focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
https://www.linkedin.com/posts/jeffrey-vander-linden_savethedate-activity-6999419020080726017-KCiT
Just listened (recording now available via original link). Think SOH felt he would address pre-submitted questions in the presentation. Got the impression that IM will publish further Q&A, perhaps tomorrow.
In general, it's like we have been set back 2 years. In part due to Covid. If this was the start of commercialisation, I would be optimistic. Clearly it is not. It is difficult to accept that we are now at the start of meaningful growth in revenues (and margins). Only time will tell. I will continue to hold and hope. MU.
PS: And try to resist checking SP, etc daily.
Is it surprising (and disappointing) that PBX have had nothing worth RNSing, other than financials?
Thought he might have posted something on LinkedIn after his visit.
Mol - I try to keep tabs on posts via LinkedIn too. Are the two large guys flanking SOH, Probiotix and Prebiotix? Could be 2 new characters for Asterix to promote. :)
Link to Italia MDC partner on LinkedIn. They seem to be getting on well with projects for other partners. Hopefully same for Eqtec.
https://www.linkedin.com/mwlite/company/cosmi-srl
From website:
"Latest News – September 2022: A plant operations team has been recruited and commissioning of the Plant has commenced. The MDC is expected to complete commissioning and become fully operational before the end of 2022."
Can't say when, but as gross margin appears to be around 20%, and admin cost + other losses were around €6m (2021) then if those figures remained similar, we would need roughly €30m of revenue, to be in profit. Before tax, etc. Subject to Aandi or someone making any corrections.
Just in passing. Still questions being asked in PMQs about concerns over incinerators. And permissions being granted. One day gasification will get a mention.
Putting=outting.
CholBP should be bigger than statins. ??
Aandi - it always appalls me that politicians, when asked about green energy can't see past solar and wind, though they do start to be throwing in hydrogen as an after thought. Never heard any mention of gasification or processing of RDF.
As for come on Ms Truss. Yes, come on and resign.
Our COO was at Toyota at Deeside recently. Hope he made good use of his time.
https://www.linkedin.com/posts/jeffrey-vander-linden_toyota-celebrates-30-years-of-manufacturing-activity-6984477159901798402-xOnt
Mol - thanks. Looks promising.
Both MNRG and Kibo didn't look great partners when taken on. Even Wood have loads of debt but seem more credible. I think the whole board should get their hard hats and site boots and go to Italy and act as labourers until our first MDC is up and running.