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Another brick in the wall.
Net zero isn’t going away and there is no such thing as cheap energy. We all need to reduce our energy bills, and the bigger the bills, the more effort we have to put in to get them down.
EAAS just takes the headaches out of the process. No brainer.
I’ve spent the day with Jerry Randall and Gianluca Braguti at the Milan factory. Gianluca has had the place for decades and when I was there, they ran one small and one large production lines. They estimated they had room in the existing buildings for another two production lines. Even after that, they have room at the factory to put up new buildings.
The staff are immensely loyal and the average length of service was about 12-13 years. The warehouse area, the logistics, the QC was all spot on and they have a catalogue of active ingredients running into the thousands.
It’s a great facility and the whole business is very well run. I got out with a very healthy profit, as a few of us bought out an elderly UK founder at a great price. I was a bit concerned about how orders weren’t really picking up as expected, from China, but I can’t ignore VLG with its recent expansion. I reckon we should 2x+ by the time we get a trading statement around Xmas,
Just my opinion.
Radar, if sulforaphane wasn’t such and amazing, effective compound, why would eminent cancer research teams all over the world be working on it and being government grants as well?
EVG have patented the process of synthesising and packaging the compound to pass it through the stomach and into the intestines, where a regulated, effective dosage can be delivered reliably into the bloodstream.
Evg has a decent cash runway and more cash arriving in staged payments.
I think EVG can win and win big.
Just my opinion.
That’s what spiked the price.
The MM took the maximum one hour to report the trade, which was at 10:47.
“07-Aug-23 10:48:27 4.629 124,584 Sell* 4.60 4.70 5,767 O
07-Aug-23 10:48:16 4.629 10,608 Sell* 4.60 4.70 491.04 O
07-Aug-23 10:47:53 4.605 200,000 Sell* 4.60 4.70 9,210
Just my opinion.
Panamabob posted that this is a holiday in Canada! Good job somebody is on the ball!
No wonder there was no RNS today. Can you imagine the blowback if GB could buy in on a good RNS, but CDN couldn’t trade?
I’m no saying a RNS is nailed on for tomorrow, but it explains what there is none today.
Top man Bob!
I think PXEN guided €360k per month, nett to them. The price has to increase going into winter.
I’m thinking €5-6m over the next 12 months.
Current mcap = asset value.
Decent buy here for a company with guaranteed cash flow and a clear route to growth in Italy and Spain.
Po Valley successful ramp up of production.
https://twitter.com/energy_po/status/1688351998910099456?s=61&t=kysJELnhBvhfjx58VYiz8g
As I posted last week. Giorgio is worth his weight in gold.