Member Info for cottoner

Especially the CFO.

Snippet from Sativa Investments (SATI) RNS this morning perhaps relevant to NFX longer term.

"Due to the faster than expected advancement of the UK Medicinal Cannabis regulatory environment, and the evolution in consumer demand for Cannabidiol (CBD) products across Europe, Sativa has amended its strategy to focus more on UK operations...."

To be accurate the quote should have been
CEO specifically highlights OCP as ' a huge strategic partner potentially sitting on our doorstep'

In the presentation CEO CEO specifically highlights OCP as ' a huge strategic partner potentially for us'

The OCP Group (formerly the Office chérifien des phosphates; Royal Office of Phosphates), founded on August 7, 1920 in Morocco[1][2] and transformed into a limited company (OCP SA) in 2008, is one of the leading exporters of phosphate rock, phosphoric acid and phosphate fertilizers in the world.[3][4][5][6]

The OCP Group has nearly 20,000 employees located mainly in 4 mining sites and two chemical complexes in Morocco, as well as in other international locations.[7][8][9][10] The group has several subsidiaries in and outside of Morocco. In 2018, its turnover amounted to US$5.884 billion.

CEO presentation @ the recent UK Investor Show

https://www.ukinvestorshow.com/videos/emmerson-plc/

Another go @ breaking 130.

Buy in @ 132.

Check out EML RNS - Chairman's Statement.

I already hold.

Excellent Chairman's Statement with numerous good points to highlight.

I will draw attention to one section in particular:

The scale of the fertiliser opportunity has piqued the interest of global organisations that wish to participate in the underlying growth thematic.

However, in order to become a competitive producer of value added NPK fertilisers it is essential to secure a supply of potash - a market traditionally controlled by a very small group of producers.

Emmerson, and the Khemisset project, therefore has become an attractive proposition with high strategic value to fertiliser producers looking to secure the supply of potash.

Preliminary conversations with strategic partners has to date indicated that this value is recognised.

You are correct.

on 1/4/19 - RNS - Steve Myers increased to 46,100,00 shares.

on 26/4/19 RNS. - Steve Myers increased to 48,200,00 shares

But as you say due to increased number of shares 458,999,688 to 574,418,577 , his % of holding dropped.

Wrt Elucigene colleagues and sales staff.

Only announced earlier this month.

Young Business Development Professional of the Year
Winner: Erinn Ogg, Elucigene Diagnostics
Erinn has responsibility for global business development and international sales for Elucigene, and has hit at least 95 per cent client retention every year.
Shortlisted:
Gavin Houghton, Asset Finance Solutions (UK) Ltd
Bhavina Halai, Benchmark International
Matthew Simmons, fulfilmentcrowd
Nick Chapman, Positive Cashflow Finance
Emma Hanson, The Casey Group

https://www.insidermedia.com/insider/northwest/awards-celebrate-north-wests-young-talent

Trades that appeared yesterday (Wed) were obviously the last of the seller.

Obviously a few were waiting for this signal before buying in or averaging down.

Courtesy of Bones on A-D-V-F-N

For information (updated in header), WH Ireland’s house broker note of 20th February 2019 (following the first trading statement after death of CEO David Massie) said:

“Wey Education plc is a UK-based educational group delivering online education services in the UK and around the world. The tragic loss of its Executive Chairman towards the end of last year has necessitated a refocusing of Wey’s strategy, the details of which were announced in early February. Under the Chairmanship of Barrie Whipp, and led by CEO Jacqueline Daniell, the Group is now set to be more focused and streamlined around its existing businesses of InterHigh and Academy21. Coupled with a revised sales and marketing campaign, Wey is seeking to capitalise on the growing demand for online-based education, alongside targeted overseas opportunities to be achieved from the UK. Although there is a material rebasing of our estimates, we believe near-term forecast risk significantly reduces with potential, certainly in 2020E, towards the upside. Our DCF valuation conservatively sees fair value at 35p.“

Overhang may be gone - now difficult to buy

From earlier post.

'Elucigene revenue growth stalled in 2018 versus 2017 and profits fell so it would be nice to know why that was.'

Answer appears to have been Brexit uncertainty.

From Sept 2018 article

BREXIT UNCERTAINTY ‘PUTTING BRAKES ON GROWTH’

Important investment decisions are being postponed due to the ongoing uncertainty surrounding Brexit, according to panellists at Insider's recent New Golden Triangle breakfast event.

Mark Street-Docherty, the chief executive of Manchester-based molecular diagnostics company Elucigene Diagnostics, believes that although the business was experiencing positive growth, uncertainty had stalled some plans.

"About 65 per cent of our revenue comes from Europe and what we are uncertain of is our representation in Europe post-Brexit," he said. "We have a distribution model but we have critical mass in some countries where it doesn't make sense to have a distributor anymore.

"Will we be able to directly supply through Europe as we do now? If we need an authorised representative to be able to operate, that will change our plans."

A hard Brexit, he added, may result in Elucigene operating a European base alongside its Manchester site. He also said that the company may delay decisions about an investor exit until there is more clarity about what Brexit means to the business.

continues..

https://www.insidermedia.com/insider/northwest/brexit-uncertainty-putting-brakes-on-growth

Mentioned in te Daily mail's market report

Meanwhile Yourgene Health, which makes products to test children while still in the womb for Down’s syndrome, climbed 7.9 per cent, or 0.88p, to 12p as it raised more money than it hoped for to buy cystic fibrosis test-manufacturer Elucigene.

Hayden Locke tweet

A special mention from the Minister on the huge agricultural potential in Africa and the role Morocco will play in “fertilising Africa”. Exciting that #EML is at the heart of one of the key themes of the Marrakech Mining Comvention 2019

By Mark Watson-Mitchell 16 April 2019

https://masterinvestor.co.uk/equities/blue-skies-ahead-for-bigblu-broadband/

Barry Hextall and Hayden Jeffreys intend to purchase shares through their SIPPs in the secondary market following completion of the Fundraise. Any investment will be accompanied by the appropriate regulatory announcements in respect of Director share dealings.

I use Halifax.

Got quote to sell @ 31p throughout the day