Member Info for Lamps56

So Jono, can we release the RNS? Won’t be the most popular, but we have massive support from the IIs and everybody’s thrilled with the Cap and Floor. Drop of 15% on the SP tops, and we’ll be back up in no time. Nothing like a breath of fresh air in management, and everybody is hanging on Mistral roll out this year. Go for it.

Does AI now generate comments like those of NatResthingy?They have nothing substantial to say but seem jump on a bandwagon of negativity with well worn cliches.

Phimx: yeah, language is a bit convoluted, but the point is that production costs need to be balanced with sales price. No good committing to a supply contract if you are producing at a loss, and I think what they are saying is that some breathing room is needed to sort it out. Some ridiculous statements are being made by raw fish eaters and others that this is a show stopper. Nonsense. The demand for the product is such that a solution will be found. As Edison said to Tesla: ‘AC is too damned expensive’.

Agree with BBN: cup is half full rather than half empty after today’s spillage, but with regard to SP impact I think this has been badly managed by IES. Larry has been the face of the company for several years. He didn’t wake up today and decide it was time to retire: CEOs plan succession long in advance. The effect on the SP is akin to a CEO sacking/vote of no confidence, which it probably was (sincere apologies in advance if there are other personal reasons)

So what? The books aren’t going to balance up as quick as we thought, but other than time frame, little has changed. The new product is still potentially world beating and is on track for introduction. We just need to slow the pace a little. Trading today demonstrates that the ‘market’ has confidence, and in my opinion the SP crash has much to do with poor management of market expectation.

Sushi - you are not even subtle. Green coffin for you.

Sushi, feck off you hyena.

Train wreck.

Like when they were trying to stimulate the 1,000 year old alien severed head in Prometheus.

Nice one Dennis.

Very much a ‘news’ driven SP for some time now, but reassuring to see the resistance at19p. Bring on Mistral.

Oh do behave. The MMs bumped the SP last night based on an excellent RNS, then the punters killed it today. Everybody is paying off their summer holidays credit card bills. This will not get traction until the V price turns, hopefully by year end.

Yep, and also corporate addresses, points of contact, and the names of their pets? That would be nice too.

‘Totally max - Ironveld a classic example - how many folk averaged down time and time again to have a worthless share’.

Er, me for one. Too much faith in Align. But if KZG doubles from today’s SP I could recover my loss. What paltry ambition.

A bunch of chunky sells each day. Makes no sense other than that someone is trying to hold the price down prior to Mistral.

All great, but please don’t post links to Align Research tweets as it gives me Ironveld ptsd.

I suspect that potential off takers might have had a little peek already.

Largo SP has been moving up steadily this week.

Good summary Marc. To embellish, I don’t think SPR and Orion would have ponied up if they did not have some good data on V price. CC implied the same level of confidence at the last investor briefing. World events can change things, but I am happy to hold fast for the time being.

I would agree about false dawns from a purely SP perspective, but with regard to business development milestones this is in a good place, and the most positive outlook for some years. Most AIM stock is a gamble, but the odds are tilting towards KZG success.

How magnanimous of you DTN. When you gonna buy in?