Member Info for Dandanman

Thanks. The weather issue was well reported when last figures out and like the retail sector they can blame the weather when it suits them. No excuses for the current quarter except of course 30c May make the tarmac melt!

Still the adjusted fair value from the brokers suggest we are still way undervalued!

Here’s hoping!

Any feedback from the Investor/Capital markets day presentation at Miskin last Friday?

Local news reports 500 redundancies being looked for.

I would like some statement re the founder’s stake now presumably inherited by the family.

And the cash pile does seem an anomaly if they are cutting costs and expecting less activity.

Any comments welcome.

Guilin is stepping back from CEO role but been buying shares over past few days. Not sure if has options as well but obviously thinks there’s a future here.

But and sell activity seems very large and lot of small sales going through. Employee share scheme disposals perhaps/.

Been here a few years on basis of being undervalued and them able to participate in UK build for growth mantra but market as it’s AIM seems unimpressed!

Still moving up. Long way to go until I break even!

Some steady purchases moving this share price along a bit.

That’s what I thought. Perhaps the presentation has changed attitudes that suggest it’s not a lame duck like Versarien!!

What’s occurring!!

Not yet but it’s stirred some activity!

Let’s hope todays presentation creates a bit of interest and some positive reasons to retain this particular graphene stock!

Loss bigger than year before. Traces of positive sales and growth opportunities. Refer to 2025 results will be in line with market expectations. What is the market expecting?!

With Guilio stepping back a new CEO needed. Wonder if Neil Ricketts is applying!!

Doubt if any of this is going to inspire a share re evaluation.

Can we expect some comments at the AGM on impact of defence review for the future of the company?

No movement to speak of yet this morning.

Markets a little subdued today and the spread for Ab is a suggested 15%. Any one testing the prices?

What growth!

I always feel that share buy backs tend to suggest the board see no point in investing for growth but is an easy way to enhance eps and other technical valuation stats.

And invariably they buy back at prices that then continue to fall!

Early June. Is this a delay or just a confirmation?

The Times theme suggests there are better choices in the sector than QQ.

I’m not sure if the US damage has been fully accounted for. These things seem to have a habit of getting bigger before being put to bed.

I’ll probably hold on for now.

The noises KKR are making about the tie up of AGR with PHP suggests they are getting desperate to get their offer agreed by AGR shareholders.

As a private equity outfit the accusations they are making suggest a case of boiling the kettle black!!

Hopefully PHP experience and potential cost savings can win the day!

Any private investors attending the AGM in June?

Stevie I appreciate it’s events my boy events damaging the share price but the company can’t seem to give shareholders anything to feel more positive about at the moment. Suppos we should be thankful for the divi.

This share is looking very sick.When will it end?

A US takeover bid or dividing the company up further in to saleable units.

Can’t believe institutional investors aren’t gunning for the CEO or some activist groups descending to shout t the board!