Member Info for roger65

wow Vanadium prices up, great exchange rate for the Dollar against the Rand. We're down another 4%. Haven't been at these levels for 5 years. Fortune is obviously doing a great job.

Given there has been very little buying for the last two weeks in spite of decent comms from PJ and the team (more selling in fact imho) it really does look like everyone has taken a position here and is awaiting proper results from the assays. That means the sp is poised either for quite a surge or quite a dip depending of course on what PJ tells the market. If this ends up not being commercially viable the sp will tank big time as, even though there are numerous other prospects for POW, the sp was hovering around .8p before the Molopo excitement began. The other projects (tungsten, uranium, gold) have not lit any kind of fire under the sp to date and PJ must be starting to wonder what he has to do to fire investors up to see some proper interest here. A great result from Molopo and POW and all its other projects are set fair. Mediocre results and there’ll be plenty of placings and cash raises on the horizon imo.

Fingers crossed for PJ to tell the market ‘the results have not met our expectations - they have exceeded them!’ Or words to that effect.

Judging by posts of Carlos and Guy I’m assuming System says I’m ‘wrong’? What a total idiot. I’m stating what is in the RNS and is nothing but factual. What you post System is nothing but fatuous!

There are projects these members of staff have to deliver in 2025 by end of June. That to me suggests they can’t reasonably be expected to be delivered before then so these options are highly unlikely to be taken up before then!

Yes, good news lth14 but it’s not an indication of anything happening imminently. The options last for 10years (!) and are subject to certain criteria being met. No bad thing apart from ‘ completing certain strategic projects in the year ending 30 June 2025’. IN the year 2025. Not before then. Patience needed for the big rewards here.

Come on Guy, that’s uncalled for. I share much of your frustration with this stock and its performance to date but we are getting closer to that NICE news February and for me that’s going to be a tiring point for GDR. After that it’s up , up and away for a fair old while. It’ll make up for the last three years and some.

DSFLAT is reminding people of things to be positive about so I’ve no problem with it. If he was posting it every other day or week then it’d be irritating but he’s right, for new potential investors - and he’s been encouraging investors from other stocks to look at GDR - it’s incredibly helpful and useful to see at a glance much of the good stuff relating to GDR in one visit to this bb.

Well it certainly isn’t me!

Can we assume that delayed trade of 3million shares is a sell, seeing as it was at 1.388? Odd when all the hype is pointing to further positive outcomes. Someone wants out with their £47k!

All mms are currently punishing all stocks as much as they can. General market conditions are awful but the mms will ensure they’re ok well before presenting anything remotely resembling a level playing field for pis!

Accurate trade reporting on most stocks also worse than ever atm. All skewed to screw pis imho

Final sentence…. benefit them more than anyone!

2) * missed this off the end….. so badly wrong!

Several reasons actually.

1) a recent placing of £1.5m done and out of the way, so they have cash for a while.

2) a Director buy of £300k. Surely no one in their right mind being in such a position of close proximity to the company’s operations would get such a call s

3) from the recent Interim RNS : Verditek has seen an encouraging growth in enquiries from potential customers in the six-months to 30 June 2022, and around 50 projects have been delivered in the period, a combination of commercial and trial projects.

4) in light of the current and ongoing energy crisis and rising cost for fuel I thought this is a sector with huge growth potential

5) Successful certification should allow our panels to be sold in most countries

6) The Group is currently developing its Generation 2 panels with enhanced fire-resistance, with a target of producing the world's first lightweight semi-flexible Class-A rated fire-resistant solar panel. This will open up potential markets for solar roof-top applications in the UK, Italy and Australia.

7) Verditek also continues to sell panels direct to businesses; we are delighted to announce that we have recently secured an order to supply 120kW solar panels to an international logistics provider in Thailand who will use the panels on one of their distribution centres. The order uses standard sizes panels from existing inventory, which will be modified according to the specification of the customer. Verditek expects to deliver this project in Q4 2022.

8) collaborations and partnerships still ongoing with Paragraf, Metrotile and PROTAN AB as far as I’m aware.

9) We are in discussions to license our manufacturing technology to a larger scale, automated plant and we have received expressions of interest from others to build similar plants elsewhere in the world.

10) Despite recent challenges, we continue to see positive opportunities develop for Verditek and believe the significant investment into the development of our flexible, lightweight solar panels will soon bring about meaningful financial reward.

In this last reason I chose to see an emphasis on the word ‘soon’.

I do not believe Verditek had yet seen any contracts or revenue generated by the association with Bradclad and so current revenue levels should either continue or, as stated by the company, increase in the near future. I therefore cannot see how yesterday’s announcement suddenly puts the company in danger of administration - were VDTK in danger before the Bradclad announcement? - or warrants a drop of 40% in the mcap & sp. These were at higher levels before the Bradclad announcement so I choose to see yesterday’s price action as an overreaction and us now being oversold.

I think the BOD are highly experienced and well connected in the sphere and most likely have a far longer term view than many pis and are willing to bide their time for success. They have a huge amount of shares so value increase will benefit them mor

Are we in auction? I can't buy any shares at all on HL

is that there had only been one order for VDTK's books with Bradclad anyway so I assume other sales such as were reported in Results RNSs continue as before. It's just that the new income stream with Bradclad has now gone. Clutching at straws?

Given we've seen a hefty drop of about 40% this morning there will surely be some kind of communication from the CEO to reassure share holders here.... If not then what are we supposed to think lies ahead? I dread to think. I put over £100k into this company fully believing I was supporting a company on a huge growing sector of renewables, mostly after the positive RNS in Sept, which was swiftly followed by a Placing and a TR1 informing us one of the Directors had bought £300k worth of shares at the placing price of 1.5p. From then to now in seven weeks is something of a disaster but I was worried about the lack of progress on the Certification but again, we were reassured this was in hand and expected in due course. Was RR lying? Did he dupe even one of his own Directors into buying shares? Surely that guy had more of a clue as to what lay ahead than any pi?

Head full of questions and I'm shaking to see so much of my investment disappear down the pan without so much of a word of apology or humility from the CEO Rob Richards.

Does anyone else think there is something odd going on? It's an impressive team of Directors so I'm finding it hard to believe they could have got this so badly wrong.

Actually, make that £100k he’s now down having bought £300k at 1.5p less than two months ago.

This was from RR in a recent RNS announcing VDTK’s JV with Bradclad:
Following extensive development with our partner, the Company is now poised to enter the large-scale industrial market with its light-weight solar product partnering with one of Europe's major membrane roofing manufacturers.

So all that extensive development is suddenly out the window and instead of entering the large scale industrial market we’re told there might not be any sales at all. I’m sorry but it just doesn’t add up. Not a word from the CEO to reassure share holders other things are in the pipeline. Not a hint of ‘this is disappointing but…’ and of course nothing along the lines of ‘we’re sorry this has come to nothing…’
Gavin Mayhew must be chuffed to have just lost £60k in value of his recent purchase in one morning.

Someone has also been quietly accumulating these last few days after months of nothing. There’s definitely something odd going on here and for some reason the BOD are doing their best to rid themselves of any other share holders. Why? It’s in total contrast to their recent RNS in which they state they’re confident on continued sales and good commercialisation of their products throughout the second half of this year. They’ve completely scuppered any chance of the sp doing well by starting there is no guarantee of further sales. Why say that? Infuriating that I’m going to lose money yet again to an AIM BOD who are paid handsomely for delivering nothing to share holders for years.

Wow this BODs are excelling themselves. Still nothing on Certification either. They seem intent on driving this into the ground and yet only in Sept one of the Directors bought £300k worth of shares. Something funny going on?

Judging by what’s in the RNS I can’t see there are any burning issues that need to be gone over again in an investor meeting urgently, unless we’re about to be told of another raise required. Hoping it’s prior to do with snippets of info at Molopo, Tati or Athabasca.

Would really like a phase now where news is all about drilling results rather than IPOs and crystallisation events. It’s all a house of cards until we’ve got something significant on which to lay proper company foundations. For me thus far it’s been about clever accounting and structural agreements rather than knowing what the company has within its grasp.

All plausible. Thanks for sharing.

If it's the first option then I would hope they have something a little more concrete to say than the Stockbox interview with Oliver, which was frankly a bit of a waste of time. Perfectly harmless and kind of interesting but nothing more.

Second, I hope that wouldn't be an attempt to try and beef up sentiment in reaction to what are not such great results.

third, seems unlikely to discuss a plan for the whole year going forward when so many projects are in a state of flux and things can change from one day to the next.

The out of the blue option seems to my mind a little more likely than fourth.

The fifth I agree would be pointless as comms to date have been good and most interested share holders have a good handle and what's going on in Molopo at the moment.