Member Info for hereandnow

Bull points 1/. Check out the CEO and Chairman's history. Their roots are top jobs at Multi billion pound agrochems. They chose to join PIm , a £25million minnow. Brubaker has done everything he set out to do 3 years ago. Someone to have faith in 2/. Last two placings have been at prevailing SP, no discount, great signpost. 3/. The relationship with Bayer is transformational. No more door knocking but proper roots to market with a top class partner 4/. look at the latest article on proactive investors which references new products for soya and new products for wheat. don't expect new product launch for at least 2 years but from then on we could see new products every year or two as results from r&d investment come through. Broad acre products are the key as the applicable market is massive. veritas is a real winner product bear points 1/. Personally, I do not expect Ametros to do brilliantly this season. The apple market has collapsed with over supply caused by trade sanctions between Russia and Europe. I can't see farmers dropping money on a product which, atm, is barely worth harvesting. Time will tell here, atm, they say they are trading in line.. 2/. you never know when another company will come up with a wizz bang product…it is not something I worry about unduly , not something I can really monitor 3/. i imagine a lot of retail investors will have sold out/taken profit over the past 6 months. i have sold down half of my holding( been here for over 6 years) but will hold the rest now and watch the story unfold.

just wondering if that 50k buy today was a director buy…?

Fantastic RNS. Funding sorted, and an agreement for all of the Americas for all soya products. I have been hoping for a roll out of Veritas into Argentina and N.Ameica….but this goes way way beyond that. Gifted financing and partnerships on all soya products

about as good as i could have hoped for….congrats PIM management….in profit!

interesting. can't remember what it was supposed to mean but there appears to be a shortage of stock here now that the over hang was taken care of a few weeks ago. looking forward to the trading update

"With the stronger pipeline likely to be bolstered by the new overseas Sabien 'Tech Centres' and the introduction of M1G to the product range, we are confident that operational and financial performance will improve significantly during 2015, enabling us to achieve our targets for the year." It looks like the over hang is well and truly over. A couple more late and massive trades went through late yesterday. Should see another holdings RNS before too long. The above statement was from the preliminary results back in October. "FINANCIAL RESULTS WILL IMPROVE SIGNIFICANTLY IN 2015" Cashed up, committed to paying progressive dividends, the CEO holds 35% of the stock so his interests are aligned with ours, lots of good IIs on board, limited stock available to retail, MC at pitiful levels. Major re-rating on the cards. I look forward to the next trading update.

Looks like there has been a major clear out here. There has clearly been a large overhang . Some bulky trades, an RNS and the SP has shifted off of all time lows. Company trading as expected, increased its dividend, expects significant growth in sales next year. This seems to have provided a great investment opportunity. I have bought in

from someone…bye bye!

Well, I have just finished polishing all the floors. And someone continues to mop up loads of stock at these levels. I was a little concerned re. management option package. Something of a throw away line at the end of the RNS. I gather that the options will be a mix of reward and incentive options once New Corp is listed on Nasdaq. It will result in our bond holder being as diluted as us UK share holders. A representative of the bond holder will be on the renumeration committee to establish the details of said options. As a fellow share holder, it will be as much as in their interests and ours that the terms are fair. I also gather that in the next financials we should see considerable progress on long term receivables but probably a growth in short term as a result of all the extra work they are doing. Our bond holder has done detailed due diligence and is looking for multiple returns on this liquidity event. Us share holders should see great returns from this pitiful MC atm. More new business to follow in the new year. JB movie is not dead in the water as some have postulated. I continue to hold and would buy if I was not so broke!

looking at the spread, i think they were. there has been a buyer in the background for months picking up cheap stock

has picked up 450000 shares yesterday. someone sees value here

dqe isle of mann (i.e. DQE listed on AIM) owns 100% of DQE Mauritius …just checking on company structure. it strikes me atm that this financing implies a valuation of many multiples of where we are at the moment!?

Within 36 months of the Closing Date, DQE Mauritius must use best endeavours to undertake a liquidity event, such as a trade sale of DQE Mauritius or the listing/IPO of DQE Mauritius on the NASDAQ, or other similar stock exchange acceptable to the Majority Bondholders (being those holding 66 ? per cent. or more of the aggregate principal amount outstanding under the Bonds) ("Liquidity Event"). In either case, the Liquidity Event, whether a listing/IPO or trade sale, must yield a 25 per cent. per annum IRR should the Bondholders convert the Bonds into Shares and sell them through the Liquidity Event (together, a "Qualified Liquidity Event"). found it! isn't this the way the peppa pig people went. they went and got listed in the states?

agreed re. way too complicated! where is the bit about floating on nasdaq? from what i can work out, the conversion valuation is way north of the current sp in the uk. india values DQE at 3 times the uk . there seems to be a valuation gap implied from conversion price, IP valuation and indian stock market

Great news today. Sales more than doubled and broken even. The future looks very positive

floors were stated around 1.00pm……..will probably take a couple of weeks

Interim results to September 2014 are in line with earlier statements regarding a slow start for the Animation division but a higher level of activity in Distribution. The outcome for the first half showed a decline of 28% in Animation revenues to INR500m but a 31% increase in Distribution revenues to INR233m, leading to total revenue of INR733m against INR870m a year earlier – an overall decline of 16%. · Adjusted profits (stripping out FX movements) actually rose y-o-y as the previous half year benefitted from a notional FX gain of INR291m while the current half year suffered a INR73m notional loss. On an adjusted basis PBT was INR77m (INR5m). Segmentation of profit before tax shows a decline of 54% in Animation, probably attributable to lower capacity utilisation in the period, while Distribution profits rose by 41% to INR107m. · For H2 we expect a higher level of activity in Animation reflecting the commencement of newly commissioned productions from July/August but to remain lower in revenue terms for the year as a whole and we anticipate a continuation of stronger Distribution revenues following on from an encouraging H1. The second half is always the most important of the two halves and overall management is confident that it remains on track to deliver adjusted PBT close to our original forecast of INR751m. · We remain concerned about the continuing rise in trade receivables which is causing debt to rise and putting increasing pressure on working capital. To this end we are aware that discussions regarding refinancing are reaching an advanced stage and we look forward to some clarification. We are also encouraged that management expects to see a significant reduction in debtors by the financial year end. If DQ can deliver profits close to our forecast and reduce its debtor position the shares are due a recovery. * Allenby Capital acts as Nominated Adviser & Broker to DQ Entertainment plc

about to start polishing my floors….

one in shares magazine, which is behind a pay wall and one from iii, link below http://www.iii.co.uk/articles/203934/harvesting-profits-agribusiness

Great results and an excellent overview of what the company is about