Member Info for Kullybahia

Sit and wait for 2H results in September. If turnaround on track? Panic selling by some, products are high margin and main markets are holding up.

With four companies awaiting different stages of development. Hawkeye has delivered, Federated Wireless, Spin Memory and BridgeComms are nearly there. These four alone will be worth individually $200m+ . Plus $100m sitting on the balance sheet, and no reason to raise money. Still other companies in the portfolio, so not really a typical Aim stock. Only thing holding back the sp is Invesco and Woodford selling.

The $70 million funding for Hawkeye to commercialization in 2021.New investors Includes Airbus,says it all about the quality of the companies in the portfolio.

The company is moving to higher margin products, this is a strategy that's working for Emma mattress. Availability in online orders, and good marketing. The company has exited from newer markets ,as clearly losses were too much. Refining the business model to current trading . Henceforth the push in UK and Ireland, where distribution is attainable via many outlets. If losses are reduced further, then the current marketing campaign will have worked out. An increase in sales in uk and Ireland should be gettable. 2H trading update in late September will reveal all?

Both Eve and Emma mattress are 1 and 2 in the premium quality market. Just a question of whether Eve can turn losses into profits? Clearly the consumer is happy to pay for foam mattresses, and quite a price it seems.

Woodford a forced seller in many companies, due to investors wanting their money back. This company is one of his favourites, but hey ho you know bad news is around the corner?

Looking over previous company news, it mentions that the company expanded far too quickly in Europe. Thus causing rapid losses, something that is now being corrected. The core markets of UK and Ireland are impressive growth, over last three years. France is another core market that needs adressing? Get these markets right, and the losses will turn into profits. It's all about the 2H , anyone know when next trading update is?

A 392k sale of shares @16.05, Woodford?

Every time the sp looks to be going up, a seller appears. Woodford selling down?

With management taking part in the recent fundraise, and new people with relevant experience. You get the feeling that they'll turn things around in 2H. More expensive and profitable products launched, lesser margins products binned. Focus on main market of UK and Ireland, make that profitable. A turnaround is on the cards, and the other company is testament to better products do sell, and there's a market. (Emma mattress).

The new management is moving towards higher end margin products. Concentrating on core market of UK and Ireland. With France also adding support. With ad campaign on t.v. back to profitability and revenue growth in 2H. Company is speculative, but a turnaround is on the cards,if management can execute?

Woodford sells another 1.6% . Now down to 21.64 %. As a forced seller due to Investment fund problems, someone is loading up. Another II is probably buying up cheap shares. Wonder how long before his fund is forced to sell a large % . Was at 28% before investors asked for money back?

After hours sell of 59k and 200k buy at 71p. Clear as daylight someone is loading up, with help from the MM's. Orchestrated to fill an Institutional Investor me thinks?

If only they had done this last year, after Bainet 1, and raised at 0.45-50p? Romania is a good starting point in progression, but ED has bitten too much off, and can't chew The market needs clarity on Spain regarding funding/farmout.Confirmation on Italy in production, and more drilling in Romania. Hopefully Grancesti work over is soon, then 3 wells in production next year.

The sells v buys are 10-1, yet the sp goes up?Clearly someone is loading up.MM's collecting while still in the 70-80 p range. Must be a new Fund increasing their exposure, or one that's already invested? The only question has Woodford sold further down his %

The sellers are thinking that no one is buying, yet Institutions are increasing their exposure. When shares are in sticky hands, they tend to be held for years, not weeks. The sp will rerate in coming months, if you can keep some patience.

Invesco increase by 5% and Woodford is a forced seller by about the same amount. Opportunity for one investment fund, at the expense of another. The sp has held up really well, 28% Woodford held prior to sell. Must have really liked the company, but now getting hit by everyone wanting their funds back?

Is this stock one of Woodford's ?

So obvious his lies. Don't understand his motive,apart from getting the sp down. Always criticism towards the company, regardless of the fundamentals. A B***end who talks shit , only because the sp is low, nothing else.

Same with Italy importing most of its gas. Maybe that's the norm in Europe? At least Romania buys energy from local businesses. Bainet West to be drilled in June maybe? Wonder why they went for this additional acreage? Ed said others were interested? Could be better than Bainet 1, 70% chance of success, we'll find out soon enough.