Member Info for Ejackson

He will only sell from a position of strength so not for a couple of years.

It will be a nice jump in the SP when they decide to close their position

Still a long way to go before we reach pre SR levels

Why aren’t the Board piling in given how low the SP is?

The recent results and the quality of senior hires they have made tells me this heading in the right direction.

SMS has delivered a very conservative forward projection so he can outperform in the future.

I think they’ve invented the media element to give the hurry up to the potential buyers they approached and cast their net further to see who’s out there. What’s intriguing is the timing. I don’t understand why they didn’t wait to break into profit and seek a higher takeout price. Odd.

I see they have secured a deal with Lungi in China for green fuel. Ironic and sadly reflective of QFI dragging their feet over the past few years

Agreed. China in particular..

Steady at best but Biorinse being driven by continued efficiencies is a concern when it should be +20% due to all the distribution agreements we’ve signed. It does smack of a statement to appease some larger stakeholders who are looking for superior growth to what’s contained in the RNS. No reference to being cash generative either. Underwhelmed.

Strange editing by LSE on my last post but heyho

i feel ****e and lee are completely aligned with my aspirations, keep going gentleman and continue to top up as you have done over the past few years.

Apologies, I was referencing the latest presentation/ TU

100% MRK2020. The response to why the SP is not reflecting current performance was telling. They know what they are building and what they are sitting on. Patience will be rewarded in multiples of todays SP.

The Board and the nature of the institutional investors know the value of what is being created. £4 exit strategy in 2years.

Like a fine bottle of Champagne, the cork is being eased out and when it’s ready it will pop. All the right things being done by management, institutions seeing the value which only reduces the free float meaning when this company’s value is realised it will fly.

A very good TU today and lacklustre response from the market. I wonder if we will have to wait for the FY results and more importantly commentary on how our new distribution partners are performing. Have we signed up the Chinese partner yet?

This will be key to how quickly we can grow and possibly what the market wants to understand to be able to fully re-rate the SP.

Very impressive senior management. The SP will look after itself when it needs to but I understand the frustration at the lack of more immediate positivity. A really well run company by individuals with experience and a track record which should also give confidence.

Just concentrate on monetising the damn product Jason. Really….

With many of the media companies now having reported their figures, S4 need to do the same and offer clarity both retrospectively and proactively. Stating results will be announced by 30th March at the latest just feeds into the narrative that there maybe further accounting issues.

Excellent news via the RNS and this interview. They are clearly focused on significant growth this year and judging by the avoidance of specifics, have some cards up their sleeves. I would like some clarity on how quickly China will come on stream.
Exciting times and once we have further news in March, which I believe will be very positive, , the SP will enjoy a more sustained move north.