Proposed Directors of Tirupati Graphite explain why they have requisitioned an GM. Watch the video here.
Bringing up TW reminds me of the last time it came up. The news was good, share price was up. Then it dived due to all the TW nonsense. Having checked it out in detail, finding terpene tech product on sale at 30 euros, mostly French websites, etc I decided that it was total malicious *******s. I picked up a stake at a low price and it proved very profitable. So if any one is gullible enough to swallow it again, and price drops, I will buy again happily.
ceilingcat, all the rubbish from TW about terpene tech has been looked at,its a load of tosh. And as for not being able to track down actual products, yes you can and I have done previously. They are selling pet deodoriser, in a previous post I provided links for anyone interested. My comment was only that I was disappointed by lack of progress by terpene tech. I have directly contacted them in the past, again I posted detail. I had hoped to see progress by now,and as a 33% share holder, feel Eden should make reference to their progress. The 400k this year is a sign of REAL progress and shows the market accepted the product, 20% market share is good. Next year , I am sure results will be better. I sold as I wanted to purchase some more sirius minerals shares, but I will be back again to obtain more eden shares depending on price / progress. And for goodness sake, why would they advertise the milestone agreements on any deal, they have other discussions , such as further 3aey in the southern hemisphere / USA to complete, why let the other side know what others have paid you. Confidential information for sure. Finally, I also look forward to one day actually seeing a positive post from sain@vision on Eden :)
Oops, last year revenue - stake in terpene tech, hopefully one day it might prove worthwhile, but dissapointed with lack of progress of new product from them.
Its a mistake to compare revenue with last year. 700k of the 800k was money raised to buy 33% stake in which then came back as a advanced royalty payment for using eden tech. This year is from the sales of actual product, most of the 400k is from this, there have not been reported milestone payments. I already sold 50% of holding yesterday at a nice profit, and the rest today as i have no illusions as to aim, but once the dust settles i will buy again, if it goes low enough, i will get a good qty. 20% market share, and 400k from only a few markets in first year, enough cash going forward for a while. There will ge further dilution, but market cap is low compared with potential once more markets are accessed and sales increase. I will watch and buy in again. myself, happy with the news but ad i said, its aim. good luck to all still in, hope to join you again soon.
I have looked from time to time at the web site, and there is always items on sale. So will not get over exited about the same now. Will be good to see the sales update, last one for half year was quite positive. Regarding 2017, forcast for less sales etc was related to drop in the pound and wages not keeping up. Latest press i,ve seen seems to be suggesting it will not be as bad as feared, pound has recovered a little etc. The triggering of article 50 will probably put pressure on again for a while. If it goes below 17p i will get more unless there has been actual bad news as feel results will be reasonable at least against current price.
By growth, i mean retail sales yoy.
2017 forcast is for 2% growth, still a reasonable rate, below long term average but above 2012 to 2013 level. 2016 is well above long term average at 4.8%. And 2017 is based upon expected effect of brexit, something about which all forcast so far have been wrong. Not saying price will not drop, but think outlook is overly pessimistic.
There is no basis for any of the price predictions here, just people who want it to fall to lower price. Last UK retail figures were +7.4% YOY, general retail outlook is mixed as usual, but not poor by any means, there is nothing as yet to indicate a drop in sales for Laura Ashley and they have foreign income that will be boosted by the weakness of the pound. This will feed through to higher uk prices eventually, same as for every other retailer. Laura also have income from the boutique hotels, and no reason to see any drop hear. Online presence is also a good point for Laura Ashley showing a 15% YOY increase for last trading report ,and along with little debt I would be very surprised if performance warrants a lower price than what we have no, more likely to be the opposite. Will wait and see what the next trading statement shows.
goodcompany I also saw 2L, 4L is referenced above and further down was ref for 4L, and other site i checked had 4L only in the web page. Previously they had 2L at 60 euro. Would be very happy if they had doubled price as sales are so good, but think its just a mistake
Had a look today, price 120 euro for 4L bottle. decariashop.it and chiara de caria. This b2c buisness, most sales are b2b. If they can sell at that price, it cant be doing to badly !
Due to change of reporting year, last year full report covered 74 weeks, and the 0.5p covered a 4 month petiod rather than the usual 6months. div was 2.5p for 74 wk. It is probabke that next div will be higher than 0.5p, if figures from overseas are boosted by low pound, it is possibke for 2p for full year, or if less, still more than 1p.
Sipcam are selling on B2B basis, B2C is also available as below, 2Lt will set you back 59.99 euros. Um, whats the royalty rate ? http://www.decariashop.it/fungicidi/21349-sipcam-3logy-fungicida-antibotritico-a-base-di-eugenolo-geraniolo-timolo-lt-2.html#googtrans(it|en)
Previously I have held petra and sold at a reasonable profit, decided to look again at diamond miners. Took up some Gem diamond today. There seems more interest in petra, but I cannot think why. Gem has much better fundamentals, PE is very good around 6 to Petra's 16, double the dividend, and double the cover compared to petra, much better ROCE and operating margins. So it seems Gem diamonds is quite good. Surprised there is not more interest. gems stats are better over the past few years, and with the prices now showing signs of improvement (a little). Petra has the odd big find, but never seems to have big enough impact to match gems earnings / dividend etc.
News gets around - http://smartagro.it/test/ http://smartagro.it/ http://periodicofoglie.blogspot.jp/2016/07/foglie-tv-3logy-linnovazione-di-sipcam.html And no laughing, but if you are into the band known as 3logy, you also get to see a mention of edens approval. Um, isb that supposed to be there ? http://3logy.onemusic.tv/
https://www.youtube.com/watch?v=JYajazu2xLA At least Sipcam are taking the product seriously and are advertising it through media channels as well as the direct B2B salesmen and seminars.
https://www.youtube.com/watch?v=KcEQ5DfOB98 No need for the -ve brigade to start going on about the number of views !!!!!
not ales, though with eden, nayve thats what i need.
Recieved reply from eden investor relations. Web site and catalog for sipcam (and greek company efy whatever it is), are aimed at small scale customers, as a b2c buisness. Edens product is being pushed through the buisness to buisness chanel involving larger customers. Fo b2b, sale rep training, industry seminsrs and technical documents etc are more important, I have seen tech doc and seminar information on the website of sipcam iberia and italy. I have asked regarding future move into b2c side more, italy do have a catalog page, though not yet part of the main catalog. B2B is where the money is, so we should not have concern, a few big customers with a lot of demand, rather than many small customers with little demand. I did approval work for a buisness myself (different area though), the b2c is now gone, B2b is expanded, and profitable. So hold for the revenue news, 2016 to show much improved, 2017 another big jump as more matkets accessed and word gets around those established in.
being held , and willing to take a loss looking at the 300000 sold earlier in a single trade, maybe someone had enough. understand going down on bad news, but no news ! well i intend to keep watching the sales sites to see how its marketing. fingers crossed for some good news soon.
yes, i agree some positive news would be good. portugal approval and news on sales. just think they do not view telling us of sales is priority at this time. not saying its good, though.