Member Info for Hazbeen

FIL Limited Reducing holdings

See why this has fallen over 60% in a year ..highly leveraged but one to keep an eye on .

Needs a stable economic market to thrive again ..

I see Glg Partners Lp increased rheir short on the 20th

Any mention whether it will be covered by cash or/and debt ?

Why the drop today ?

Fair reply

Without CBS it would not be investable for me

It impacts the NAV and IRR hugely and makes feasible .

Either way I reckon the Chinese will have one eye on this

I hold a tiny amount from a previous slicing of a trade

Company has over promised but under delivered for a long time

Anyone here ..what is timeline to built the first phase plant ?

Does anyone know …5 years +

Huge funding of debt and dilution to come yet , so without CBS there is a weak conviction to invest

It needs CBS to be a feasible operation unless vanadium goes a lot higher

They have stated clearly 3 years of testing of CBS

Only after that it could ibeccome a binding agreement ..lomg way to go

Anyhow no CBS until first phase is built…time on that ?

No one seems to know here

So another 3 years of testing to validate this

When the plant due to built ?

How many years before production starts

Huge dilution coming for funding

No big profits as yet

They have upto to now been cashflow positive

Reason they raised bai bonds and recent placing

Not to say things can change , but to see the share fall well below recent placing at 30p and

No new or existing is buying them says a lot at the moment

Will that need to be filled ?

Yes and have been diluted by multi millions too

Well it is now all about the forward outlook for the economy after the budget

Government is politically weak and clueless and I think the economy

It is tinkering on the edge and will the budget push it over

A slow down in consumer spending is the only risk here now

Nice

Good idea, should show them the RNS of UK hospitals already using it

Mb

Where was that ..UK?

Totally agree

How times does it need to be validated

The world needs this now . It is a no brainer

Once US approve it , think take up will speed up globally

I am expecting step change next year , and bigger increase year after year

The CBS has been excluded for now …if so lucrative …why ?…delayed FS go include this but omitted ….why ?

CBS is only in the mix because they knew the. Vanadium in its own means the projects is not a viable one and to get the funding they have to make a compelling case .

This will become a micro penny share at some point or be delisted

The Company now expects to announce revenues of approximately £18.2 million and an EBITDA loss of approximately £1.3 million for FY 2025*

Company now expects to deliver revenues of between £28 million and £30 million for the 12 months ending 31 May 2026*, with approximately 80% of revenue already covered by existing customer contracts. EBITDA is now expected to be between £3.5 million and £4.5 million for FY 2026

 

* Immediately prior to this announcement, the Company believes that market expectations for the year ended 31 May 2025 were for revenues of £19.6 million and EBITDA of £0.4 million, and for the year ended 31 May 2026 were for revenues of £33 million and EBITDA of £5.1million.

The Company now expects to announce revenues of approximately £18.2 million and an EBITDA loss of approximately £1.3 million for FY 2025*

Company now expects to deliver revenues of between £28 million and £30 million for the 12 months ending 31 May 2026*, with approximately 80% of revenue already covered by existing customer contracts. EBITDA is now expected to be between £3.5 million and £4.5 million for FY 2026

 

* Immediately prior to this announcement, the Company believes that market expectations for the year ended 31 May 2025 were for revenues of £19.6 million and EBITDA of £0.4 million, and for the year ended 31 May 2026 were for revenues of £33 million and EBITDA of £5.1million.

Ebitda loss now after some problems with customer issues