Member Info for Weathergeek

Hi All, Just catching up on the boards. Have added another batch since last time as I like buying red days. Festivals, Circus's, Fairs, Gala's and all the usual diesel generator summer pop up businesses that pollute the area and most peoples children as they are on the rides, looks like a great market to target to me. I hope VDTK are looking at taking on plenty of sales people ready for the Graphene panels.

Not at the moment, the other one is 58p.
SYME basically get 1% net profit on all inventory. Do the calculations yourself and see what you value it at.
I have a conservative 1.5p on 369 clients at an average of £13.4m in inventory. A low PE of ten. That is a forward projection once all business has been put through the system and securitised. No future business, No inclusion of MOU potential.

Agreed, Serious city money will want to see proof of concept and a trading history. October will be an interesting month for those with higher risk profiles. Next year will really see the serious action if all comes together as it looks to be. Look at SNG, as soon as it was proven it may work, re rate time. Will be similar here as large contracts and securitisation happens. It's a very simple business model on an accounting front to work out value. Most PLC's are a lot harder to work out value.

Haha jd88. I'm not expecting it as soon as some are and very aware its down to everything going to plan.

Shows how big and quickly growth can come in this sector.

In the game - sold .32 (just look at posting history)
Weathergeek - held, bought more at .49 .63 .69
Who would you follow?
True answer is neither, you should research yourself and know the value you put on the share price.
My value based on fundamentals say 1.5p once processed into accounts. No future business accounted for.
Mr Zak's tech says 1.5p target.

Get ready for it to test 1.4-1.5p over the next few weeks, In anticipation of what the business in now is actually worth. Then it may come back before further solid news end of Sept. Oct will see another rise back to those levels, possibly higher if progress with securitisation and further contracts come.

If no news comes next week and many still can't understand the business, It could drop back, with the share interview Tuesday, I doubt it would as more and more people understand whats being built here. Nothing in life is certain apart from death (some manage to avoid tax) but sometimes things are pretty obvious. GLA

SYME did actually make a small profit in the last accounts. 2019 Saw a better margin so I assume the 2020 profit was affected by costs of the RTO.

"Turnover in the twelve months to 31 March 2020 increased to £416k (£241k : 2019). This resulted in a gross profit of £26k (£145k : 2019). Exceptional costs of £224m have been written off as a result of the treatment of goodwill and the accounting for the transaction."

That last sentence is what crashed this share price from the 1.1-1.3p it had traded at in March by as much as 96%. It confused many and the markets were tanking anyway at the time. My understanding is it's goodwill from the old business and the assumed costs of listing on the main market.

Next results should show some good growth numbers, March 2021 accounts even more so. I think April 2021 is when the first round of securitisation will be finished but as we are paid upfront, It should be visible in the accounts.

Correct Strangemartian. There is a reason it was at the levels of placement in March. They couldn't buy at the lows of 2 weeks ago with the inside info they have. They have bought over one month in advance of Sept Interims were the market will be updated with plans and new targets after hitting the 2023 targets already. October will be a good month here.

It's a sure sign that the real juicy business updates will come in the end of Sept interims. The market won't watch a share talk interview, they will read results.

I'm thinking maybe divi announced 2021. Paid 2022 latest but these are guesses. This business model takes time for the Inventory to be securitised so there will be a delay from contracts announced to securities issued. We do get paid upfront though so it won't take too long to see everything far clearer in accounts. The cash generation will be there and I can't see massive r&d costs here as we use the SIA and IBM for the transaction and ledger.

Yeah typo apologies. The article stated 2tr and 1% would be 200bn which is wrong thats 10%

Re Dividends yes its the £700, I was working out my 10m holding and wrote that by mistake. 2m I hold for selling when this gets to a fairer value and I'll treat my loved ones and myself. GLA

http://www.onc.hk/en_US/non-traditional-securitisation-inventory-securitisation/

My favourite part...

The structure of this deal could be taken as a reference when other commodity trading companies seek new financing. Various commodities are viable for inventory securitisation, which include (i) agricultural commodities such as grains and oilseeds (corn, soybean, oats, rice, wheat), livestock (cattle, pigs, poultry), dairy (milk, butter, whey), lumber, textiles (cotton, wool) and softs (cocoa, coffee, sugar); (ii) commodities for heat, transport, chemical manufacturing and electricity, such as renewable fuels (biofuels, biodiesel, ethanol), primary non-renewables (coals, crude oil, natural gas liquids, natural gas) and secondary non-renewables (gasoline, jet fuel, diesel, bitumen, condensate, naphtha); and (iii) metals and minerals such as iron ore, aluminium, copper, zinc, lead, nickel. Closer to home, inventories of retail stock, such as sneakers, fashion, luxury goods, toilet paper, and masks may also be considered for inventory securitisation.

Conclusion

Through securitisation, inventories could help a company to raise additional funds, increase its cash flow liquidity and decrease its reliance on bank loans. The structure and mechanism of inventory securitisation discussed here will undoubtedly evolve over time and adapt to changing market conditions.

Depends on your long term plans. You only pay tax on profits over the threshold so you can plan your sells to match the threshold every year. I would advice most to buy in an ISA if you haven't used that allowance. Stocks&shares ISA is one of the most tax efficient way's there is to earn capital gains. There is no limit to the upside profits. If you ten bag your £20k allowance its all tax free.

1% of a 1tr market is 20billion not 200bn. Thats 10% which is not a massive ask on 5 years. ;)

The fool hedge their articles so they pull out what ever one reads the best after the case. I bet you 100% that writer is loading up and want's the price slowed so they can.

Here's last weeks article

https://www.fool.co.uk/investing/2020/08/17/interested-in-the-supplyme-capital-share-price-heres-what-you-need-to-know/

Can you spot the glaring mistake in it? May be they could write an article about maths.

Every Friday people are pilling back in..just incase haha. Fun will indeed begin when that drops. GLA

Can't wait to see how things go here next year providing covid doesn't shut the world again.

GB often answers the emails. Great company and great week here, just clocked how good, been heavy on another share last few weeks but held here for a while. Great to see it all coming together so well. GLA and indeed, Thanks to the SKIN team.

You've not seen the Wall Street investor target William? Now thats the biggest ramp I've seen out there.

https://walletinvestor.com/lse-stock-forecast/syme-stock-prediction

Holding 12m and looking at the 16p target as very achievable by end of 2021 or before if hype and of course numbers keep growing. My calcs have this as dividend paying by the end of 2021 at about £700 per Million shares. So thats a forward divi of 10% now. Since end of 2019 its grown 68% of clients taken on and if you include the 272 thats 469% growth in half a year.

My calcs on the current business value SYME at 1.5p at a P/E of 10 with a 5% dividend yield. Now current business will take a while to come through and get all the securities issued etc. So lets say that's in the accounts by the end of 2021. By then of course how much new business will have been generated and is in the system for processing and securitizing?

The market is always forward looking. This is a high tech high margin industry and its new and at the moment there is no competition. Would a P/E of 40 and a divi of 1.25% of the SP look more likely? I think so.

That's a 6p share price based on current business and the fact the market see's that continuing. These numbers can change as soon as you change the amount per client and I'm being conservative. £13m average on those when it was published the 272 are £40m average. I have not included anything for the Abu Dhabi MOU