Member Info for TalkingSense

From the share movement since the drilling interview I think it's fair to say that F-all has been factored in for HR3.
So if the results are positive we should see a nice uplift.

Late drop was due the a low volume day and the 500k sell @ 4pm.
Nothing more sinister.

There is going to be no cheap deals as ships will likely be running under the previous full capacities and a large percentage of that will be taken up by FCC from the last 12 months.
It will be interesting to see:
a) When cruises actually start sailing
b) How many destination ports will be available per cruise
c) What the experience of a cruise will be compared to 'normal'.
...the above will impact late 2022 and in to 2023 sailings as the company needs those repeat cruisers.

And from a investor perspective eyes will be on Carnival generating enough revenue/profit to service the debt mountain it has accumulated. With fuel prices increasing as the world returns to normal it will be yet another squeeze.

As I said a week or two ago, 1700 on the euphoria of sailing returns, but then I believe the financial reality will start to kick in. If this gets to 1900 I would definitely cut and run as that will be well overheated.

Thanks Leflic (I was close)….And they have options on top of those numbers as well

I belive Craig owns 4m shares and has a number of options for additional shares.
Also there were 11.8m options issues last October for staff and key contractors.

So the team have plenty of skin in the game

Quepensa, I think the whole GGP/ECR comparison thing has been gone over a number of time with the main conclusion being that GGP has 4 or 5 times the number of shares, we have potentially 5moz in Creswick plus what is looking like a very good resource to come at Baillieston.
GGP are further down the process road so have already realised some of their potential. More % potential upside in ECR over the next two years, however with that comes more risk as all the assets are unproven...as the assets in ECR get proven up the risk becomes less and less.

I think that sums it up and saves a page and a half of the same discussion.....Both great shares to be in!

IS Donald Trump investing?
Of course when a large order is being placed the first thing a medical customer wants is photos - as they ask for in the messages.
No mention of quality, cost, CE rating …...Lol ...you could not make it up (oh wait, someone did).

M.R.G.A (make RMS great again).

Dill, I think we should get something next week at some point.
I just hope Craig's struggling to find the results on his desk as it's hidden under a nice thick JV contract that he's reviewing....we can always hope...lol

JTB, Equivalent western drills cost c$1m and we picked up the Chinese one for c£160k
I think Shenyang may have helped us get ours on 'mates rates' .
It's nice to have friends!

Morning Trek, It will be interesting to see how fast this moves/how much liquidity there is when the first drill results drop.
I get the feeling there are a lot of long term investors who will not let go so could help squeeze up the SP.
...but let's get the results first (a duster would be a surprise ...lol ;-)

I got that as well Loch.
Also from the interview it sounds like we are drilling HR3 first as we could not get access or permits for Blue Moon in time.
Craig has previously said that is the biggest prospect in Baillieston and said we 'know there are hundreds of thousands of ounces of gold.
So if HR3 is a great find it really wets the appetite further down the road. But let's see what HR3 offers first.
It's going to be one hell of a ride over the coming weeks and months.

Let's not get ahead of ourselves on the grades.Quoting big numbers is not going to do us any favours before we actually know the results as expectations may be set too high.
I'll settle for a nice double digit g/t over a reasonable width to get the ball rolling.
The first half of the results will ,I assume, be at the shallow end of the hole.

You topping up again?

callit, Fair point with respect to Licensing which would form part of the required £17m.
I don't think future products can be priced yet in until details of those products are known....but there is certainly potential for that in the future.

Castlepaul Big orders?....can you send me the link to those confirmed orders.

Gareth, Last post on this as we will just go around in circles, so being level headed and taking the emotion out:

Are there any orders currently : No
Will there be orders : Definitely
Do we know how many : No
How much of the current company MCAP is attributable to the masks: c£17m

Therefore the order book when it comes will have to justify the £17m that has been pre-attributed to it.
All I am saying is that it is an ask to get to that figure to justify/sustain the current SP in the mid/long term.
We have seen from al the hype/ramping that this will go up when the first order of say 100k masks arrives so I would expect it to spike up considerably at that point (maybe 3p).
IMHO , It will then slowly settle back down 1-2p longer term.
People shouting 5-7p have no grasp on the numbers required to be sold to get to, and hold those levels especially as RMS have missed the greatest opportunity window to get a foothold in the market. And with the new 4 ply product there is not a great differentiator that would cause this to massively change and the production in the near/mid term is going to be one shift and not 24hrs a day so nearer 1.7m masks than 5m per month.
All IMHO.
GLA

Gareth, Show me proof of an order...go on ...One mask!
You cannot, talking to people about contracts does not guarantee one will come

'It's all in the RNS' ….What, they have no orders and will be launching some marketing.
'Underestimating the product' - No , it is a good product.

The MCAP is currently £30m ...up £17m from 'pre-mask' days so just to maintain the current SP the 'orders' when they come have to justify that £17m. So some orders will increase the SP temporarily (FFS it went up momentarily by £6m on some italian cornershop pharmacy website).
The numbers do not add up when you are looking at possible 10-15p per mask margin (optimistically).
NHS won't be putting in bulk orders as their suppliers are already in place with nice contracts ...missed the boat as that time window has shut.

How will this justify the extra £17m and more?....shouting boom, whoosh, 5p tomorrow will not make it happen

Castlepaul13, Interested to hear why this is going to rocket....please let me know your thoughts.

Thu, 25th Feb 2021 13:48

RNS Number : 3904Q

Remote Monitored Systems PLC

25 February 2021



25 February 2021

Remote Monitored Systems plc

("RMS" or the "Company")

Response to speculation



The Company notes the recent social media speculation relating to the Pharm 2 Farm Ltd ("P2F") mask apparently being available for sale on European web sites with pictures of the branding now being circulated. As previously announced, the Company confirms that it is in discussions with a number of potential customers. As would be expected, this has included the provision of samples however, no bulk deliveries of the mask have been made and contracts have not yet been signed. In the meantime, careful preparations are being made for a formal launch of the product and its branding.



The P2F team is currenly working hard to bring the mask to market and it is disappointing when those efforts are adversely impacted by the premature and unauthorised dissemination of information. As the Company has said, it will update the market as necessary with details of new developments in accordance with its regulatory obligations as an AIM traded company.

In fairness you will be able to buy them back for less on the drop this afternoon so fair play.
I take it you sold the 1.45 shares for a profit and not the 1.85 or 2.5 ones for a loss