Member Info for RyeSloan

Wow where did that come from! Lovely stuff!! Wonder if it will hold that gain into close tomorrow on opening?

All well and good and taking your post at face value you are basically saying the mine was not up to scratch from the start...if so why all the news about getting grades up and upgrading the plant when it was all doomed to begin with? Anyway I'm not blaming anyone for my loses, it was my (bad) decision but as ever on AIM the information in the RNS statements has been proven to be total bull...including those from Brett. No doubt he works hard and he might well turn things around but none the less he gave the impression that significant progress was being made (I remember all the posts on here about being cash flow positive and the estimated of the tonnage shipped...all from Brett's RNSs) so I'm sure you'll forgive me for being ever so slightly sceptical that this will all turn out rosy in the end.

My interest is a hefty loss largely down to the RNS in February (although Inheld some prior to that as well)...read that now and you can see why the turn of events this year might leave a PI rather dissapointed. Sure my post was slightly flippant and sure the situation MIGHT improve but if I wanted to invest in a gold exploration company I wouldn't have purchased Stratmin. As I said I hold and hope so no crawling anywhere for me ;-)

Or you took the RNS's at their face value...including the ones from our new BoD! Basically this is a cash she'll with not a lot of cash and a small investment in Bass, an even smaller JV investment and a promise of a few quid and some shares at some point down the line (maybe) Nothing in today's RNS suggests a SP rise is in any way warranted. Im happy to hold (mainly because I never had a huge investment here and with the SP decline there is little point in selling!) on the hope Brett pulls a rabbit out of the hat but it is in hope rather than expectation. It is very frustrating though seeing BASS making such good progress on what was our mine...a real bummer for PI's that we couldn't get the finance to get that return for ourselves...

So nothing of note...holding pattern until new capacity is on line. Potential good news on the JV this year though. The BOD certainly seem to have a clear plan that's got good long term potential but as suspected this is a VERY slow burner but I've waited this long so what's another year 😂

I think you are correct...interesting that the RNS states square meters when all other RNS's have used weight as the measure. Therefore we have no idea what, in terms of our stock, this order means size wise (or in cash terms)

I bought this a a gamble around the 10p mark and so far that seems about right...we appear to have a bit of a base around 9-10p and the last update didn't really do much. It was though very much the last throw I think for the SP and news, we know have a strong suggestion from the BoD that orders are turning into booked sales and the factory will at least have all equipment on site Sept. Sure there will be a commissioning and running in period but by year end that should transpire into substantial cash sales booked and a newly completed factory ready to increase margins in 2017. IF they can get the order book up to speed for 2017 we should then be in a position to use our stock marble to fulfill those orders ourselves and start demonstrating the cash generation required to boost the SP significantly. Blue sky for sure but that seems to be the story being told so let's see what happens, should be an interesting few months either way l!

Not sure it was great. Clearly there is little room for revenue increases until capacity comes on line so another year of waiting at least. Also little or nothing on the China farce apart form a nondescript nention of small volume sales. The story is intact and the BoD seem to have a clear direction but unfortunately it seems we are unable to supply the market demand growth in the foreseeable which is disappointing and will no doubt leave the SP range bound for sometime. For no particular reason these live in my bottom drawer, I should and could sell to gain a return elsewhere but may as well hang onto them now for another year and see where we are at then..

Order book is creeping up...that's the good news although it's limited rather than spectacular. The disappointing news was the factory...June/summer/middle of the year was touted yet today we hear that a key component is still months from being shipped. Pushes out the revenue benefit and lowers forecasts, rather sly way of reporting the (further) delay but I suppose a delay in itself was to be expected on prior form if not from prior RNS's

Discretionary funds are those which the house invest so would not be a client decision. Artemis clearly like the prospects here and have bought more for their funds. Beneficial owners will be different but Artemis control the money hence the need to declare the holding as one percentage. Been following Fox for ages and I'm more tempted the more it goes down. There could be a few game changers here soon in terms of factory, margins and most important of all orders and Artemis clearly think so as well. Still I've seen plenty dumb ii investing so that's no automatic buy signal and the risks here don't need documented again but it does make you wonder...

Nice to see the TTL joint partner named...none other than BP. Also a tasty £35m value and a small stake taken by BPV this is excellent news. Can't see BP hanging around and it's heartening to see that a site for the plant has already been identified. We might finally see some concrete progress here now and with the TTL valuation underpinning the SP I'm hopeful that these might still come out of the bottom drawer at some point!!

Indeed...good progress but really really slow...2017 until the new capacity kicks in and 2018 until the tricoya plant is operating. Still at least the concept has finally been proven and the Arnhem plant is providing a significant ROCE / positive cash flow so all moving in the right direction. Not sure this share will ever make any significant ground though in the near term so I'm tempted to chase rainbows elsewhere with the cash I have locked in here but I think I'll stick it back into the bottom drawer, mainly because I've got a non sensical attachment to this share so feel after waiting this long I may as well wait another year or two!

I assume that signals game over on the slim chance of a counter offer...as Copout says it's a shame that Alk never got to realise it's potential not see how it performed into the looming energy crunch but onwards and upwards. Personally I've sold and swapped into Stratmin, risky play but fingers crossed!

Ahh damn, unlucky! Hope your holding wasn't too big...to be honest I lost a bit on their drop from the 40's and will make a bit on this deal so probably about evens all round. Shame I thought Alk could go places and 40p would have been a better price but hey ho will give me funds to put elsewhere I suppose (REM/BCN probably knowing me!)

Wow...didn't see that coming!

I agree Cornish...I thought the results read well so didn't expect a SP drop like we have seen. I suppose the big question now seems to be capacity, Armhem would appear to be pretty much flat out so maybe limited room for improvement there and subsequent doubts about the speed of market penetration. That said that is a good problem to have compared to where this business has been and the BoD seemed very upbeat in their assessment. Still cashflow positive in the current financial year is a major milestone so would have thought the market would have reacted positively...ho hum looks like these stay in the bottom drawer for a while yet ;-)

CBM would appear to be a shell company that will relist into AIM to help raise the funds for the factory in China. While it would have been good to see diamond wood taken over by a company with existing resources we can at least take comfort that CBM would appear to exist only to progress Accoya in Asia...ultimately then this could finally put an end to the DW fiasco and allow Accsys to get exposure to a critical market. Will be interesting to see the finals and any comment the BOD might have on this development.

CBM would appear to be a shell company that will relist into AIM to help raise the funds for the factory in China. While it would have been good to see diamond wood taken over by a company with existing resources we can at least take comfort that CBM would appear to exist only to pr

Well Cornish looks like it has pushed on a mighty 0.75p to that £1 mark ;-). We should see the 4th quarter / full year update soon so that might help, you never know!

Large enough to trigger a holding RNS? Looks like a buy as well at that price...although you might have thought a buy order of that size would have caused a bit of movement in the SP as it was being filled?