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Tw is being a baby. He is now lying about what was claimed he is the fault of the sp decline. Has anyone blamed he is the 'sole' reason for the decline? I may have missed this. I don't think anyone on here or ad vfn has either and elrico certainly hasn't. I'm allowing my sub to sp expire. I'm tired of his victimhood and not he has been caught in a lie just so he can record another bearcast about sbtx. He hasn't even admitted he was wrong about the modi value. I won't be paying for his opti video.
Mol, how would anyone put a figure on a new product in a new market. Even you have refrained from doing the same for any number of opti products sold in India. Even sbtx has not ventured a figure because they have no data yet.
elrico, tw has put your posts up on share prophets. Interestingly the time stamp makes it look like you were wrong, as i also. Its a good job you grabbed them because it does look like tw tried to reel you in to make a fool of you as vengence for making him look a fool of 34 year.
Ol, it is very simple. elrico claimed the modi deal was not included in the broker forecasts. tw claimed elrico was talking nonsense and his 34 year experience trumps him. We had confirmation yesterday elrico was right and tw was wrong. Elrico said technically tw was correct but he allowed his anger cloud his thinking and missed clues he had pieced together. He was clear he was hyperbolowin or something and needed to confirm with sbtx. This arrived via the CFO yesterday. Yesterday also made clear he still access to sbtx execs tw does not. Although id have pref an interview so further qs could be put to as rather than the drip feed of specific issues which he seems to be able to report on.
Come on elrico, as, get this mess sorted. we need regular podcasts not the odd snippets.
Ps. elrio do you or alex ever answer emails? cheers.
Excellent point, aqua. Combine the £1.82m with an even bigger market, is it not reasonable to anticipate revenues from dermatonics alone in excess of £4m on a fy basis? And what of the growing axis sales. I'm beginning to wish i had not sold some of my sbtx to buy opti after reading alex's update.
Ol sometimes you have to give credit when its due. You may not like him but he put his 'neck on the block' and proved himself right. It could have been damaging for him. Tw has been proven wrong, as well as my doubts have been proven wrong. I was convinced tw was right and elrico was grasping at straws in a desperate attempt to limit the fall.
Well done elrico. Thank you for your efforts.
Elrico, i would love you to be right and tw proven wrong. The longer we go without a revision or confirmation to your claim the umg partnership is not factored into the forecasts the more dire the situation becomes for as. I think you are wrong because it would have been announced by now. The pressure being placed on the CEO and CFO is enormous. The risk to their position is lookig perilous. Tw is arguing they are both gone and even holds off from naming a source. I cant wait to read your versions. I don't envy you.
I think aqua is saying the modi manufacturing and distribution agreement was expected to take several months minimum or even years. He reasonable logic was applied to similar announcements by opti, most of which have come to nothing several years hence. The notion sbtx has been surprised seems a reasonable one given the shocking rns which gave the impression the modi deal was in the current forecast. This seems ludicrous otherwise why acquire dermatonics? Either the board of sbtx is far more incompetent than many argue or worse they are liars. I know which i prefer. I agree with aqua and elrico version not because i am desperate for a better spin, its more logical. Unfortunately, we will need to wait for tu for the conformation of who is right, tw, sceptics or aqua and elrico.
Someone with more experience writing rns needs to take over because they make a mess of the message everytime. The modi deal should have reasured investor of the accretive nature of the buying dermatonics, but cavendish has let the company down yet again.
Oleric thanks for clearing up the confusion.
I don't think your method of 'challenging' elrico is the correct method. You always come across as a troll. I now understand why. You give the appearance you blame elrico for your losses rather than own your own entry. I was relatively new to investing several years ago via inheritance. It has been a steep learning curve. Even so, even i understand i am responsible for investments and never blame a tipster or someone providing research material. You cannot help with your digs at elrico at every opportunity. You did it again, with 'if true'. He has made light of the it unlike tw, he has made a huge event of it by playing the victim as though it is he that's the victim in the vendetta.
V good read covering the downside and potential update. The analysis provided spells the downside clearly. I agree, the upside has far potential for investors to be caught on the wrong side of the trade will be far more costly. The floor is close, the roof is several floors higher.
Oleric would you care to explain why you claim i said elrico has sold all of his sbtx shares? I never claimed any such event took place. Even if this lie was accurate it don't follow he should stop discussing the company. An example his reader and investors he was selling opti and hvivo days before he did and he still covers them. What is your point other than to cause trouble and make stories up? You add nothing but spite and bile.
the world has got to stop blaming tw for all its sins. sa made promises before xmas and he did so after being warned not to by elric. it became obvious to many as was not going to deliver. when he did it was via a bs bond facility. ok it may prove a masterstroke if the bond holders convert in the 20s or 30s.
what about the pregnant pipeline before xmas. no news on oral, acne, acquisition was on the wrong side of xmas and the next will be via another bond. time is slippy by for anticipated update from croda and later this become minimal sales such as today will have a disproportionate negative drag on the sp. meanwhile, idiots like phat will bait as and investors because that's what insecure investors do. they can't hold themselves accountable for their investment mistake so seek to blame others especially when they have persuaded collgues to buy compounding their anger at their own panic.
i have been watching the amazon launch closely because i know two businesses that launched on prime and build a very good sales base. a plc such as sbtx made a silly mistake. it took them weeks to launch on prime and then failed to keep stock levels as t&c are agreed. howevr, there is glimmer of hope because the feedback from friends suggest the launch on prime would have required stock levels around 400 to 600 units. axis sold out very quickly but momentum lost due to poor planning. have they not learned from dermatonics? surley they got tips from their new sales team?
sa needs to own his mess and stop blaming tw. its no coincidence the sp slips to a four year low when sa shuts the door on the 2 helpful outlets, tw and lemming and all because of 1 or 2 trolls on her. well done nick and phat. i hope you feel your job is done. ******s.
You can't make it up. The trolls see lemmings everywhere. Aqua goes into great detail helping investors understand the sugar labelling process in stateside and gets attacked by super troll mol. Instead of being grateful he uses the confession from aqua he communicated questions for lemmings to bat to SOH and get answers. Funny how that works so smoothly and hated by some self ritious trolls because all they have is hate for others work, craft and work. O fcourse the troll with a grudge nick plays the support role and wonders why he is 'hated.' Its not hate, its loathing and contempt because most of your effort is aimed at killing off avenues for investor communications with the company because you think you have the monopoly on the ability to read an rns. The sheer arrogance of you nick is putrid.
Aqua, i for one am grateful for your version of the lemming article. It was a very good supplement. However, i am not convinced sweetbiotix is down to just labeling stage of commercial viability.
you may be right mad. even so the mood is moody and trust is gone until croda delivers. god help sa if there's a whiff of another excuse croda launch is scheduled for 2025 however good the reason. the final hurdle must be the clinical studies, no excuse for delay if the studies confirm scale up findings. we were told to expect the clinical study news in early 2024. the nervy clock ticks loader each passing week without a confidence booster from croda. in the meantime we can expect more convertible bonds and more excessive ******** from tw. all the while sa provides the bullets for his gun. more bonds more whining about them without assurance they are not flipped.
Lord, i agree with you elrico can sometimes be too familiar and should be more professional. A good example can be seen in the contrast his son Alex writes. He is always formal Mr O'Hara rather than Stephen.
I have no issue declaring i often find rns items confusing especially when they are poorly written or over legalistic. My overarching point is why do you and others like oleric and nick persist in attacking someone that is trying to provide a service some people are happy to pay for? There some very smart investors that contribute here that see value in the service. Is your hate or contempt blinding you to the fact he is helping promote our investment to a wider audience. Other than share prophets there is no other outlet actively providing analysis or opinions, be they right or not. Shares mag, IC, Money week, etc, all feature opinions and analysis. Nobody gets it right, period. Anyway, elrico is not providing tips, its purely research and opinions are kept to a min.
You may not need or want a thridy party opinion. I doubt this to be true as much as you may protest so otherwise why are you reading and posting on these boards?
It's astonishing how much effort you put into trolling, considering you have no interest in reading anything written by him. Something isn't making sense.
Oleric first of all, elrico does not write about opti, Alex and Mike do. Second, elrico, Alex and Mike are perfectly transparent about their financial interest because they are declared before they even write about the company. Third, elrico gave several days warning he was selling his opti shares a long time ago. He even produced a long winded reason for doing so. Btw, he said £5 or 5 years which ever comes first. If we are to trust what his son says, he has been trying to get his dad to buy back. He hasn't yet as far as whats been declared.
I hope those facts help you come to terms with your mental turmoil.
Lord rns reports are written in a legal format and many are so badly written they raise more questions than they answer. There are many publications that require a subscription and all of them feature communications with boards of plcs. They provide a service for people like me that are happy to pay for the service because they save me many hours i do not have because i have a busy lifestyle and badly organised. Additionally, i all of the writers and analysts over me understand any day. So why get hung up on such services if they help with the research and understand, etc? As long as there no rules being broken it should not be a problem. This vendetta you have against elrico is silly. I think i have said this before, i also had a problem with him a few years ago. It was a silly misunderstanding. He reached out to me and we had a talk over the phone. He is a really nice guy with a crap sense of humour. I found him to be very helpful and willing to spend time helping others when he can. He didn't do this because i was paying him because he had a free service back then.
Why do you ask him for a chat and hammer out your concerns?