Member Info for MrBB

Looking forward to the update which will hopefully settle nerves & confirm that we continue to perform well , despite Esmo

In the final analysis the cornerstone investors dictate our future & it may be a lousy time to sell but its a great time to buy - weaker cu price,uncertainty over outcome of litigation,proven reserves not yet substantially increased, new mine not yet permitted & Rio Tinto expansion not complete until Q2 19-perfect time to buy for less than would be payable a year down the line.Our brilliant CEO will, no doubt , be offered a lucrative deal to join the acquiror & everyone happy -well , except that other shareholders, including us, will have little choice other than to accept a lower price than if we were a truly independent company.At least it gives we long termers an exit & we can all put Emed to rest !

It will be disappointing if no announcements are made during the Paris show

Apogologies-should have said 2 weeks,until 23rd

Agreed Chequers-selling is notoriously the problem most PIs have .Markets go thro periods of volatility & as long as your shares are paid for you have to ride out the ebbs & flows .Phenomenal divi about to be paid & trading update in 2 days will hopefully reassure The Market.Market volatility should help Plus on the trading front so let’s see what 23rd brings

Perhaps Spike Lee could make the movie

I will email Amati & ask what their view on SEE is -not sure they will elaborate but I am in Investor in their funds

Over 2.5% divi yield with potential for a recovery in the SP & an increased total divi for 18/19 tempted me , with prospective yield of 5%-7% & the possibility of capital growth is real & sustainable (for once here) + our tiny market cap with growing & diverse revenues may make us attractive to a larger competitor ( at some future point)
A small addition to a larger holding !

Well- I put my money where my mouth is this morning & bought a few more for 9.67p.If the formbook is anything to go by & if we really are in recovery mode Executive Directors & PDMRs will be buying moreshares , as they have done previously following Results-so lets see if their actions prove to be predictable.

I agree that Guardian will not be sold but will be moved to a pure licencing deal whereby we make less per unit but with substantially higher margins on substantially higher volume.Trying to supply & fit into exists fleets around the world always seemed like a tall order for any company ,let alone a tiny Aussie tech company.Hopefully we will be supplying the manufacturers of commercial vehicles & G2.G3,fovio will be installed at the point of manufacture,eliminating the installation problem completely.If new capital is required I would prefer it to come "off market" (rather than another discounted placing) bringing on board a serious strategic partner (Softbank,Apple ,google etc ) for whom an investment of $50mill,say, for 10% would be small change , but for us would be truly transformational.we all appreciate the substantial potential here & we just have to hope that it can be realised with Jacks guidance.
It would also be great to see Jack make a decent investment here too !

Who would have believed it - profitable by 19/20 with expected revenues in the high tens of millions of $ !
Surely our SP will react positively to that news -apart from a generally very positive update

Todays RNS should be well received - not because it will be immediately revenue generating but because it shows that our new CEO is being proactive & looking to develop our tiny company & move into new directions whilst presumably keeping a keen eye on the potential for profitability.
Our new recycling plant which will be operative from Jan 19 could prove to be be the investment which transforms the perception of CRU as I suspect that it will be at full capacity fairly quickly & generating much needed regular revenue & may just allow our SP to regain former higher ground,particularly if we continue to trade positively on all other fronts.For the first time in quite a while i am tempted to add more at these levels.

Sounds like good news to me & possibly why we have been referring to our substantial data bank recently & this appears to be the first opportunity to monetise what wee have as a by product of what we do & ,I presume, all revenues arising will be very high margin.Lets hope for great contract news worthy of an RNS in the near future confirming our position in Japan & consolidating our position in the US ( Vw would be great in Europe too)

Excellent summary Lindon & I broadly agree with your conclusion.My investment here came via my holding in SKP & ,at the point of takeover, I was in very decent profit-eroded substantially by the halving of the Vec SP since then.
Clearly I should have sold but as I didnt I too am holding for either the inevitable takeover,hopefully taking me back to where I started ( 150-160), or excellent news in respect of our major portfolio prospects, including the announcement of a substantial generic Ellipa range of products & collaboration with a global major.GSK clearly have a substantial vested interest in acquiring us but if & when they play their hand there may well be other interested parties-particularly with view to the complexities of our various collaborative arrangements with rivals to GSK.
Not every (stock market) dog will have its day but with our existing business,pipeline,prospective generic pipeline & substantial bank balance- I do believe that we will & I recently increased my holding further.The shorts have been reducing & at some point fund managers will start picking up "cheap" holdings as the next 12-18 months could,at very long last, provide us with some positive excitement.As ever, AIMHO

Pity they did not offer matching shares whereby the employees would be entitled to 1 free share for every share bought in the Market-so if a key employee bought 100k of shares today for £7500 he/she would get 100k free shares - fantastic deal for those who believe in their work & the potential of our products.
Still no sign of Jack buying in the Market ?

Great news & endorsing the view that we are a shrewd acquisitive growth company, wehose reputation 7 therefore rating will continue to improve. .Looks like a great deal for us & the vendors-who walk away after 3 months with the best part of £20mill-win/win.

As expected but the 0.25p dividend was a pleasant surprise & a prospective dividend of 0.7p this year puts us on a prospective yield of around 6p & prospective PE ratio of around 7.We are a tiny company in a very unsexy business in which disasters have occurred with monotonous regularity.Mouldings being profitable hasnt happened for years & despite Mick woods doubts our new Automotive business seems to be doing well but perhaps the new jewell in our crown ( & our crown has been without jewels so far) will be our new recycling plant.If the interest is real & we have the capacity , this could be a future generator of regular cash flow which may even allow our rating to improve.
JG is getting on & as a relatively small number of individuals own a relatively large % of the issued shares, the 5 year plan may end with a disposal but it is very unlikely that we will see stellar returns here & ,at best, a solid investment providing a decent yield.Hopefully our SP will move up towards 15p + again & any acquisitions will be low cost bolt ons ( preferable bought from The Receiver)

I would hope if Big Boys were getting involved that they would be buying in larger blocks than 100K/250K.This is certainly one of the best researched Boards out there but no one here seems to know anything - but someone does

I reckon Jack has pushed for absolute pragmatism & convinced Ken that it is always best to over deliver & under promise.Hopefully as the year progresses we will exceed expectations & our SP will respond accordingly,assuming a bidding war doesn't start soon.I agree that I have my large number of tickets & now see how the plot unfolds under Jacks strategic guidance

VSI are ,currently,an important shareholder but why would they not accept a fair offer ,if made .30p would give them a profit of about £50milll & their 2 senior guys boughtvshed loafs personally .On reflection most of us would do extremely well @ 30p & ,yes,of course we want more ,but right now our recent high seems attractive