Baffler
19 Feb 2018
Re: Lazarus? Deep,I saw that. Sorry! You can edit your errors on the other board but I don't know how to do it on here.Do you?
eversograteful
19 Feb 2018
Fairly large buy My ADVFN site show purchases today so far of 1.500.000 shares. Does someone know something we do not
deepsleeves
19 Feb 2018
Re: Lazarus? needed 2 l's
deepsleeves
19 Feb 2018
Re: Lazarus? If RM2 have skilfully done anything it will be a first for them ..... . deep
Baffler
18 Feb 2018
Re: Lazarus? You should re-read it. It actually makes clear that they had options and they have clearly skilfully used them!Someone needs a little more and feels that this is worth fighting for.We wait with baited breath but little rea hope.
Baffler
18 Feb 2018
Re: Lazarus? You should re-read it. It actually makes clear that they had options and they have clearly skilfully used them!Someone needs a little more and feels that this is worth fighting for.We wait with baited breath but little rea hope.
deepsleeves
18 Feb 2018
Re: Lazarus? The RNS along with the previous tell us that cash flow forecasting is poor and/or someone/thing is being squeezed for cashDeep
Fred555
15 Feb 2018
Re: Lazarus? So what exactly did this RNS tell us that is new, not much apart from they will survive until around 10 March instead of 21 Feb....Big Deal !All these discussions with "potential funding partners, strategic investors and customers in order to progress the business." are wonderful and "Trials of the Company's ELIoT smart pallet continue to elicit positive feedback from customers" are fantastic, but what can they offer to anybody to entice them to invest or purchase pallets ?As for " RM2 said it remained committed to reducing its overheads and would continue efforts to sell non-core assets where possible" one assumes this may be the building in Switzerland which according to the annual report has a mortgage on it anyway !
Baffler
12 Feb 2018
Lazarus? This RNS is the most positive that I have seen since buying a few and indicates that those vitally important KPI's are being met. Why would the management fight so hard to keep this going? Why would suppliers work so closely with them? Why would Fortune 500 companies try the products in field testing if they felt the company was going under? impo/dyor Lazarus rose from the dead! 
deepsleeves
20 Jan 2018
Re: Food for thought? BafflerBaffledYou obviously assume CEO etc of Fortune 500 companies are any more sensible/better informed than the ex chair/CEO/MD of M&S /Molson and ANO or Carillion to be smaller but topical - or even the investors hero WoodfordGood luck with your dip and I hope for your sake I am wrong about this being a dog.Deep
Baffler
20 Jan 2018
Food for thought? IMPO/DYORI cannot help wondering that if this is really seen by management as being a 'hopeless case' just why they have worked so hard (and clearly they have), to prolong what many are viewing as the inevitable end.Whilst they issued that very clever and carefully worded RNS, that to my mind told us everything but in fact told us little to base any tangible decisions on. What they did not say is just how big this Fortune 500 player is and how near they are to a decision. Could they actually be only days away (a month?) and that is why they and their suppliers and financiers have prolonged making a decision before calling it a day. If this one is converted, just how many more of that list of Fortune 500 players could follow? From zero to hero in six weeks?Don't sell the family silver but this may be worth a pocket money punt if only for a little bit of fun............................................ About as risky as The Grand National or the turn of a roulette wheel."Notably, a leader in a North American specialty food sector has agreed to roll out ELIoT pallets in their supply chain subject to the pallet meeting KPIs throughout the implementation," the company said."The company continues to advance its discussions with potential funding partners and customers in order to progress the business," it added.
deepsleeves
19 Jan 2018
Re: Glimmer of hope FredLoad of toshDeep
deepsleeves
19 Jan 2018
Re: Glimmer of hope TTThe position is now small in the context of the patient capital portfolioYes that is because as the value has reduced 50 fold so it is now small!!!!!Woodford is the proof - invetment managers struggle to beat the market over the long termGood luck with that glimmerDeep
Fred555
19 Jan 2018
Re: Glimmer of hope The "glimmer of hope" is for Woodford and Woodford alone. He is buying this up to take control for the assets, at least 400k pallets valued at $100/pallet, lets be nice and say he sells them for $40/pallet, that is a value of $16 mio, plus various other assets, plus the building in Switzerland.........Not to mention a Star Studded Board of Directors, wonder what that is worth ? !!
TalygarnTom
19 Jan 2018
Glimmer of hope A glimmer of hope in the monthly Woodford Patient Capital report about RM2. Given the share register includes significant capital investors in Woodford Investment Management and Invesco and given that there is not any significant debt on the balance sheet, it may not quite be the end of the road. However, situation is extremely precarious for PI's.[link] InternationalThe company announced in December that it had been unsuccessful in securing funding for the year ahead. RM2 has had its fair share of challenges in recent years and in many respects, it epitomises how difficult it can be for early-stage businesses to develop and scale-up. We continue to see value in the disruptive pallet technology that RM2 International has been progressing towards commercialisation, overcoming many production challenges and enhancing the product offering along the way. The position is now small in the context of the patient capital portfolio but we will continue to work with the company to find an appropriate solution for its capital requirements and to give it the best chance of fulfilling its potential."
