Member Info for unvrkw

Can fox be seen in our portfolio as the play on developing nations? With India, China GDP continuing to increase and get towards the top are we well positioned to take advantage of the millions more in India moving into the middle class?

I hope so and see no reason why this can’t be the case. All we need is a £10 million divi shared out every year gla

Obviously talk of China, Brazil, India as increasingly taking over the top GDP numbers and current G7 becoming less important. This is our 20 year China play! Mines, less valuable materials and including like of Mongolia as a bonus.

Don’t you see? Cicc is taking all the different Asia plays, playing into one easy portfolio for us, tax efficient also to then allow us to receive the spoils over the next few years. It’s like the best, most direct unit trust you could have, just taking a few years to actually come together!! Gla

Around 8% organised hotel, brands in the market. This means it very much more traditional, one offs , similar to B& Bs in uk once was. The market will develop, travellers, Germans will want safe, more cost conscious options and easy hotel will fill the gap.

Potential is huge, up to 25,000 rooms franchised and owned easily. Say £6k annual gain per year. It’s going to take five years but this brand has the capability like the airline of being one of the most successful and biggest

I think they’ll do more than 2 million at ASOS!! Oh sorry different board, more than 2.4 million euros for me.

I'm going for an update third week in jan, quite top line basic one that whilst ok will bring just as many frustrations and questions unanswered.

To get to the €2.4 million for the year in revenue they needed to get €300 k per math for the H2 period. They got $500k in one order prior year end. They only need a few processed orders like that and it’s easy revenue.
Last year they didn’t have the winter stock nor factory to keep going, this year the snow will have little or no impact unless orders are over forecast and it all gets sold.

Operational update in January, similar to last one, update by month end and it will be all good

We have years to go on this yet. Like easyJet it churned away and eventually became something very big and successful. I think this company will do the same knowing it will never get sold off or consolidated in other brands. How long before easyJet tie in and offer these hotels, not sure if it’s already the case but it will come. Their customer data and links is huge, visit Barcelona via easyJet and stay in the Easyhotel hotel? Great long term business

Yes roll on. I’ll be happy with profit and a future. I don’t think they want to dilute anymore, they realise that has had a poor response based on timescales to get going. If they break even they can then take years to develop and like some of the Greek competition it would bother me if the sold £20 million a year, had £8 million profit and dividend it out. I’ve got time on my hands so happy if this churns out £10 million divis for years and continues to generate free cash, which I think it has the potential to.

Happy Christmas, same improvements next year ++ will take us towards success. Got a lot sat here awaiting success, be great to read this breaking even next year

Few trades today taken this down. I’m holding Steady bought no shares for a while now

Christmas, Easter? I think we should just keep are referencing to years

That’s 45 hotels minimum based on mainly franchise until we generate enough cash to build more of our own. Most owned are in uk but now branching out. This is a business that could have several hundred hotels within 5 years. This latest rns also reads as though they are financing it all

It feels a connection to airports which is obvious based on the brand. Three airports in Paris, 26 around the world mentioned. Not sure who is paying what but you could see 30 hotels pop up pretty quickly at specific airports relatively easily and in good locations. I think this rns is a game changer for Easyhotel expansion

we all want more updates but are all concious of when this happened last time it back fired some what. so chris is taken the wait until money in bank and ordered well placed before letting us all know. can understand why as the chinese guys may have taken three loads and now disapeared into the distance without a trace.

great to know whatever for me that the margins hold up, the raw material is going no where and we have plenty of it which isnt influenced by market forces per say and therefore we only need that breakeven point, level of revenue which in the schemes of things is nothing compared to global demand to get the company stable and going.

in the end if the quality is good and the team capable this should always work

Booking! Two more in the portfolio. These next four to five years are crucial to get a solid market presence and expand, great brand constantly supported by easyJet being all around

Thanks for the info, not quite sure whether that has made it easier for me! Will need to study them

I think there different. The January rns indicates €500k in 90 days, most of that order will have gone and this is a separate office for Dubai and region alongside that deal.

Little more positive trading,

I think the Dubai order is a small example of what is coming. We will see far more tile, slab orders on the revenue than just blocks and as Chris mentioned our ability to process anything now make the future very different. Can’t believe we haven’t broke even month on month, easy to reach 3.2 million.

Divi in two years with a Middle Eastern explosion of orders

Somewhere which will probably come out tomorrow