Member Info for Foxhill

And she and the ferry business had some very varied timelines from the never, to the painfully slow to the astonishingly quick.

Oh dear.

This isn’t about buying or selling. It’s about the reliability of the information offered to the market.

Big’s post below is probably THE classic.

We know what the hit rate is. It’s an MSC once every eight year. Let’s be generous. Call it two. But that only because airports have proved impossible and expensive to pursue.

So they’ve lowered their sights.

We have categorically NOT been told that cusps take an age. Else they are not bloody cusps.

We WERE led to believe that PF’s OWN EXPECTIONS were to see some of them “over the line” before Christmas.

That’s an ongoing fail then on all counts. There were several.

You either do or don’t expect 1 or 2 MSC’s to drop each year - which is it?

IF we could reasonably expect 1 or 2 MSc opportunities to drop each year - your suggestion.

We’d have 12.

IF they were all comparable to Tema and Lungi -,we would be seeing £48m p/a. (That’s before Alice doubles everything) And that silly maths under, wouldn’t be so daft.

But none drop year after year, so it is, very disappointing.

Until my Lungi discovery. Chin up.

Dull cross ramp.

I think you deserve to take me over the edge, please release my building euphoria baby.

Whisper MCAP at me honey. £44.25mp/a at 50% margin with no increase in overheads, multiplied by a gorgeous P/E ratio. No further dilution required. Where does that send our SP chicken?

Can you keep anything else like that quiet please, until Tuesday please. Then I can pop another 300,000 shares into my ISA taking me to a nice round 1m - before any new investors plough in and lift the SP.

Can’t believe the timing of this bullish epiphany, how fortuitous, and it’s all because Alice opened my eyes.

Even DHC will be thrilled. There had to be a downside!!

;-)

I’m still overwhelmed by my initial findings. I’ll build up slowly to the full potential.

I have SO underestimated the year end earnings!!

Brace yourself. I had a word with myself this morning and decided to adopt a more positive approach. I know you like big unsubstantiated numbers so I thought I’d do some research that would REALLY EXCITE you - especially if you are going to use your double the CEO’s expectation theorem.

I hope you appreciate the lengths I have gone to - despite all those hurtful things you say. This is all from RNS content to must be true - then you can double it.

Over the last eight years out number two MSC at Lungi has generated somewhere south of £32m. Probably a long way south of that actually. (H&N will correct me). But it doesn’t matter if it’s lower. ‘Just makes things even better!!

Because, the BOD’s original expectation was £150m+ for the full term of the contract. So...

We can expect c£118m+ income over the next 8 years - and Tema by your calcs is worth double Lungi.

I love being bullish. To hell with the cusps and Covid. We’re minted.

£354m over the next 8 years - even if we don’t sign anything new!!

Do you like the new me? It’s all true.

Have they signed anything new and substantial in that intervening period? Might only be 24 years to go. There is a light!!

I bow to your expertise. I can’t remember the fee per pax anymore - but you’ll be able to keep us abreast of Lungi income. It all helps.

It was an observation that might bridge the gap twixt an airport supposedly closed and yet pax being recorded.

If there are flights still going in and out - someone needs to tell Bio.

I use Tena.

Adult Huggies starts to tell me about your kinks.

“The evidence says the BoD are working on leads all the time, but you can't expect to get 12 of them all dropping at once. 1 or 2 might drop in any given year”

I think you’re extracting the urine a bit.

1) what evidence?

2) does it matter if they are -if they never convert.

3) nobody expects 12 - that’s a ridiculous throwaway.

4) might expect 1 or 2 a year. Yeah, we’d all be happy with that.

5) but we’re looking at one every eight years at the more.

That’s a big difference. 16 v 1.

Yes - Alice thanks for that constructive contribution.

I hear all of that.

Nothing new there.

Complex, multiple agencies to deal with, blah blah.

That’s always been the case/excuse. Pete knows that better than anyone.

Yet, despite all that, and knowing exactly the position each of those supposed cusps were in he elected to describe them thus.

They either weren’t - or he can’t convert cusps.

I addition it’s the willingness to hold them up as such when it suits - versus the reticence to update on such statement when, predictably, nothing comes of it.

Yes there is - if you are to take anything PF says at face value.

Last summer, I learned that there were any number of project that might have been announced at the AGM in Tema’s stead. MARS rules apply.

This was reiterated in the PeteCast. MARS rules apply.

Subsequently diddly. That applies to cusps and your assertion that great strides are being made.

Tema ticks over. Lungi ticked over (flights need to be outbound and international shed) - and the BoD have brought nothing new to the table - despite PF’s smug suggestion that ther is so much going on that he’d like to tell investors about. He’s been say that for years.

Having more and more potential MSC’s to work on than ever before is irrelevant - if you NEVER convert.

He does finally seem to be taking the advice of erstwhile investor here, DingDong. Take some lower hanging ‘fruit’. Ie ports. He’s had years playing with innumerable MoU’s and nowt.

Shame he didn’t take Riddlers.

I want to know who he gets away with ‘multiple cusps’ and still doesn’t deliver. You’d expect SPAngel to look at it closely - given the history.

So an update on those cusps that PF was so willing to talk about last year would not be unreasonable, eh?

Just woke up. Can’t count my own posts. (Was impressed ;)

Easy tiger. Over sensitive.

Apologies Fred. :-)

I get referenced in respect of an enquiry about another posters progress with Covid (haven’t said a word yet) and it turns into a post count and judgement.

Yes Fred. 11,000 posts. Over umpteen barren years commenting and observing the abject failure of this BOD’s attempt to sign their 2nd MSc since 2012.

Have a guess whether those post were perhaps more, or less, realistic than the bulls hereabouts.