Member Info for Truthfactory

See my note just posted

I hadn’t forgotten but certainly stopped looking at the SP for obvious reasons.I invested £100k in the last placing via Cavendish-basically EIS shares which persuaded me to put the cash in.Project was called Lucina.J can post the Research note from May if you want to read it.

I noted the SP movement yesterday and simply asked if anyone had any view.

I’ve had many people challenging me on here about my negative views on the likes of AMTE,Minoan,Syme,Blur,Amigo, and worst of all DGI, where I was 120pc on the mark and

was proven right all along.Genincode is one where I am very bullish so I suggest you get off your high horse and follow the money.

I don’t make things up about holdings-I take the view that if you are making big claims, back it up with a note about your stake as talk is cheap

Have a look at Quantum Base-another company I like

Certainly feels that way.Good luck

August 2020-Project Earth Placing

A lot of here were lauding the quality of the advisory team.Nothing wrong with the asset.Putin the issue as we all know

I put a lot in on the last placing -£100k.

Lost track-what’s caused this today?

Anyone who saw the heartbreaking Sudan report on Sky tonight will know that this fantasy is just that-a fantasy

Because it’s worth nothing?

This company is a total joke-trust me.I got usual stick for pointing out the hard facts but ‘we see what we want to see’

The problem for the board is that the whole strategy for exit is outwith their control-that’s the point.I said 4 years ago to mothball, maintain the listing and wait-pretending they can sell is frankly ridiculous.

They’ve been marketing the company for at least 5 years-look at the statements to the market then

I believe the customers don’t have a choice, notably GM.Thats what’s saved our bacon but I’m not complaining.

A solid update later this month is what I’m looking for and then this can push on

As I have said many times, this company is totally uninvestable.

You’re wrong in my view but hope you’re right

Great appointment

Agreed-looks like a BOD who are relaxed in their own skins and disciplined

I like Kevin-there would be no £400m order books without him.He deserves support.

He now has a chairman who can run a company-Bundred ran a fiefdom, a vanity project with him and his incompetent ego pushing away any help.

This company had the chance to get back to £250m cap-I make that c 20p a share.

If they can put the past to bed,and regain trust, this is a once in a lifetime buy

Volume orders are not our problem at all-it’s making the bloody discs within a good yield range.Target would be 90pc but mid 80s acceptable and cash generative.

Our other negative is the balance sheet-hopefully we can demonstrate cash generation to alleviate fears of a placing which will require some trust after previous placings led by the buffoon chairman, now long gone.

Amazing how people turn up, pontificate and clearly haven’t been on the long and winding journey.

I really can’t stop laughing.The guy running this must be high on opioids.

Told you all over and over again-a proper mess.

Signed off by Putin with guarantees-I can’t believe the rubbish on here.

I always move sales forecasts to the right by at least 9 months-the world spins fast but getting innovative product to market is challenging