Member Info for HaleSpur

If look at half of the other UK shares they are very cheap in comparison to many metrics - why no takeover bids for them?

Wonder how much Winifrith and the gang pay Calamari per post?

Mulder can you recommend any biotech stocks I have a better chance in with your superior knowledge.

Whatever short term pain Putin causes with escalation, cutting gas etc, he will have decades of lost business and revenue. This will accelerate renewables and reduce energy costs in the long term. There will inevitably be reduced reliance on Russian commodities as Europe adapts and this will be the thorn in his long playbook.
Majority of the people only see the short term future like with BMN and this may not not look rosy I agree. However history has shown us many crashes/recession end up in recovery with a prosperous future if you can wait.

My hope for selfish reasons is that Russia reduces its V production so we get a fair profitable value for sales like the spike :).

NB. I have seen that container shipping costs have reduced from $20000 to $3000 in 1 year so this bodes well for BMN as the logistics and availability has improved.

....and what brings you here with your regular wisdom if you are sold out?
What possibly makes you want to spend hours here every week? that is the golden question.

I take it our preferred partner will be Roche or B.ingelheim now with dreams of Kissei etc finished.
If NXP002 shows improved outcomes with Ofev and Esbriet then we can hope for a bidding war or two deals for combination therapy. Glad we have clarity on the path and I’m still hoping NXP004 is the one that gets us big money.

Mulder seems to be slipping out of character for a paid or shorting troll. Bit too much emotion for my liking and could direct him to other BB's like THG to brush up on his weaknesses. Normally you have be less hysterical and act like you have in-depth knowledge of the company.
Actually scrap that, after slipping up using multiple accounts, no polishing up on troll skills will gain an ounce of credibility.. I.e. stop wasting your time unless you get paid per post.
Let us know if you do?

A lot of companies lose money during growth and expenditure.
They don’t just magically becoming profitable from day 1. As we discussed Tesla is an example and Amazon would have been one for multiple years.
There are plenty that have gone on to be successful later even after a decade. The difficulty for everyone is predicting which ones will succeed in many years time to multi-bag and are making progress when the chips are down.
If we all wanted to invest in profitable companies we’d do this and collect dividends but most of us are taking a risk for bigger returns in the long run.
Psychology might be the biggest barrier to holding for many and these characters are here to prey on that.

Pb940 i assume thats for the second Orion finance deal when converted to shares. Hopefully the last of the dilution forever.

I listen to both sides but I just wonder why you go on every share to spread a negative informative comment or go against any positivity. None of the shares you frequent have great news or are bullish when you turn up for some reason.
Is it because if your altruistic nature or is it because of you are part of the Winnifrith gang as somebody suggested.
I suspect you were also messaging Elon Musk about his failing growth company for a decade like all the other expert analysts because of the losses and debt.
I ain't no happy clapper but I can see an hidden agenda a mile off, as somebody of your accounting brilliance would not invest in all of these shares you engrossed in.

Usually the V market trends with China so this is relevant Calamari. If China stays high then the ROW is usually high.

She has taken a non-exec role elsewhere see FUTR RNS - no T/o from Zilla.

Maybe BMN just need a buyer for the $18.5m of finished goods in the inventory and everything will be hunky dory for the next 6 months.

Fortune seems to think things will alright, even though I think elevated V prices is the only way to make the business more comfortable.

Going concern



Based on the current Group finances, having considered group budgets and cash flow forecasts, possible downside scenarios around commodity pricing and exchange rate and in particular around Vanchem's Kiln production profile, the cash flow forecasts demonstrate the Group will have sufficient headroom in its liquid resource to meet its obligations in the ordinary course of business for the next 12 months. Accordingly, the Directors continue to adopt the going concern basis in preparing the consolidated interim financial statements. This basis presumes that funds will be available to finance future operations and that the realisation of assets and settlement of liabilities, contingent obligations and commitments will occur in the ordinary course of business.

BE/Cellcube should look to build residential/small business VRFB's in SA as a starting point and worry about grid-storage later as their name develops. Eskom and SA government projects have too many hurdles and delays for a start and VRFB's are still unknown to the masses.
I'm hoping the mini-grid is the starting point for other miners to notice and also a significant reduction in production costs at Vametco.

Was hoping this would be main-market listed or dual-listed by now which has also been mired in opacity from the board.
Clarity on this and many BE related activities would have helped the SP.

I'm with you Steve, got majority of my PF in here but all the other shares recently are main listing or dividend yielding going forward. Learnt a lot from AIM investing in the past 4-5 years and will give it a wide berth once I have achieved fair value on this.

Market cap is less than the £770m it spent in acquisitions last year. interesting

It's the market cap that is important Hippy but won't be long before it goes past that as well.
I am not giving fortune a free ride here as he could have performed a lot better, instead of having his fingers in too many pies.
However the pandemic has had a lot to answer for, because the timing was extremely bad for a growth story which requires a strong economy and lots of building.

Thanks calamari