longtermBLVR
14 Mar 2015
opti-tread in usa interesting site[link]
longtermBLVR
14 Mar 2015
Re: scenarios.. the benefit will be reaped after 2017...Like Horizon 2020, IntelWind and many other projects that will be producing more stable, recurring income in a year or two...so after the dilution (90% certain), the Co will have a stable base to grow from.So for me, the only uncertainty out there is what SP we will have after dilution is announced and how quickly SP will recover. I am optimistic on the latter and on the first, SP is now so low that any drop will be quickly recovered once the dust settles down.
luguvalium
12 Mar 2015
Re: scenarios.. Interesting worded agreement. Rema have three years to prove themselves to TRT otherwise all bets are off and TRT can get into bed with another company (if there is one that uses a Tip Top Tread system mind you). References to £1.1m are pretty academic for the purposes of calculating the benefit to TRT although Rema will look on it as a collar and not a cap if it wished to retain exclusivity.I am guessing that if there is another car tyre inspection system on the market not using this tip top intellectual property then TRT could still licence with them at any time outwith this agreement.
jack nicholson
12 Mar 2015
Re: scenarios.. Albeit a rather scrawny Leporidae it should be enough to pay for coffee over the next three years!
longtermBLVR
12 Mar 2015
Re: scenarios.. anything can happen in near future but selling now after the steep drop...?More upside in medium term than downside (but very likely in the short term).Personally, I have been averaging down and I'm getting ready even for a RI.But, today's announcement just shows the potential - the Co can pull a rabbit out of the hat at any time.
uggy 100
12 Mar 2015
Re: scenarios.. We can only hope SIPID!I see the early rise in sp has been heavily sold into tho'
SIPID
12 Mar 2015
Re: scenarios.. With the news about Tip Top Tread hopefully Mr Kleemen jumped ship far too soon?
jack nicholson
11 Mar 2015
Re: scenarios.. You missed out "AGAIN!"
longtermBLVR
11 Mar 2015
Re: scenarios.. Yes you are probably right. Mgt made mistakes and as with most smallcaps, insiders jump ship first!But Co has spent millions (of our money) in R&D, it has lots of patents and proven technologies that beat competition from bigger players. So it is worth a lot more than 4 mln...it just needs some stability and...cash fast!Let's see how much we get diluted for.
uggy 100
10 Mar 2015
Re: scenarios.. longterm I would suggest there's not much chance of them getting a good price for IntelliSaw, this is now pretty much a fire sale. The problem has been brought about by the BOD's inability to get adequate funding at a time when it could have done (last fundraising) They did not allow for any contingency plan in the event of delays in their sales pipeline. In short, they got it badly wrong & as shareholders we end up wearing the cost of that failure.An absolute disgrace in my opinion. I hope their "Strategic Review" includes having a look at their remuneration packages. It was interesting that Kleemans Beneficial Trust dumped their shares towards the end of last year, strange that isn't it.
longtermBLVR
10 Mar 2015
scenarios.. the Co reckons Intellsaw is worth more than mkt cap of co (i.e 5-6 million before crash)...so about 2 years worth of cash burn if sale is achieved.Co will burn about 1 mln cash ithis half assuming low sales as in H1..so it has cash for another 3-4 months minimum. Recurring revenues are increasing slowly (too slowly).What appears encouraging is that the Co has resisted temptation to further dilute existing holders even though it has been almost a certainty since December. It may mean that it's confident in selling INTLSAW at a good price. Or just going to the wire. But this option still exists so the co will not go bust IMHO. So...1. ideal scenario - quick sale of INT. at good price which solves our problems (20% chance)2. bad scenario - dilution comes first at say 1p so 300 mln shares issued - 3mln quid - so 50% dilution (40% chance)3. middle one - quick sale but at low price so Co opts for a bit of dilution (say 25% dilution to raise a million or so) - 40% chanceRemember Co had a value of 22-24 mln a few months back, now 4 mln!Bottom line...another 3-4 months of extreme uncertainty, highly possible dilution but great prospects for Co if things go its way. DYOR
uggy 100
09 Mar 2015
Interims Truly dreadful, looks like this company is now in a death spiral.
longtermBLVR
05 Mar 2015
Re: The upward trend continues You are right...in past price did not budge on higher volumes but yesterday the MM increased price in anticipation of something.The MM knows already what the Co will announce soon (next few days most probably) so he upped the price because the value should go up, or positive announcements (eg results, placing at good price, successful fund raising etc) are expected so there was need of some stock for liquidity purposes. Once volumes increased today, prices deflated a bit.And the guy who bought 2mln shares at 2.5p? My guess is that he has some inside information.Either way, we will know very soon.
trickler
05 Mar 2015
Re: The upward trend continues +30% odd didn't last long did it!tclr
Lensl
05 Mar 2015
The upward trend continues From past experience, a movement upwards like that we have seen these last two days, I think we can expect some good news imminently. Fill yer boots while the price is low.
