Inditherm Share Discussion Threads

[yasx] 17/4/2015 09:37

Dave,

This listing needs to be cancelled - the CEO ought to resign with immediate effect.

[davethehorse] 16/4/2015 12:26

Nothing has changed here I see, awfull as usual...back to sleep....

[extrader] 16/4/2015 11:36

Hi yasX,

Incidentally, I did outline the perils of taking seriously the Mello events on the site where they are routinely plugged by thr founder of the same. In a matter of an hour or so, my contribution was warmly welcomed and received more recommendations than any other comment.

Trust is good, but checking is better - a sentiment that I'm sure you'd endorse.

Care to provide a link ?

ATB

[yasx] 16/4/2015 11:08

Pugugly,

MA is a credit to this business - but he is limited in terms of what he can do. I am not sure why he decided to associate himself with this, since he is not making any significant money from it, and it will surely be taking up a disproportionate amount of his time. But, without his input, this has nil chance.

[yasx] 16/4/2015 11:06

Extrader,

Do you have any input re IDM? No, thought not. Thus, I see no reason for you to appear here.

It is clear you are a two bit supporter of Mello events and seek to dissuade me from criticising these woeful events - go and sell your tickets elsewhere and stop following me around.

In goes the boot.

[extrader] 16/4/2015 10:54

Hi yasX,

These Mello events are plugged on a different website. I urge readers to get the word out that they are overly promotional offerings not helpful to any novice investor

and

I would like someone to attend the Mello event and ask the 'promoter' to justify his one billion market cap.....and to advise the idiots attending that they will be lured into the next Inditherm.

Rather than pontificate on 2 x minority interest boards (this and Tethys TPL seem, from a cursory review, to be the only boards you post on) you might consider either posting on a more popular site - to get your 'health warning' out more effectively......or even pitch up at one of the free Mello events and make your case directly.

If you've got the courage of your convictions, that is : (anonymous) talk is cheap....

ATB

Discl.: Not / never an IDM holder, tenuous connection to some of the IDM employees

[pugugly] 16/4/2015 10:52

yasX. Fully agree about your view of Mark A. When I had long discussions with him a few years ago I found him very straight forward.

The major problem here (imo) is the medical market niche is too small to justify a stand alone public company. The major asset is the tax loss so my advice to MA is to try and sell to a major in this area who can utilise the loss and justify paying significantly over the current market cap for the coy.

[yasx] 16/4/2015 10:20

Chuffin,

The technology is not all that it is made out to be - hence the lack of partnerships despite months pf paying Consultants to source the same. NICE guidance is not a ticket to sales, since NICE approve a plethora of products that never see any significant sales. Some do, many don't.

But, you are right. This is not a business, nor has it been a business worthy of a listing the past few years. It will linger on until there is no more cash, likely a year or more.

I would like someone to attend the Mello event and ask the 'promoter' to justify his one billion market cap.....and to advise the idiots attending that they will be lured into the next Inditherm.

[chuffin billy] 16/4/2015 10:12

These results are awful, every year the 'jam tomorrow' statement is trotted out. Is this a business or just an excuse for a board to pay themselves money until the funds disappear. Will the board buy shares at this now low and realistic level, I doubt it, hang your heads in shame, this technology should be flying by now.

[yasx] 16/4/2015 09:39

The ramping was most certainly unjustified - opinions are one thing, but, the outcomes he suggested were so far detached from reality that even a ten year old could have ascertained they were being led up the garden path. But, Mello attendees do not read - they just soak up the tip and buy....

These Mello events are plugged on a different website. I urge readers to get the word out that they are overly promotional offerings not helpful to any novice investor

[yasx] 16/4/2015 08:17

"and retained consultants to identify strategic options for the business"

How much are they paying these idiots? I can tell them what to do in less than a minute. Wind up the business....since it is not, by any stretch of the imagination, a real business. It generates less revenues than a modest market stall...

[yasx] 16/4/2015 08:14

Still no developments on the strategic objectives - another year of pursuing these and there will be no cash left to keep the lights on.

Needless to add, the promoter of the Mello events will no longer appear to explain his egregious conduct. Far too busy promoting more dross elsewhere no doubt.....

As long as fools are willing to part with the funds, well, those of his ilk will be around to hype up another tiddler.

[yasx] 16/4/2015 08:11

So, revenues slightly down, losses marginally increased, but significantly the cash pile is reducing. I really can't understand why they don't wind this up? It is not a business, merely a listing to keep the two chaps in Rotherham in a job.

Mark Abrahams needs to move on from here, since he is doing himself no favours by associating himself with this lot who, quite frankly, are not cut out for this.

On what basis did the promoter of Mello events consider this to be a business that might be worth £1 billion? It is utterly disingenuous or incompetent for someone to reach that conclusion since the company has never stated anything other than what they espouse today - that they cant get sales to increase...

[yasx] 16/4/2015 08:06

Just as anticipated...

"with an improved performance from export activities offset by challenging circumstances in the NHS, where we are still experiencing delays to projects due to slow decision making"

No tremors then.....chuckle chuckle.

[yasx] 16/4/2015 08:06

Just as anticipated...

"with an improved performance from export activities offset by challenging circumstances in the NHS, where we are still experiencing delays to projects due to slow decision making"

No tremors then.....chuckle chuckle.

[glyn10] 15/4/2015 12:49

YasX

In your own words:-

"This thread is set up to discuss Inditherm, not for comparative assessments regarding which contributor is more respected relative to others and other sanctimonious guff you spout."

Time to practice what you preach

In goes the boot

[yasx] 15/4/2015 10:50

However, for more recent readers, I tell it as it is. You see, the gracious chap has no vested interest other than to ensure a reasoned opinion is given based on published announcements.

Bravo.

[yasx] 15/4/2015 10:45

Anyone who has engaged the Company over the past couple of years will know they are realistic about affairs - they freely concede they have struggled, and continue to struggle to gain traction insofar as NHS sales are concerned, and that the nascent diversification into export markets is a potentially more lucrative proposition. Certainly, one will be hard pressed to hear tales about tremors and rockets...

So, on what basis did the 'promoter' suggest the Company was likely to move into an entirely different orbit?

Hang your head in shame. In goes the boot.

[yasx] 15/4/2015 10:40

DesWalker,

"The reason for the spike is [sic] plane as day for those that choose to see it".


Allow me to explain.

The spike was induced entirely by irresponsible overly promotional guff by the promoter of these Mello events. I have previously described why his assertions at the time had no resemblance to the underlying reality. It was merely because deluded followers chose to do no research of their own that they accepted his thesis that this would cause tremors as it headed to a likely 700p. But, they have themselves to blame, although an inability to read and/or write might be offered in mitigation by some of these deluded nuts.

These types attend the Mello gatherings looking for or inviting 'tips'. Plenty of CEO's of failing tiddlers and tipsters will be lining up to offer them dreams of streets lined with gold. Fools and their money and all that.....

[deswalker] 15/4/2015 10:32

One only has to observe the chart and ask what prompted this to rise vertically to 12p in mid 2013. Certainly not the fundamentals as the current price proves.

The reason for the spike is plain as day for those that choose to see it. Many choose not to, maybe because it suits their purpose too ...

This was never worth 12p and anyone who suggested as much really ought to explain their reasoning and what has changed since then.

I speak as someone who attended two AGMs, had a personal tour of the factory by the CEO, bought a few times at 3p, sold a few times at 5p because it looked fully valued and very annoyingly missed the ridiculous spike. But at least I'm a victim of my own analysis and not the motives of others ...

[yasx] 15/4/2015 10:29

The results tomorrow will, by definition, show metrics broadly in line with previously stated forecasts.

The outlook statement will be key - I suspect they will continue to reaffirm the difficulties of selling into the NHS and they will try to steer down the route of export markets, with the optimism that these markets are proving slightly more favourable. In terms of the strategic initiatives, I doubt very much we will get anything other than the fact that they are still working on things trying to form some sort of alliance with synergistic benefits.

In brief, I reckon it will be more of the same - subdued optimism and a few excuses. Certainly not enough to propel this higher....and most certainly not the tremors a certain two bit promoter referred to...