Member Info for MrHumble

Their words simplify something . Time spent off other projects for this would be punished by the bigger funds.

That's the bottom line. There is always a bottom line for funds.

Bu8t it should be able to create a few products, a few unknown clients and enough blag to get to December 2026 actuals. Unfortunately we saw it all before with Axis. At least a shelf should keep you all happy with nothing to offer up on CRDA this year (nothing solid 'clients' blah blah only)

I think the net margins quoted for Croda are wrong. I'm seeing circa 50%. Im thinking more like 61% is feasible.

But what they said just highlights the main issue. The low % of a total blend and so the returns actually very low, hence , focus on other projects

WILG there will be products. Most likely a few Amazon cheapo's where no regional regs issues. Until Croda confirm on the regs, a safe assumption. Paltry per unit royalty. It seems to me, the regs are going to be down to each client. They will love investing time and money into that id say

So this is supposed to be a margin winner for Croda. Turn things around. And can't be bothered to produce more samples?

Wow

'Due to limited numbers of formulation samples that we reserve for showcasing at exhibitions and to support the development of commercial projects, we are regretfully unable to support with a further sample request.'

Gardie, for a true blockbuster to you think that would be acceptable to 5B+ AUM's?

Translated - not enough demand to produce another batch of samples. (CRDA are not in a position not to produce 'blockbuster' samples asap).

'Other commercial projects are more important'

'Hege interest' just in case you are a troll lol

Are you lot sure an update due? Im starting to think i should check rather than just listen

Is O Neil the ex CEO? Did a runner once opti offloaded lol (coincidently - no correlation implied)

Hard to understand shy all this research cant find a market.

They may act if you call it a short or a POS. Depends

Mid was moved up cheaply for another high end reserve

The next catch/breather ought to be any shift on Tariffs. Despite the majority of the fall from 2021 not having tariff issues at all

Im afraid any numbers in any other scenario would be a bit weak on paper. Genuine big numbers would have been a Croda rapid takeover.

I know how to confirm real future value. You will be bought out for 10p before any numbers announced.

Not liking this. The silence is deafening.

There may be regulatory or internal issues/disagreements going on, as to what the gerbils can be told officially lol

The trilogy caught a fair few.

This 4.1 million is still a 3.8m joke, minimum.

Thats better

Re official comms. some say not required as it is not a public note. Disagree. CEO referred to it. Material impact statement to gerbils

If wrong, also no official market communications to say if overstated or understated. `

The note is not wrong. No official market communications stating so