Member Info for Twiggysparks

Back down we go again!

How absolutely depressing.

Depends what they give away to get that dividend. The valuation was intentionally pessimistic and hasn't included vast amounts of the companies resources.

67p for everything would not be great.

Those placing shares aren't in issue yet are they? I don't reckon they will announce anything until after that.

I haven't see the statement that we need more money, I must admit?

Its a genuine question though. If there is one bigger supply at 140m tonnes and then a big drop to the like of the CS project then thats a different scenario with regards to how attractive it is to big players.

If there are multiple deposits of pozzolan out there with 100m tonnes or so then yes I agree with your initial point.

Well thats an unwelcome start to the day!?

I am in Arb :(

It will come back in the long run, could do with this paying off now though.

I am sure I have seen Pozzolan prices have gone up to nearer $100 a tonne and Perlite even more than that.

Glad to see some of the Mad Storks lies being deleted.

The guy is an absolute fantasist.

Just a couple of customers here will be worth millions per year! We have hundreds of millions of pounds of product and an international organisation looking to become involved, all a cap of £8m or so!

Massive upsides.

I thought that was mentioned on the Webinar?

I don't think I have seen anyone on here saying this is the big one that will lead to the big rise. Its a step along the way and an important one with a bit more info and some confirmation that we will be able to start supplying the product in bulk without any initial capital outlay.

I thought it was $100 a tonne?

Also don't forget the Perlite, that has recently gone up in value by 20% too.

I would gladly see us sell the CS Project if we get a decent return on it. £50m+ and I would bite their hands off.

How much of the assets do you think EUA will sell to get a 25p dividend then OP?

I assume you think about 10%?

Ha, yeah that is certainly unusual.

It would be nice, I still can't believe that the 42m buy the other day didn't lead to a price increase.

What makes you say that?

I agree with the part about how there may well be a royalty payment ongoing rather than simply a full cash payout.

This part though is flawed:
"IMHO for a dividend as low as 10p you could expect the equivalent of a ramraid to acquire shares up to the point where the risk/reward ratio is no longer attractive. And I’d suggest that spending £1 to get £1.10 back in a few weeks is highly profitable if you’re investing large amounts. It’s as close to free money as you get."

They wouldn't get £1 back as once the dividend is paid then the share price would drop back quite a lot so they may end up paying £1 to get about 40p back.

What do EUA gain from the NDA? Well they gain a sale ultimately.

Didn't Sam sell out to move over to Rambler? If so then I am not sure he is quite in a position to buy back?