Member Info for unvrkw

Amount of trips and holidays in uk has increased significantly since brexit and it continues as people book the uk for Easter and beyond. Hopefully positive update

Interesting how Stuart named a business they are working with and you can find data upon.

There are pictures in china, connections across in this area which I assume is one reason why cic are involved and you would suspect to see this quite often.

I am sure the Chinese connection to businesses and listings is huge, there are many that want to spread their winds at the same time doing large amounts of business in china.

Of course I'll share it all. The billion dollar mine will be shared between all the cic holders and Stuart and his Chinese friends will take the largest slice. I'm happy to get my current shareholding % of a billion, that will be enough to survive,

Thanks for the update. In all we can't do a great deal, the gamble was this was always going to be different from a normal share and it involves many businesses, great potential in Asia which non of us have any idea about. We do know china is dominate and this will continue, we do know there is a thrust for commodities overall, the world is changing and the Chinese and Mongolian government etc will want value and cash for themselves.

The update said one company coming through, 27 on the books, overall that seems more than possible, these markets are worth trillions and trillions, a small slice would be fine.

However I think their in the best place, best position for a long time and the next four to five years will see some great growth.

Both cd4 products on the market, allegen business being promoted and growing and development of further tests also to increase every agreed, focused portfolio, positive place, profits coming and great job by CEO since he took over

I agree they expanded too wide and too little therefore in all quarries rather than knowing the market and being specific.

If they had focused and quarried specific, high demand quarries they could have filled them with lots of equipment, specific with plant kit also and really wound up the volumes from these quarries to get the business going and then slowly opened the rest.

They didn't get the right mix to start, took time to realise this and by then we are 4 to 5 years behind predicted schedule. What keeps the investment going is the known potential in marble long term, margins that can be seen and evidence from other businesses when you have quality marble available.

So now they have a selection of quarries, including the popular ones, plus ability to polish, cut etc to exactly what the customer wants, exactly where we should have been in year 3 bar with a smaller, high demand selection available.

This year demand is there, margins don't change or get worse, we have the equipment and an early break in the winter so results need to show this, if not demand really is false,

I would like to think also now as extras are invested in, I.e. showroom, buying quarry licences, etc. things that could have waited around the core work that the bod feel this investment can be completed and overall we will be breaking even? I.e no point owning a new licence to a quarry for 1.3 million but gone bust?

Alternatively you could look at it the other way they are using the business to fund out cash to some shareholders before it goes under which wouldn't be unusual on AIM but in this case I think not.

Chris promised more demand, more orders, more updates. Chris promised kit in quarries to meet this demand and 2019 has to be far better. Like many businesses if it does breakeven the magic number there is the potential for a very long lasting, high profit business for decades to come without mentioned the 40 other licences the Kosovo government are keen to get off the ground.

It’s one of the biggest parts of investment, do you keep buying on dilution etc risking it never breaks even and asset appreciation carries on. They have mixed asset buying against working capital, if they don’t breakeven then it’s for nothing anyway. They now own licence to a 300 hectare marble patch, breaking even brings far more value as then it’s sustainable and the total marble stock is worth more.

Again Chris repeated in March customers queuing up, so can we actually join it all together and get a volume that breaks even

I thought that with hire, no different that they haven’t paid any loyalty until now. As these are all owned by people connected in with fox I think they have tried to keep more debt off the books to get it closer to breakeven. Positive could be as fox gets closer to managing itself some of these are starting to be declared and tidied up.
I am sure this deal was always the intention just a question of when

23rd of March gives an update worth looking st Esh

https://www.placenorthwest.co.uk/news/blackpool-easyhotel-proposals-approved/

Update next week

It’s posted on directors talk web site so tomorrow there might be a video

Good for the company but I also sense certain people now getting the odd million out in cash so it can be spent. More solution, not huge and we gain an asset just doesn’t reflect in sp.
if and when the marble stock is giving a value based on a sustainable business that can sell it then we will see a change. All been tied together

Maybe we got £200k of material? This year we might break £1.5 million. Seem to always under cut by a huge chunk our wishes against reality.

What's lorry man up to, is he trucking lots more in or gone quiet. This obviously I am convince will get there just how long. 2020 is the year of loan pay backs either cash or shares so dilution will come back.

Two buyers in for Easyhotel, investment institutions and the easy group itself. Wow the easy brand is buying back in again, a week when budget hotels, investment has been pretty high. Great hold here

Not sure, there was nothing last year and maybe no huge new orders to talk of. Not sure if he will do a formal presentation or not and just update on the past

i think you should message him and ask whether he can broadcast live and allow you to direct the camera so you can complete a full low down on whats happening

Refurbished and being advertised as ready to go which is great to see. This hotel is a big deal both on rooms and renting of other space which needed to be done well to reduce impact

Spooked by the last update, harder times ahead but no great debt to think about. Budget time, people saving money, uk holidaying at home and sterling low?

They also said eu would be a target however times aren't as good there either. Sure these times will test the business model that in theory can take any downturn as they can compete with the best and win. More hotels opening, improvements in the ones open and I think overtime this is a steady play.

maybe he is looking for a new job and needs to stretch out a bit further? decided that he cant wait a decade long either in order to get his shares and is going elsewhere.

dont worry as long as this is listed and connected more to china than anywhere else we will be ok. as they stretch out further and further into the world and take over we can rely on stuart with his chinese to get us through.

Travel lodge good results today, maybe adding some pressure? In a downturn budget does well, we need more hotels as quick as possible

I thought you sounded like a buy. This is why Richard S bought in, its now getting far closer to growth, everything is getting certified and soon they will start selling both and in the way to £50 million revenue