Member Info for JohnLaw

attractive 1H results? They proudly announce a "Clearly negative result in exceptionally poor market conditions" To see how bad they were continue...... http://www.ruukki.com/www/publications.nsf/F84A8E39E73C959FC22575F6002367A5/$file/Rautaruukki_Q2_2009_EN.pdf?OpenElement

extends worldwide but even then, if say the Western market is 20 times E&W that is only £16 million. To make this a Tetrapak it needs to be attached to food packaging, which they have turned away from for the time being. I think the licencing approach was in the context of food, where they could not handle the volumes. We need a rainmaker (or legislation please!) there. I am a large long-term holder, but getting impatient (and nervous).

wristband - "trials being conducted in more than 100 hospitals" says article yesterday. This is much more than I recall from earlier reports. See http://www.cravenherald.co.uk/news/4445769.Paul_s_life_saving_new_invention/ But what is the market? 6.2 million elective hospital admissions in E&W, 4.7 million emergency admissions. Half had operations and the average stay was 6.3 days. If every emergency admission and half the elective admissions needs a canula, I make that a demand for 16 million Timestrip wristbands a year. Timestrip cost about 10p retail, I am guessing 5p w/s. = £ 800K sales. Need more markets.....

More cash needed soon.... http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNewsPopup.aspx?id=2177262&source=RNS

Odey Asset Management have increased their direct interest from 8.5% to 12.08% + CFDs for another 8.5%. Who was selling???

the 13.5m sale last week just about cleared. No more available for 2p (?)

investor presentations now on the website. http://www.landkom.com/images/Crimea%20-%20Presentation%20Site%20visit.pdf http://www.landkom.com/images/Farming%20Site%20visit%20presentation.pdf http://www.landkom.com/images/Finance%20Site%20Visit%20Presentation.pdf

some are mine

vs 6K sales. No change in price. Eh?

through placement at 1.5p. Dilutive, but they were always going to need more cash

OK for a mature company in a mature market. You are five years too early. This is a speculative buy, not for widows and orphans. This company will need further cash calls to continue. I am a big holder; my only concern is how effectively they can secure the IP. The product will sell itself.

make things up try something more credible. I would like to see some upward movement too.

and the Ukraine Government has no money.

day. Interesting

seem to be able to buy inside the spread. Why not me?????

Tried 140K @2.5 on Friday no takers. Tried 100K today @ 2.6 no takers.

to read the boards on this one as I researched it to death before buying in last year and adding regularly since. For me this is intended to be a long (4 year+) hold and is my biggest holding. The business model is perfect with the major risks being political and to a lesser extent weather. I expect £3 to £4 by 2012. Not one for day trading. Boards are full of all walks of life from the innocent and naiive to the rampantly dishonest. I suspect everyone! not sure if iii has more than their fair share of charlatans. Incidentally I tried to buy a relatively modest amount today and can't get any.

LANDKOM INTERNATIONAL PLC Winter audit reports crops in 'good condition' Landkom International PLC (AIM: LKI, "Landkom" or the "Company"), the Ukrainian producer of high-value oil seed rape and wheat, has announced the results of its winter crop audit, carried out independently by the Scottish Agricultural College ("SAC"). In the autumn of 2008 the Company planted 30,950 hectares made up of Oil Seed Rape (OSR) and Winter Wheat. The SAC audit reports that prior to the winter period, both of the crops sown were 'well established' and in line with expectations in regard to the crop's growth, health and plant population. Losses over the winter period have been minimal and well within acceptable limits with SAC reporting that the crop has emerged from winter snow cover in 'good condition with good weed control and crop health'. The SAC report states that the crop yield potential is in line with the Company's expectations, subject to acceptable growing and harvesting conditions in the period leading up to harvest. Richard Spinks, Landkom Chief Executive, commented: "We are delighted with the progress of the crop coming out of the winter months. Crop damage is lower than last year's already low levels. Spring fertiliser and chemical applications are well underway and weather permitting we are looking forward to a strong harvest."

will jump soon, maybe today. Supply seems tight in the face of steady demand. Voodoo drums only.

if trading continues as in 1H, as a conservative estimate, taking in to account the higher cost of borrowing and a small further hit on IRS reval. A P/E 5 is too cheap. Divi may be cut. 1p still gives a yield of 6.5%. I see quiet improvement.