Member Info for Foxhill

Can’t help it if folk go mute/run out of answers or have a better life with family all enjoying their award winning BBQ ribs.

Still I still look forward to an alternative to 8-4 = 4.

;-)

If we had ‘detail’ this conversation wouldn’t be happening.

So, I’m not wilfully doing anything.

How many crates do you think PF hoped to see go through TEMA this year, at the time he projected c£8 total RR?

The 56% increase doesn’t matter in terms of £/crate, in these calc’s.

If you take PF’s expectation, pre increase, to be 1,000,000 crates (and why wouldn’t it be £1m+ on one of your bullish days, what with extra capacity and glitches ironed out) you do the math’s then. You get to less than £4.

IF he anticipated doing 1.5m crates at £4m the reduce accordingly.

To get it up - you have to consider that PF was working on significantly lower throughput.

The basic maths is easy. Follow this one step at a time.

The board saw/predicted c£8m recurring rev’s for 2020 at the beginning of the year. They RNS’d that, twice I think.

Deduct expectation for Lungi (say £4m). Reasonable, yes?

Deduct expectation for KG (I don’t care, call it nil)

Expect 1,000,000 crates and you get less than £4/crate.

Get bullish on crates and you drive down the £/crate.

Is this a ramp Big? ;-)

For H&N to address/correct Big’s (and the BOD’s) maths - but he won’t, because he can’t.

There’s been another MSC on the card, in one guise or another, every year since Lungi.

Last June - “several” were on the cusp. His own expectation was that he hoped to get some “over the line” (couldn’t bring himself to say “sign contracts”) in the following SIX months. There was so much going on that he’d love to tell us about. This would all fall in a Covid free period.

And yet still f’all materialises.

Tema provides an insight into the boards grasp of progress, motivation and agenda of those they work with. As Jimzi pointed out these markets bring unconventional business challenges, accepted. But Pete’s succession of guesses regarding the TEMA signing, over such a long period, on a project that we’re actually engaged on, pose serious question marks over his judgement. And this is a contract, since February, that is simply twixt us and our in country ‘partner’. Still can’t/won’t do it.

As for ‘Lions share’ - see 300m on Lungi.

Man (men) or ball?

Address Big’s figures - have the kindness, decency and professionalism, to point out where he’s gone wrong - or your comment, as so often’s the case, is just a groundless rebuttal/slur.

Whatever your name is.

I’m on standby.

Correct. Sent sub’ by a WSG RNS that didn’t address the markets concerns. Q1 is history.

Placing can’t happen sub’ as you say.

Following day, three directors buy small amounts. Why?

If it was an investment decision, they didn’t exactly commit.

If it was to reassure investors and impact the SP positively - it was insufficient.

I’ll be amazed if there isn’t a fund raise of some description this summer. Will that be three we’ve got on the go?

And it sunny here - so all good.

Paltry director buys aren’t the answer Pete, & Tony is still conspicuous by his absence. That’s embarrassing. Your Chair’ doesn’t invest.

I suspect numbers - whatever they are are being saved to salve investors at the AGM - especially if Tema is still unsigned. The buys confirm no closed period - so nothing else from Pete’s whole raft of opportunities and cusps (12 months on) is near signing. So that was all bo((ocks.

“Huge Empire” made me laugh out loud. Is Reece related to Pete was my immediate reaction.

Enjoy!!

https://www.google.com/amp/s/www.telegraph.co.uk/news/2020/05/14/britains-first-face-mask-vending-machine-launched-essex/amp/

;-)

You’d think that three months (March/April/May) generating (assumptions are dangerous) £2m/pm - would be RNS’able. You know with record Q1 plus record Q2 - with Tema an added bonus - we should exceed last years turnover by the end of May - by a margin.

IF those sales have transpired. That’d be an update.

https://m.youtube.com/watch?v=3AtDnEC4zak

The shroud. Avoids unnecessary accountability.

Confirmation of Covid sales, Tema contract and any other tangible progress on Pete’s plethora of opportunities. I doesn’t matter how many there are, if you don’t convert.

He could have given Covid sales in April - two weeks ago.

He managed that for March numbers. RNS’d 1st April

Why so coy/reticent?