Member Info for Jimzi

Its an in house warrant -its a CFD with no margin - & there is no cash to pay for the warrant - they get the difference. AMP are effectively the mm

No DOT here but from what you post IVY, agree. Nice bridging finance , sp underwritten by the warrant price [which gives a hint] and limited dilution. Buys some nice time for the legal news to hopefully come The boss here is classy.

Great minds!! Nout wrong with a bit of arbitrage

True - sold a few MTFB to get 28k - was NT though.. Lots of 200k buys have gone through over the last 2 weeks so I wouldn't worry.

Its a good business model and were unlucky at the draconian slashing of support for one of their areas of equity payment. Just proves you have to monitor some of your shares, I got out as soon as there was a wiff of this 90% reduction at almost b/e - a day later or less and the decline set in. The model is still good, they will just have to focus on other areas they outline in their summary

delayed- there's our hungry buyer

are sells and the bids rising - watch out, someones hungry

Yep, thats the killer - yesterday morning they announced massive tariff cuts - serious questions over North, hence out yesterday am. These reductions are huge - don't think anyone saw this one coming - one tarriff from 12p to 1.6p? Thats new solar finished

a quick large rebound is unlikely, the share has too many emotionally battered people - its a get a modest stake time and buy on consolidation period so your covered either way but its going to be quiet for a while imo - but I agree, you never know!

Whilst it is difficult to attribute values until planning permissions and grid connections for sites have been secured, there is significant potential uplift value for Marechale's shareholders; the valuation on the balance sheet represents the last funding round, and the Company's investment is being carried at £140,000, based on the Equity Method of valuation and including a provision to reflect the uncertainties of the planning process for its solar schemes and specifically a potential loss on appeal of the project mentioned above in proportion to Marechale's beneficial ownership % in Northfield... So they are being prudent and putting in £140k as what they put in via fees converted to equity - i.e the cost to the company... Check out AMP - hold IPR on Data Tern at £170k on the books- already had settlement for breaches of US$40m and looking for more - . Its because they are difficult to value as it needs certain events to happen - so the accounts are prudent - the market however takes a view -

Help - its not an opinion, it is a fact - the accounts show NAV of 850. If you don't understand the diff between cost and value then I would get out of shares . GL

AHHHH - weve been through this before - these are historic costs not market value - indeed you should understand accounts. Find me a trading share where historic NAV is the same as mcap

I4 for once posted a good post on their transactions - its a high GP business with fixed costs. If they get more busy, they hire more staff - simples - these staff earn 4x their salary - lovely. No need for funds / placing. With the equity kicker part payments it is a lovely model - why would anyone be locked in for 2 years - ? This is basic research and it looks good at this sp

I agree with you there, the timing should be questioned ( and I have questioned the co via e mail) Hopefully it's a Nomad cock up and not intentional ( I'm sure that will be the jist) Not good though

Seem to remember you cast doubt on companies not making a profit. (CPX?) When one does, another subtle little deramp, poor show. Their main business is corporate finance, the icing on the cake is an equity kicker, nice. North deals in 25 yr recurring income projects so short term coms prices are irrelevant, if you think Solar is dead, then so is most if Europes energy policy - with most going anti nuclear? They also let north run their own co, it's a free carry at no cost . Want a good entry price? Profits on your beauties ? Bad habit of one liners Ian, just buy at market price like the rest of us

Yep, a tonne of armchair expert cretins, have a relook at their business model, rev plus equity stake, ( equity holdings are recurring revenue companies) Institutional investors holdings, small free float (around 30m) aspirations for divi payment, made a profit (on AIM!!! Yes, profit) and don't worry Too many people didn't know anything about the co and it's modus operendi , this was not a pump or dump - it has been well researched by Smudge, and then hijacked by the French Revolution mob on coke . Today they came off the coke and crapped themselves , both ways over reactions ( and many much poorer as if they had a dose(s)of coke) I don't normally post such posts, but the level of drivel here today has caused the vein to pop in my forehead

3.664p.. Eyesight going

they haven't, I have taken over 500k out of circ at average of 3.564p [and they will take the lot on a dummy]

Helpful posts have been in very short supply today - only about 3 posters have actually commented on the company and what it does - I only look on here to see if there is anyone sensible - your the second one today Dom - a small club [ badge in the post] like the number of shares in free float - under 30m?

A sanguine post - rec... Generally though, lets not forget that this project [ and the others - see North has 250mw in projects - 26% thereof MAC] is just an aside to their main business of consultancy which per the finals seem to be going rather well - they just take equity stakes in some as well as getting paid. Not many better business models out there on AIM - a point that seems to be totally overlooked as everyone clambers to the fire exit - there is no fire Gents - just someone setting off a false alarm.