Member Info for PL75

It's obviously a huge generalisation to say this board has been sunshine and rainbows and that the poor progress hasn't been called out. We've got several resident trolls that repeat it on a daily basis. Alongside that, other - myself included - have been more than critical of the poor progress against the ramptastic investormeet presentations. They are finally more realistic nowadays, but that leaves us where we now are i.e. way off the highs and waiting for something to change.

The ever present is the potential and the hope and that's what keeps the holders here. They've been progressing and I agree, not as fast as any holder would want so I understand the frustration and I understand the rant. We've all been there from time to time and that's fine - what isn't fine is the band of bells that frequent the board repeating it daily and you're certainly not one of those.

That said, it's also not as simple as being critical of anyone saying that there have been and continue to be external factors that scupper progress. They've been led along various burger lined paths. The RNS that stated that they submitted the paperwork for the 2 week desktop review months ago is factual. They submitted the HUA application months ago. Yet here we are.... waiting.... again.... they won't be the panacea either, cold hard contracts delivering cash will be the catalyst.

As Bein has suggested, stuff em away and forget about them. Pretend the LFD doesn't exist and that it's just a bonus, look forward to the trial news and it becomes a much easier, less frustrating hold (but I'll put strong buy as I always do - gotta stay top of the ramping charts)

"But this garbage of always defending against yhis and that has to come to an end, its been long enough to simply blame other aspects"

Absolutely! Great! All blame is at their door. Now what? Group hug?

What does chuck us a borne mean?

Don't forget to mention those funds tracking micro caps will have to buy Agent - otherwise you appear to be just a twat

As noted by Zoom, it made no difference when they were added, so I'd expect the same in reverse - if it happens at all.

Also, weren't we moved from micro to small rather than just added, so we're still listed in an index anyway? We'd be a bigger fish in micro, so let's twist it and say to balance against a micro index they'd need to increase, not reduce their holdings.

Appreciated Mr R, CO had already used virtual insanity which deserved credit.

Good point Timster, it should open up some countries immediately

Good question CO, I thought the same, common sense would be to apply to all asap - I would doubt that there's one size fits all. I can see there's some logic if it's viewed that the EU are likely to be the most thorough however, that also suggests that you could possibly move faster with other authorities if they require less paperwork. Alternatively, they've already been given guidance by others that HUA can be granted faster if EU authorisation is already in the bag so it makes most sense. We've seen naive moves in the past so it's worth knowing if Jay Kay is willing to go Deeper Underground in another 2 hour chat

Prof - that's correct - they're mutually exclusive if all the sales are outside the UK.

Might as well throw in some speculation. How's about they're using ABDX until the capacity in Europe and the Far East comes online (progressing well apparently)? PresAl mentioned CoGs so I'm sure they'd welcome switching to a cheaper manufacturing partner.

A sauce has said ABDX are producing and they're not churning them out for fun, so if we believe people in McDonalds then the run rate of sales has to be above the 1m per month from GAD, possibly at a lower profit rate via ABDX. In fact, you'd use GAD capacity first if ABDX cost more so that lifts the sales rate above 2m (? do we know the capacity at GAD? Guessing 2m). Maybe we're up to 3m with ABDXs 1m on top of GADs 2m, with reduced profits via ABDX 1m so rather than £3m, let's drop it to £2.5m per month. So, they're now profitable. Congrats everyone :-D

Timster be spitting out bare facts innit

Yup, it’s possible to have a thought and keep it to yourself, but why not bleat it instead eh? The only reply is equally as vacuous…. We are where we are.

Have a nice day folks

Apply caution, occasionally 2+2=£2.50 and timelines aren't a speciality

Thanks Stodge. I don't suppose you're planning on buying 30m/month?

Ceesor, if you research sealioning, you'll understand why.

Can everyone please avoid replying to the sealion when he posts something on a thread I'm in? It spoils the 50/50 mystery of which bin resident it is. Thanks in advance. I can see from the replies that he's weeping about being binned by everyone. I suppose that goes with the territory of claiming not to care about the company, only the chart and then spend every waking minute on here boring everyone to death with lengthy provocative views on the fundamentals designed to get a response to continue to clog up the board. Oh well, my heart bleeds. If you reply then you're feeding it, said it a long time ago... just fling it in the bin, you'll not miss out

Who knows TL, perhaps someone in McDs mentioned this was coming, those Big Mac fans know their stuff. Strange to have an influx of Uber ramps just before today’s clanger. Lovely for a rinse and repeat

I said that. Hope you’re not insinuating I’m clever. Although if you were I’d respect that given your status as the most respected poster on LSE. Given the many months of grief trying to deal with the U.K. it’s been clear for quite some time they weren’t a focus. Any sales here (that’s the U.K. not India) should be seen as a bonus. Set those expectations low and you’ll not be disappointed by nothing news like today.

MrA, nothing much at all has changed. The run rate of manufacturing is 1m per month and so it follows that sales are the same. It appears only a handful of the 1m were sold in the U.K., so it’s a nothing RNS - other than highlighting incompetence in completing desktop reviews. I don’t think anyone imagined they were secretly selling 1m per week rather than month (especially in the U.K.) - where’s that ramper on the donkey today? Having a McDonald’s brekkie?

Love this, effectively Bella is now looking after company comms. Every email to FTI results in a tweet or RNS making public the results of the question posed.

Yes, crystal clear TL. Seems the only UK sales were to PIs from this board. Not that surprising. So, an RNS to provide an update on something that doesn’t make a difference. It’s sort of an update on sales so hopefully that pleases all those clamouring for an RNS. As is standard for the U.K., they’ve done their bit but U.K. authority incompetence reigns supreme.