Member Info for Lp160606

Utterly absurd to be handing out praise prior to delivery of contracts.

Cave has had his pants pulled down and been proven to be wet behind the ear, we do not yet know if he and Alex have the ability to commercialise this offering at scale.

The next month is absolutely crucial, as initial contracts and partnerships should become visible.

Not the time for ANY praise imo.

All orchestrated. Even those social media shots, would of been given the green light by our BoD. Probably why the RNS wasn't as upbeat as it should of been.

Ah well, onwards we march. Hope they absolutely pile in here tomorrow with the divi. Will no doubt test 3p if they do.

Damn, the volume is crazy.

Can't sell on HL...

Appears a perfect dump executed off the back of the RNS. Should hopefully clear by 0900.

apologies mate, can see the NHS trust cited halfway down - rushing things.

Thanks.

Thanks Showme.

My view would be no prior engagement but pure guess work that. In saying that, till roll company will be in bed with Supermarkets and the market there could be absolutely huge. So they wont of bought them onboard if sales were not all but secured.

I remember reading orders have been made or perhaps it was in the an interview but it is in my notes.. No more details which is helpful but i am sure many here will give a better answer than that.

Unless Alex has stated a prior engagement with the NHS? Hoping to be proven wrong tbh.

As to be frank, they were created in September as a subsidiary of Foartoak rolls.

Appears to be an opportunistic move to capitalise on the pandemic. So unless there is evidence of them engaging with the NHS then it is nonsense.

For example, in order to sell into the NHS you MUST be on here - https://www.supplychain.nhs.uk/
Go onto their online catalogue... Fortoak do not exist, meaning it is not possible for them to place an order via the NHS.

Now they may be under a different name but it suggests they are not engaged.

I am familiar with the portal as have had to get my own services on their once upon a time.

@Showme, thanks.

I have previously, perhaps i missed it, do they have a case study alongside an NHS trust on the website? If you can point me in the right direction that would be appreciated.

Yes, they do. We do not know the logo but believe they have released the volumes but sorry i cant remember the order value.. i am sure someone will answer.

NHS contract a bit further afield. NHS centralised PPE devolved from March so specific trusts need to be targeted, they dont have the man power to navigate the bureaucracy there and land a big contract imo.

Private clients would be highly lucrative. Care UK / Virgin Care for example. They'll be no quibbling over the price either there.

Would love them to do an NHS deal, just think it is a big ask for the short term.

How so? Where is the confirmation of the machine arriving?

Thanks.

looking at 2.5p tomorrow given tonight's announcement.. Would expect news before the end of the week, if positive maybe breach 3p.

The purely speculative rises imo are done here. Concrete news on the machine and contracts to take it past 3p in my opinion.

Crying shame, absolute amateurs in charge here it appears.

Great product i am sure, but 2 delays already, production due in December and now February.

Unfortunately with AIM, you have those that get it done and those that don't. This is beginning to lean to those that do not.

The company is a mess. How can they be adding shareholder value with all this ****e going on. Either way we all lose here in the short/medium term.

Imagine working for P2F, and reading the releases, my motivation as a sales person would be shot would think jjheeze lets just survive this and get out the other side rather than focusing on revenue generating activities.

This needs to be sorted quickly, dragging it out will further damage the outlook.

absolute madness that is has come to this, but great to see a coordinated effort.

Mail sent.

lol got that right.

Do your own research.

TF,

When it is spelt out like that it is clear as day. For all his words of protecting his reputation, i have to say Gareths Crooks is in tatters at this point.

All rests on real life contracts.

Na it wont.

Far too many shares in issues, far too little employees to deliver at scale.