Member Info for Hydro-Jen

I see no possibility of a takeover by Volex, they wouldn't want the risk. The S&P500 outfit? Maybe. Got deeper pockets, I imagine, for the ongoing development which will almost certainly be needed

The most terminally deluded member of this board, convinced that everyone who didn't buy into his narrative was a shorter or was paid to deramp, has been shown to be an utter fool. I suppose someone has to step up into that role.

As am I. Everyone but the terminally one-eyed knew the deal hadn't happened as planned. But the point is much wider, and pertinent in my view.

When an announcement is made to the market on the basis that it constitutes inside information and is therefore price sensitive I can never understand why it is not a clear requirement to keep the market updated on the progress of whatever has been announced.

Let's just take one example - Niftylift.

To anyone capable of independent thought (so not everyone...) it was blindingly obvious that the contract had not been fulfilled yet we have absolutely no clue (tomorrow maybe?) as to whether the relationship is alive or dead in the water. Seems pretty clear to me that the status of such contracts is absolutely fundamental to anyone trying to establish a case for investment, but we are completely in the dark.

It's all very well for the likes of Peel Hunt to continually bleat on about the ongoing death of the smallcap market, but to say their practices don't help is a massive understatement. Their fantastical/ridiculous target prices which are clearly based on minimal, if any meaningful, research are one thing but at least giving existing and prospective investors some chance of assessing the state of things by keeping information current might be a decent starting point.

Jus being honest towards an individual who has been a blight on this board for a long time

My understanding is that it's the value that has been written down, not the units that have been written off. But then I did think they'd be out earning revenue, regardless of the capital cost, small beer though it may have been

It is to do with the delivery of units to the Speedy JV - and we all knew they were grotesquely overpriced, hence the planned 85% reduction. So no way could they not be written down.

It's a kitchen sink job

I may be misremembering but my recollection of the last IM presentation was of units via the Speedy JV being out on hire, or that they would be imminently. We now there was no chance of that number building due to the cost of them but if they were delivered into the JV then I'd have thought they'd be out onsite somewhere, even if we were effectively leasing them out for close to nothing. But no income other than from Acciona?

What's happened to #Statethefatctswithouthanyconceptoforiginalthoughtoranalysi? Has he turned a bit bearish as well?

Liar

Hell hath no greater fury than a spurned fanboy.

Must be a shorter with that outlook...

The announcement of the cracker partner didn't envisage income from that project until 2027.

As a the end of June there were nine firms with a shareholding of >3% and therefore disclosable. These accounted for 57.24% of the total shares in issue

But of those nine eight are private investor nominee firms and they account for 49.3% of the firm's equity.

The only genuine institutional investor is Janus Henderson with 7.94% (and that includes Law Debenture which is the only other institutional holder I can recall hearing of lately)

It's a fair assumption that there are plenty of other PIs whose shares are held in nominees that aren't at hat level of holding so my mind wonders who it is that is taking up the shares in the book build. I'll guess JH did to avoid dilution but realistically, probably something like only a third of shares are in the hands of those that would have been eligible.

Invest on AIM, sipy - be prepared to play by AIM Rules

If anyone was ever in any doubt just what an unpleasant individual our resident full time liar is, it's nice to have it confirmed unequivocally.

I would have thought we were due one.

And as I said at the time; it was a hopeful sign that the relationship was still alive, but certainly not an indication that hey were using our cells.

You have been wrong about just about everything you have said.

Liar

And some people say that satire is dead Remind me, did you take up my offer of a charity bet on the presence/absence of Niftylift income?

No, didn't think so.

Liar.

I think, Stas, re revenue we'd be better off working out how last year's figure was arrived at.