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The only hope is selling some or all of their mortgage book but that would leave the company with not a lot

So a market cap of less than £70m and a capital raise of up to £600m-of which over half is ‘lend and pretend’ debt.

Equity worthless unfortunately

More likely the business plan which is in tatters-there is very little margin in manufacturing cells.The factory was a pipedream

I thought the evangelist Billy Graham had died but clearly not

Hallelujah

I don’t think this is as bad as some are making out today-looks a bit oversold though it’s not one for your ‘safe’ portfolio.

I’ve met Jeremy a couple of times as found him to be honest

Being so close to the end game, likely this is going to be taken out by a big player.Just my view

We are about to enter winter-Southend is a cash burner even more in winter

Officecat-what part of any of my posts has been untrue?

Probably triggered by the mountain of debt which is coming up for repayment-simply highlights the crash bang cavalier behaviour of previous management going way back to Stobart days.

That bond is the trigger

100pc agree

Anything of interest in the 100 posts today?

Good start to season mate.

This is a dead duck-can’t believe how some think otherwise

I 100pc agree Rob-binary/black or red.

The model stinks-and the margin on battery cells is falling, not rising.Even Nissan said so at the weekend.

No business model-the latest deal just to help Arena get some of their money back.

Avoid

Well the RNS this morning is another nail I’m afraid-surely all sides can see a controlled exit of the airport is commonsense

Looks like the claimant is attempting to take control of the airport asset by the back door

Trow-where have I lied?

Thanks oh Great one-back to the rugby

I feel your pain-I had a similar experience with AAOG and it took some explaining to the wife I can tell you.

That’s fine but without heavy subsidies, the financial model is totally torched-that’s what is under review.

Remember the biomass scandal in NI when it made economic sense to burn biomass with all the windows and doors open and you get my drift

Shooting my own ducks this weekend mate but thanks for the offer

Good post and I agree-the only bit they can’t model is Putin and the associated uncertainty

That’s why it’s called an…. you’ve got it, an Export tax.