Member Info for martinu

Some Tories haven't got a clue what better alternatives (Eqt) are available. See various newspaper articles today. Apologies, don't appear to be able to copy links.

Have to say I hadn't realised the importance of the scale-up of SweetBiotix. So at least for me, good that SOH has pushed that point home.

Plus, reviews up to 5 now, with 4 being *****. Including a recommendation by a builder! Also, website says 191 of this product bought in last 48 hrs. One person said been using for 3 months. Has it been on market for that long?

As said, financial update expected in coming weeks. That could be taken as, they won't be as early as last year. If so, a bit of a negative for me.

The only real new info was about recruitment of personnel and Steve Riley's departure. Not the first to have had a reasonably short tenure.

And as for Sweet...!! Mañana, mañana...

I guess the SP reflects the slippage in projects, related in last week's update and presentation. Eg Billingham being delayed due to further feasibility of extending the scope of this plant. Also, both MDCs pushed back to H2. And delays to NF, not least because of fires and hoping for completion this year!!

Delays in general due to Covid and supply chain issues for equipment.

For more info see the Q&A posted by IM, which adds to presentation.

However, more potential projects, eg in France, possibly with contaminated plastics. But the market wants to see projects completed and commissioned. And whilst revenue is growing fast (x4 2021), this was below the IMO very over optimistic forecast put out; which to me turned a positive into a negative. I wouldn't expect profitability for a couple more years.

PS: on iWEB I occasionally experience issues when trying to get a quote. So sometimes have to go for negotiated trade which meant I couldn't be sure of price. And definitely easy to sell when SP is rising, than when falling!

Possibly. Will depend how close (in excess) to revenue forecast of £2.2m in Feb trading update. Also, if update is delayed much past last year's date might be seen as negative.

Many stocks fell recently due to macro issues (Russia, oil/gas, etc). But some have recovered. Not so Opti.

SOH recently promised more publicity to drive sales and this seems to be the case.

Also, plenty of volume in market in Opti shares recently. Eg today well above 3 month average. Though TBF plenty of sellers as well as buyers.

Unaudited figures for 2021 probably in about 2 weeks time. Even if we do £2.2m that is roughly 50% increase. But hoping to better that. We still won't be in overall profit, though we are told individual divisions are in profit.

Thought Eqtec said H2 for Italy and Croatia commissioning. Think Q1 is feasibility deadline for plant extension.

Nice Mr Langton.

Also, finally, an interviewer who asked some pointed questions.

When all the progress is put together like that, it shows how busy Eqtec are. But also indicates that projects take a long time before they come on line, (ie start generating energy). Not a lot new, apart perhaps from visits by MPs, which could provide access to govt funding?

It's not the validity of your comment, it's the patronising wording. Speak to your PR team.

Pick - possibly true, in part. But your first post? How would you know?

Leap - completely agree re LPldl.

RoR - thanks for sharing your excellent research again. Better to focus on the company and their plans, than to worry over ST price movements:)

Der Sack - great post. Well done to D Moore MP for supporting Eqtec. Usual bland response from govt spokesperson, with absolutely no urgency.

AS - thanks for the useful revenue summary. With Covid delays persisting, H2 20 may not be as positive as hoped for. SOH indicated (in IM video) in line or possibly beating forecasts. By which, I assume he was referring to the £2.2m. Let's hope we can exceed £2.5m but not banking on it.

Charlie, if you only own Eqt then you can be forgiven for not having noticed the general large market falls yesterday.

Aandi - thanks for info. As implied below, coal assets can't be worth much. So Kibo ability to finance must be questionable. However, if Idex formally sign up then it shouldn't matter.

In the recent IM presentation (at 30 mins in) SOH compares LPldl with a Pfizer statin. Similar reductions in LDL-c and double apoB (prevention of plaque build up, arteriosclerosis). Plus no tolerance or safety issues.