Member Info for Know0

Strummer - I'm Welsh and born late 60s!!

So yes, I am with you!!

Best wishes to you - we will all be good here, such a great asset at silly Mkt Cap!

DYOR

Ant - I am relaxed - totally relaxed - I'm interested what SP will be in March 2023

Your nonsense post "nothing to do with that whatsoever" was a total waste of time and supports the points everyone has made about your hot air with no substance comments.

RMM have a new Financial Controller joining with great experience who will be able to take the heavy lifting off Eason. RMM Implemented a new ERP system this month and no doubt had people off isolating with the spike in Covid cases in BV

I am based in Atlantic Canada and keep as close a tabs on RMM as possible with the size of my investment - you on the other hand have NOTHING substantive to add - have a good weekend (maybe find a proper hobby)

GGG - approx 29p

GLA

Cane - you may be correct that it is an asset strip opportunity - however, to get a deal passed and get 100% they would probably need to make an offer of approx 150p

This significantly reduces the opportunity to asset strip and the PE will need a much bigger return than what that would achieve - hence my point that PE wont look at it

I have worked many times with PE houses as interim CFO/COO post a transaction and get calls for information of industries / companies from PE analysts regularly - I just dont see PE being interested

But this is my personal opinion from my knowledge of the business - still I would love a PE offer!!

DYOR

Ant - simply proving you are clueless and unable to provide any constructive information

I have dealt in M&A for the last 20 years on private and public companies and know of many of the delays and struggles to get transactions completed (even when you think you are there and able to report to the exchange, then have another silly delay)

If it was a simple ranking of mortgages then the loans wouldve been pretty easy to resolve around a (virtual) table within a few weeks

The funders are clearly very happy to throw in a $1M loan note at 8% as a bridge, which they certainly would'nt have unless they are very happy, they would've told RMM to use the creditcard

So again your "considered" response just proves you have nothing to add as you clearly have no experience in dealing with such matters.

For the avoidance of doubt, I am NOT saying LD IS the reason - but from my experience, I suspect it to be something like this.

[In the interest of disclosure, I am holding approx 1.1M shares in RMM and remain bullish]

DYOR and GLA

Ant - "nothing to do with that whatsoever"

Was that in response to my theory on LD, a JV requiring a SPV and the legals to do that?

If so, what a considered (and utterly stupid) response from you

Legals to do such a loan note could be done in weeks - 2 mths max - so it isnt that - there is clearly something else at play and something funders like (by throwing in a $1M bridging loan at 8%)

So bearing this in mind, what theory do you have that mine is so clearly wrong?

Ive looked at your posts and the rarely inc any detail - just bluster - so I will not hold my breathe for an intelligent response

Moon - BM has a huge holding here - he wants a great return from any sale of LD / or RMM - he is aligned to us - of course there are backdoor routes but very difficult to work around unless you have control of 75%

GLA and pls DYOR

totally agreed Cane - but as I have said before, I just dont see what the PE firm could do to it then get an exit

I dont see the synergies that could get or bolt ons - then whats their exit? IPO? Not really

All the talk of PE in this industry is hot air in my opinion - although would love it to happen at 1.50!

Starting to think it could be a party interested in LD

No reason for legals around a loan to take weeks on end

If it is a third party investing in LD (not sure if LD is currently a separate legal entity) then a SP&A to deal with stripping all of that out could have a significant impact on legals etc re RMM

Especially if the LD deal was a complex mechanism depending upon material measured / mined / cost to develop etc

As with everyone else, we are looking for what could be the reason, and without anything else to guide us, I get taken back to "unsolicited interest in LD"

Now that could have a massive effect on SP in short term if loans for MM were announced to coincide with a JV deal on LD.

Barely any volume today - and dont expect much until news does flow

Anyway, sitting and waiting - hoping my theory could be correct - would be wonderful for all us holders if so

Anyway - Not Financial Advice and pls DYOR

Hi all - still here, waiting! Treading water - glad I traded a load in 50s when that short was announced - got most back so still holding about 175k worth

I have been (along with a few others) very positive about CPI (and remain so) but god if I didnt trade this I would be bored 5 hit less!!

Maybe we will get a leg up mid / end Nov before the Q3 update - but we were higher end Nov last year than we are now and there has been a massive amount done in that period

Admittedly Nov 2020 had a big bounce when vaccines were announced - but CPI moved from 24p to 50p in 3 weeks in November - lets hope for decent rise in the next 6 weeks

GLA

It must be classed as too small to RNS

Ah Moon - your offer that you said you would share with us what that email was - still not done that though have you?

Now youve learned about Nugget Pond, tell us all about Little Whopper Dear Lake?

- I will help you out Little Whopper is the lies about your emails!!

Fenshui - yes
Cane - yes but read up on them - Croda or the likes will buy them - so many massive new contracts - look at ATP posts on ITX BB - he regularly summarises

Sorry all as this isnt CPI

CPI will do well for us holders in the coming weeks - no issues here guys - 46p is a great place to top up if you set buy limits

GLA

Thorndon - wasnt making a slight at holders that are long btw, I meant that the longer that investors who sell on these falls (who are likely PIs that dont understand the business and its seasonality etc) then the more opportunity it gives for trading

As I say I love this business and hope Ive got a decent sum in when the inevitable happens and an offer comes in for the lot

In the meantime, I will buy these silly dips and sell most when it gets to double figures

Enjoy - GLA

Yes - and could go to 71p?

TA says 6p is the floor here and we hit it today - I cant believe it dropped back to here again but grateful it did as it has given me another chance to fill my boots and sell for great profit.

The longer investors dont understand what this company is and how its finances work, we keep getting chances to make money

An absolute favourite of mine as its got great fundamentals and I value it at about 12p (was very surprised to see it go higher previously and gutted I had sold out at 15p ish!)

BUT - 6p is a gift - it could stay at this level for weeks on end now, but when it moves it moves darn quickly - I will be sticking to my exit plan again and expect it will drop again next May/June where I will be waiting.

The great analysis posted on this BB by some very knowledgeable investors, is a great place to start your research.

Thorndon & AJP (and others) offer great insight to this company and I thank them for so many leads in my research - hope you all make a load of cash - but if you are worried because you are in the red, then DONT - hold on for 3 mths and see where you are then

GLA

If anyone else trades in a similar way to me - take a look at ITX - research the company and decide for yourself - Ive made even more money on that one than this!!

Sorry for the cross post. These (CPI & ITX) are now my 2nd and 3rd largest investments

GLA

Blank - best wishes and no problems at all - you will get your 55p soon

If you consider adding then 48p and 46p appear to be the marks

when the shorts showed their hand I sold a load as we have seen in the past the shorts do get most of what they want in the ST - hence why I has happy to sell and set buys at the 46-48p - I will milk this cash cow as much as I can for as long as I can

Easy to trade when its undervalued (IMO) so buy the dips, sell a bit for profit, hold that cash and buy the dips again - rinse and repeat

I will see what its like when we get to 55p but next time I think 60p will be the stumbling block and depending upon when that is, it may drop back to 51/52 - where 50s become the old 40s - still rinse and repeat though!!

If you just hold, then I suggest not selling all at 55p but maybe 1/2 - then you have a natural hedge as if price goes higher you sell with more profit, but if it drops, you use those proceeds to buy more - same cash invested but more shares for you money!

Anyway, enjoy the ride - have fun and make money

GLA

Blank - yes we hear of a lot of these types of businesses that have poor working relationships - but frankly the market doesnt care about them, just the Balance Sheet and the projected profits - selling more smaller units that are not in focus and getting good multiple in return is frankly good business

Losing revenue is immaterial - getting 8-11 times multiples of EBITDA on sale of them is great for us shareholders

New contracts making double digit returns is great - good luck to you for your 55p, I think you will get that within a month - 6 weeks latest

I will keep playing with my 100k investment and leave the other 100k for 80p in Q1

This and ITX have been 2 shares that I have made significant profit on this last 12 mths - both are gifts that keep on giving - both have great upside but get played massively

GLA

Seen him before - can never show any calcuations to support a view - just hotair

I sold a significant amount of my (very considerable) holding here in low / mid 50s and have bought it back in 46-48p range

Happy to hold it - I think when RWC and Shroeders add significantly in the 46-48p range, that they are a little better researched than posters on a free BB that cant even show their calcs!!

Price will move a bit between now and Q3 update, but expect it to go closer to 60p by Xmas on news and the Santa Rally

All IMO so please DYOR

PS - review my posts to see how I calc 80p sharevalue (same as Barclays btw!)

Monkey - your figures -" CLN $2M" "10 or 15 percent more"

Help you with your maths - $2M more on CLNs wouldnt dilute by 5% let alone 10-15%

Just because you write this tripe doesnt make it correct

Dont read this BB much but wow you post some nonsense that either you

A - totally believe but are very poorly researched
B - well researched but post only part of that research to get price lower

Either way you do not have a balance of what is actually happening at RMM

GLA and DYOR

Shame he didnt mention a few of those small caps (inc RMM!)