Member Info for Jimzi

where posts make zero difference to the sp.

So let our friend continue in his strange obsession.

He hasn't mentioned warrants yet!!

Yep, great potential still but not in a strong position to get great deal - raising cash is vicious for vulnerable companies unless you get some competition - which never happens .
Defo watchlist for when the risk/reward becomes very good.

Meanwhile, still looks like our seller is keeping the ask topped up but not aggressively so hey-ho, could be worse. Just shows that v small share number has pros and cons.

Yep, shame about IMM. What do you reckon there - almost certain cash required at some point but.....?

Thats all fine and flowery but it doesn;t answer the question as to how GOODs GP is double here.

Lecky and gas are fairly homogeneous products!

posts seem to have gone - I had posted:

Oh dear saying GOOD is crap.- have you seen their GP % versus here pre trading statement?

How did they manage to get margins nearly double that of YU and consistently [before the trading update] Sort of questions the model here.

Has any buyer analysed any figures apart from rev and projected rev? Chucking the most fundamental stuff out of the window is a dangerous investing strategy.

In what way is this a solid investment?

Yep, he is a prick, adds nothing substantive, hides behind a new ID and is immature.

Quality of bbs generally is poor atm. - rarely get any proper discussions nowadays

Last years

I never mentioned a placing - its only worth growing if you can make a profit - the "accounting" adjustment reveals its currently not profitable - there is a weakness in the model and management
Justify a current p/e of 16 on todays price? SSE is 14.

only talks about revenue. Total red herring. Its about the margin [and the co has admitted its under pressure], covering overheads and asking are the customers actually paying.

If you want peeps to buy in, how about breaking down these fair values bandied about - Re gross profit, net profit and importantly operating cashflow [hint see half year report] and an industry norm p/e.

Its not a resource jackpot stock or tech breakthrough company - its a quasi utility company in a very competitive environment with massive players. Worse, it currently has unreliable financial information so you can't determine fair value until its accounts are clarified.

And the large holders will be looking at this type of assessment - not it was 10 quid before They will be bloody furious with the state of affairs disclosed by the trading update.. Be careful what TRs you hope for. The mms ain't working for the PI.

And the small float can have the reverse effect.

Certainly not sore about losing out based on the above reasons - you can't determine fair value at all atm making it a 100% punt

Viola- a bit poxy though Another?

you were holding for 5 quid last night!
Still, don't blame you getting out - that bb and company is stranger than here

L2 is being primed for the black sell that has dragged it down. - 43p imo

Yep, the days of a proper pump and dump long gone - you need better info than what has been posted and some volume, both lacking.

Bid for 200k still crap!

Interims last month showed approx 4m annual net profit [2m times two 6 month periods]

So now, after the trading update revelations, its trading today at a p/e of 9 based on the INCORRECT figures. [before its p/e was just ridiculous relying on exponential growth, healthy margins and a large dose of newco on the block with a ace business model sentiment..etc
Its trading at 16 p/e on last years 2m profit.

SSE, a great yield play is on 14.p/e

I would love to see breakdowns of fair value at 2,3,4,5 pounds.

you can't atm - you don't know the existing gross margin, or even if its positive, you don't know extent and reason for high bad debts, you don't know next years gross margins [as per statement it will be pressured], etc

Whats the break even gross margin % for this year and next? How does it tally to interims? Well researched peeps should be able to answer.

Which means quoting revenue shows many don't grasp the basics of a business. [or they have another agenda]

L2 - your are very worrying

Never understand why holders get so angry when valid points are made!!

Possibly but you can't base it as fact just because they did it on Oct 01.

Anyway, who cares, shares carry equal weight whose ever they are.

I do think many funds see trouble ahead macro wise - as do I - so are trimming on many small caps atm so its not HVO specific imo.

The ask has been loaded for sometime. But they seem to be in no rush so appear to be happy at this level - assisted by this mini liquidty event.

I have no idea who it is - 2 candidates - I'm assuming adjusting thier risk in the light of poor markets

Yes all sells. Bid held quite well really. I thing really to say until there is!

Yep, it is not easy atm and I'm not saying this is necessarily a dud share - but the whole business model as it stands has been shown to be not working - the RNS exposed three sig problems all at the same time - which to me says there are zero internal controls in the business and the boss doesn't go to the office..

If he pulls his finger out and grovels to his suppliers and backers, he may get things back on track. But if I subscribed for shares at 10 pounds in March in a utility type company to see it down 90% in 6 months, not being happy would be an understatement. [and note no directors took part]

One way to redeem himself would be to give the co an interest free loan should funds be required to get the company back to profitability- that would get the sp up alot.

No, it’s a request for a response. Feel free to dissect