Member Info for NicetoMichu

''As if someone was trying to spook the SP with a flurry of sells as the Investor meet presentation started, 100K sell at 16:02, then a flurry of further sells.''

A score being settled whatever the cost has come to my mind Mozax..

eg 1 An II on way out the door and looking to bring s/p down as much as humanly possible in the process as pay back for whatever injustice they feel ..

eg 2 Shorting being used for the same purpose

Alternatively, another angle completely:

This being taken down towards someone looking to take ove this co or to partner with it on extremely favourable terms to them and extremely unfavourable terms to IES's existing shareholders....

thanks for feedback on the presentation guys.. right now, I'm most interested in what management - or anyone else who is open to shaing info, around this - know about where the selling is still coming from here.. and no doubt even if they do have an idea they'll not be open to talking about it, I'd guess?

To think that Fidelity took a position here only two months ish ago.. and they're one of the bluest of blue chip II's.. and they were in WAY lower than Schroders too, another very Blue chip II.. and a huge holder here.. Fidelity would have known if a big II dump was still to come and not bought then, I'd guess.. and so my - wild - guess is shorting is the core problem here more than an II dumping, but that's just guessing of course ..

(Does anybody know short tracker data on what shorts are o/s on this right now? )

Also, Fidelity pushing the price up from early 30's to early 50's p in that bying process, seemingly.. made me very confident the bottom was in at early 30's p.. including for a few reasons beyond the Fidelity brand holding here helping a lot.. such as for eg showing that a few per cent of total shares in issue bought could rally this hard.... but the lack of buying ongoingly generally since then is beyond shocking to me.. as the volume traded remains small generally, only a little meaningfil buying could do wonders.. but so so little still even at such a heinous s/p.. and this still so easy to take down from mid 20's down is scary squared..

Generally, whatever turn around this might or might not happen here in the future, I'm ashamed of how bad a bet I've made here. And Apols if anyone bought in here off the back of any of my posts here..

Ps: Management buying some asap now please would be extremely helpful.. but getting some meaningfu sales over the line the most helpful thing of all, granted.. very please..

Are you sure your wife, kids and dog didn't list you on e-bay Steve, when this fell from 8p to 4p .. and they've gotten no bids so far .. and now it's 3p they're not expecting any bids for a long while yet ?

In the round, a decent towards good interview that imho

Clearly strong invoicing AND cash collection in Q3 here .. and that 97% cash collection within 30 days of invoicing is BRILLIANT news to me - the arrangements with banks where they're advancing credit to farmers to pay HMI.l is transformational imho - and this s/p is just plenty too low at 7.25 p ish as I type, imho..

The - likely imho -big II seller in the wings, IF they're still in play today and beyond, is the major problem, granted.. but they'll be significantly down on their bullets left to fire now, whatever... and when they stop selling I expect this to rally back to 10p plus smartly enough.. and buying done in the 6 to 8p range around now will be looked back on with much fondness in the not too distant future, I'd guess..
Imho & DYOR

''Well they have been clear, stage 1 of SR will be completed by 30th Sept 2022 and then interested party will be invited to stage 2.
What more do you want? If there was no interest we would have had an rns confirming this''

I know you are.. I'm sure you are.. You're h a p p y... Maestro

I'm a bit shocked you only got one tick up for that post ..

...Clapper number dwindling, perhaps for good reason.. but no one knows anything for sure .. that said, towards balance, my guess now is that there wil be no stage 2 to this strategic review.. but great if I'm wrong.

you guys..
but oh the fun we have..
apart from the losing money bit..
but you still gotta laugh ..
..else you'd end up in the nut house from playing this game..
..and it's a brutal game where most lose at every time frame you care to mention..

PS: But low.. sell high .. you know it makes sense Rodney.. cause this time next year ...etc... !!!

PS:
Q for Brian: Is he aware of there being a size seller ongoingly in play in the market in Sept/Oct, as there was in at least August? And is it likely to be who I think it is in my below post?

It's gutting that a size seller - imho- feels it appropriate to keep selling even in 6p's..

As stated already my best GUESS is that D&A Holdings continued their sell down exercise - of August , maybe some in July too even - in September and are ok with selling at latest very lowly s/p levels because chunky selling in v approx.10p to 13p previously means their overall average sale price could still be close to 10p even including selling some in the 9's ,8's, 7's and even 6's p currently.. indeed they might even be in the process of selling out completely, I'd now further guess as a possibility.. and, if yes, could be inside last 5% of holding left now.. which could go fairly quickly anywhere vaguely around such lowly s/p levels; especially, hopefully, off the back of Brian's interviews this week, when size buyers will see this as a compeling buy anywhere around these levels and mop up any remaining size sales quickly.. and this hard s/p fall can start to be reversed soon.... very please
IMHO &DYOR

50 odd per cent down likely marks you as one of the better performing holders here Lamps ! eg this stock is now thereabouts 90% down from peak.... and that's an more or less ongoing fall over a one and three quarter year window too... approx. half of which AIM was still in a bull market.. so, even by AIM standards that's horrendous.

Sadly, an awfully a long way back to breakeven for many many here .. ie we're talking 4 or 5 bagging from here for plenty, including some II's, getting back to just breakeven ....

But some good sales announcementS would no doubt get a bag or two back readily enough here, i'd guess.. so here' very much hoping..

your high quality analysis is very much appreciated f15jcm.. Top Man imho !

...and how much deposit is required at order submission time - and if that is non refundable if order cancelled- and how long after order delivery is remaining balance owed required to be paid ... would be needed there too for meaningful clarity AHInvestments?

Some sort of high level steer 'on average' basis around lags between payments received versus orders submitted are what's likely to be offered, if anything, I'd guess .. he'll have such calcs. thoroughly worked out no doubt.. how much of this Info. he's currently prepared to share is another Question..

Indeed you don't know Noel .. and neithr does FK1, but he has been very right in his views so far, obviously ... but nobody knows for near sure what the future jholds.. there's always some chance .. until there no longer is any chance eg bankruptcy..

There is of course still a chance this can be turned into a profitable business in the end.. they've had a lot of do overs at getting their offering 'right' here.. so, maybe, if even by the laws of averages they stike it lucky/right this time around.. here's hoping.. but if if not, many chances have been given to the management team here already, many...

There are a number of quality posters here ongoingly, in fairness.. much appreciated by me, especially now I keep even less tabs again on this co.

And while I stand by my happy clapper banter, I do get that that plenty here are strategically presenting the positives only while disregarding the negatives, negatives which they have a good understanding of .. - 'why who you talk down your bets etc' - and only some here just don't see the negatives nearly clearly enough in the first place.. (with every stock, there are of course -plenty of - negatives too.. )

I post now as I identified with AM 90's thinking a few posts down around looking at ways to get some funds in without trying for a market placement.. and I also add that my view strongly remains that they need to revise plans towards spending far more slowly on exploration for a - good - while to come now...

PS: If there is an expression of interest here by end of play today that merits going to the next stage of investigation that would be very useful, no doubt.. but it would have to be one that the market takes very seriously from the get go to have any meaningful impact on s/p .. I'd guessed there might have been some sort semi serious one, that ended up in the bin sooner or later.. I may easily be shown to be wrong on even that now, I'm thinking as I type this post.. but as the original guess of mine included it coming to little meaningful in the end, the market getting that quickly is natural follow on thinking, and so it wouldn't be majorly useful to the s/p around now anyway.. and still mean a raise would be super tricky - but not impossible of course .. as discount far enough to the latest s/p and it can still be done, I expect - in Q4 in all sorts of ways... so my pref. would clearly be that Lnd.l management hunker down and slow down exploration a lot for a good while.. and try and be innovative towards raising some money from means other than a market placement...

Generally, I continue to put my money where my mouth is here and sold a tranche in 17's p and a tranche in 16's p here recently .. and have now only 25k shares left here.. and so will annoy you all less again as we go you'll be pleased to hear.. unless I start adding back here .. unlikely but not impossible.. on a very good news RNS for eg... or on this going close to 10p for one reason or other eg heavily discounted placement.. I hope for the rest of you it doesn't go any lower than current levels though.. and it's awfully low versus fundamentals already imho..

Transparancy is very important .. and now we're getting some more of it, that will naturally beget questions towards getting some more again; fairly/rightly too..And so further transparancy will be forthcoming as we go, I expect.. and people will be able to make more informed assessments here off the back .. but, generally, I don't expect there to be major issues coming to light from this growing transparancy process.

Meanwhile, the big picture remains that this is likely a business that's in the early stage of transition from survival to thrival, and all that comes with that.. eg no longer looking to be as creative as possible around accounting standards eg allowing management move away from Mom and Pop shop type operating to a more professional business operation, with for eg Brian now able to invest more in relevant professionals towards offering higher quality communications, including in the companies RNS's ..etc.. ( ps by far the most crucial part of this transition has been underway for a fairly long time now, thankfully..around growing output and sales capabilities robustly.. and seems to have ben going pretty well so far, thankfully )

The main issue by far here around now for me here is there appears to be a continuation of selling down hard at whatever price by D&A Holdings - I guess/assume it's still them ? - and when such a large holder does this in any small Illiquid AIM stock, it's carnage as a rule.. and in these markets, it's carnage squared.

While I don't have clue why they're doing it and so won't bother guessing why, I do note this selling was hard ongoing well ahead of yesterday's results RNS'S.. And until they're done this s/p is going to remain very 'challenged', alas.. but when they're finished their selling down .. or maybe out altogether .. I guess plenty of people will then see a very interesting buying opportunity here. eg As much as 15 to 18 p might have been overcooked here x months back, 5 to 8 p - or whatever in this area - is as undercooked now. So I'll just hunker down and see this as a more medium term bet now..

Imho & DYOR

Disappointing day in this share in sundry ways.. and feels to me like the Brian is only open to deciphing the fogginess that has previously generally existed in the numbers here in an incremental fashion in line with the business's growing momentum. and some are just not going to like such a style, perhaps feeling he's treating them like babies for eg, and just go ahead and throw their toys out of the pram - ie sell shares - as babies do..
(altenatively Brian may also say the numbers fogginess was/somewhat still is necessary for commercial sensitivity reasons too, I guess.. towards me offering some balance on another angle perspective)

Whatever, I'm still pretty confident there's a successful business in the making here and selling at sub 10p .. or 12p even.. will prove a bad idea over not too long a time horizon from now.. imho and DYOR.. but everyone does what they feel is best for them at whatever moment in time, I understand.. and the s/p is what it is at whatever moment in time.. a miserable 7.25 p ish at this moment in time.. ouch

i made that same mistake originally f15jcm.. witness my original post this morning as proof :-)
There are some good analysts posting on this Bb.... much appreciated !
(And there'd need to be as the RNS 's around sundry numbers here can seem to be a bit 'foggy' )

Many good points being made here on the profitability of this busines going forward.. Interviews / Call to come with Brian should clarify the validity of such thinking, I'd expect.. and therefore the market seems to be realising that the fall this morning, from an already lowly 9 p ish, was well overdone.. and so I expect thie rally of last hour or so to have some decent legs.. and I did my bit to help this rally by adding twice between 7 and 7.6p... Again, per my earlier post, anything under 10p here is a good buying opportunity imho.. DYOR of course

both your posts very well put ..your first post espeiclally

That's very well put grshaw..

and, after a few time spaced apart reads of this RNS and some morning reflection off the back, I'm now not going to put anymore money in here until I see some meaningful sales announcements.. but I have no intention of selling any around now either... fortunately, I can readily afford to be very patient here, as needs be.. and am a little consoled
from having - I think - a low average versus the field here ....

Generally, In these markets it's easy to get a share price spanking.. and while I'm gutted that this is now 25p ish as I type.. I understand the markets wants meaningful revenue generation asap here and when that's not being announced, in this environment, it's a utterly brutal time for this share..

Here's to the company announcing some meaningful sales revenue asap.. very please !