Member Info for KaChing

It would be wise to re-rate that working cap figure down on a monthly basis as it's irrelevant to a company that is burning through about £350k per month ..... so that 8.3p figure is around 6.5p now (Quite a drop in four months!) and it falls every month until the burn stops!

As long as they keep adding contracts then longer term finances look good because of the length of the contracts they win ...... something to think about! All positive, Back to sleep

I can't look it makes me dizzy

Stepping back from the old computer screen and letting time run by seems to be working!

acquisition ...... tick tock

tingly ....... could be a good sign!

No, you can’t rely on the H/Y net asset figure as it includes £9m+ of non current assets that are attributed to LIFTCo, ASH have had an offer for their part of LIFTCo which is “considerably” less than the £9m of book value and they will be “significantly” writing down that £9m in the F/Y results. The write down will give an idea of what the cash offer is for LIFTCo, which is a positive ….. writing the value down significantly is never good though! Info 24th July RNS

to all the pie in the sky valuations on this bb and it also explains why the DECC auctions were postponed http://www.pv-magazine.com/news/details/beitrag/uk-to-propose-drastic-fit-cuts-starting-2016_100020845/?utm_source=twitterfeed&utm_medium=twitter#axzz3k1HXo7qx

the time on twitter from these share platforms like DT ...... I'd say just like all their other "cheeky bid" predictions, it's bull!

Yeah, with the market cap this low the investment case changes with it

Sahid .......... I think your post is on the money and this is probably looking like a good price to buy. I think with the RNS pointing out the American and Generation subsidiaries as a problem APC will close them down, but that won’t affect the core Minimise offering going forward. My issue is still cash burn but they do seem to be stressing that cash is ok …. they say “provides regular and robust cash flow.” …… so maybe cash burn is under control now.

Ruffer sold before the placing then bought them back in the placing

Cheers dan, that tallies with info I have from the web thingy that these big projects if completed on time and to budget seem to generate an average 14% net margin (it’s what I use to work our MRS’s net figures off any EPC contracts).

and there's the rub ...... the results won't look pretty, so it's all about which bit of news the market focuses on

Could be, although the last RNS was a significant slap in his face so he could well of decided to go and lick his wounds Wonder if he’ll off load his 9p shares! Not convinced about the new guy as yet, I still think that the rot set in here after the green compliance deal went through and contrary to what they are saying I still think that part of the business in tying up cash …. results will show the real story.

The CEO departs

While I’m very very pleased for the those who have earned a few bob in MAC (smudgedan in particular) it just goes to show the strange place that is the AIM, the MAC sp has jumped on the back of potential positive planning permission for a solar plant of which they have a 26% stake Rame has a 20% stake in a fully functioning wind farm that will be generating Free Cash and has probably got a value of about £30m+ and that’s before any value is attributed to the whole portfolio that RAME have. Time is all we need as well as long as RAME delivers, now where is the next Santander buy in, lol

but company wise things are ticking along ....... https://twitter.com/RameEnergy/status/634348086882664448/photo/1

I don’t see it as an overreaction to a poorly worded RNS and with a 16p drop in the house broker target in less than 3 months I don’t think they think it’s poorly worded either. 30th July ……… “Recent trading has been in line with market expectations. A more detailed update will be provided following the end of the current financial year which closes on 31 August 2015.” …… nothing there to suggest anything was wrong! 19 Days later they issue a not all is well RNS …… 19 days!! They have form here as well ……. 16th July 2014 “However, due to the well-publicised reallocation of capital budgets at this customer, shipments ceased at the beginning of April” …… that was Morrisons Yet in the H/Y report which was released one and a half months earlier on 30th May 2014 they didn’t say that Morrisons had stopped the contract even though APC new at the beginning of April! they let the market think everything was ok until the 16th of July. All is not well and cash flow is a big problem here, they say they have enough cash but lets face we have seen hundreds of companies say that and then suddenly they need some. If anything they should seriously look at maybe replacing the CEO who lets not forget said in an interview he doesn’t get involved in the money side of the business and leaves that to others …… it’s time they had a CEO who takes an interest in all aspects of the business not just the wooly dreamy part of the business!

I disagree, it isn’t a bad call, the company is doing what they said they would and now the wind farm is up and running along with the off grid turbines and solar they have more tangibles now than when we first invested. The share price is what it is and lets face it it’s been dragged down by the larger seller of which we have had one holdings RNS, surprised there hasn’t been more!