Environ.Recycle Share Discussion Threads

[teh hampster] 17/11/2010 11:05

No idle chit chat on this fred times104 please.

[times104] 17/11/2010 10:10

Bluebelle you have proved beyond a shadow of a doubt that you are part of the skirmishing party of old.You made a decision to post on this ''alternative'' board merely to spout your usual dross.You could have taken the more civilised route and stayed on the other board with your entourage and everyone would have been happy.

As proof of this please, for all of us, answer this one question.

DO YOU BLUEBELLE WISH ENRT/ECOSHEET/2K..ETC TO BE SUCCESSFUL IN THE COMING MONTHS AND YEARS AND ULTIMATELY FOR THE SHARE PRICE OF ENRT TO BE MUCH HIGHER THAN IT IS TODAY.

TIA

[times104] 17/11/2010 09:35

I....ted ...Your 29 OF 31??? understand that Ecosheet is coming in at 18mm and not 6mm so a little disingenuous of you to compare Wickes 6mm at £12-50
N'est pas???

[buggy] 17/11/2010 09:29

Bluebelle,

No point in us flogging a dead horse. The object is for all of us to make money. Share information both good and bad to help each make their own investment decision on where to place their money.

We may never all agree, as each has their own risk tollerance, but disagreement is not necessarily a bad thing.

Be lucky.

[rock star] 17/11/2010 05:58

Larger orders cost £23 per ecosheet. Comparable quality plywood costs £19-£25. Have to look at the quality not just the price.

[inscrutable ted] 16/11/2010 23:15

Seek and ye shall find... theres a free article on a pay website here, with ecosheet allegedly retail priced between £20 and a whopping £33.



While bulletin board posters have reported EcoSheet will be available in November at around £33 a sheet on lists from builders' merchants, the effective minimum price to 2K is somewhere over £20. It could be quite a bit over for small orders, but obviously big customers will pay less than small ones.

ENRT should receive a 5% royalty on sales, so something over 100p per EcoSheet. A full 2K line ought to make 500 sheets a day. Running 24/7, that ought to mean £182,500 a year. It is likely that the first phase at Luton will see two lines in place, rising eventually to four lines. Simple maths suggests that could generate around £750,000 in royalties alone to ENRT

6mm exterior plywood is £12.50 a sheet from Wickes.







PS seconded Bluebelle, cracking thread Teh_Hampster accentuated by some nifty punctuation too

[bluebelle] 16/11/2010 22:20

buggy - 16 Nov'10 - 22:02 - 25 of 26
The management is not perfect but I have still to see an aim management which has not made a few error/ stumbles along the way.


I would put up 2 which I have held as benchmarks : ASC & CLIG. Had ENRT operated to the same standards of Corporate Governance - and with a similar level of commercial acumen - as either of those two the company would be in a very different position now.

[bluebelle] 16/11/2010 22:15

buggy - 16 Nov'10 - 22:02 - 25 of 25
The management balls-up or whatever you call it


I have never used such a phrase or anything similar. Perhaps you would be so kind as to withdraw your suggestion that I have.

[buggy] 16/11/2010 22:02

Bluebelle,

I have already placed my bets so your question becomes immaterial.

The management is not perfect but I have still to see an aim management which has not made a few error/ stumbles along the way.

The objective is to learn from any mistake and move on.

To be quite honest I am glad they made the mistakes : Saw this share at its most hyped as 3DM, the price was too rich for my taste then as I like a big slug , numberwise, of shares I invest in. The management balls-up or whatever you call it meant that I am able to accumulate what for me is a sizeable QTY for a fraction of the cost. None of the potential , when it was hyped as 3DM has gone away. I am prepared to wait.

[Those that bought at significantly higher price may not like it ...but then that is the way the cookie crumble. I have invested in a few companies which I lost a packet, but in all those I did not blame the management. I appreciate that the management is inept and sell as soon as I have lost faith in the management and move on. I still take responsibility for not doing proper due deligence before investing rather than blaming the management. It is not the management that told me to invest. As investment 101 tells us, when you buy a share you should buy the management. If you can't trust the management with your money then don't invest no matter how lucrative the business looks.
Maybe if people take responsible for their investment decisions instead of looking for someone to blame they will do much better. Anyone that is not prepared to take responsibility for their investment decisions , good or bad, should give their money to a fund manager]


It seems to me in this board that when we get it rigt .. we are a genuis at picking a stock, when we get it wrong it is the fault of the management.

[bluebelle] 16/11/2010 21:58

Rock Star - 16 Nov'10 - 21:50 - 23 of 23
2K I believe can produce .....

Figures ? Will the market pay the premium ? Great time in the economic cycle to be trying to charge a premium for a commodity product.

I'm afraid this is the problem with all of you emotional posters. You want to believe the hype because at the conceptual level it's a no brainer. But no one has yet converted this concept into a revenue stream, let alone one which will pay royalties to ENRT and, with deductions, and believe me, unless this corporate leopard has changed its spots, deductions there will be, to shareholders.

P.S. Great thread, Hampster.

[rock star] 16/11/2010 21:50

2K I believe can produce Ecosheet cheaper than plywood although they charge a premium to it in the market place.

[inscrutable ted] 16/11/2010 21:32

times104, please feel free to enlighten me on the original M25 calculation then, that earlier post of mine was straight off the bat, and its entirely yourself who's put a neurotic seige mentality spin on it.

You need to bear in mind that ecosheet will not replace plywood, which is the cheaper option, it will compete with it, and I have not seen any numbers/estimates regarding market share. You seem to imply that you have already done your homework so please post up the numbers, which at the end of the day, its all about as opposed to the vagary of 'bringing the product to commercialisation', which will be done by the manufacturer anyway, not the IP holder.

[bluebelle] 16/11/2010 21:11

buggy - 16 Nov'10 - 13:25 - 17 of 20
...maybe export to china if that is what they do.

So if push came to shove buggy, where would you put your money? Some Chinese outfit tasked to come up with developing an alternative to plywood, or an outfit which has has been operating from the Chairman's house for best part of a decade and has yet to turn a penny piece in direct sales or royalties ?

Tricky one that, eh ?

[bluebelle] 16/11/2010 21:07

times104 - 16 Nov'10 - 14:02 - 18 of 19
Its been done before in a vain attempt to ''belittle'' the potential for Ecosheet.


...or, of course, you are being a little paranoid and the calculation is, in fact correct.

It has always been a characteristic of supporters of this stock that they rubbish information and opinions which don't conform to their view of the world. The PIM process has no divine right to succeed nor, to date, the economic imperative to do so.

[bluebelle] 16/11/2010 20:48

times104 - 16 Nov'10 - 14:02 - 18 of 18
and of course there are all the other applications that potentially could be made via PIM.

Would you care to name them; guess at the number of companies with whom ENRT are in meaningful talks which will result in royalty revenue in,say, the next two years; what those royalties are likely to be; WHICH INDIVIDUAL DIRECTOR IS CHARGED WITH DELIVERING THEM AND, IF HE FAILS, WILL BE DISMISSED SHOULD HE NOT.

Let me start you off on the first point. How about boat hulls ? Housing developments in New Mexico maybe ? Flat bed trucks,perhaps ? I mean, after all, didn't the company once tell us they had a deal in place with GM, or was that just a figment of my imagination?

You guys are just clinging together for warmth - and, of course, to gang up on any one who disagrees with your rose tinted view of the world - but those of us who have posted reasoned, well argued cases for the share price being where it is for a good reason have been consistently correct for a period of years now.

Morning Hampster. Great use of teh old semi colon, don't you think, even if I do say it myself.

[times104] 16/11/2010 14:02

i.........ted.....my my you've gone back a very long way with the old M25 calculation.Its been done before in a vain attempt to ''belittle'' the potential for Ecosheet.If you really do your homework you will see the numbers for ply sheets are very large and that is every year repeat every year repeat etc................... and worldwide too, and of course there are all the other applications that potentially could be made via PIM.

The only real question is ''do the incumbent management have what it takes to bring the product(s) to commercialisation, to the ultimate benefit of the company and shareholders,I believe they do and will BUT I do concede that history does unfortunately make that uncertain, and that is the rub.

[buggy] 16/11/2010 13:25

Inscrutable ted,

Suppose the same statement can be made of plywoood ... but we still keep buying. Somehow there seems to be market for it even though we could have circled the world with it ten times over.

So I presume Ecosheet will do whatever they do to keep a market for plywood...maybe export to china if that is what they do.
I suppose the bankers and institutional investors that advanced them millions in loan thinks that there is a market.

[inscrutable ted] 16/11/2010 13:04

So for example the M25 being 117 miles long x 5280 = 617760 feet/ ecosheet 4 ft wide = 154,440 ecosheeets to encircle the entire M25 = £154,440 to ENRT - wil they be exporting this stuff to China maybe?

[phoenixs] 16/11/2010 12:52

I seem to remember a royalty of about £1 a sheet being mentioned.

[inscrutable ted] 16/11/2010 12:36

What is the production cost of this ecosheet, what is the retail price/margin, and what is the royalty rate per sheet to this company %age, and is it to cost, retail, or margin, chaps?

Ta in advance

[perfect choice] 16/11/2010 10:24

The future should be better than where it is now in my view, thus reason for recent investment timed with pending production.

[jack horner] 16/11/2010 09:22

I looked at this company, it's history appears dire to say the least.
ENRT look like they "eventually" had the sense to sort a lot of negative
issues out including legals.

Perfect Choice . like you, I am also a recent investor, hopefully the future
is bright.

[bluebelle] 16/11/2010 08:41

Rock Star - 15 Nov'10 - 20:29 - 6 of 10

Quite right. But then confusing conceptual success and financial return has always been a hallmark of the 3Dimmers.