Member Info for smorrisjones

Has anyone got a simplified breakdown of future revenue streams and values of those revenue streams near term ? would just like to do a quick fag packet calc on profitable income up to Decemeber.

got a simplified breakdown of future revenue streams and values of those revenue streams near term ? would just like to do a quick fag packet calc on profitable income up to Decemeber.

I'm 78% down so I would disagree with your statement.

Been invested for a while but completely out of touch with the company as it stands. Quickly could anyone update me on the following.

When will the finance agreement be issued and why has it taken so long to agree ?
Will the mine be fully operational by Q2 2022 ? And what yearly profit is the company aiming to achieve ?

Thanks

Steve

as a whole. lost 13% of pub partners since March 2020 which could be a lot worse in my opinion. No mention of DIVI but was advised it would come out on the end of year report.

#dog share

Now that the Lucyd fundraising has been completed I now take it, that results in a reducing percentage of Teks's holding within the company ?

its not Birds fault he doesn't control the market you plumb

The company sent me some free crisps and they where good mate.

I never thought of that, that's a great point

With a substantial amount of funds in the bank do you think New river will potential buy some cheap Pub assets. I would imagine small breweries are struggling some may even be desperate to sell assets. What are your thoughts ?

that's a good average !!!

I can beat you only 95.6% down at the moment but added 1K to try and recoup some losses. CB hasn't performed well with XTR at all. Chepica was a disaster and Mancia has been pathetic so far. Hopefully the future will be brighter but I don't hold to much faith

Hi mate

I think the dividend will derive from 90% of UFFO going forward so that its all ways covered with some spare cash for the pot. Some previous dividends exceeded UFFO I believe. My fag packet calcs predict a final year UFFO of around 16 million. 309 million shares so around 5p maybe ? only my personal prediction though. Personally I hope that they concentrate on reducing debt over the next 5 years to obtain a safer LTV. They have stated that they are aiming to get LTV to below 40% but reduction in retail values aren't helping them with this.

answer to your question my original investment in two tranches is now 98.7% down. sickening to look @

To be honest, when I think about this share I really don't understand why its so low. The FCA review isn't even an independent review its a sector wide review and I don't envisage the fine being so bad ? The business did had plenty of cash on the last update.

Happy but amazed how well this has held up considering all pubs could be shut until May.

I believe approvals are issued end of month officially. So I'm not sure if any notification would arise within the middle of the month. Probably only the first week of each month which is making me think 1st of Feb

Evening all.

Been reading through some interesting and some factual posts. I think any share price predictions over £3 are a little far fetched as the company isn't designed to increase capital investment its to issue returns via dividends.

We don't know where this will go but I think we can all guarantee that the share price wont go down in the next 6 months !!!! Unless we get some disaster news from all the portfolio companies.

I would like to share my simplified investment strategy.

Belascura - After this nightmare pandemic and numerous continues breathing issues around the world - PEOPLE WILL NEED TO BREATHE.

Guident - Car manufacturers key selling points with electric cars will be travel distance per charge. - ENERGY CONSERVATION.

SALARIUS LTD - 50 % less sodium soon to 80% less sodium. What's really clever here is less is more ;) probably lower manufacturing costs and material cost and equal or higher sake price. Very intelligent in my book ..... - PEOPLE NEED HEALTHIER FOOD.

The above three companies in my opinion are creating products that will be "ESSENTIAL" for a lot of people in the modern world.

A very clever portfolio. I haven't really invested in terms of the Lycid stake as I don't see them as an essential technology just a luxury, but that could be very nice icing on a delicious cake.

As share price goes. I do think the share price will exceed £1 by June due to a spike. As numerous shares do on aim and loads of people will invest without research. But wouldn't be surprised if it retraced to around a £1 and settled there.

All in my opinion of course.

Good luck all.

at least our rental per 2ft is relevantly low that's why they have managed to sign numerous new deals with B&M. I cant see retail valuation going down very much now when the vaccine kicks in and stores re open, as retail valuation have fallen significantly already. But I may be wrong of course.