Member Info for LV1991

Poor update as I expected and posted on last week. Expect this to drop now to between 3 and 3.5p over the next month and will look to buy back in at that point, all be it I think a cash raise will be needed to drive sales growth due to working capital requirements.

See the impact on Ecolab

https://finance.yahoo.com/news/ecolab-expects-strong-4q-2021-213000274.html

I think there could be issues with the update, mainly on the cost side. Shipping, transport and raw material costs have been increasing rapidly and continuously over the last 6 months and because ITX's lack of scale, I am not certain they will have been able to align this with price rises. Overall I see a positive future but fear there could be a bump in the road this month.

Have traded TRX this year between 0.5 and 0.7 as took the view this would not be the transformational year in terms of share price. Have come back in today with a small position of £5k at 0.488 and will look to add if the price moves down towards 0.4 which is possible. Believe a move back to 0.7 will be achieved in the next 3-6 months and of course much more potential further down the path. GLA

Been in and out of TXP due to the nonsensical movements up and down / share price now 25% down from the peak in November. Big move down on overall small volume today, so happy to buy back and watch it go back up 25% in the next month. GLA

So The Board had concerns prior to 19th October / concerns which were material and yet they did not disclose these concerns to the market until 18th November / bang to rights and will be filing a complaint with the FCA this morning !

"Leading up to, and following the market announcement made on 19th October 2021, announcing Mr Rocco's resignation from the MetalNRG Board, concerns had come to the attention of the MetalNRG Board that Mr Rocco's interests in BritEnergy Holdings LLP had potentially been or had become significant (with him having become a "PSC according to records available at Companies House)."

Just bought in this morning at 435p / have not done a ton of research here and believe this may drop to 380p to 400p with recovery above 600p taking 12 months. But for me the key is Angus ****burn as Chariman will turn this around, have tracked him at Aggreko and Serco as Rupert Soames right hand man and he is as sound and straight as they come. So will buy some more if it drops further.

Have been invested here for a while waiting for the upturn / during that time have seen my investment eroded by 30% / as my investment was not a large part of my portfolio and as the rest has done ok, its not tragic, but very disappointing. The recent RNS's have been poorly worded, this morning's no different and with all the promise of tomorrow but no good news, I have sold out this morning as something just does not feel right. I have probably just walked away from a 100% gain, but I might just have saved myself from another 20% capital erosion. Time will tell and in meantime good luck to all holding

New poster here, have been in and out of ITX, believe in the company, its' future and it's products. I didn't see any confirmation in the interview about cash, other than a statement on the figure at year end. In my mind if they have not confirmed that they don't need more cash, a cash call will be required in order to fund the growth, so dilution will come and this is what is depressing the share price. Did I miss something ? Yes trading is improving, but with rising freight costs and raw materials together with the growth plans and uncertainty on timing of deals, the cash position looks weak. On the positive side I still believe a doubling 12 months from now is realistic.