Member Info for TruroTrader

Hi dactions. One of the reasons I came back in here, as I've said before, is that CG keeps swinging. However I do take your point that at some point he will have had enough - he's certainly done his best. My only concern is that it would have been more reassuring if Fox were in a better revenue position.

One point though is if this GFRG product is viable then any compo should get it off the ground and flying in no time. This will be in addition to Stone Alliance.

Well! A bit of a turn-up for the books! Not to sure how the new NED fits into this as his background doesn't include either GFRG or quarrying! All I can hope for is that CG has got this right. I have to say though that Fox itself is financially not as sound as it could be, If only we had a couple of block contracts to help revenue along.

I have to say though that social modular housing and Marble are not natural bedfellows so I'm scratching my head a little. I also remember that CG had to learn quarrying on the job as it were - I hope this isn't repeated. As always - Time will tell.

You may have caught it by now but if not it's typical SRT (as I now call him!) A really good take on the situation - no showstoppers but he doesn't do that - so no SP action. A really good heads up on a very positive situation once supply chains are sorted. A straight forward presentation.

Yes iceman, welcome aboard, you have to be right, it was a total surprise. Still haven't worked out why though! It can only be a good thing and I'm surprised there was no market reaction. I actually did a top-up on the news and now have my largest holding in share numbers. Mind at less than 2p a pop it's not difficult!

I too intend to go this year - thoughely enjoyed my first last year, there was a good feel/atmosphere. Should be a really positive AGM with any luck! Because of the small numbers it was actually held at the premises which I thought was a bonus.

While Tier 1 is dragging it's feet the Spanish gas turbine blade delivery is encouraging. I don't actually recall any testing info re that. But couple this with EDF's steam turbine testing and this is a significant new business opportunity. We will need though new larger reactors and pre-production lines to exploit this. I've said in the past that new reactor orders are key for me. O & G orders should be ramping up right now and there's electric cars and solar in testing which must be quicker than aerospace surely!

The 1st Half results are due in some 5 weeks and should be good but even more interesting for me will be any comments on the 2nd half which if that lives up to previous announcements should help the SP along nicely.

Yes Simon is perhaps a little optimistic but he does do his best to temper it with a dose of realism. I guess it's one reason he does the webcasts which is one of the reasons I'm here as a shareholder.

At the last AGM he said (anonymously) that one of the chief negotiators of one the 'imminent ' contracts told him, at the beginning of the month (September) that the decision to proceed would be made within 10 days. He then said that was 3 weeks ago but that the guy was serious. Should he have shared that - perhaps not - but it's because he tries to be as open as possible that he did. Personally I appreciate this trait.

PS. I only recently realised the ST's middle name is Richard - now that's what I call Cool!

It is a bit strange - normally HDD is pretty circumspect with news. I thought that the MRO market would be good business as there's a whole heap of planes flying compared to new builds. Aerospace just seems slow compared to the turbine boys who seem to actually get on with it.

Hi Ecologist, I think it's pretty much as expected but a 7 Mill loss is perhaps a disappointment? All of the potential contracts seem bogged down and the VSP grows all the time but surely they must free up at some point. I hadn't realised the higher effect with slow supply issues on the transceiver business.

I intend to buy into my ISA tomorrow so I've got mixed feeling about the update. However as the song says "What's another year?" Rodney time must surely come!

Hi bloodninja, Bit of a dog I agree but not a total dog perhaps? I first bought in September '17 and sold out 2 years later when the then government and their regulatory bodies failed to intervene when the Malesheva incident occurred. I lost a couple of thou but not to disastrous and I said at the time that things were a bit to Wild West for me. I stated buying back in May '20 for the following reasons. I admired Chris Gilbert's tenaciousness - he just keeps swinging. A new more progressive government was elected. New experienced staff were taken on, the factory capacity was improved and the fundamental fact of good quality stone in a low cost environment was still valid. And of course Compo was a possibility. I like the way this has been funded and also the quality of our legal team seems good to me. Time will of course tell.

Covid-19 has been a major obstacle with the collapse of trade and travel. But given the fact that we're still trading, just I admit, we could even make it without any compo. Even if we netted a 10th of our claim we would be in a cracking position. This is I think a real gamble - woof! woof!

The future is a little up in the air I would say. Not to certain if the M & A amongst the big boys will come down to our level. I've said before that I would prefer to see just where this can go on it's own. The SP was at 40p a couple of years ago so there's room for an upside. I'm guessing that circa £15 Mill revenue would be a breakeven point so a good chance of profit this year. Doubtful if there will be a Divi this year unless it's just a token but possibly in the following 1st half? Anyway onwards and upwards.

Yes, it seems new business streams are continuing to come. I'm looking forward to a 1st quarter update as to be frank I was a little disappointed the 2nd half revenue last year only matched the 1st half. However, even so, revenue '21 doubled revenue '19 so it's not all bad! If revenue '22 doubles revenue '20 at £11.4 Mill then we are well on our way to next year Rodney! Well, maybe not to being millionaires but at least in profit!

Share4. Your19:13 - they have you in common!

Wyeowye. Your first question - nobody knows for a fact why. Your 2nd sentence. You are factually correct. Que?

Poor share4 . Your 10:49. Oh dear, so sad. Is that what happens to you. Abused, filtered , reported and on other sites as well!! You say some people never learn - seems you're the same.

Stas20. Thanks for your full response. You are correct in that his answer to your question is a change of his attitude. If you listen to his response to the first questions specifically regarding the SP he mentions that the company recognises the situation and that the story needs to be told which is perhaps were the upcoming investor meeting is coming from. He voices his frustration and reiterates the improvement in numbers. Therefore his view that YGEN is a good investment could come from his change of attitude and merely reinforces his previous answer.

Will his opinion that YGEN is a good investment be true? I think so and have done a top up at single figures and will do more (hopefully) in the new ISA season. Was it an invitation to buy? maybe, but as I've said maybe he was just continuing the thread of his previous answer which was fresh in his mind.

Yes I like the BoD to have skin in the game but primarily I am focused on the company growth. I was here prior to Premaitha and believe me the company position is as good as it has ever been. All I want now is some cheapo shares in my ISA!!!

Two more pointless posts. You made a rhetorical question. No point in that. Again you have assumed my emotion re PYC and I care not about you and rooftops. The green box of history awaits you.

Your 16:22 We all know that. So what on earth was the point of your post?

However what it does do is make your 16:20 a combination of confusion and rubbish. Your posts boil down to irrelevance.

Share4. You need to get a grip with your questions to me. Basically they are pointless and irrelevant.

You ask me about margins. This is information held by the company and not in any accounts so ask the BoD.

The repeat business is itemized in various RNS's and Reports so read them and you will get your answer.

Growth is also in the accounts so again read them and you will get your answer.

Your very confused about where to get information. I'm beginning to wonder what the point of you posting is.

mwhen you've workIf youm s o Margins

Share4 - Your Fri 21.21 No you didn't need to respond re reoccurring revenue. In fact, to be fair, it was a waste of time you raising it in the first place - haven't got a clue why you did.
Your Fri 21.25. Re 'reoccurring revenue' see above.
Your Fri 21.21 Re 'reoccurring revenue' see above.
Your Fri 21.25 Don't think you quite understand the product. It is 'Virtual Tumor' and it is trademarked. It has a myriad of forms. It has a myriad of uses. Consequently it will get repeat business. Repeat business is really good business. It is more efficient than new business. You both know each other and your respective strengths and get straight to the point.

I hope nothing in this post confuses you.

Thanks for the link niky. Hadn't seen this before - nice to think Allenby agree with me that we may break into profit next year!!!