Member Info for Ctw2014

Ant - I share your pain, but look around. The same thing is happening in loads of stocks, especially on AIM. We are in a bear, risk off market, generated by macro geopolitical and economic conditions which get worse by the day. Sure, it would be nice to have more newsflow, but we are in a boring phase of the development of the DFS and have to live with it. However, off takes could drop any time, and then……..boom (despite the macro position). Just my take on it.

I have no wish to get involved in the sniping and backbiting that have reduced this board to a bit of a cesspit of bile, but would say that any investor who constantly bashes his own investment on a public bb in a thinly traded share like this needs his head examined. Unless, of course, he is cynically trying to depress the price temporarily to top up lower. Just saying.

All the doom and gloom seems to have done the trick then!

Hi Hunky. Can you remind me please, has the board confirmed that Shlomi is our man? He seems to have fingers in a number of pies and, on the face of it, seems to me at least to be a pretty sharp cookie. Personally, marketing is a key part of what we need to scale up sales and his other interests also seem to me to be highly relevant, especially given the new strategy focussed on data and saas. Although the open box deal seemed to be focussed on lockies, we don’t know that they will be hardware sales as per the old model or sold via the new model. At all events business development, marketing, sales and even AI (learning from data) all seem to fit, in my opinion at least.

As far as I know, it is unclear which company bearing the name is “Open Box Ventures Inc”. A google search reveals various possibilities that are not recently created shells, although the company you refer to could be related. Our board of directors has been notoriously conservative with its RNSs, so personally, I cannot see them making an announcement like the Open Box one if it didn’t have substance. Time will tell but I remain confident. Anyone bored could do well reviewing the RNSs since December, which much of the market seems to have forgotten about, judging by the lack of volume and consequent drift in SP. Could be an opportunity for anyone with spare cash but dyor etc.

Bodes very well for Landore and possible deals

Whilst I have seen the interview before, it was worth another look just as a reminder of the level of confidence exuded by Igor. Personally, I saw nothing wrong with any part of the interview.

I have been in this share for a few years myself and am comfortable that the ‘jam’ will arrive within a reasonable timeframe that suits my investment objectives.

Good to see SYM promoting the company via outlets such as a proactive. Word needs to get out there about what a promising little company this is. Still very much off the radar of most investors.

I do think the speculation that this upgrade may trigger further orders from DHL in particular may be spot on. Let’s hope we see evidence of that soon.

The ducks are lining up nicely

A very sensible hand on the tiller to dampen expectations a little and steady the ship ready for a few more tasty and positive RNSs in the run up to Xmas. Very happy with my investment here, even if it’s currently a bit under Water, ho ho.

Hounddog. Agree with what you say about the commodity gloves and had the same thought myself. The ‘change of strategy’ explanation looks disingenuous. Much more likely that customers dried up post the height of the boom in PPE sales at the height of the pandemic. Probably our competed by bigger players. However, the d2p gloves will give us a competitive advantage when approved and launched. Meditech still teed up to give it early legs. So many other positive developments announced and pending, I can forgive the gloss put on the loss of commodity glove sales.

Couldn’t agree more. Nice that we have a 5% slice of CFG and wouldn’t be adverse to us taking more.

Looking at it another way, H2 2021 revs was about £4.26 m, despite lockdowns and other headwinds. Just double that and add H1 2022 of £3m gives you £11.52m, bang in the middle of the guidance figure you mention. Doubling H2 revenues doesn’t seem at all unrealistic based on what they have announced already, never mind the additional announcements they have suggested are likely to drop in H2. I think their confidence in meeting full year guidance is probably justified but, as you say, let’s see.

The warrants at 25p will also likely get exercised when they are in the money providing extra funding for further growth via a long term holder rather than a discounted placing to flippers and traders. Overall I am pretty comfortable although we will inevitably dip today.

It’s not the H1 update I was expecting and hoping for granted, but it can be seen that the company is repositioning itself to facilitate the rapid growth that is coming. Jam tomorrow maybe, but I do believe it’s coming and in large quantities. Getting the equity subscription closed is obviously the reason for the delay announcing and at just 5% discount and to a supportive long term and major shareholder is actually pretty good. They clearly have confidence in the company.

A viable substitute for Palm Oil is a great idea. It’s in practically everything we eat and causes massive environmental damage.

I think we have two things to ‘thank’ for the ridiculous SP:
1) general market conditions, especially in AIM where lots of good companies are way down as investors have pulled money out for cash or safe havens; and
2) Goldman Sachs with their discredited scaremongering re lithium prices.

Ant. In my opinion only (not advice obviously): A) any sale of Geomet shares otherwise than in accordance with a Funding Plan (part of the Construction decision, itself a reserved matter requiring a unanimous decision of both Geomet shareholders) would require a unanimous decision of both shareholders (see reserved matter viii);and B)sale of EMH’s shares in Geomet would, I believe, require approval of EMH shareholders in a general meeting. Approval of the construction decision is the only reserved matter subject to a deadlock provision whereby if EMH and CEZ (via its subsidiary) can’t agree on that CEZ has the option of acquiring EMH’s Geomet shares but, crucially, at fair market value, which by that stage would be informed by the dfs and offtakes. Hope that helps but DYOR and all that jazz.