Member Info for Rooky

To all those feeling gutted at selling, hindsight is a wonderful thing.

There is no one who always reads the markets correctly all of the time, or times buys/sells at the optimum time.

Understandable that as someone said, 'they are kicking themselves' as that's human nature, but no one should put themselves as experts.

Blimey.

Not going to pick anything specific out of this, as there is far too much to comment on (all good).

But having just had a look at how big ABB is, you can see how important to AFC this partnership is.

The basics from their latest results show the huge potential this tie up can bring to both companies.

Orders $6.1 billion, -9%; comparable -8%1 (OK accept orders are down on the year before, probable due as everything to the pandemic, but still orders of billions over 1 year)

Revenues $6.6 billion, -4%; comparable -4% (see above comment)

Income from operations $71 million; margin 1.1%

Power Grids gain of $5.3 billion, pre-tax, recorded in discontinued operations

Operational EBITA1 $787 million; margin1 12.0%

Net income $4.5 billion, +780%, including Power Grids gain

Basic EPS $2.14, +785%2; operational EPS1 $0.21, -36%

Cash flow from operating activities $408 million, after $273 million negative impact from pensions; resilient cash delivery
expected for the full year.

What a great early Xmas present.

The company keeps quiet for a few days and they get slated.

If they had not released todays RNS and the news had leaked out, no doubt it would have caused great damage.

Between a 5 layer mask and a 4 layer mask there will be a very slight cost reduction (over the 5 layer mask).

As yet it is still known that the virus killing layer is what makes this mask different to all other masks out there, so as it appears to be a fact that one extra layer, restricts the breathability, I can't se how this RNS can be taken other than positive, IE we have one of the masks types produced passing yet another barrier to full production.

To re-iterate, we only need one of the types to work, whether it's 1 from 3 or 1 from 5, 10 or 20, who cares.

As the production numbers are recalculated lower, than previously mentioned, the company has to start looking further outward than VOLZ.

If they do so, there should, and I reiterate the word should, be several companies with mask producing machines queuing up to do a deal which as to be at least level with any deal done with VOLZ.

I am looking at this latest RNS as more neutral, than positive/negative.

Agreed n888,

As we all know, nothing is 100% certain, so I will amend my 100% (tongue in cheek) to 99%.

Surely before the T's were crossed and the I's doted between Extreme and AFC regarding the bespoke system, both sides would have to be 100% certain that the contract would be deliverable.

Whilst most of us have faulted AFC, including myself, for promises/projections that were either never delivered, or/and forgotten about, just imagine the damage to Extreme and AFC if there was even a delay in provision, manufacture and proof of concept, IE it did not work.

As for Extreme, almost an irreparable knock to there reputation, and as for AFC, a almost unbelievable embarrassment that would be on world wide media, and almost certain to knock the company to an irrecoverable level, with any reputation in tatters.

To my mind, the full concept must have been shown to work to everyone's acceptance level.

As many on here know, I'm not one for patience, and yes, I am still champing at the bit for news, but I am as assured as I have ever been that the Extreme/AFC tie up will prove successful and lead to AFC signing several contract within the next 12 months.

As said, clip way to short.
I would also wonder where the clip came from and also why if you want to prove something, IE a delivery, why not show positive detail.
Even examining the notice on the building with a magnifying glass, I can't make any detail. If true, a great sp lifting moment, but without more detail, I am taking it as a ramp.

LedZep,

Thanks for that.

Looks like you are the sites personal web cam!

Karaleva,

But when you filter someone, you don't see them to throw stones at, so you would not need to stop.

I filter some posters, as it actually saves me time by missing dross posts, leaving more time for the sensible posts, positive and negative.

SeethreelPO,

Disagree as RMS now own 100% of P2F, and change or/and addition to the board should be notified to the markets, as there could obviously be an effect on the SP.

If RMS did not own 100% of P2F outright, then I would agree with you, as P2F would be a sort of part owned, subsidiary.

After the delay in the delivery of the mask producing machine, the company should be wary of releasing anything that can/does cast doubt.

I was suspicious of the previous delivery date, not because I am brilliant at forecasting the future, as many on my ignore list appeared to be, but purely due to suspicion being is in my nature.

Once the machine arrives and starts producing, which from what we were told, should be almost instantaneous after delivery, insertion, then a 100% certain RNS can be released, after all once this machine is up and working prophecy becomes fact.

Its the same when they eventually allow other manufacturers to make the masks under licence, after of course a signed/sealed deal with monies mentioned.

This is an excellent RNS, which should lead to Bleepa being rolled out in one of the most populated countries on earth.

The Bleepa will enable doctors who are treating people many hundreds of miles from and sort of what we would call, standard medical centres, with both more confidence due to linking with India's centres of medical knowledge.

If, as it should, this is taken up by India's medical establishments, just think how similar countries who's population is spread over many almost none personal contact miles will start looking at Feddback/Bleepa.

And with total Brexit round the corner, Australia/Canada would be my bet for the next countries to be targeted, or/and to show interest.

It has just been clarified that as yet it is not known, whether if after having the vaccine you can still pass on the virus to others, even whilst you yourself are protected.

That plus the roll out time till a sufficient majority world wide have been immunised, has to push the use of mask us for many months, if not a few years.

I can still see masks becoming the more normal in many close contact person to person businesses, situations.

Also remember that it is not just the virus killing science behind the P2F mask, but the weave technology that has now been patented.

Devilbhoy,

Well said, blunt but to the point, far better than all the hot aired, long worded none meaningful stuff MP's put out.

Hammy,

Misleading as there were only 4 RNS released today.
On opening it stated 2 but only one was actually released.

Might be my suspicious mind, but wondering if a RNS was scheduled, but withdrawn at the last minute, but they forgot to correct the number release.

Hopefully it was good news, not quite ready for release, as I have never seen similar in over 20 years investing.

The above of course is just a guess, with no supporting evidence, apart from todays rise.

Never been a de-ramper, although some might disagree, also never been a ramper.

As a holder as long as anyone on here, I have often been both positive and negative on this share, which has to be understandable due to the time I have held the share.

Whenever a RNS comes out, I always look for the negative in what looks to be a positive news release and for the positive in a negative release, surely that is what all hopefully successful investor should be doing.

So regarding the last few RNS's, to my mind they are building up to something big, and for the life of me I can't see any negativity at all, although looking at the the number of 'This message has been filtered', obviously some can.

Please don't tell me what those filtered posts have said, as I am not interested one iota.

There are no open short positions recoded against RMS.

My daughter is a Nurse working in a hospice, often 12 hour shifts due to both the lack of staff (see later) plus all the extra work re comforting those whose relatives, friends can't get to see.

Although all the staff having any contact wear PPE, only those dealing directly with confirmed or strong possibly infected with Covid 19 wear the full PPE set, the others wear the usual face covering mask or/and face shield.

A few days ago a patient was transferred to the Hospice from Hospital, without undergoing a Covid test pre transfer, (yes it is still happening) something which although now should not be occurring due to the high concentration of Covid 19 in care homes and hospices.

On arrival at the hospice the transferred person was tested and found to be positive, but during that time, as a none likely Covid sufferer/carrier the staff treating/caring for her (including my daughter) only wore the basic PPE of mask/face shield gloves gown etc, as there is still a lack of full PPE plus often these patients are near death and confused, so a line has to be drawn as to as near normality as possible.

My daughter checked positive the next day and along with several other staff has to isolate for 14 days, leaving a severe staff shortage.

The P2F Covid killing mask of course could have probably gone a long way into stopping the infected person passing the virus onto the hospice staff, so even at a price of say £5 each, these masks would be snapped up in their hundreds of millions, a far higher rate than any as yet production level mentioned.

I obviously mentioned the above situation due to personally knowing the situation, but there must be thousands of other situation out there where even 1 member of staff being isolated, having a cost to their business many multiples of a P2F mask costing £5.

The £5 figure was just pulling out of the ether, as we know the price per mask will be well under that price mark.

With the Daily Mail stating, 'RMS's core focus is operating drones that check railway lines and big factories for damage,' shows just how out of date their so called news is.

This news will no doubt knock the sp, far more than it should do, as that's human nature at work.

Personally, if I had some spare cash, I would take any substantial drop as a buy opportunity, not saying I am happy, as I am not.
This is another very good reason for the technology to be licenced asap.