Member Info for unvrkw

Doesn’t seem to be raising its head as a problem for Fox, good job otherwise might have been another set back.

Ahead, this is just starting to come right and as like many aim stocks it does so at its lowest so when all confidence is lost, when shareholders have lost and moved on, after all the promising and little sign of break even.

The loans are provided by a large shareholder who wanted both, I think we will aim to payback next August raising no new equity. There are three outstanding and we are drawing down as we need for kit and stock

I’m happy with current position, mistakes made and biggest one now being they can’t keep up with demand!

Obviously throwing some more cash at demand and stock but as we know margins are good and one of the biggest costs been labour very competitive globally.

Chris repeats that H1 is two months works, he clearly implies 300k a month and more.

Next year will be very different as confidence starts to return

It’s a startup and it’s learnt less is more in regards information through rns releases. Far less now is said in yet we constantly ask for more.
I think they have learnt the hard way, always massive risk on any share like this which is still there

Sorry, we are hearing a lot less

Maybe they have learnt and hence no more order book numbers? We are heading a lot less until figures confirmed

Chris said he bets on a 50/50 mix in 12 months, he won’t be far wrong as I am sure they have learnt not to over promise.
Revenue will jump huge I think, they will reinvest and divi as good to give something back to shareholders sooner rather than later

I think the company expectation is revenue of 100 million plus!! this has a long way to go as yet.

That’s also a 5 million divi I think! Surely

When we hit the mix and volume. We have heard nothing of USA progress either

I think they’ll hit 20,000T of very close and the mix continues to change in revenue favour. So the bottleneck is block and then slabs to tile hence they bought anew line that can also do stairs

No idea they wanted 20,000T of blocked marble this year, did around 5,500T in two months in H1 due to weather. Tiled will now have all changed if a new machine is being fitted but far more than blocked originally. I think the kit is capable of a lot so whilst constrained this isn’t against breaking even.

I agree and I think Dubai highlights the massive potential around the world. China is block marble at good margin, we know could be at least 5000 T in 12 months.
India is huge and they are taking both block and tiles! USA heard very little from as yet and then Europe and local market. It’s been stated time after time, €600k is 2 months, so at least 3.6 million a year and the mix constantly changes in our favour. I feel very confident going forward, Stone Alliance then starts up

These projects and money involved is mind blowing when you think of the % we need and wants taken place hence I guess the new office.
I believe we will see results jump hugely these next 12 months as confidence and then orders come through, demand will het higher and higher hence huge investment in kit. We need revenue of €3.6 million approx to break even which will be smashed and then stone alliance will start up alongside as the demand grows. This market is huge, margins huge and divi huge in the end

It won’t start in anger until fox is proven and running well. First objective is fox then stone alliance, need to put great confidence back in the market and show money can be de

Something in January for me I think, trading update and any significant sale agreements in between, I think they are happy to keep things close as described before it’s quite a traditional market, prices, volumes etc can’t be to specific as the market is very fragmented overall.

If they get H2 filled with orders for the plant that will be huge, new tile line suggests so. Then into H1 and the real winter where they need at least 3 months stock to process with orders to break even. At some point, H2 or next year orders will jump significantly

I think the implication is either H2 or H1 next year will be very good. If we are still having a demand of 3x production and with it ramping up so much we must and will hit Critial mass easy!

Maybe we are now going to turn the tide and start heading In a better direction!

October, this will be an interesting one.

Well we will have to wait sometime unless they start doing new trading updates into the new year. The update was very light on H2 info compared to last year, directors talk a little more confirmation and insight into progress. So the Chinese have kept coming and have taken in excess of 300T per month.

Another tile line surely says it all, he wouldn't ping 50% mix out of the air to be quoted upon it and everything is running fully so trading update new year.

Interesting if any more, significant in volume or people now trade shares? They need 3.4 ish million euro to breakeven, 300 euro a month isn't a lot and very possible. GLA

It's starting to come towards block marble stopping for winter in yet we are buying more tiling kit. This implies we have a lot of orders that potentially can't get managed and made through the winter when the quarries are closed.

Considering the kit we bought which chris says is all working then we must have and be seeing really good orders

Chris also confirms the uplift in yield due to blocks being used for tiles.

The margin isn't in question, all about mix and volume which is happening and clear to see.