Member Info for maddogmcree

Welll that rise makes my Christmas a little bit better. Just hoping the company provide a nice update early into the New Year. Merry Xmas everyone

Well always nice to have confirmation via RNS

Just bought in like the fact that they have paid off all debt, trebled revenues, feel somewhat protected by the fact that the Chief financial officer paid 7.7p for 125,000 shares in Sept. He is in the know far more than us Pi's

One for the Road

anyone got access to level2 re opening

yes and i see growth slowed 50 new companies previous rns in 3 months and only 10 new in the last two months

What ever way we spin it - Its still a delay and the market wont like it

As previously reported with Zoetic online sales, Chills online orders are showing very positive results. New orders were up 190% in October, compared to September, which gives strong credence to the fact that the brand is really starting to catch traction online.

The only area that I wish I knew more clearly as an investor is what is the profit margin per mask as far as I can see we are all just guessing unless someone has better intel

I think short term we can assume 10 million per month - without ramping the share so that would still leave fair value 6p per share before any additional orders or increase in production

But as we have both said we have no details of profit margin per mask therefore we are in the dark with true value

I estimated 30p as Gareth in his interview talked of the cheaper masks being 20p and Rms masks being only a little more expensive he never mentioned exact price in the interview but 5 x more expensive seems a bit more than a little. Also I was only guessing re what the net profit per mask is as again Gareth gave not details

So if Gareth cave has his sales team working round the clock to get his machine working to capacity we could be looking at £5 mill a year net profit if each mask delivers somewhere near 10p net profit. PE today would be around 12.

I thought ncyt was about their COVID testing not masks. I guess it’s like a lot of Aim companies the value will be driven by sentiment past fundamentals. Even today’s price has future earnings locked in but if sales start hitting even 5 million a month then it will rise further. But as for long term I am not sure people will still wear masks if given the choice so not sure how long the gravey train will last

I read all the positive news and have listened to Dr cave’s interview where he reports forward orders of 1,250,000 face masks a month now he did not say exact price but ball park would be 30p as he said a little more expensive than cheaper 20p versions if we assumed even 10p net profit per mask that equates to £125,000 per month or roughly £1.5 mill net profit a year. For a company already valued at £77 mill how do people come to conclusions of even double current so. Happy if I have got it completely wrong but would like to hear someone else’s argument

The thing that nobody mentions is that people remain unsure about any long term side effects from a vaccine but there is no side effects to wearing a mask.

What I love about this company is there never appears to be any skeletons in the closet I bought in following the results of the last RNS and the planned trajectory of the company over the following 6months and today the company delivered just as it said it would. If one is not greedy and just want to be part of a company growth story then this is where to be. Very little risk and continued momentum, we will have more supporters after today no need to ramp our company just ask people to read the rns 's over the last year and the company will sell itself. I want to congratulate the board for delivering continued growth during difficult times

Hey alreadyinuse yes it can be quiet on this board but on a positive note our company is doing all the talking with its continued growth as will be evidenced with a merger or buyout in my opinion. Happy to sit here quietly and watch this unfold

I think if the ducks are being lined up then we will see some positive action tomorrow

How many AIM companies are so transparent to get samples verified twice that gives me confidence

A specialised tracked vehicle is offloading material from selected spoil heaps in 2-tonne batches and will deliver 25 tonnes during October. 500 kilograms of material will be head-assayed and then sent to a laboratory in Sparks, Nevada for leach-testing, with a matching sample of 130 kilograms simultaneously air-freighted to a laboratory in the UK where it can be tested in parallel so that the results can be compared and verified.