Member Info for davwal

Sounds great and obviously very topical. Good to get it going early, could turn out very significant. Also looks a very solid director appointment announced today. Things are looking up.

TED pulling his socks up today…

As a potential investor I was a little surprised to see CBX, while seemingly a focused company with a USP, being lab-derived CBD, also intended to establish a foot in the grown CBD camp. Seems a bit odd to ride both horses in the same race.

Don’t forget, CBX launched with the intention of broadening its range to include the grown CBD- containing products:

The prospectus said - ‘The Company intends to service this market by developing and marketing a range of high-quality, consistent and compliant products containing CBD. Initially focusing on products incorporating synthetic CBD, the Company’s long- term intention, subject to securing the necessary regulatory approvals, is expand its product range through also offering a complementary range of grown CBD containing products. ‘

Those two appointments announced today look pretty good quality and quite significant to the direction of travel intended by the company. Good to hear still in line with expectations this year.

One potential fly in the ointment is that x-ray units are not exactly situated on every corner in rural India. Being able to transmit an image that not many can get in the first place is therefore not quite the boon it possibly seems.

Well, I’m a new entrant. Not a huge holding for now but am at the table. No doubt other newbies will also take up some of the slack at the current price.

Changing the CEO unexpectedly is the nuclear option, but in this case suggests the company BoD iwas well aware (obviously) it had fallen short. Acting to rectify the situation is a positive, albeit with short-term pain. The new CEO looks a good fit and I’m sure there will be news released before long - but she needs longer than a few days. In my view the timing was to allow AA to move over just after meeting a milestone objective and accordingly without massive loss of face, while giving a bit of time to his replacement pre launch. Hopefully the new CEO can kick harris and make her own contacts pay dividends quickly. So not all bad, given the circumstances!

There was a brief trading 7 Jan 21, but nothing in the previous two years until March.

Disregard previous comment!

There are no recorded trading updates showingin recent years, just the publication of results second week of March.

This quarter must have seen significant volatility in the trading markets. If TCAP haven’t been raking it in during the period there’s no hope. Shame we have to wait two months even for a hint of how it’’s gone. Meanwhile, it’s good to see a rising tide lifting all (most) boats, including this leaky old tub…

I bet he wishes he’d waited a few days. Not quite freefall here but not far off. Soon be time to raid the piggy bank.

Not the sort of prices to encourage potential buyers to buy on spec. Some sample sized products would help.

Slightly odd that the elephant in the room - the situation with Tullow ref drilling - isn’t touched on at all. I wonder if something is going on in the background.
Otherwise not one significant activity slated, so nowt to get the blood coursing…

TLW looking to farm down Orinduik is one thing, but actually getting interest generally seems difficult these days. Tullow’s management seem quite downbeat of their chances, perhaps reflecting major industry changes in direction. Quite concerning really, when such a prime opportunity needs ‘selling’. I’d thought Total/QP would take over given half a chance, but apparently not. Let’s hope a new partner can be found, moreover one with deep pockets.

One thing is clear, TCAP is a leaky ship given the falls before recent updates.

Not getting the love so far.. seems harsh but that's the market.

Liquidnet hadn't been included in initial forecasts so I think that when excluding it they are simply comparing apples with apples. Liquidnet looks good.

Breteau was keen to let it be known things had been moving in the right direction prior to the webinar recently, maintaining the ‘in line with expectations’ line, so I’m really hoping tomorrow starts a recovery of sorts. It’s a tough and contrary market at the moment, however, which means gawd knows what the outcome will be!