Member Info for TruroTrader

Lot of historical stuff in the report that are well known to LTSH but two points not directly made are:- 1. This is currently an AIM punt. 2. This is a class leading product The 1st year loan fee and interest are perhaps high because of point 1 but are about half our margins anyway. At the end of the latest webcast ST reiterates the rational for the VSP. He also briefly made the point about raising cash as a choice between borrowing or diluting existing shareholders via fund raising. .

Just caught the webcast. ST seems his usual straight forward self and over a third of the way into the 2nd half there's s no backtracking re revenue. Orders announced in July and August should be either invoiced or about to be. �12M is indeed a fair old chunk but I reckon it's achievable (just!) Interesting times ahead methinks.

Mixed bag but generally good. VSP still jam tomorrow but it always has been and the jam seems closer to the table! Pleased to see em-track and OEM progressing as this should be a more consistent revenue. Good to see that R & D have a pipeline of developments, some of then imminent. Working capital sorted out and an ambitious satellite program on the way that should hopefully be a second stream of consistent revenue. Yet to catch the webcast but what's not to like? Basically I'm happy.

Hi stew. As the p is at its lowest for the last 4 years or so the market may not be quite with you on that one. However, if the debt can be sorted in the next few weeks then you may well be right from a gambling buying perspective. Time will tell.

Hi MarkBellUK, Thanks for the info. Although I've been investing in AIM for some dozen years or so I'm a little hazy how the mechanics of the trades actually works. I try to buy start-ups or try to get in early on potential growth. I actually had Hanger 8 on my radar when the merger with Gama came about, and if the price rise this morning holds then I'm in profit!! Thanks again.

Hi dactions, exactly right, the market, and me, thought TP should have acted by now. You'd have thought the fund raising investors would be getting restless. Hi Sisyphus, Yes if the MCap goes any lower we could all club together and mount a takeover!

Mixed Bag. Poor revenues - exactly as the last 2 years Good to see em-trak and OEM improving. Good to see cash in the bank. Good to see new satellite manager appointed. But I want to see the VPL producing - or do I mean the VSP? Either way we need the MDM contracts like NOW. I'm still in and intend to stay - just getting a little restless.

As perky has correctly highlighted we have a big debt soon to be repaid. I think this is weighing down the sp but you would think that the new Board member would not have joined if it was a major problem. It could possibly be partly rolled over if not cleared outright. We are making good progress and once over this hurdle we should continue to grow revenue.

If the judgement, whoever wins, gives any grounds for an appeal there will almost certainly be one. I believe appeal processes are quicker than the original case but I reckon that even if we lose the appeal our position will be a good one. Yourgene has been a step change for us and at the end of February the 6 months good manufacturing process in Brazil will complete which in turn will open up other S American countries. Our year end is March and there was hope of breaking into profit by then so it is a bit of nip and tuck but there is hope on the horizon.

I've been digesting the latest RNS. It takes 10 months to install a working new reactor. It will be over a year before a new larger reactor is commissioned. Both are welcome and needed but it seems to say that we aren't going to break any speed records. The O & G market has come back and with new orders and customers to boot. Kirkham stated that we should show a 50% revenue increase over the previous year. Extremely good of course - but from a very low base. I therefor think that we're not going to get any blockbusting aerospace orders any time soon. We just don't have the capacity. BUT, both the BoD and institutional investors have partaken in the latest two fundraisers and we seem to be getting both momentum and recognition. The BoD and the investors seem confident of new business and expansion. The MK is some 10 times revenue which for a loss making company is high which is why I think this is a slow burner because it looks as if a lot of future growth is built in. The question is - Just how much future growth is there and how long will it take? I intend to stay in anyway.

Hi Dibs, The timing of the judgement will be when the Judge decides. He/she may take as much time as he/she requires. However there will be a balance between being timely and being precise, hard row to hoe I think!

My wife had �500.00 doing nothing in her ISA and so I took an executive decision and she bought 231 shares at �2.14 and paid �5.00 commission through iweb at 15.54 Hrs. Consideration was �494.34. This didn't show up on Digitallook at all. Obviously it's not the end of the world but it shows the reliability of some of the statistics - you should either show them properly or not pretend. PS. I have explained to her that we will get rich together - but not just yet!

The full years figures in Dec will be interesting to say the least! With the Royal Mail order ongoing at the moment and the two contracts kicking in as per the fundraising RNS then you would think we should be moving into profit for this half at least. The encouraging part is that the new capital would not have been forthcoming without fairly solid increasing future orders hence the sp rise. Maybe some nice helicopter parts for Somerset? Anyway we do seem to be moving forward a little bit quicker now as Richie has commented Onwards and upwards!

When the Judge is ready to deliver his verdict he/she will announce it. We may get a bit of notice but how much I'm not sure. It'll probably go to appeal anyway whatever the verdict.

Hi rbrand, There is an economy and jobs in Kosovo but it is precisely the weakness of both that led to The Stone Alliance. It is in fact one of Fox's strengths because we concentrate on exports from a low wage economy thereby having lower costs and remember - the stone is free.

Hi new and welcome, It may be just a bit of frustration, I've been here since 2010 at 9.5p per share and not much has happened since to be frank except for say the last year or two. One of my reasons for buying was a good geographical sales potential plus one would think a low cost business model because all we have to produce is the additives. You've probably got your timing spot on. Cheers

It is great news as the sp demonstrates. This is a 20/30 year old Cold War development that is both technologically unique and unbeatable. It is also, crucially, patented. Hardide has always been innovative and willing to look at any application. I believe that Yuri Zhuk will not let this go, and, to be frank, my money is on him.

PART 2. Some sort of Blip! Apart from the usual overheads we are cheap to run. HCp is by comparison more expensive and so we have a high margin. 1. we get the part. 2. we coat it. 3. we attach an invoice to it and return it Simples!!

Hi Lionel, Yes I'm defiantly a VLTH (NOV 2016 @ 11p per each!) But by spending a bleeding fortune I'm now down to .9p so at 1.82 I can afford to be a little sanguine! Cons of the RNS is 1. Virginia is not NADCAD accredited 2 Only probably one of the three large reactors at Bicester are aerospace ready (Que?) 3. Aerospace volume orders are way off. Pro's are that I. O & G is coming back and with new orders. 2. A larger reactor is being developed for larger applications. The current size is up to shoe box size I believe. This will widen our market. 3. We appear to keep old customers and we are gaining new ones. Since I've been here my view is that we are well run with an optimistic BoD but not one to make false promises and when an issue occurs mistake is made it is addressed promptly - Houston we have a problem. The USP for me was of course the coating but I like the business model. Apart from gas bottles we have no stock to store, no inventory's or storage costs and nothing to detirote f inventry ,r t

The Dino order on it's own is approximately double the revenue for last year. Revenue from winter working will help this and next years overall revenue If you look at the last interim report there is quite a bit about future orders including an order book of over 5 Mill. There is a fair bit of debt but you would think a fairly good mark-up now we're working all year. I'm not clear why rbrand is concerned about migrants - there should still be enough left to provide a work force and our market is not in Kosovo but in exporting. The Kosovo economy is a main reason for the Stone Alliance partnership which, if it comes off, will dwarf Fox. o biyt b