Member Info for Dandanman

With Directa results today giving a new confidence we can but hope Versarien,whilst not likely to produce a profit can at least give us some commitment to sales contracts from their many joint ventures.

Compared to Versarien they look well ahead of the game.

Not to my knowledge but seems many AIM stocks are undervalued until a takeover rumour attracts investors. This company seems to be doing everything right yet share price drifts downwards.

Despite trading results being better than anticipated is anything going to move this share price other than takeover speculation?

Do we assume that there are tentative orders for this new product/process. Does the construction have to comply with certain building regs if it is to be used for accommodation? How much will they sell for and assume they will be made on site with manufacturing equipment conveyed to the site with the cementine? Look forward to answers following the presentation.

Today’s Times article on business section Hydrogen and use in vehicles including comment by Red Bull Racing boss.

Assume the recovery is based on the military aspects of the business. Anyone expect increasing sales in areas we operate in?

This will be Dunkerton’s money not Superdrys. But he could use it to buy back more shares if he hasn’t got to use the proceeds to deal with any borrowing at Lucky Onion.Just my thinking.

The company has given shares to various trusts in exchange for data I understand. If the shares now have such pitiful value will the NHS boards criticise the judgement of those agreeing to such a transaction and heaping even more negative news on this sorry business?

Feel £65 was the opportunist take out price and short term investors got burnt fingers. We may reach that price again purely on trading fundamentals if these results are anything to go by. But enthusiasm will be tempered by the founders eventual exit route. Employee share trust perhaps??

Nice one Sir David!

Don’t think the word premium is in most shareholders vocabulary!

Any one on this board attending the company presentation at the new site at Longhope next week?
Any questions to raise? Are we selling anything and getting paid for it or still giving samples and research to potential customers?

Let’s see if Morgan Stanley revise their November valuation!

Let’s hope we get things sorted before Covid becomes just another winter bug covered by a combined flu jab. The market was right with this one as it usually is.

It is widely known that the large sale Neil made was to fund his divorce settlement which was I suspect partly due to his tireless commitment to the business. I doubt he wanted to rid himself of a % of his company.

The AGM was positive and plenty of cash in the bank . The elephant in the room is what the ultimate situation will be post Deere and Sir David. The board say they are focused on the business not an exit strategy so normal service will be resumed.

Local boys make good!!

Local boys make good!!

What’s not to like with this announcement.