which should mean ALK can pull in better than £48 MWh for some of its 2011 marginal output. Three new UK sites in 2011 is good but I'd like to see these firmed up with start dates, capacity etc. Also, I can understand why the management is still a bit shy after its German foray but I would have thought UK expansion was straightforward and a plan to get to 25-30 sites in the near future and 40-50 longer term would be good - especially with this government banging on about the UK's position in green technology and sustainable energy! So I don't know about you guys but I'm still looking for north of 30p as a new range. Perhaps a dividend would help. But end 2009 net cash of under £1 million isn't sound eough for that, despite four years of decent profits. Anyone else sniff a rights issue coming through in 2011?

I'm not sure it's a reason to buy but this little stock is a really good dividend payer. But you're probably seen the graphs, and the fallout after they re-based their domicile. I've no idea why but it knocked the price down. The latest trading statement is OK (at best) but they seem to be intent on holding the dividend. The trouble with yield stopcks is you generally have to hold a pile to make it worthwhile, and like you I'm not sure I'd sell the family silve to buy this one! Good luck anyway!

Cahcow - which are the good trading systems? And are they listed companies? Given that electronic trading dominates these days there must be some good investment prospects out there even if PTS isn't one!

I don't know why FFA isn't better followed. Decent half years today which seems to show they have a nice business which is already profitable and lined up for more growth and, sometime soon?, a maiden divvi. When that happens that will turn an 8p stock into 15-20. Patsystems - PTS - is a similar firm and trading at 28-30. But FFastfill is better because of its delivery model. Am I on my own on this one?

Just when this stock starts really motoring it's going to leave London for the US market! Still, perhaps it will pip 450 before it disappears across the pond. Shame, I was a long term holder of this fella and I had five quid plus pencilled in! Wish the AIM boys would get themselves sorted. Does anyone know of a similar outfit? i.e. Big alternative energy producer with the muscle not to run out of cash in this tough market. I was in Solar Integrated too but that one flopped.

Decent buying again in PTS. This is getting to be a good, cash generating company, no debt, a well-distributed customer base in growing markets. They are also beginning to attract attenion by lifting the dividend. They are also on the right side of all the regulatory changes which are being proposed in the markets from the US and Brussels. I can see this moving into the 30+p range before too long. And if ION want to take them out then it's 35p for starters I reckon.,

I agree with you you Woolyback. I've rated this company for a couple of years. Once they sorted their German problems out and concentrated on the UK operations this had only one way to go. The management seems to know what they are going, although a bit cautious - I'd like to see faster project developments - and the basic engineering seems sound. And let's all agree that power prices are, medium/longer term, going one way and it's a winner. That makes two of us! Where are the others?