Member Info for oogleflugal

The money from the secondary placing will be used to buy Nigel a secondhand fiat punto as the company car for the new delivery system

Very good presentation again. i think they Ben gets better at explaining the quite complex nature of the business. The refinancing is quite a relief and probably one of the best deals going for any business in these times particularly. Goo of him to comment on the share price action, or lack of it, Most directors would not because they are not really supposed to! Fair play and a totally plausible laid back explanation., as was then question about could he double next years revenue to over a billion! Yes we are talking in billions (actually only half a billion in third quarter) for less than 1% market share. Could be near .75 billion full year. Who knows? Imo this is a ridiculously good business by any standards. The main problem at the moment is it is a’techy’ and as we know many half halved or gone down 90% this year. It maybe that some institutions are forced sellers but there are also many small sellers for some reason and of course algo sells. A good solid presentation which reinforced my holding today.
Gl

Typical. Firstly i see my buy is listed as a sell and secondly why are lse so useless on publishing correct financial stats. They get so much wrong i dont know why they bother. The PE is currently just below 12 not 36.

Everopto and Ironman. You could put this points to Ben directly on Investor Meets Company @ 12.30 today

When nigel tried to open his wallet he was enveloped by moths . Have called in pest control to rescue. Obviously the reason for the delay in update on placing

Capital reduction I think. Market adjustment Supposed to push the sp up not down lol

Scalability is the key word here and what the market wants to see before we get back to the dizzy heights of £1.2 . Good work though double digits all round!

I guess the market will finally acknowledge this fantastic company. Maybe not till full results in January. It matters not as I am here for the long term and will buy on weakness if there is any this time. Has held pretty well after last update

At least they got the placing away which is something of a miracle but really recent updates have been misleading to say the least . Can’t see how in the space of two months they have gone from being well funded for next phase of testing to tapping the market for another 2 million. Will be surprised, but possibly encouraged if they do raise another million by close on monday. The fact that this raise is to see them through to 2024 sounds like commercialisation is not as close as previously being hinted at. Can do little more than give them the benefit of doubt that the strengthening of patent is very necessary but what on earth would they be looking to buy at this stage of the game? can’t say I am anything but disappointed with this latest RNS

Still flying. i see Kestrel Partners (CNIC)were the second largest holder a couple of years back. Not sure if they still are. Seems to be plenty of headroom for more growth

Very much enjoyed the webinar and updates from various CEOs. £35 million left in the tank, mainly to support existing portfolio apparently. The schedules do unsurprisingly seem to have slipped back a little. Blue Nalu i thought was going to be at the market stage by now. I guess in this game a year or two on ETA is acceptable. Valuations are interesting I am surprised to hear that BlueNalu is still on a 2220 valuation, so with a net asset value somewhere between 16 and 19p for the whole group is considerably better than when trading at about 6 x NAV in 2020.
The latest addition from Australia looks very positive too. Milk alternatives are not my favourite. The option to produce milk without cows could potentially be bigger that all the oatey milks put together imo. The impact on repairing the environment is as important. There seems to be a general optimism from all parties that the scaling up issue is far from insurmountable. A great mix of companies covering a wide range of products with the same aim. To produce product more humanely , sustainably and more healthily for us an the planet. Just dont expect too much too soon , but eventually all will be rewarded

If it can go this well in todays market imagine what it will be like when the market turns bullish however long that may take!

Cattleman. More like £100 grand! General trading range at the moment. Wonder if a deal is on the table dependant on the strengthening of the patent. Anyway good luck all. The world could do with something like this right now

What a brilliant idea. Appoint some people who know what they are doing! How many years and meetings has it taken to work that out?

Having just watched the profile documentary on Elon Musk(a must watch on BBC) it’s even harder to fathom the price action here. One throw away comment was ‘even if Tesla could get hold of all the worlds lithium they still wouldn’t have enough to supply batteries for their cars.’ Added to that the ambition to take 100 people to Mars by 2029. His estranged strange father said ‘only a fool would bet against him. He always wins’ so South African.

Ken Woton of strategic equity capital has been hot on this stock for sometime since the raise @12 pence . It is now 5th in their top ten holdings making up 7 percent owning 28 percent of the company. Harewood is the other company I was thinking of. I can only assume their is a liquidity problem with the stock and small investors have taken fright because of the Russian situation. They don’t make money from selling energy but they do get a take off from the contracts they manage. Trading was solid at the last update. Don’t think much has changed other than sentiment. Broker forecast is 25p. In the meantime tempted to add at this price having bought a few more @ 11p recently. So long as the dIvidends keeps rolling in

Mysterious. The update was pretty solid on growth which I must say surprised me followed by an increase in dividend. Fairly small persistent selling since then and this fall particularly on low volumes.Gresham House increased holding and I seem to remember another trust taking a large position . I suppose debt is quite high for the return they are currently getting. Couple of acquisitions too. This rate hike was expected . 2 year recession forecast sounds grim but again we are talking more in terms of stagnation than a serious retraction at the moment. Uncertainty fosters all kinds of possible but unlikely scenarios. We need energy and we need it low carbon and affordable which is what this company is about I thought.

Typo unfinished project

Plus the issuance of 11.9 million new shares to acquire 100 per cent of Tricoya which is equivalent to just under 6 percent of AXS T this mornings price. It’s been a mess this Hull plant. At least they have control. Costs have climbed for the unfinished product. Once sorted it should be good but near term it means they are still not earning from it

I think it’s good news for the long term but short term delays persist. No time scale yet