Member Info for Yanis2005

EchDelta, by making noise I meant more like sending emails to Angus and posting IQs on this issue. Posting here may catch Angus eye as I am sure they read this board, but addressing them directly and officially has a more effect.

Is disgraceful that we have not seen equipment at site yet!

James, your 9:04 post - fully agree with it.

EchDelta, they cannot delay equipment to save cost. It doesn’t work that way.

BV, you cannot have all the equipment arriving at site at the same time - is unworkable.

If we are going to see any gas next Feb/Mar we MUST see equipment arriving at site NOW.

It takes time to install, pre-commission equipment (individually) then cold commission as a process, then hot commission with gas flowing. It takers time. If we don’t see equipment at site in November, then the chances of first gas by mid-March are very slim.

As I posted earlier, if we don’t see equipment at site this week then we should start making noise on Angus door.

Ocelot, that is very true … the SP does indeed have a long way to go up from here, BUT

we need to see some equipment arriving at SFB. If we don’t see any by the end of this week I will begin to get jitters … I haven’t forgotten Brockham yet!

With oil price at $84 why is the SP not moving?

Where is SO? Why had we not have an RNS yet about the Wressle windfall? Crossing a £1 mil? or has Wressle gone up in flames?

Why is the SP tanking? SO? Wake up FFS!

EchDelta, I agree, the equipment they noted for delivery in October has to be arriving now … this is why I said this week. Angus said October but at the end of this week we are mid-November.

Crocqman, I noted all that - Angus said they will issue a detailed plan in November - the question is when in November? I hope is not the 30th of November as that will be cutting it very fine for 1st gas in Feb/mid-March. There is nothing to stop us from seeing equipment arriving before we see the detailed plan.

Equipment delivery has slipped - 2 large items were planned to arrive in October and they are not there yet. If they are not at SFB by mid-November, I would like to know why? Where exactly is this equipment and what is stopping it from being delivered?

If we don’t see this equipment by the end of this week then I intend on making some noise and I suggest others do the same - I don’t want that Brockham feeling again!

We are now entering the second week of November but equipment was supposed to be arriving at site from October - is not there yet.

If we don’t see any equipment arriving at SFB this week then I would like to know why? What exactly is the status of the equipment that was planned to be on site in October? Where is it and what is holding it from getting to site?

Geeman, I remember her saying that about CBD in the webinar too, but I didn’t like that then and I don’t like it now. Straight after the webinar after she said that the SP collapsed. I believe it is the reason that the SP is now so low.

Excessive expectations management does damage the SP. Let the market decide what value to put on it. After all, is part of the sleep wellness range. She did not caveat other items in the wellness range, why caveat this one?

Yes it is, but unfortunately we got the CEO to thank for this.

Did they have to say this “As previously stated, as these oils are sold under a licensing agreement with Sana Lifestyle, eve expects the return will be more from raised brand awareness and the advancement of eve's sleep wellness proposition, rather than revenues and profits”?

CBD will raise brand awareness as well as bring in some revenue - no?

So, directly or indirectly (raising brand awareness) CBD will bring in additional money, so why dampen expectations?

Lol BV, I can smell the methane too. Btw, did I tell you I hold 50 million shares in 10 accounts? :)

Morning BV, where are these “people” coming from? Wildtiger claims that he sold £150k in shares? Circa 22 mil? Oh yes, there is the TR-1 RNS. Need to get a life!

Thanks Serif.

The reason the SP is not going up is because we are not seeing anything happening yet.

It should move up when pictures of serious equipment arriving and getting installed at site are tweeted. Is all in Angus hands to do something about it, a bit overdue now.

Are we expecting farm in news before the end of this year? I think Simon said so in an interview, did I hear it correctly?

Dontgiveup, CC’s profit pre-overheads comment is for this year, we are still on course for sustainable profitability next year. As far as I know nothing has changed to indicate that sustainable profitability will not be achieved in 2022.

Nothing has changed, still on track.

One thing is clear to me … the SP should more than bag before we see any gas flows.

What is needed is

(A) pictures of equipment arriving and being installed at site
(B) EA approval

(A) should start now. We should be seeing pictures of equipment arriving at site any time now. Actually, surprised we haven’t seen some already. Maybe due to driver/supply chain issues.

EchDelta, there aren’t that many sellers - volume is only 2.4 mil so far.

I done a few dummy trades and cannot buy anything below 0.9845p, any substantial amount and I gert offered over 1p to buy.

Last compression of the spring me thinks :)

One more small top up for me :)

We now need the EA approval.

But the good news from the answer to the IQ is that the EA approval will not hold installation of equipment but will hold hot commissioning - no gas can be used in commissioning without the EA approval.

We should not need to use gas in commissioning until about 2/3 months after beginning of installation. So as long as the EA approval arrives by Jan/Feb, at the latest, we should be ok for 1st gas middle of March (latest forecast).

Dontgiveup, I don’t think is overheads that drive us to a loss at the moment, but high marketing costs.

From Interins:
Revenue: £13.9 mil
Marketing costs as % of revenues: 32.7% (£4.55 mil), quite high

As I understand it marketing expenditure is now being wound down?

I suppose CC knows what she is doing, they are still confident for sustainable profitability next year. Next TU will be very interesting.