Member Info for Myfairlady

yes

thanks for info

You seem very knowledgeable about the business - do you know the names of any if their underlying customers that use the payment processing services?

ha - did you mean to post under that id Bounty as you haven't been seen since leaking the financial info and causing the suspension in January.

Not complicated it's just the dealing disclosures aren't in the right order. There about 8 in all issued yesterday and today from April 21st onwards and they've sold almost all their shares since then. Look at the dates of the dealing to put the jigsaw together.

Agreed - it could he made more straightforward

Next to impossible - lol. It costs $9 to find out!

greybadger - i make it that after shares issuance, MC will be about £3.8m

It is not an expense in accounting terms and doesn't impact P&L. Clearly it is still an expense in layman's terms as in it costs them money and will impact their cash flow.

Sums up a lot of small cap investing for me - it is better to travel in hope than to arrive.

Badger - you can as Autocleanz is part of React Group Plc (REAT)

i assumed you were CWO!

Miton - if it is worth £12m them much of the cash will go in deferred payments or share equivalent, so not sure you can double count all of that in your valuation On a core valuation of the current business, the sp is overvalued as Agenda EBITDA will be about £800k for 2015 and there is well over £600k of Plc costs so underlying business is not making much cash However, there is clearly value in what the impressive Board can do in terms of acquisitions. Who is to say what that is worth? It is also in the Board's interest to try to keep sp high as that will help them to do the bigger deals they want to do.

Happy to debate It if you want as valuing companies is part of my job and I've lectured on the topic to qualified accountants. Strictly speaking, the value of a company is the net present value of its future cashflows. Now one could model the future cashflows of KRP using some form of price curve for zinc and estimates of the feedstock, but all we know is that in the short-term it is loss-making and there is no guarantee that it will even continue in the medium term. How much are the 90% holders wiling to invest in this low price environment? No short-to-medium term prospect of dividends to ZOX for their 10% holding, which is reducing. The bigger issue in the short-term is that ZOX has no money which is why of the three options are in the RNS, two of which involve raising money, one to become an investment company and one to use their technology in joint ventures, and the third one is winding up the company.

Ha - grow up. Don't ask the question if you don't want to hear the answer. Why do you think the price dropped 50%?

I4CU - it's clear you don't like the rational explanation you received for the drop but you posting nonsense numbers isn't going to help. The plant is loss-making at the current zinc price - look at the half yearly report for how much they made at much higher prices - not much is the answer. ZOX also needs to raise funds which is also going to prevent the sp rising in the short-term

Sure, but they will try and keep a microcap book pretty balanced

Wassat - SER is no longer a listed entity; unquoted companies don't use RNS in my experience - not sure if they're even able to

Cashking - not sure if you're being serious but what you're seeing here happens on most AIM shares. In the long term, all buys and sells will end up matching as MMs don't want to be left holding stick in volatile stocks like this so they will match up a known buyer of say 80,000 shares against a number of smaller sellers or vice versa Nothing to do with someone accumulating stock.

humble - are you trying to break a record?