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ROBERSON, please can you quote the passage of text from the auditors that caused you to post about this in the first place? In the interest of sharing information.

I don’t mean any harm to you - apologies if I came across gruff. I’m just concerned people are receiving a false impression here. Please would you quote the paragraph you’re referring to verbatim?

ROBERSON, I’ve checked into this forum to see what I’ve missed. I’m alarmed to see your post from a week or so ago about auditors. From digging around, you seem to be basing this observation on an AI generated marketscreener page, which I believe is faulty and based on last year’s position. I can see no evidence anywhere of auditor’s expressing such doubt in February.

In February, the directors themselves outlined the risks, deemed that there was a fully funded cash runway, and therefore presented reports on a going concern basis; i.e. the opinion is that the company is funded and can survive. The auditors as far as I can see raised no doubts with that position and indeed supported it.

From what I can tell, you’re either being naive about AI generated slop and failing to fact-check it, or you’re deliberately scaremongering. Either way, I see this as a great time to buy at a trough below the recent offering. And the Iran fuel crisis makes me more confident of such, because folk are scrambling to reduce their energy costs.

Plenty more room to run. This is looking like a very healthy steady trajectory now. Good to see after all this time. I’m still hanging on in there after all these years. Anyone have the latest info on shorters?

Christ alive. Drugs. Reform. Dodge.

Ooh a tight spot you put me in there ROBERSON. Since I have to choose one, I’ll have to go for

A) struggling to understand the news.

I misinterpreted it on a quick skim, thinking of it as a typo of end consumers, which would be many millions, not the 400+ export business customers, which is correct as you say.

Most importantly tho, best regards to you too! Adorable. Lovely to wake up to such a sweet message . Kind greetings.

I’m hoping they have to issue a further correction RNS to correct the “400+” customers lol. Just to draw attention to the massive customer base.

I’m always struck by how independent shareholders always seem to be bottom of the pile. HAYD still massively down with shareholders having lost a fortune. Yet more share options granted. Nice to reward employees for taking a pay cut. How are us lowly shareholders getting rewarded for sticking by the company through the worst of times, injecting the very funds into the company that paid those employees? Nada. The company should be buying back shares, not diluting them. These are the kinds of things that make us sell up and move elsewhere for the long term.

I really empathise. Has been traumatic at times. Same boat here, but all I’d acknowledge is that it’d take a great deal of courage to leave now. May well be the right decision, but I can’t personally see it. So many “what ifs”. With hindsight looks so easy to have played the swings instead. But it’s not without reason that “put it in the drawer and forget about it” investors generally win.

Personally, I’d say again that we’re approaching the end of the trough: return of dividend. To be in MDAX with a solid dividend is hugely attractive. Totally changes the perception of the company. No surprise that it happens to be rising again as we approach that moment. I’m sticking to my guns. I’ve got the majority of my portfolio on the line with this one share. Hugely dangerous I know. But I feel so strongly about it that my own balance of regret would fall the other way. Good luck to you in whatever you decide.

Haydale’s shareholder information page now reads “As at 30 June 2025, the number of ordinary shares in issue was 4,322,955,947. The Company does not hold any shares in treasury.”

That.

Golf, where are you sourcing this from? Are you saying they haven’t been added for sure? You sure it’s not just a daily delay in the updated overnight figures?

Commentator’s curse

Research dash Tree dot, then the usual three letters

https://*********************/newsfeed/article/aim-aim-notice-27-06-2025-2898999

Sell price constraining on upwards like a chugging steam train trying to pull out of station. I think we’ll see a mini-break out by end of day. So much risk has now been removed from this company’s fortunes. And the what ifs are enormous… what if Petronas get further onboard? What if the UK government notice the potential here, given that they’re already supporting the company? What if one single major marine company decides to give JustHeat a punt? What if an acquisition is in store? The what ifs in the other direction are now greatly reduced.

Agree that I could feel it in my loins too. Timing of sudden price rise alongside timing of needing to raise funds seemed suss. But I’m so dreadful at having the courage to sell up in anticipation of a fall. Anyway. Over now. And now it’s over I’m thinking we’ve escaped the hammer of doom that loomed…. Funds raised, not so much discount, insiders in, plenty of runway now with extraordinary upside potential. I can’t see a base case dropping from here in the next year or so. Exciting times.

Hickdon, please could you elaborate on that in baby language for us dimwits? Sounds interesting but not sure what you mean

Just a slight changing of the guard. Eg, I’d held a decent amount in the 4 ish region. When it suddenly dropped to 0.5 I topped up a lot. It’s finally recovered to that level after a very long time. A lot of people will be sick of HAYD by now and will be selling out at this key point having recouped. Personally I feel this is a baseline given the mammoth potential of JustHeat, so I’m staying in.

Agreed. But what do we think about the sustainability of the debt level? If I remember right, don’t TUI have better net debt ratios than IAG, for example, which has been motoring price-wise? Might have misremembered