Member Info for unvrkw

Confirmed quite a few good points I thought;

Chinese taken 900+ tons of a 5000T order
Reaffirmed H1 is two months of mainly block sales
Can sell 3x volume of certain marbles
Heading towards 50% mix tiles to blocks
International sales in all regions
Going to sell a lot in Dubai

Again I think surely we can hit a break even volume? Surely with a better mix we can do this pretty quickly now and easily. I’m happy with update, August next year we need cash to pay loan notes back

slow churn, take several years and they will equity raise again i would think next year hopefully around the 1.2 to 1.5 mark?

least the cash goes into assets and hotels not working capital so overall its good news. this model makes money and like the airlines there will always be people wanting and happy to stay in this type of hotel as they have recongnised, price, location make a huge impact on where you stay. this is a long long hold for me, it will be £5 in 10 years.

like most we had been wanting more in regards the last few months rather than H1 as we knew the fundamnetal numbers. so the numbers are still mixed and vague, the physical improvements seem good, new tile line, number benches, talk of work over xmas period are all good moves that suggest volume, volume, volume.

there is plenty of debt still avaiable,loan note payback is august 2019 so important we are there by this point or equity raising and china, dubai etc on the move.

i think over next 12 mths this will breakeven and we will hit the smallest volume needed to do this. why didnt they give volumes, production numbers for the last 3 months since H1?

I’m not quite sure why someone would sell that volume at the stage unless the forth coming results make it obvious, if after holding on and in the share for so long, now selling at the bottom.

If it’s a buy it’s the best one by anyone so far bar free shares offered out. If one of the directors then today ish and rns should tell us otherwise an investor?

I don’t know, will be close as the ask is higher however they might have got a good price on volume? It’s pretty close, it hasn’t really moved up or down

the buys near the bell are huge for Fox, maybe a days notice was needed so that the great info we are expecting can be put together and delivered!! great stuff, no worries, marbles the future!

Cupboard, what shall I do about the new car! S**t, it’s on the drive based on fox update!

I thought I was in the lucrative marble business

Anticipated the 25th? Maybe share needs suspension first as the results and update is so good the sp wouldn’t be stable?

The dilution kills the sp for small holders no matter the success of the company and sp. the amount to now return and do increase to give original small holders a chance gets bigger and higher the companies just play shares around and increase and change holding without real money. Clever really but financially destroying for private investors

Very big buys for this share. If there is any good news I am sure it will get squeezed in no matter, Chris will be knocking at directors talk front door 830 latest

i think its mixed as always due to expectations when people visit hotels, have paid very little but still expect so much.

i think its a rush to the bottom and therefore premier inn will need to look at ways to map closer to easyhotel as they challange on price, load there hotels and peoples habits changed. i.e. some people now want to only take a room, pay the least and get out and about. whereas with preimer alot of costs are priced in as they are in place and there is no choice. easyhotel costs are relevant to occupancy as they should be, very lean and specific.

loosing some value at the minute, confidence of divi increase in the near term lost?

Exciting few days ahead! Love it

Update? Would think very probable and possible as costs stay closer in line and hotels open at a good pace

Nearly upon us, as much as this can cost me a fortune I still like the windup towards numbers being released and generally the huge disappointment by 7.05.

Still will chris deliver, have fox got their marble in order and is it trucking out the door? There has to be great signs of it or expect another €300,000 loan to be announced.

Surely you don't open a showroom with no cash? Three months since H1 should see at least 5k tons quarried more, revenue at least €1.8 million and Chinese in town again. That would get us close to 18k quarried and €3 million revenue. I think that's still optimistic, it was at least 300 k per month which is 1.8 plus H1 of 600k so 2.4. Here's hoping each month that's getting higher and higher. Certainly H1 next year won't represent from may onwards as the plant hopefully has orders for at least three months. GLA

Totally agree, before this time I last held in the 20s, sold on a profit and left for around 2 tears. Tracked it, saw it drop below 9 p and came back. Another interesting 12 months ahead, could become divi share of the year !

I don’t think he knows marble well and this has meant over promising, late delivery, poor sp which he accepts. I think we have lost at least two years based on decisions made which hopefully now has been clawed back.

Overall he has a high margin product, low cost base and high quality product, shouldn’t really go wrong which it hasn’t persay. It just has happened in the right order and therefore fast enough. In China and India we could have two countries that buy enough to breakeven

That’s a pretty good idea and well worth doing. We’ve ground to a halt in buying more, you go past the sensible point of buying, few more in the pot and then hopefully reality bites and you move onto another share to diversify. Saying that when your looking at any type of share like this everyone knows the great risk, very few play out really well, half the challenge once bought is of course then selling before reality bites also and it comes crashing down, that bit I’ve become a lot better at!
If this can’t breakeven then it’s management all the way as location, cost control, marble itself are all well possible to influence and make money from.

This share is a Brexit play now. I’ve invested, Brexit deal done this goes up

Thanks, going to be another interesting week. I don’t think If the business breakeven is within next 12 months dilution will occur. They are now trying to limit raising funds to loans which are then paid back or turn to shares several years from now which won’t be good whatever

7 days max I think until lift off in sp and all our troubles melt away