Member Info for Weathergeek

@Tallchad, If I can't find an answer to satisfy me I email the company. It's a lot quicker and you are going to the source.

investors@supplymecapital.com

Holder in both, i did sell some SKIN a few weeks ago and missed the 3-4p rise on most of my holding, didn't sell MWG as I thought they were more undervalued. Touch of luck really this deal for my recent trading. Really wanted some more SKIN also so this fits perfect. Wasn't that many months ago I was buying this at 0.5p :)

GLA

Very happy with that news, still at a discount to offer, grabbed a whole load more this morning, was wanting to top up SKIN recently but missed it before the recent rise. Nice cheaper way in :)

"The next time we go to the market for money, its to return it to shareholders"

Just catching up with it, Damn thats a big drop there. Deal with Apple, Google, Samsung... That could be huge.

My pleasure, Lets hope next year is as good as it looks to be shaping up to be. Can't find much else on the market with the same amount of potential given the current SP.

I keep hearing AZ in my head saying "huge, huge and powerful"

Here's some projections @scottyboy

Senario 1 Current business

96 companies at £1.3bn average of 13.4m
272 companies at £13.4m
£4,922m in inventory
6% of inventory which is £296m in revenue
1% of inventory which is £49.2m in profit
32,755m share in issue
Earning per share £0.0015
50% of EPS paid for Dividend £0.00075 per share
Forward dividend yield of 10%
@0.75p On those numbers forward PE of
10 = 1.5p share price
20 = 3p share price
40 = 6p share price

Senario 2 Current and pilot business estimate

96 companies at £1.3bn
272 companies at £40m average in inventory £10.88bn (was the reported average for self funding model)
£1 Billion in inventory from Abu Dhabi pilot
£500m in inventory from UK pilot
£12,380m in inventory
8% of inventory which is £999.4m in revenue
1% of inventory which is £123.8m profit
32,755m share in issue
Earnings per share of £0.003779
50% of EPS paid for Dividend £0.001889 per share
Forward dividend yield of 20-25%
On those numbers forward PE of
10 = 3.7p share price
20 = 7.4p share price
40 = 14.8p share price

Scenario 3 - 4 hubs into 2021 conservative

96 companies at £1.3bn
272 companies at £40m average in inventory £10.88bn (was the reported average for self funding model)
£10 Billion in inventory from Abu Dhabi pilot (Same as Europe so far)
£5bn in inventory from UK pilot (Multi billion companies approach SYME according to interview.
£10bn in inventory from USA (US deal in talks)
£37,180m in inventory
£2,230m in revenue @6%
£371.8m in profit @1%
Earnings per share of £0.01135
50% of EPS paid for dividend £0.005675 per share
Forward Dividend yield of 87% at todays mid price of .65
On these numbers forward PE of
10 = 11.35p
20 = 22.7p
40 = 45p

Everyone plays it differently.. That's one of the reasons for volatility for sure.

AZ did say end of Aug early Sept for Storm Harbour and the Italian banks. If one comes tomorrow it will be the Storm Harbour as I can't see the Italian Banks closing a deal in the Holiday month of Aug. If not tomorrow then we will have a Sept full of lovely news.

I said yesterday where exactly have 2 RNS's been "promised" after seeing a post stating that.
Be wary of posters promising RNS's. It's utter bs. Only the company and its advisers who are under strict rules know.

And of course the wine :)

Australia and New Zealand are a good call, A lot of gold and mining inventory and of course all those New Zealand Lambs. I imagine Manuka honey could be a good one to.

RR may not pass the due diligence tests due to the heavy increases in debt over the last few years. I've not looked deep into the debt and why but they would certainly be on a higher risk 8% rather than 6% charge I'd have thought.

Higher, Last news took us to .88 on mid price which was a Fibonacci extension. Can see that being broken.
1.1p (Float price) and 1.4p (next Fibonacci) will be next ceilings of resistance.
It will be big news. Nothing small round here ;)

Nearly there again, we will soon find out if our seller is still about.

Thanks for the links.. Hadn't read the Hardman one. Do love how positive CF is, and he delivers it. GLA

Lets hope the 1m doesn't get filled at that price. Great to see the move up but we need to break that 15p to stop this being a Yoyo in the 12-15p range.

Great CEO, I have some companies I've looked at buying early this year that still haven't replied to my emails. There is some terrible firms listed, this is not one of those.

Just taking out the weeds as we consolidate before next news.

Email from CEO yesterday confirmed everything needs signed off by Lawyers and with it being August Holiday month in Italy things are a little slower this month. Once deal is legal and signed it will be RNS'd. They won't be issuing an RNS on any deal until it is signed just like the last MOU.