Member Info for yrabsmurruc

Its a tricky one Martyn............ but with nearly 300M shares soon to be in circ... and a likely rubbish H2 from the sounds of it, wonder how one ever plans for the £1 party..... that would be a market cap of £300M lol............ never going to happen........ This is one for the bottomest of bottom draws now................ Pete will sleep easier after the AGM..................as will his new Investors @ 4p no doubt.......B

thats some decline in H2 then as he is still living on the H1 double digit growth that he masterminded.... you know, when he put them Mango machines in the shops that were closed due to restrictions but had a photo op in his nannas shopping Mal to prove he had actually placed one somewhere. What happened to the Menzies deal.............. seems to have gone cold...........B

Martyn13 had 2.5M, so thats a big NO if he cares for it....................B

dont forget that cake NH............ I did write a nice note to Peter last week telling him he will be snapped up by much bigger outfits due to his business prowess.......... and he will no doubt brag that he got a £5M sale away............... B

looks like westminster have two inflection points, sure they had one in the summer.............. I think Pete just doesnt want to admit he fooked up the finance deal in January. I wonder who the IIs are who got in at 4p....... suspect River and YA.......... . You have to give him credit though for finding that long list of opportunities that have been on the books for 5 years...... I can presume the pipeline has been replaced from lead to plastic after all those years....... West Africa seems to be advanced.......... isnt that the one where wsg have already signed the contract, its just the other party havnt.............. love it.... He only has 2 records but keeps kidding us in to thinking he has hundreds............ B

looks like H2 is not that bright........... seems to admit they need FY21 to get back on track to double digit growth............ Not sure why a £400K a year contract with westminster palace is seen as a flagship............. I can presume with a vaccine, the remaining number of years on the contract may not be drawn down, so a £2M contract may end up being much less............ Pete also forgot to mention that all those companies who sold covid related kit, did well out of the pandemic...... all except WSG of course. B

not sure what to say............. thought River/Ya had nearly gone...... maybe they have shorted all their shares and now are buying back at 4p........... thought they were making a profit.......... thought couldnt place below 10p, so they have instead moved the goalposts.............. thought KSA was close, seems its not......... I like the mega carroit to kid us all that an MSC is close, its not............. Thought the Westminster Palace contract was a call off and with most Gov contracts you as a SME can ask for payment againsts costs incurred early to avoid cash flow issues, I agree with most, this is a badly run company that has fooked up yet another finance deal and has now decided to clear the decks with mega dilution to brush all their mistakes under the carpet............ wonder if Pasty Pete will have a podcast to explain what a corker this is for the family business. B

Mr 139221 shares didn't hang about though as a LTH...............bought Tuesday and sold first thing today for a tiny loss........ thats the way to become quite poor if its a strategy of buy low and sell even lower......B

not sure thats quite right ever............they have not forecast a loss next year, just that the next FY year begins with a £34M run rate... not a bad starting position with loads of new prospects in the pipeline. loads of peeps have interpreted that as meaning £50M this year and £34M next year, also debt has massively reduced and cash in the bank increased..... so the glass is half full not half empty......however the markets see it as an opportunity.... B

so, is this the traders leaving without their 10% or some squeeze from the shorters before they leave the bus, either way a good top up for those that do believe. B

those that jumped in on Friday will be getting twitchy..... they expected a very quick bounce back to a quid and it hasnt yet.... we all know the attention span of a trader is days not weeks, so maybe many have moved on today as this may take a whole week or two to get back to double figures. B

Is that good?

At least things are calming down, volume reduced from the eye watering 22M on Friday to 6M yesterday and the likely 2-3 M today.......... once the IIs position has stabilised, we should go back to some sort of normal trading pattern and let the positive news stories drive direction. B

a good bit of wrestling going on around 85p......... wonder who will win, red or blue........... money on blue me thinks...B

Sandy, and AP has now sent a clear signal to the traders out there.... so we may see a rise for 2 weeks followed by the sell on news brigade.......... This share needs a mega shock RNS that wasnt expected to break the 0.16- 0.18 sp cycle, I am starting to worry that now we have had all the major milestones [production started, concentrate sold and now term sheet agreed] around delivery with absolutely no move north, that when the funding comes, there will be a spike followed by a fizzle........... B

cam...... I suspect it will be the traders... many bought in sub 80, and it was probably a dead cert they would get their 10%.... and as this is not pushing past 90, they may have decided that 10% is better than waiting for 20% .. however we will have a new set of traders who will have bought at 85/86, and they will want 95 before they move on........ just a cycle . B

deffo more getting on the bus than getting off............those on a small journey [10%ers] seem to be getting off at every stop......
B

MrB, I would have hoped that our Institutional Investors would have grown a backbone to deal with yesterdays carnage, but it may look like they poured more petrol on this very small fire than was necessary. Lets see if we get any TR1s next week. B

with only 55M shares in issue, and 8M sells [if it is to be believed], that would be each II below selling between approx 1-2% each of their holdings.... doesnt seem a lot, but quite clearly the 1.3M sale @ 75p was one of them........ question is, which one?. B

I wonder how this landscape changed on Friday?........ Should be a number of notifications if they went under 3%.....

Shareholder Percentage Held
Adara Ventures SICAR 12.61%
Andrew Scott (and related parties)1 12.00%
Herald Investment Management 5.05%
Steve Flavell 4.74%
Michael Hughes 4.72%
Jupiter Asset Management 4.60%
Seven Canyons Advisors 4.51%
Interactive Investor 4.28%
Schroder Investment Management 4.13%