Member Info for pwlx

Agree that finally seeing the share price bounce off its rocky bottom is pleasing, but I’m personally less interested in whatever relatively insignificant loss the company might make in 2022, and far more interested in the 5-10 year potential of a quality brand expanding globally and carving out a significant piece of the high end part of the beverage market for itself.

Depends what you’re looking for really, a long term investment or a profitable trade. Good luck either way with whatever you decide!

Only real downside at the moment is strong competition from the budget sector. I still, sadly, haven’t been able to sample EISB’s range yet as they don’t currently retail where I’m based, but have been back in the UK this month for the first time in a year and there’s a number of new brands at the lower end of the market which I’ve been trying and are actually really decent. East Imperial however are far ahead in terms of targeted marketing when it comes to the markets that they operate in so I’m optimistic this won’t be a problem.

Huge expansion currently taking place across the US in terms of bottling and distribution; UK bottling and distribution in the pipeline for 2023; Asian and Australasian sales levels up to where they were pre-Covid when the market cap was significantly higher than it is now; and the Co has stockpiled raw materials already accounted for in the 2021 accounts to protect against shortages and price increases.

For me, hard to see a downside. There may well be some more share dilution coming down the line to fund more expansion but I’m confident this can be delayed until the share price is back up higher than where we are now.

Personally as and when cash flow allows I’m looking to get hold of more shares here before the rest of the market catches up…

Not sure why they wouldn’t but I’m with HL and never had any issues.

Fantastic article - thanks for sharing. Nice to note that UK bottling should start in 2023.

Sam - absolutely agree, that US distro agreement is a game changer and totally not priced in at the moment. Good to see they’ve started distributing on schedule, no delays - well organised.

I’d wait a week or two - price will likely drop again once the buying off this RNS subsides a bit. Not personally expecting any significant lift in the mcap until full year results next May and beyond.

Absolutely - numbers looking great, can’t believe the disconnect between share price and future value here. One of the shares I’m most optimistic about in my portfolio.

Topped up this afternoon - £3k buy is mine. Lowering my average to just shy of 4p, with the expectation that the interim report due in September will show a substantial boost to the company's fundamentals as a result of the US distribution agreement.

Not 100% sure they’re all buys - I had a dummy quote to sell at 5.26 earlier meaning it would’ve shown as a buy as it was above the mid price.

Tygra - I feel your frustration but I do understand what Mac’s saying here (even if I’m not quite as relaxed). It’s not that Artem was brought in and now they need KPMG’s help; the two were enlisted at the same time - it’s just that we didn’t know about KPMG until today. It’s a good sign in my view, although I’m not as confident as some that a deal is imminent.

Usually small amounts going through Freetrade. They don’t charge commission so the spread is much wider and therefore more expensive per share. If I can buy through HL at 7.2, the price on freetrade might be 7.5

Cat - his mobile number is on their website… He’s also extremely quick at replying to emails.

Spoken to John Meyer - he’s clarified that the words in the SP Angel Morning View and “particularly the conclusion” are just his opinion, nothing more.

Personally I don’t see how he could offer that opinion with his detailed knowledge of the company without it having at least some truth - even if just an intention more than a formed strategy. Honestly I don’t know, but I made clear that it’s fairly obvious that information like that should be RNS’d by the company. The mind boggles at how it’s thought that putting that info out in an analyst report, by the same company that’s acting as the NOMAD, is acceptable…

Hi, apologies if this info is out there and I’ve missed it - does anyone know if there’s a web link or anything that the AGM will be streamed on? I’m out of the country but would like to join online if possible…

Can I just say, I filtered Kira (the screaming banshee as Tilly very eloquently and accurately puts it) a few days back and reading this board is much more pleasant since… Highly recommend everyone does the same.

Yes they did: “suspended pending an announcement.”

But just to be clear, the wording of yesterday’s suspension is standard Stock Exchange wording - the company didn’t choose it.

What a load of ****. Sirius minerals was bought out at a discount because it failed to raise financing for the mine. EUA already has one operational site and a finance agreement in place for another. Total unsubstantiated bull****...

I am serious, and don't call me Shirley.

Judge, what world are you living in?! The board would *NEVER* accept any sort of deal that bad! Let alone the rest of the shareholders…