Member Info for Fingrind

Good RSN, both on company management/leadership shortfalls, as well as continued focus on main message of "real opportunity/growth"

Two great RSN today!

Upgrade work on kiln 2 was supposed to be completed by mid November...anyone has any inside info on how it went, what production capacity and quality was reached?

While Stefania Barbaglio continues to milk the company while providing no value to it and showing no interest/belief whatsoever in its success, What will it take to get rid of her?

Could anyone listening in today's meeting share the main points?

Are half year results supposed to be posted today ahead of tomorrow's investormeetcompany? or will they be posted tomorrow morning?

I was waiting for updates on this topic, but the end result is honestly above my expectation. Great news for the business! Pump incoming.

Many thanks Lithman!

Is this a higher margin product than quicklime?

Speculation that work on kiln 2 is proceeding well, on time and delivering the expected results. We should know by end November/early December if no further delays, so I guess investors are upping their position ahead of the news

Bad news for the prospects of further dilution to exercise the 31/1/2026 tranche. All going well (and history tells us all will not going well) kiln 2 online in 2H November, too tight to secure bank loan. Further selling pressure on the horizon

If just 2 insurers make Ondo mandatori that's at very list 1M installations. Mega bullish!!!!

6x growth in core, most profitable market and ...we are selling off. Go figure :) good chance to pick up a few more!

I will most definitely vote against any potential takeover bid with my tiny 0.2% voting rights :)

38k devices deployed in USA, representing 80% of total deployments.... 38+((38/8)*2)=38+9.5=47.5k units deployed March 2025-YTd. Assuming further acceleration in deployment in 2H FY, right on track to reach 10k/month deployment rate. Good update, SP to raise.

Every delay increases the likelyhood of further dilution to exercise the 31/1/2026 equity option, so they really need to get the timing of scaling under control. work on Kiln 3 and 4 won't start until kiln 2 is completed, and right now it sound like kiln 2 may be online towards the end of Q4, which would make satisfying the loan requirements very complicated. This update increases the likelyhood of further dilution at the start of 2026, I'm seying he SP sliding back to 1.5-1.6 as each week passes unless positive news on timing of kiln 2 are released.

Frustrating...

Am i the only one that thinks that in the past 1-2 months, the tone of social media posts have moved from that of a company that's trying to make it, to a company that finally cracked it and it's now executing as planned?

October may be a crucial month, with expected updates on Klin 2 commissioning...not sure we should expect much news in september but i'd be happy to be proven wrong :)

Anything that comes out of the UK/EU is gravy on top, as core market is USA. It's just further validation that the economics of the solution work spectacurarly and that we can expect futher adoption. So for me , regardless of the numbers, it's great news.