Member Info for Fevertreeman

Biggest signal would have some director buying since Sept; they have not been in close period for a continuous 5 months. But there has be zero, nada, zilch, and then includes all of them. Hardly a ringing endorsement despite 12,000 boepd, cash in bank, tax losses etc

All hangs on the tech report - if it is as dismal as the last one then the Bondholders will be scampering to get hands on cash

At the moment HUR is the equivalent of going to the casino blindfold and sticking it all on RED.

I have grave concerns that even if the CP report can be viewed as optimistic the BOD will do their damndest to make sure that the market takes it badly.

The BOARD unfortunately have been dreadful:

1. Asleep at wheel under Trice and clearly just along for the ride
2. When the penny dropped no mea culpas and the terrible screech of brakes executing emergency handbrake turn
3. RNS releases designed to COVER their own arses so that if it goes pear shaped its not their fault
4. Invertebrates every one of them

Goldenbadger has basically hit the spot; the other huge factor here has been the behaviour of our Board -their handling of the situation has been nothing less than utterly disastrous. Disgraceful that they have neither acknowledged their culpability nor put their hands in their capacious pockets to signal all is well by buying some bloody shares.....even back in Sept it was paltry amounts. If you want to see what happens to a company with its cojones in a vice thanks to Bondholders look at the plight of Global Ports the world's leading independent owner of cruise ports

Nowt wrong with taking a profit......it will scamper back 25-30% imho if the FDA requests more data, and most likely spike 30+ per cent if approved, so risk-reward is neutral

We are fast closing in on the 10 year share price peak which was 107p on May 12 2015. The fact that it has taken this long to scale these heights is testament to our bloody-mindedness and to Newland's perserverance....bring it on

it is why there is a significant discount still attached to the sp despite all the newsflow....if he stepped up to non-exec chairman and hired a decent CEO I would be buying hand over fist, instead of ham over fist which is what I fear with him

will wait till papers are signed and dosh in teh bank, even it that means it shoots past 5 p

I checked again

I discovered I still owned a tranch tucked away at 6p.....so yes I am annoyed with myself

David Newland for any one that's interested, so if you had harvested young Andy's blood it would have been full of circulating engineering and design cells

So (a) Mr A Newland was a contemporary of mine at university, and (b) his Dad was a storied Prof of Engineering at Cambridge having established I seem to recall the Manufacturing engineering tripos back in c 1980

How right you are to raise the spectre of The Greek again fluffing his lines. This is a tough one to call : apparently great assets in both RSA and Ethiopia, and apparently financiers gagging to support the investment; and yet on the other side we have Harry.....Mr Market quite rightly continues to apply a substantial discount to the sp for Harry. Until the ink is dry and monies in the bank, all H's spiel that conveniently glosses over his appalling track record of delivery and over promised not to mention the dilution will just be that hot air.....Best thing that could happen if if he rides off into the ouzo sunset having signed the deal and the professional miners can get on with building this business

Agree totally with your assessment. FDA though is a strange beast, and it wouldnt surprise me if they kick teh can down the road a bit, in which case we retrace our steps back a while, and another decent opportunity arises to climb onboard. Newlands is an interesting chap as was his Dad

Agree totally with your assessment. FDA though is a strange beast, and it wouldnt surprise me if they kick teh can down the road a bit, in which case we retrace our steps back a while, and another decent opportunity arises to climb onboard. Newlands is an interesting chap as was his Dad

I like the way this company is reasonably even-handed to retail investors. They are managing fund-raising well at the moment and my guess is we will see another fund raise within the next 12-18 months. One slight concern is that we may be at peak market mania given the amount of cash sloshing round the system looking for a home, and we are very much due a reset in equity markets esp the US. Should they have raised more I wonder

Am not connected or involved with Hardman but they do deserve a big shout-out. The Hardman team have done a fantastic job on Surface Transforms - setting up presentations, supporting the business and the management; writing thoughtful, sensible, sober non-hyped research. They were my first point of call when I started to take more of an interest in the business and the analyst has done a brilliant job there.

Agree completely: the tech works, the IP is sound, the manufacturing process works, the OEMS like it, they like the management team, and they have no funding issues. So we have a world beating company that has a fab product that the market is crying out for. This business either grows organically in which case sp rises, on expansion and more contracts. Or it gets taken over by a major OEM supplier like Melrose (or a ceramics specialist business like Morgan Crucible.....). So no downside for shareholders here either.........the big question is can they manage the operational risk. All it needs is one poor contract fulfillment; one recall issue and the share price is toast again. No wonder they stay awake at night. My hope is that they massively uprate their manufacturing risk and compliance activities. No good having a fab over-engineered product if QC, scale manufacturing processes etc are suspect.

I also see another equity raise in the next 12 months as there is plenty of cheap liquidity out there to back a business like this, notwithstanding my own fears about the US markets being hopelessly and dangerously over-valued. The other benefit of equity funding is that it will increase liquidity here as it is still very tight with the free float ex-insiders and Sneller still restricted. So I say to Bundred..GO GO GO ....