less profitable even before the tightening regs
...by npt's calcs, profit would be hit by a little less than £2m...which is a substantial part (perhaps majority) of run rate profitability...dyor (which is tough)
...and why should the reg change stop here? and unlikely to be helpful
...so significant continuing reg risk...selling by folk persuaded by Simon T...reduced profitability
...net net (plenty of those on AIM) at 3-4p...but I'll settle for 7p as a punt
...opinion only; I have been Jolly on the mark here...the bulls have not lol
so a JMB (or at least a possible bounce from) 2.5p..which would be just about net net
...the finance costs and treatment of FX in the accounts are v difficult to understand
..I would appreciate a much clearer explanation of cashflows
and an air of ,,,well, let's say not entirely calm about the funding update imv
...the CULN pricing provides some sort of benchmark...so I'll be back in c6p (if we get there)
grim...with rns narrative on Russian contracts suggesting v tough time
...and the rpt together with the large director sell at the start of the year suggest that Soukup has organised things v prettily...and his skin is not in the game in the same way it once seemed it was
...I am eyeing up 70-90p to buy back in
..or I'll follow Soukup if he buys back