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If you look at the commentary around why profit is down, they are all one-offs except the interest rates which they’re not in control of. They are weathering the storm pretty well to be fair.
Just as we properly start to recover from Covid with Barbenheimer, we get this bloody Writers/Actors strike. This has real potential to negatively affect the next two years. Still, hold for gold as they say.
Where is the summer trading update?
I hope you are right. I’m in a similar position. Have just written it off in my mind. The one thing we can be confident on is that whilst the environment and sustainability has gone on the back burner over last couple of years, it will come roaring back. The SAF road is long, bumpy and uneven. They seem to have the capital needed to make something of these projects. My target now is just to make my money back. I guess the likelihood is it that ever happens the share price will go significantly higher.
Guys, I’ve been looking at the presentation and their near term objectives. A couple of questions:
1. What do you think is meant by near term on the “Our Ambition” slide?
2. What do you think the “initial cash generation from technology licenses” payable at commencement of Feed could be worth
Listening to this presentation the issue is that Henrik is at heart a scientist. He is turned on by the science and technology. He does not have a commercial bone in his body and that’s not what you want from a CEO. If I wasn’t so deep I’d sell out.
Thanks nb. I’m holding over 40k shares and holding firm.
I hear you. Based on the update, they will make £15 profit for the year. Based on a market cap of £110m, that’s a P/E of 7.3 so lots of upside.
What do you think is preventing share price growth at present and a revaluation?
Do you think they are trying to take it private which would explain the poor PR and mass buying?
Thanks Garry, please can you reshare a link.
I don’t have any proof but
1) if they were being sold in any meaningful quantity, would we not see it in the revenue figures?
2) if there was good news, why wouldn’t they share it in the updates? (Nowhere does it talk about units)
Thanks Wilco for your views, helpful and insightful.
I guess the skepticism comes from the the fact that the big boys appear to be mobilising and Shell walked away.
Thanks Wilco, that’s helpful.
Why though are these projects so ‘key’ when they seem to major most about the sale of the units themselves?
What’s your take on why they seem to be unable to sell these machines and generate revenue?
Please can someone tell me specifically what the passing of the bill means for VLS and the offtake agreements in particular? For those that see a positive increase coming in the SP, what do envisage the catalyst being?
You’re wrong on that one. It is just the result of averaging down.
Hi All, just thought i would share some observations given the current back and forth between people on this board is getting dull. I’m invested in a big way at a £1.24 average so hope to do well in 2022/23.
I thought I’d actually make an order to ‘test’ the product. I spent £50 on 3 items which to be fair given the money I’m very happy with.
I also follow the websites of the brands closely. Very pleased to see:
1) the alerts that pop up on boohoo showing how many people have bought each of the products in the last day/week
2) Karen Millen seems to be doing quite well over Christmas - hopefully the returns will fall
3) Debenhams stock range seems to be growing fast which is good to see. If this does recover at the speed we hope I suspect the new brands and especially Debs will be a big part of this
4) Across the websites I’ve seen a reduction in the discounts being offered. I wonder if this is the need to protect margin or if because of the fact people are reluctant to hit the high street there’s increased demand.
Would be good to just get the board back to sharing ideas instead of mud slinging.
Agreed I think the chances of the vaccine offering no protection is very unlikely. As long as we don’t see lockdowns in U.K. and US and we can keep the tills ringing this will blow over.
I am also invested in a big way but at a much healthier average at £2. With a fall as large as this it’s easy to only see the negative - competition, supply problems, shipping costs, and be all doom and gloom. IMHO people have been too knee jerk to throw out the success of online eCommerce and I think the barriers to entry to be a serious player are bigger than people think.
It reminds me when I bought BP at 1,90 and the silly scaremongering that was going on at the time.
In my view there are headwinds but these will clear in time. I have faith in the management and will average down as and if required.
Stocks can go out of fashion and this one is at present however you’d be surprised how quick this can change.
I am happy there have been no Director buys. I want the leadership focussed on improving results not token gestures. It would come across as desperate to me.
That and a concern demand growth will be short lived. I don't have any major concerns with Looney's agenda but more in the presentation. It should be much more orientated around why he thinks it will yield better ROI returns and less about the benefits to the environment. Regardless of the strength of the message, its presentation and delivery has been poor.