Member Info for LedZepper

The Retail Offer RNS made it clear that various Directors would be participating to the combined tune of £295k

The business update included a statement on the £1.35m valuation of Wanda in return for EMV’s £62k investment

Revenues generated from AuM had increased substantially, to the point that they nearly cover annual running costs

Quite a substantial rationale for the 15% premium. Nimble footed investors should and probably did top up at the sub-50p price while it was briefly available.

Thanks Vascular.

It is indeed a loophole that M can exploit. Of course there’s the issue of ‘how much product to deliver to each distribution hub’, but until we can actually start delivering, we have no revenue coming in, and all the resulting cash flow problems that will accrue.

It’s imperative that they update shareholders on this issue IMO

I had been thinking about the Christmas market, and decided that this wasn’t really your standard Christmas gift product. In any event, we’ve already missed that boat.

Whilst now reassured that it’s been a Marrionaud reorganisation issue, it’s still rather disconcerting that we haven’t been given any adjusted timeline, nor reassurance about payment for product produced - ie does INC only receive ‘payment on delivery’, and is this a loophole that’s being exploited?

Pete :

In which RNS does is state that POW will have to repay £10m?

Thank you techno and Pete

It’s refreshing to see a reasoned discussion between two investors with slightly opposing views, but who are respectful of the other. At the price today, I’m tempted by techno‘S confidence, but my head tells me to remain cautious like Pete, and await a concrete update confirming at least some of the substantial potential here.

Either way, thank you both again, and let’s hope this board remains balanced.

I have never seen more shambolic, amateurish RNS's in my trading life. I only regret not having sold after reading the schoolboy effort of 26 September

Good luck to those of you who decide to persevere

I’ve seen many a Capital Raise, and most at a much bigger discount than 6% and for far less beneficial reasons in the short to mid-term. I’ll be applying for the max.

Unless I am mistaken, CF retains nearly 26m shares - a decent amount of skin. Personally, I'd be happy with just half of that number.

Others have already made the point, but to reiterate, he has offloaded a significant number of shares with a fairly minimal impact on our SP. Octopus is a very good home for this holding. I'm struggling to find any significant negatives.

the future looks bright.

“The Group expects that additional funding will be required from around late August onwards for trading, working capital, capital expenditure and continuing research and development programmes. The major shareholders have provided sustained funding to the Group over the last 18 months, most recently via the participation in the uncommitted £40m loan facility established in December 2023 of which £22.5m has been drawn leaving £17.5m remaining. The shareholders are aware of the Group funding needs over the next 12 months and remain supportive of the business”

This paragraph is what causes a degree of uncertainty - largely because it’s rather vague about scale and terms. If one was cynical, one might expect further dilution. Was hoping to see some further tangible progress notes for GRASS and/or Peanut, but nothing there either.

Whilst what you say is correct Blackrhino, the posters who continue to engage with this person are only feeding him oxygen. Simply stop engaging and Block the posts. I did this quite some time ago, and it makes this board so much more palatable - other than posts responding to him/her

Whilst the Finals mention offshore wind farm construction capabilities, I would like to think that there is a great opportunity for SFR to pitch for contracts to supply the onshore version that has now been opened up by the new Government. I believe that this could be responsible for the support we are seeing in the sp, so let’s hope that there will be an RNS confirming a Contract in the near future.

Not commented upon yet, so I did a quick search for this US Investment firm. It has $1.17tn under investment, so it’s no smallfry, but it’s managed to identify SFR as an opportunity and built a 5.12% holding. Believe the future looks bright, and look forward to the next Trading Update.

Read the Half Year Report in full, and this should give you a clear understanding of the company and its objectives, and how much it has already achieved with its recent acquisitions.

It’s early days, if you ignore the time wasted on an ill advised pursuit of Saatchi, and of course there are likely to be further acquisitions in due course.

Yes, thanks Scotty. Yours is a post I’ve restrained myself from making on so many occasions. Looked at his posting history and there’s absolutely nothing of any substance, so he’s just another green box now.

“Mustard” in this context means that they are extremely good - if that’s what you were querying

She’s a NED and a Senior Independent Director - a title I haven’t heard before. She wants in before the SP really starts to motor: it’s hard to interpret this £98700 investment in any other way.

A nice chunky £100k share purchase from one of ADVT’s Senior (?) directors. This can only be a very strong indication of confidence. We’re outside of a Closed Period, but this doesn’t mean that there can’t be a positive update or news of a new acquisition. Meanwhile, the value of our holding in SAA is holding up well.

Tom, you posted on 10 May that you had sold your ITV holding (c.72p) and were planning to buy back in when the SP tumbles back down to the low 60s

If you were actually telling the truth, why are you still spending so much time posting here? You probably were not. Nonetheless, I enjoy reading your largely ill-informed rants against the Dame, and your lack of real understanding of the commercial television business model, but your saving grace is that you are well-written and humorous. Keep up the good work for those of who haven’t filtered you yet!

I’m with @sharealot on this. Janet2007 appears out of nowhere on a brand new account, adds absolutely nothing of any substance to the board, playing off against someone who might just be a gullible thick0, or maybe in on the ramp.

In any event, it’s easy to simply Green box these grifters. GLA

The Trading Statement and Share Buyback scheme have just delivered an 8p per share increase - nearly 30x what £10 in a divi would deliver. If you really do regard this company in this sector as risky, you really should sell up now and stop moaning.