Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Comet, this RNS states that further to previous announcements p2f is pursuing an outsourcing agreement with Volz. There is literally no reference to licencing (and there hasn't been since NOVEMBER). I suspect you realise this and so you say you will not engage this debate any further. Can I suggest that investing isn't for you?
For a moment I thought I had missed something, then I saw the date of the RNS - 16 November 2020. I then had a good chuckle at your post Comet.
People need to understand the difference between outsourcing and licencing. The recent RNSs only reference outsourcing. While great that Volz produce large volumes of masks for p2f to sell, most posters here really want a licensing deal, but there hasn't been any mention of this recently.
There was the same speculation on this board in October/November - Volz had a discount on stock which must have been because they were getting ready to sell p2f masks. Nothing materialised from the speculation then.
Is your £6m figure based on pure guesswork? Presumably you assume the all the £5m from the recent pacing is still unused, plus you are guessing at sales numbers, guessing at sales revenues, guessing at profit margin, assuming no burn...
I understand your desperate need to ramp the SP so you can exit at a reduced loss, but please do so with facts.
'Switch of and let it happen' from someone who claims to be in this for the long run but is among the top posters to this BB.
Also, 'Thursdays are RNS days'. Do you really thi k that's how it works? Lol
Comek, Carol, you're posts made me chuckle. Accept the facts that suit you and make up ones when they don't!
Staffy, it's not such a stupid question. The mask is highly effective, and I would expect it to be successful against new variants, but p2f don't claim that it kills 100% of known coronaviruses.
The same 'doctor' who has predicted a RNS everyday (including intraday). Less of a crystal ball and more of a stopped clock!
Whilst I salute your commitment, this is a bit desperate. It's up there alongside the guys who is passing them out to the checkout staff at Morrisons and asking them to tell head office. Let's leave the PR to p2f. But if they can't top pamphlets and posters it's maybe time to sell up.
What concerns me about Volz is that the recent narrative in the RNS has been about outsourcing (producing on behalf of p2f for p2f sales), whereas I think many investors here (myself included) hope for a licencing agreement. If the discussions with Volz are just about outsourcing, unless p2f are making huge orders this might explain the delay in Volz production to the end of Q1. Happy to stand corrected if the office comms have indicated licencing.
To be fair to Dr Cave, I don't think he made the 5m comment, rather it was made by the reporter in the voice over, although I'm surprised that RMS haven't tried to correct it. If it was an accurate quote then we would need an RNS.
Poorinvestor, are you being serious? Do you really think the installation of this machine has been successful? Have you just joined this board?
The machine was meant to start producing in November and ramp to full capacity (running 24/7) in December. Didn't you see all the posts from desperate posters trying to figure out where the machine might be in early January, people trying to match photos of a lorry in Spain with a lorry in Nottingham? The delay blamed on Brexit, the engineers catching covid, the missing parts, the three month contract to another firm to fix it. It is still not working anywhere near capacity.
And you wonder what problems there are? I understand you are desperate and got badly caught on the spike, but please be realistic!
5p by the end of the week...20p this time next month...I'm a doctor and we need these masks...
It's called sarcasm. If you were on this BB long enough you would recognise the nonsense that people like Micho regularly spout - don't want to out of this over the weekend...wait until the US wakes up...somebody knows something...MMs playing games....
Syn, it sounds like you just want an echo chamber of rampers. Micho doesn't offer any solid evidence, simply informing us that the SP will rise tomorrow and Wednesday (crystal ball?) and that there will be news that he confidently told us earlier will come on Thursday...or at some point today...or indeed anytime (which covers all bases nicely!).
Nina I couldn't agree more. What's the point in creating demand that we can't fulfill yet? That will just result in bad publicity for the mask and p2f if orders can't be delivered.
But, I'm not expecting negative news on gyro. I'm very positive, it's just that I would like an update soon.
Seaman, agree that an update on gyro is long overdue. Hopefully it's because trials are progressing well (we haven't heard that they have stopped the trials). Masks are just the icing on the cake, but negative news on gyro will be a major concern.
That's because the market isn't as desperate as many of the posters here. A lot of people still under water having been caught in the previous spike. So, you hear a lot of posters talking ridiculous SPs (10p, 20p) hoping for a further spike but presumably planning to bale out at a much lower figure than the ones they are quoting to recoup some of their losses.
The reality of situation is that masks are only a small play here - AL said as much in his interview - and you can see this in the low key launch (one man band resellers). However, the reality is also that the long term prospects (nano tech, gyro) are strong (Cloudveil I'm less sure about as there is not so much info).
There is far too much speculation and ramping here, which doesn't suit us LTHs. I wish we could get beyond masks and back to a sensible BB.