Member Info for Crocqman

wtf!
I posted details about her TikTok and LInkedIn accounts yeserday, which showed videos of the cars being loaded, etc, and that she was living aboad the St Helena for a year, so worth following and no one gave an F.
I left out the instagram account as the other 2 accounts were more professional, and this page had little detail then, yet everyone is all over this post instead?
I must be getting old.
Good weekend all

With the volumes we are seeing, if there are large sellers, it will take weeks for them to exit (no evidence this is what they are acually doing, but certainly they could be reducing - we need a TR1 to be sure) based on a 10% adv strategy to maintain an orderly market.
The surprising this is, where are the buyers to replace them?
Everyone seems to think this should be well over 200p as it is, so surely large investors whould be queueing up to take cheap shares from the existing TR1's at these lavels?

Good post, Al.
Agree on the points made.
Curious about the large 'household name' Fund Manager you work for, although would not expect you to reveal this.

One thing that UJO does have as an advantage, is a (very) good level of bod investment. Some Fund Managers who may be looking in this space will not consider a stock if the management are not directly invested (options don't count).

I would not be that surprised if there were several PI's with much bigger holdings than some, supposedly 'larger' holders.
Every share needs a good mix of investors though, with different strategies, time horizons, etc.

Yes, there was a good rise that day too, ocelot.
Sadly, the impact of covid hit the markets a few days later.
Disappointments with timescales, funding uncertainty, short-term placings, it has been a real rollercoaster for investors here over the past year, lots of promise, highs with the CPR, Shell off-take agreement, etc, but the familiar frustrations too.
It seems like there is a spanner thrown in the works every time it starts to look like there are clear skies ahead here.

Hopefully, closer to the promised land now.
I would have previously considered adding if 100p was available again, but not now with the comms on the funding and the placing.
Plenty for the bod to explain on the actions of the past few months, imo.
They really need to pull something out of the bag to draw investors with this new project. I was initially excited to see what it was with the intention of leaving some money here after SF, but I may resort back to plan A, and exit on first gas.
Having been patient thoughout the whole of Brockham, and sitting tight on the potential for recovery (and some bod redemption), I am starting to lose interest in the Angus story now.

I will repeat my post of this morning - Come on GL, where's our red dot!

I've given up, Ogggs.
When the SP is rising it is all rockets, and 'this should be much higher' type comments, and when it drops it is all MM games, 'there is no reason for the drop', and shorting attack comments, or the big buyer/seller (delete as applicable) in the backgound.

Every positive RNS is expected to send the share into orbit, when the reality is often not the case.

Quite often, there is little rational thought behind much of the thinking at times, imo, just as the markets behave irrationally at times, and there could be any multitude of reasons for something happening, not just one reason, as is often put forward.

I agree that often something is hard to prove definitively, just as it is hard to prove opposite thoughts on the same subject, as there will often be exceptions to the rule, but the most likely scenario increasingly tends to be ignored for the less rational, but more 'explosive' alternative.

I don't believe anyone has ever said here that you CAN'T short AFC, but that with the reportable limits, any potential shorts would be immaterial with regard to the SP movements here. A big difference. Yet swept over to make a more damning (and disingenuous) point.
Time to switch off here for a while, as the mood of this board is getting unhealthy.
Good luck all holders, I will await firm news from official sources, and continue to hold with my long term view

I have tried to explain the drop as I see it without news many times over the past few weeks, not just here, but with at least 2 other shares experiencing the same thing currently (very rapid rises, followed by a slow drop back, all based on potential/collaborations, but without firm numbers to support).
Not going to repeat myself again, or repost, as others clearly have different views and many are seemingly not interested in alternative opinions.
Don't believe the shorting line, evidence, or not.
Regulation today is very different to the past, and it is the odd (bad) shorting example that crops up in the news, that comes to the fore every so often that seems to fuel the proliferation of views from the many that it is rife, especially on the 'unregulated cowboy market' that is AIM.
Each to their own, I guess
gla

If we continue to see a large number of big trades throughout the day, that could well be a sign of imminent news early next week.
Not a believer in MM games, but have seen similar before, so wouldn't be surprised if that is how things pan out.
gla

Nothing other than the standard listing articles from various sources over the past 2-3 days that I have seen.
Potential for some coverage over the weekend perhaps, but would not be surprised if nothing of note, or just a short para tucked away somewhere.
gla

Why are we all idiots, Loch?
It was just for fun, not serious (seeing as no one was giving reasons for their figures), and it was for end of year,r ather than the continual daily forecasts, or end of week ones you see on plenty of other boards.
I, as well as many others who did join in are still here.
Noting has changed with regard to news expected at this point in time, compared to when those forecasts wee made.
For the record, my forecast was 6.5p which I am still comfortable with, tbh
I have also posted regularly here since the turn of the year that I am not surprised at all about the drop sonce the earlier highs.
A litttle surprised that is has fallen below 2p though, but as I have also posted regularly, I see this as a 2-3 year hold minimum. I have never traded any share I have been invested in, and always post any buys or sells that I may make on the day for transparency (or whether I am simply holding) - I have added twice this week at 2p and under, as per my posting history.

It is your right to disagree, but the name-calling and similar derogatory comments are uncalled for, imo, and just detract from any piint you are trying to make (seemingly a feeling of superiority of everyone else).
At least we both agree that the SP will bounce back, and that there is a great future here.
gl

Thanks Bm,
I would suspect this would be with regard to any potential new deals/collaborations though, rather than with regard to them anouncing any sales numbers relating to the BC agreement seeing as this is already public and we have had a further update on the shipping of kits?
WIll see in due course. 5 weeks until the HY results and plenty of time for news in the meantime.
gla

Where has this talk of an NDA come from?
Have I missed something?

Surprised that no one has suggested DB has forward sold his additional 75 shares yet (yes, I know it would require an RNS if he was to)!

Lots of posting so far today, at least the news has piqued the interest, if nothing else.
gla

MD,
It could be worse.
The first detail on pricing that LSE was showing this am, was a bid ask of 40p/100p, with a mid-price of 70p (down 28%).
It gave me a bit of a shock, but then it always seems to take a while for the pricing to settle down on here first thing.

The wide spread may just be due to the low number of trades - LSE reporting 6 trades so far

Where's our red dot!

"Why aren't we breaking 1.50 and climbing towards new highs ?"

For me, it is because the rise from 40p to 150p in 3 weeks was on nothing more substantial than the agreement with BC combined with hype, expectation and potential.
We have since had the further RNS on the shipment of kit, wich has not had the impavt the majority seem to think it should have.

The next leg up, for me, is now dependent on sales. Hard figures. Quantifiable income to the bottom line to allow a more reliable valuation of GDR.
Hype, sentiment, potential will only ever take a company, SP/macap so far.
There always comes a point when results are required.
The market seems to think that time is now, and I do too, confirmed sales will be needed for the next leg up imo.
We will definitely see some numbers in the HY results, due in circa 5 weeks, and we may see something material on U.S. sales before then. Potenially more news too for a mini-boost, perhaps, but the big step up will be on the numbers.

Just my opinion, others will disagree.

But what was the mcap in 2012 at £6 compared to the mcap today at 134p?
You can't look at a standalone SP from one point in time without taking the shares in issue into account to make a true comparison against the current position (although many will frequently do this to make either a positive, or negative point, depending on their reasons for doing so).
The company is much further down the line for sure since then, so we should be looking up with regard to future SP/macp when expected news/updates are released.
gla

Thanks Mucksy,
Don't really do social media, but I looked up the ExtremeE 'Impact correspondent' (and DJ), Izabella Rekiel.
She has TikTok and LinkedIn pages, and says she will be living on the St Helena for a year.
Some TikTok videos of the cars being loaded onto the St Helena.
No mention of AFC that I can see, but may be worth following for some updates/videos and an idea of life onboard.

Talking of goverment wanting to post out 400k LFT's a day to homes for testing.
Not caught up with the board much today, so may have been covered already.
Further chat on this now (BBC2)

The 90 day exclusivity period still has another 10 days or so to go. I believe it expires Saturday week, so for me, this would be a firm date I would expect they would have to RNS an update, if nothing before (presumably this would be on the following Monday).

As mentioned a few times, the 2-3 weeks additional timeframe was noted in the last RNS as an objective, so I am not sure what AIM regulations they could have broken by not releasing another update - that RNS was more a 'keep you in the loop' attempt to acknowledge the delay - a cynic would say it was issued only as a requirement due to the placing that was announced 2 days later - imo this was down to Aleph wanting more time when Angus thought it was done.

There is not much we, or anyone can do but wait, frustrating though it is.
The presentation, when it comes will be interesting to see how much detail they give on this issue, if any, as will be the subsequent investor call.
Submitted questions for this could be awkward for them, depending on what news is released on the funding, and how the market takes any update.

I feel that they will have lost a lot of goodwill from shareholders over this issue, which for me, despite the delays with progressing SF (understandable in the circumstances, finance aside), they have done a decent job of building up over the past 18 months or so.

Someone posted earlier today (I think), that this would easily hit 5p on funding news.
I have never thought this, and still don't. The rise could be quite muted now given the saga is dragging on. I still see a rise, but, for me, only firm production figures when SF starts producing will result in any significant move now.
It's sad that the SP was gathering some momentum, hitting the 1.40's before getting dragged back down in the manner that it did.
Hope to be proved wrong, but we will see in due course (eventually).
gla

Surprised to see my limit Buy at 2.0 go through, although it took all day to get done (only a small trade too).
11% of my portfolio here now.
Let's hope for some Wood group news soon, and push back up higher
gla