Member Info for havealot

No shorts recorded against this company that I can find. The bounce is in anticipation of the new group being soundly beaten.IMO.

Failure to reach production targets was primarily due to working capital constraints as has been explained many times. The working capital shortfall stems from the lack of payment of VAT since early 2023 and interest rate rises generally making capital raising more difficult generally. These factors cannot be blamed on Shishir or is he expected to be party to the Madagascan governments budgetary constraints and future worldwide inflation trends. I believe what Shishir has achieve with the limited capital at his disposal is quite remarkable and he should be given the opportunity to remedy the situation. There is nothing the new group can offer which will improve the current situation in the short term in fact the whole takeover attempt is just diverting management time and adding to costs.

I placed an order 9 days ago. I has just been delivered. No problem with the quality of the goods but delivery was longer than I was led to believe. Obviously delivery needs improving otherwise they will miss out on repeat customers.

Be careful what you vote for. This is an asset rich company which could well be taken over for a pittance to the detriment of all existing shareholders. Remember Sirus Minerals PLC where all shareholders were wiped out. I really do suspect the motives of anumber of posters on this board.

That £15k gave me no confidence at all. Maybe £50k, but on his salary £15k was peanuts and just 'going through the motions'..

This company desperately needs to conserve cash. All this whole episode has done is waste funds on expensive

lawyers fees and distrat management effot. It has achieved nothing but

destroy shareholder value in the interests of certain parties with their

own axe to grind. Some of those shareholders on here backing this group should be ashamed of themselves.

Zan-

Agree with your analysis. There is nothing that the new group have proposed which will improve the cash situation. If anything they will make the situation worse. Makes me question their motives.

This company serves a huge and growing market. I would be very surprised if the SP gets anywhere near 40p again.

We are due a trading update anytime. Perhaps posters should calm down and let what figures are released do the talking. This is not the only AIM company with cash flow problems at the moment, the state of the market makes cash raising very dilutive.

ZOO's share price was above 200p before the recent strikes. Now the disputes have been resolved you would expect the price to recover somewhat. I do not believe there is any other explanation, it was oversold in a big way.

Dimply because many of ZOO 's customers would not be too happy eith their products being distributed via a Netflix subsidiary for example Netflux could give priority to their own productions. The business is better as a i dependent.

⁹itvwould make no sense at all for someone like Netflix. I am sure their competitors would not be very happy.

The problem is that it is not just capacity. They are having trouble filling their existing capacity. They have said £10m turnover will see them into profit, however they are well short of this at the moment. I am not sure how much hard chrome plating is out there to replace. Also airospace applications require extensive trials with little volume to follow. What they need is a new contract for a high quantity, small size product, but I am not sure that a product of this type would have used hard chrome plating in the first place because of cost. It is a long time since I did any serious reseach on this Company so I could be wrong here. My holdijgs in this company much reduced over the years. But I suppose things are looking a little better at the moment, but it is all relative I suppose.

I wonder about the capability of their business model to be able to generate enough revenue to provide for a return to shareholders. There is much competition in the home delivery market these days from the big supermarkets, Ocado etc. The business model seems to rely on a quick turnaround thus allowing the purchase goods with a smaller 'sell' period than say the large supermarkets. Whilst this allows Huddled to negotiate better terms from suppliers how scalable is this model? Apart from perishable goods and farm produce, which Huddled do not sell, you would expect producers to match their output to their orders from the large distributors. and supermarkets. You would not expect a large amount of surplus for Huddled to buy. Or am I missing a trick here?

It is a huge decision for a cement company (ot any other company for that matter), to change fuel and supplier. I do not expect a commercial decision on Morroco without further trials. Trials are relatively risk free, so are an easy decision to make, a way of kicking the can down the road as it were. Successful trials unfortunately will not necessarily lead to adoption, see Maersk. There needs to be a huge commercial advantage to offset the supply risk. Valkor is different, they really need Quadrise technology for a viable business model and product. The issue there, is whether they can suceed in commercialising the process and find customers where Quadrise has failed.

Well due a trading update. Seems to be overdue. Not a good sign methinks. I would have thought year end production figures would have been available.

'Commercial marketing to start before the end of quarter two....'. Surely commercial marketing of MSRA has been ongoing for years without any takers, what makes it different now. Just asking?

They obviously expect the share price to fall significantly. Obviously, there is no good news in the offing. Otherwise, why sell now.

Why would three directors have sold shares at 24p if prospects going forward were so good. Doesn't make sense. Perhaps NGR could explain. Afterall if they wished to reduce their holdings for personal financial reasons they could have done it at a less significant time.

Pokerchips

Thank yuo for your response. I was concerned that Google might be entering the Elivate market. It would appear not the same product at all. That is not to say one of the big boys are not looking at the video editing space. They could of course buy us out, if they would be allowed too. Hopefully Blackbird will get a move on now they have a product to sell.