Member Info for unvrkw

Don’t break your rules too much, we both have plenty in here that can make a difference and when you think we are putting money into a marble company in Kosovo most would say we are crazy hence I guess the risk pro and con going forward.

This is where we rely on a strong, ligit board that won’t wind up, take the cash and run which they always can do.

It’s going to be a rolling up and down month and year, more stress and strain without volume or smoothly to sustained business

there always seems to be pressure on the directors to release pressure and increase sp, not sure now if equity raising isnt needed whether this is now the priority for chris and in any case he knows it will rise of they break even.

chris has lots of shares, if he creates a 30 million revenue and 8 million divi a year like the competition i am sure this will be going along way to success. chris wont be selling alot or looking for sp more the divi payments with alot less tax.

I would imagine it’s all money up front for orders based on where customers come so no outstanding great debt. The orders are from all over, block, slab and tiles so very hard to compare against last year as margins are really going to change.
They have a 1 million loan facility to use in order to reach break even, easy

Cnc fully booked until 1st August

https://www.directorstalkinterviews.com/interview-fox-marble-holdings-increased-order-simsekler/412753633

Looking back there are other big deals signed, one for 5000 T over three years so even two customers will take 4300 t before anyone else. Really disappointed If we don’t see significant progress and stone alliance update must come soon also.
I’m Steady now at 700k of shares, awaiting this years updates

even a small amount? shows either little confidence or awareness in the share still which based on previous updates that havent delivered i get that.

with chris saying " they can sell everything that comes out the ground and its not enough" i would assume this translates in money??

Because equity raising feeds the beast, if it’s there they will take it

On the web site malaria and the suggested new ones with vistech tech and through the burnet institute aren’t shown. So not sure it’s just CD4 or future, similar ones we have also kept?

going in a positive direction for once. i guess this is a positive update they wanted out the day before the results so in order to try and negate some negative press.

i also like the following statement;

Fox Marble is now well placed to meet the demand for an additional minimum quantity of 2,000 tonnes over the course of 2018

so 850 t in H1 + another 2000 t in H2, total will be 570k euro with one customer, nearly half our total revenue for 2017 in total. so with as you say 32 + customers, slabs and tiles also we need to bust at least 2.5 million and break even.

i like the comment around trading update for end of july which is different and far earlier than normal. i always prefer updates that come earlier as they normally bring better news, interesting whether the sp now starts to move up prior this date as people punt on output.

whatever it will be better than 2017, just a question of how much cash is in the bank for me and whether another equity raise is required, i dont want anymore dilution!!

Leaving to the last minute!

I think they might do a H1 update if going well as all indications are. By the end of 2018, month on month break even will be achieved. Stone alliance update is also scheduled for this year.

Did you read in the Chris update about showroom in London opening soon! Hopefully to have a presents as sales increase. I’m hoping no more equity raising

Also, good revenue drivers for next year. They say 2020 onwards this share will start to motor

What does this mean. They change the investment criteria and then afriag or others then buy each other in the Lenigas companies to have a good go at cannabis

http://www.bmmagazine.co.uk/entrepreneur-interviews/profiles/chris-gilbert-ceo-fox-marble-holdings/

A few give away points in regards fox performance or potential going forward.

David Evans, Chairman of Omega commented: "We have a considerable amount of work to do on delivering on our strategic plan and our operational objectives for 2018/19. As the decisions we are making will straddle the year-end the financial impact of those decisions will impact both 2017/18 and 2018/19 by way of asset write downs and restructuring costs which are exceptional by nature. I look forward to updating you further on the announcement of our Annual Results before the end of June."

Bought another £1k worth on Friday at 8.9, read the end of year 2017 again and updates points for 2018. If they don’t even turn this into a £30 m revenue, £8m annual divi like the competitor we will be very short changed. The orders even on paper are 6000 tons easy plus slabs and tiles. High margins, high yield, no nasty loans outstanding.

£8 m divi annual would do me and you the world of good!

I am sure it's this month. Can the CEO wrap any positives around the numbers? If he has closed everything quicker, saved then maybe. Losses will be high.

Slight positive

http://www.proactiveinvestors.co.uk/companies/news/199208/loss-of-royalty-income-from-major-customer-dents-immunodiagnostics-profits-199208.html