Member Info for unvrkw

Few days of May left

On plan

Just need more hotels and faster, the sector is doing well, I think it will go the same way as airlines where eventually over capacity and the cost conscious with solid brands will continue

Happier with the fact Richard Sneller is involved and he has taken a huge chunk, he has invested for sometime now and must feel there is value to be had.

Interesting is the money to keep going or in fact to increase stock, volume, etc due to success and increases in sales

Not done at a discount and not a stupid volume that we often see

could do.

we could critise the BOD for our current position at the same time they have been relatively quick to grab hold of the cannabis idea, turn afriag into a business that can invest and then find the investment. its a pretty big potential investment, be interesting how it works out

onwards, need quite a few more double digit days to get anywhere close to breakeven

the plan is to buy £300k worth, then some more after shareholder meeting. then first refusal on the rest of the business at 0.1 which values the company at 40 million.

its one of those standard situations where the case to buy might be great and long term value against huge dilution in the mean time in order to finance.

difficult one, people want to be part of a very growing sector however in our case there is diluation to consider, not sure yet, doesnt matter at the minute anyhow as way below buying price so i'll hold.

the businesses do look like the real thing

Be more than 6000 Ts, come on I’ll go for 8000 Ts

Well the ceo is confident of £50 million in 5 years

which was the order book for the year, declared through three customers alone in the last update would be over 9,000Ts so we should see 3 to 4 million revenue easy. this is the year of delivery, the new kit was in place in some quarries 2018, the rest delivered early 2019 before the year really got going so we cant keep saying we are in a great place with all this demand and not deliver.

the factory should also have ran all winter and added far more revenue than previous years. the loan notes start to get cashed next year if we dont pay some back the dilution will continue.

well i am glad one of us is relaxed. i know what you mean about the first three months however there should be far more trade based on the factory open for business throughout this whole period and these customers high demand. if we dont see significant change and break even this year we really are scrapping the barrel operationally to get anywhere

against last year results started to appear by now, we also got a YTD update in them which we are all keen to see because of course within reason we know what 2018 was all about and how it ended.

so going forward anytime, we also know demand per say is high accourding to chris and the kit is bought so it now has to be delivered

i'm getting to that point where no news isnt good news. nerves start to increase as we havent seen 2018 numbers maybe as they are poor and chris wanted good news alongside but there isnt any and they are wondering how to wrap another half year up in 2019, what excuses can be used?

its that classic period where i move from hope and positive vibes to nothing coming, nothing happening. the new kit, the weather, the customers the so called deman hasnt created the revenues and numbers needed in order to breakeven??

heres hoping i am completely wrong

It’s the 2019 ytd we will be reading first!

Maybe

canada must be nearly sorted and the row of IPOs stacking up in the background to hit the floor running when the button is pressed.

the only bit that i like about this is the businesses are linked to china and china will dominate so much going forward. i like the idea that these are government connected, chinese back to a degree businesses that could be big and powerful going forward.

where is the huge oil storage facility and refining business we got linked with, what about the huge steel industry businesses that are also linked with cic, everything seems to disapear into the distance or the mist of nothing

Agree, always nice to get an update that shows better than expected. This business is setting itself up well for the future showing in good times and harder times it can survive and grow. Long term it has great prospects. In two years it will be far bigger than now

That’s my point, I love the detail it’s always great to read but the predictability and possibilities are so far ranging the truth is no idea from anyone, it’s just so so hard to read.

Chris stayed customer updates as and when towards results and agm. Chris said we would understand the growth potential by the agm and based on all this no top up, no more to come, bit into odx and holding tight

What about my margin prediction, wasn’t it close enough?

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