Member Info for Theanalyzer

Bristol Cupid Naked don’t own Majestic stores anymore - they are now online Sales distribution only. Majestic retail store business was brought buy a PE firm. Naked is essentially a business that gives wine enthusiasts direct access to vineyards and cuts out all the middlemen distributors. The risk is that the upfront cash spent to attract new customers means that if customers don’t remain for a few years to repay acquisition cost then the business model doesn’t work. The RNS today shows that there are a lot more people switching to online model at present due to COVID 19. There are two US investors stake building at present which is pushing up share price. Wine enthusiasts Include a lot of wealthier people who will be less impacted by COVID 19.

Shandypants2

I suggest you get back to your Lego.

Accounts receivable are part of revenue as in credit revenue, debit accounts receivable. When the cash is received its debit cash, credit accounts receivable. No double counting involved. FACT

Game over for shareholders, lenders will now own residual value of Finablr.

So the company announcing adverse impact on trading on COVID 19, tight liquidity and down grade of credit rating plus concerns connected with have common directors with NMC shouldn’t have impacted share price in your view.

As I expected on my post of 14 Jan a placing to enable a clean audit sign off. On the positive side the company has raised a lot more cash than many AIM companies so perhaps it does now have a way forward.

Trek cash flow statement interims reduction in cash £1.6 million - looks like a cash guzzler to me.

KOH nobody accounts for every penny when billions are involved - wrong they do.

If you have to suspend someone in Treasury department that doesn’t involve pennies as they deal in multiples of millions and not petty cash.

Jdubya - fair enough - good luck AIM can be a tough market to hold stocks in

Jduyba can you share the conclusion of your research?

Ricketts became very quiet under previous NOMAD do people expect him to become more vocal with new NOMAD?

Institutions stock lending in exchange for additional income. They still economically own the rights to income and gains on the share albeit they legally no longer own the share whilst it is lent.

The liquidity of the stock is a factor in how much stock can be borrowed and shorted.

There isn’t much shorting occurring in VRS as the numbers show because there aren’t any institutions with large ie above 3% holding.

Underlying business is sound... not according to MW.

The share transfers allegations, the KKR bid no bid, this mornings director resignation all support MW stance IMO that something isn’t quite right with historic financials.

It was a lie NMC said that KKR had approached them and KKR denied that they had done so.

If KKR had approached NMC and changed their mind the the announcement would have stated that.

A blatant lie by the Board exposed so quickly but it isn’t seen as a negative by many posters.

What sort of buyer or investor would trust what the Board are saying after this sort of expose.

Management need to put out a statement of some sort as shareholders are getting battered.

TW now using the F word about VRS ouch

Greybadger your figures of £700k includes the £500,000 being raised from issue of new shares to new investor. Still net increase in equity of over £700,000 isa great result.

The new investor gets a third of the enlarged company.

So you could argue new investor is valuing company at £1.5 million nice uplift to previous market view.

Overall very positive for the company but it’s not out of the woods yet IMHO.

Fatherelmer
There was no inventory in Cambridge Graphene at 2019 year and whilst it’s true that 2D Tech finished goods were up as you say massively overall I inventory increased from £40,502 to £226,513 so the numbers are not exactly huge in context of VRS market cap of over £100 million.

VRS is trading on a multiple of over 3,500 times Graphene sales which are currently loss making.

One for the brave IMHO

No doubt that Graphene is a fantastic new material with a huge range of potential uses.

Plenty of companies in sector trying to commercialise but progress in terms of revenue looks slow to me.

In VRS case at present the small Graphene sales volumes that are occurring are at a negative gross margin so a long way to go in terms of a real commercial opportunity.

IMO Neill should use strong share price to acquire some of the smaller players like Haydale to get more scale and cut out duplicate AIM and Board costs plus lab costs.

Saw big posters in H&B store today. Also 25% off in introductory offer at H&B website.

H&B look to be pushing campaign hard with strap line clinically proven.

According to screen plenty of sales unless you are buying a huge chunk of shares it’s probably your broker