Thomas Tallis
05 Oct 2015
Re: Directors leaving versus company statements Regarding what I wrote about strategic partnerships and "Roger Baynham ... Lee Clayton ... Shouldn't they have been instrumental in forming the commercial partnerships?"In airing my bewilderment, I think my thought processes on that point got a bit muddled. I can see the possibility likelihood that Roger Baynham and Lee Clayton were instrumental in forming those partnerships. My thoughts had gone round and round and had become tangled and confused..However, I am still concerned about chopping and changing of the board and the absence of a statement of a clear and defined strategy, with some specifics included.I would still like to get more information on why the directors left and like to know what the plans are with specifics refarding future action.Please note - this is just me rabbiting on on about things that I wonder about, questions that occur to me, airing my bewilderment and is nothing more than waffle and chit chat.
Ewan Hoosami
05 Oct 2015
Re: 13 Million traded last Friday? Lse shows 2.8m plus the 10.3m you were banging on about last Friday."10,356,316 - it is clear to me what goes on."Maybe not so clear after all.
Thomas Tallis
05 Oct 2015
Re: 13 Million traded last Friday? Correction - "other sites do not show more than 2 mill."
Thomas Tallis
05 Oct 2015
13 Million traded last Friday? Yahoo finance shows 13,138,907 traded on 2nd October but other sites do not show more than 1 mill.Assuming that this is not erroneous information from Yahoo, I would like to think that we will hear of a director buyng, but after the news last week, I expect it to be more a case of someone dumping their holdingI still expect the sp to drop below 0.1p, to perhaps 0.05p - but I will be very pleased to be proven wrong.
Thomas Tallis
05 Oct 2015
Directors leaving versus company statements We are informed -"Lee Clayton - Managing Director comments:"Environmental Recycling Technologies PLC is now benefiting from its strategic partnerships, which have resulted in the securing of key licence agreements. With our commercial partners in place we can focus on expanding the market for our Powder Impression moulding (PIM) process for converting mixed waste plastics into commercially viable products." "My analysis - "now benefiting" - sounds positive but the overall message is, to me, a vaguely optimistic but non-committal, non-specific bit of [word deleted in case it upsets the princess].So - vaguely optimistic - but hang on a minute - we have lost John Viviani, Roger Baynham, Jeremy Allen, John Mayfield, Matt Cooper and Ash Patel.If good things are about to happen, why would the directors jump ship now?As for the board - "Chairman Ken Brooks said: " As we form new strategic alliances for the Company we have evolved to a board structure which is more appropriate for the business." So we now have "a board structure which is more appropriate" - well what did we have previously?Apart from Roger Baynham, the departing directors were recent appointments and, at the time of their appointments, we were told that they strengthened the board. E.g. "The appointment of Jeremy and Divyash marks a significant strengthening of our ranks" and "I am delighted with the appointment of Matt Cooper, which further strengthens our management team".If this new board is "more appropriate for the business", why were those others brought in? What has changed? I want to know.Back to Lee Clayton's statement - "benefiting from its strategic partnerships, which have resulted in the securing of key licence agreements" - if the key licence agreements were the result of the strategic partnerships, does that mean that they were not the result of the trade shows Expos recycling exhibitions - and so, were they a waste of time and money. I don't understand. Possibly the trade shows Expos recycling exhibitions drew ERT to the attention of the commercial partners and things went on from there - but we had people on the board who had connections in the world of plastic - Roger Baynham was - please correct me if I am wrong - president of the British Confederation of Plastic ? or some similarly titled body, and the cheerleaders on here have told us that Lee Clayton is a big player in the industry with a good network of connections. Shouldn't they have been instrumental in forming the commercial partnerships?Mr Clayton used the word "focus" - in the absence of a statement of a clear and defined strategy, with some specifics included, and I can't help getting the impression that it is more a case of stumbling along and hoping to trip over the pot of gold. I hope the AGM proves me wrong for having that impression and we get a thorough explanation of events that have happened and of specific future action.Please note - this is just me rabbiting on on about things that I wonder about, questions that occur to me, airing my bewilderment and is nothing more than waffle and chit chat. Sources of information -[link] site for the RNS -[link]
Thomas Tallis
03 Oct 2015
Oil prtice $10 to £20 - from a man who was right Over the past few years, I have heard interviews with Harry S. Dent and I didn't like what he had to say, but I have to admit - his forecasts were right.Now he forecasts the oil price to dip to $10 to $20.[link] this page gets updated to next week's broadcast, this one with Dent may be found in the archive - see the Archives link for 3rd Oct 2015 - Bill Murphy and Harry S. Dent.
Thomas Tallis
02 Oct 2015
How to make a success out of recycled plastic See below for Ecosheet."We manufacture our furniture using Plaswood material, which is the long established market leader in recycled plastic wood. It has been manufactured since 1995 and is the only product on the market made from waste agricultural plastics"[link] their success story - [link] saw the opportunity and grabbed it. They are selling products now and have been for a good few years and Dief wants us to wait a "little longer"!"SLPW Ltd is the sister company of Birch Farm Plastic Collection Ltd-"Note - on their web site - "Ecosheet / EKOply"[link] owns the name "Ecosheet"? Did ERT trademark it, or was it 2K?Whether it was ERT or 2K, is this company allowed to use it on their web site? Is anyone knowledgeable on coryright trademark law and able to answer this question?
Thomas Tallis
02 Oct 2015
Re: 10,356,316 again 10,356,316 - it is clear to me what goes on.
Thomas Tallis
02 Oct 2015
10,356,316 again We see that number again - 10,356,316See my earlier posts.
Thomas Tallis
30 Sep 2015
ERT website update Directors holdings - I have never before been in a company where I hold more shares than the directors.[link] of directors - I note with interest, MW's comments on directors-[link]
Thomas Tallis
30 Sep 2015
SP 0.205p It would not surprise me to see 0.15p tomorrow.[link]
Thomas Tallis
30 Sep 2015
Plaswood "We manufacture our furniture using Plaswood material, which is the long established market leader in recycled plastic wood. It has been manufactured since 1995 and is the only product on the market made from waste agricultural plastics"[link] their success story - [link] saw the opportunity and grabbed it.
Thomas Tallis
30 Sep 2015
Island and villa - made of recycled plastic The world has big ideas for recycled plastic - but sadly, not many people seem to be interested in PIM."Recycled Island prototype of coastal pollution. The prototype is a floating house with surroundings. This floating villa is constructed from recycled plastic and self-sufficient. The construction principle is based on Yacht building in composite and brings together building engineering with naval architecture."[link] said that not many people seem to be interested in PIM but lets not forget that some are - we have Brownwater, NBF, Contour, Waste Not and Falanx, [link] what can they see that others cannot see? Do most plastic recycling firms think they don't need PIM. Remember our hopes for Ecosheet? EKOply is selling and the makers do not have a PIM licence.[link] just look a the range of products they have[link]
Thomas Tallis
30 Sep 2015
Product on sale worldwide ENRT is in collaboration with ARUP and has been since 2007 - eight years..During that time ARUP has been associated with the design and manufacture of a product made from recycyled plastic."manufactured out of mouldable thermosetting polyester and recycled ground up industrial plastic waste mix" and it is "sold worldwide."[link] find it disappointing that PIM was not used. Possibly, PIM was not suitable for this particular product, but Contour are making shower bases which, to me, seem like a similar product.Can anyone tell me what eight years of collaboration has produced?
Thomas Tallis
30 Sep 2015
Topic for the AGM China is a massive country and has a well-established plastic recycling industry.Did the exhibition in China produce just one enquiry?If so, then does the board have any opinion on the apparent lack of interest in PIM?
