Member Info for scoobyrex

Demand increasing as countries get moving again after corona, a number of shut ins and cut backs. One analyst I was looking at predicted a scenario of oil going over $100 if demand surges as multiple countries come out of lockdown together and there is a possible shortage in the supply chain.

https://oilprice.com/Energy/Oil-Prices/Goldman-Sachs-Predicts-51-Oil-In-2021.amp.html

Only people invested at these levels will make a return in a cash shell.

There are so many cash shells coming up, exits will be limited and value diluted. MRFB situation doesn’t happen often. It will be interesting to see what happens with mtfb. I traded mtfb before the 2 fda conclusions, made money but there are a lot of losers there and probably most of yesterday’s buys are now spiked to a loss

5% of the company for a report !!, it has to be more than that. But it is 3.5M direct voting rights and 71 million total voting rights in the TR1.

Not sure why the RNS isn’t showing on this site.

Research Analysis firm did a report on MXO in July 2018. Looks like they have increased their position above the notification threshold.

Possibly they have very good reasons to do so.....

DISCLAIMER
MX Oil is a research client of Align Research. Both Align Research & a Director of Align hold an interest in the shares of MXO. For full disclaimer information please refer to the last page of the full document. This investment may not be suitable for your personal circumstances. If you are in any doubt as to its suitability you should seek professional advice. This note does not constitute advice and your capital is at risk. This is a marketing communication and cannot be considered independent research

What gives who are align research Shipley ?

anybody looked at the volume today compared to previous weeks ?

comments again on acquisitions confirm they are in discussions with like minded businesses.

Harvey reaffirms £1m a month revenue 35% gross Margin, 10% Net Margin £1M yearly profit remains the target.

EaaS are within a trial with a school services company which will be announced shortly which could open up access to 2500 additional UK schools.

Mentioned acquisitions if a competitor of a reasonable size appears on the horizon.

Harvey Sinclair came across well, answered questions thoroughly.

on Competitors.
No direct competitors in region.
Urban vault has an identical business model, based in Dublin but focused on American market for warehouses and distribution.
Competes with traditional business of contractors on request of a business updating the lights within premises on an upfront/capex basis.

Confirms what some of us expected.

Not significantly impacted by Corona virus.
9 Installs completed during lockdown period.
School projects going ahead / increased interest in schools for installs during lockdown.
Installs in Ireland are delays due to stricter lockdowns.
Average deal size for a school is £200k = £2bn sized market for schools.

EAAS utilize a finance partner to receive the full contract value 30 days after install. The finance partner receives the monthly subscriptions and takes the credit risk of the contract term. This costs 15% of the contract. Elight revenues reported already deduct the finance partner costs. I see this as reducing the risk whilst growing the business, and could be a factor they can change as the business scales.

register here. https://zoom.us/webinar/register/WN_I5aXocADRIa764Z3SwiQ5w

starting in a couple of minutes.

AJW what was your take on the CFO statement in the previous RNS in regards to gas pipe work. There were mixed views on here at the time. Would be interested in your take.

I have fingers crossed for a pre webinar RNS with new a bumper customer win.

Webinar is 12:30 today, you need to pre register using the link in the RNS.

Papworth Hospital used to be located outside Cambridge in the village of papworth. Specialist Heart and Lung unit. Addenbrokes hospital in Cambridge has been expanding over recent years. And collapsing satellite locations onto the campus.

A couple of years ago Papworth closed and relocated as royal papworth at the Addenbrokes site.

20% up, is the rumor mill going for the licence ? I was expecting it to be a few more weeks yet.

Sellers could be GOG or people who bought at circa 1p taking profits, either way it is good to get them into firmer hand, otherwise when news breaks you have more people offloading into the curve and slowing the rise.

I’m being quoted 1.59 to buy 300k shares with IG.

Something afoot here, low stock it seems. Could step up.

Progressive building here ahead of the interview next week.

other than it being in the same country (Georgia). what is the connection ?.

The Arbitration Tribunal has upheld the Claimants’ interpretation of the contract and satisfied a vast majority of the claims raised by JSC Georgian Oil and Gas Corporation and LEPL State Agency of Oil and Gas of Georgia. Among the issues decided by the Arbitration Tribunal, it ruled that the Respondent - Frontera Resources Georgia Corporation committed material breach of the contract by refusal to relinquish and return to the State the exploration area, which represents almost 99% of the entire contract area.