Nviro Share Discussion Threads

[omega09] 06/1/2010 14:52

Got a very positive email from Chris.

He is confident that Vertus will be licensed out shortly, thinks Hayward Tyler will bring a solid and profitable future turnover and admits he thinks Nviro got a better deal than Southbank.

I'm happy to hold.

BTW - my tip for 2010 is TNZ, worth a look if you have time/ spare funds.

[votich] 06/1/2010 14:41

Agree with your sentiment Warwick, flagged up my previous queries with the company and happy with the response. Taken the opportunity for a small top up on the basis of discount to placing and fact all sells at 5p seem to be soaked up.

Going to be an interesting wait, good luck to all holders

[paragon157] 06/1/2010 11:27

Warwick

Good post !

[fairdeal2008] 06/1/2010 10:09

Because the market is irrational warwick??

Have a look at this whilst you wait:

[warwick69] 06/1/2010 10:03

I really can not understand why punters are not buying these at these levels, as clearly institutional investors are happy to stump up 7.6p when companies merge. They must have been told a pretty compelling story by the two companies. The resulting company will clearly have some very good prospects in the new GREEN economy. The political will is behind this and the fuel problem is only gioing to get bigger and bigger. I managed to snaffle up nearly 200,000 shares on monday whilst the markets are still asleep. buy now whilst at such a massive discount?

[bones30] 06/1/2010 00:17

paragon - good things to those who wait

[paragon157] 05/1/2010 23:36

What was that famous expression ? .. Cheap as chips ? .. Lol

[paragon157] 05/1/2010 23:35

True .. Patience is required !

[redhill] 05/1/2010 18:28

The shares are trading now and at 5p and at this price they will consolidate at 50p.The fact that they have buyers lined up to take large stakes at 76p a share suggest the new company will be worth more.At the moment we have a few pi's selling up and the market makers keeping the price down.

[tokyojohn] 05/1/2010 17:15

Might be worth a try I suppose.

Seas of blue everywhere except NVR so far this year.

[sean333] 05/1/2010 17:00

Yes - but not for long!

...unless there is an acompanying rns with good news, perhaps?

[omega09] 05/1/2010 16:53

If the shares are being re-admitted at 76p, does that mean we will be able to sell at a 50% premium to current price as soon as the shares are re-admitted? Sounds too easy to be true.

[sean333] 05/1/2010 16:41

Good guess Omega, £20m actual MC.

[omega09] 05/1/2010 13:43

After consolidation how much do you all think the new company will be worth?

Hayward Tyler was bought for £17million in 2006 by Southbank and has since increase orders by 123% -

So surely worth a bit more now? lets say £25 million.

I've emailed Chris to try to find out more about what is going to happen to Nviro's technologies and hopefully licensing out Vertus in early 2010 will add plenty of value to the company.

But even if, worst case scenario, we are left simply with shares in Hayward Tyler, £25 million seems a reasonable value for the company so £1.00 per share, or 10p pre consolidation. Will be interesting to see what the market thinks after consolidation.

[sean333] 05/1/2010 00:08

Don't forget though that, following that line, they say that they hope a deal for the vertus tech will be completed early 2010. I suppose it probably means the deal currently under discussion is its last chance. Good luck to them though - the world still needs coal and it needs clean coal (mercury pollution) too!

[novicetrade68] 04/1/2010 22:01

'Should these licensing discussions not reach a satisfactory conclusion the Proposed Directors intend to cease development of the Vertus technology'

Interpretation :
It does sound a little bit that they're not even gonna try !

Solution :
HZM or BAO

[sean333] 04/1/2010 09:02

(oh, and that should have read 'I'll be covering my consolidated long position with a short')

[sean333] 04/1/2010 08:59

Though, yes, in itself, hayward-tyler does still look exciting as an investment - so don't get down either way.

[sean333] 04/1/2010 08:56

I suspect this will only be a good deal short-term if it is followed by a vertus deal. When I bought into nviro i was buying into vertus not hayward-tyler's fulid filled motors.

The trouble is I don't see anything 'transformative' about the possibilities connected with hayward-tyler in the way that vertus would have been for nviro. Ending up with hayward-tyler is by no means the end of the world but in investment terms it's going to be a different kettle of fish to nviro and with the consolidation the short term looks a bit bleak (though I am not especially experienced with these things - imho and all that).

'Should these licensing discussions not reach a satisfactory conclusion the Proposed Directors intend to cease development of the Vertus technology.' This statement seems to me to be quite pointedly negative! I suspect from the short-term view 'negative' might well be the new 'positive' and I'll be covering my long position with a short unless there is news of a vertus deal.
GL all holders

[votich] 04/1/2010 08:32

Sean333, wondered where I got the idea from! Agree we need news as always.

Fairdeal2008, I am an existing holder thinking of topping up, not overly negative just nagging doubts particularly on market reaction to consolidations. Don't think the concern we could essentially be investing in an almost unrelated company is pointless. Always found this to be a good thread, if you or other shareholders have a positive point of view am interested in your rationale. From my initial research I like the look of Hayward Tyler particularly if they have a foothold in China/India.

As Paragon says lets wait and see what happens to Vertus. Best wishes to all in 2010

[tokyojohn] 04/1/2010 08:29

Absolutely agree Sean333.

I bought NVR for the potential of its technologies, which after many "things are progressing well" RNSs now suddenly appear to be in the last-chance saloon. I still don't feel the company(ies) have explained how they intend to produce shareholder value from this deal. At the moment it seems more like two drowning swimmers clinging desperately to each other for buoyancy. The chart shows that's what the market thinks too.

[fairdeal2008] 04/1/2010 08:20

Indeed - can't be doing with all the pointless negativity.

As we know a deal has been struck subject to ratification by the shareholders - I think its a cracking deal...so there.

[paragon157] 04/1/2010 08:18

Lets wait and see !

[sean333] 04/1/2010 08:13

This is starting to look like my 'worst case scenario' (post 5657):

'Worst case scenario is that the strategic partnership deals don't work out and this takeover or, rather, reverse take over becomes a way for southbank to get an aim listing wihtout the expense, bureaucracy and time such a listing would require if it were to do such a move on its own. There's a pdf on it its site that gives very similar reasons for listing on the cisx. Southbank (as nviro) will be able to achieve funding more easily while on aim. I don't think southbank would want to get into bed with nviro just to go down the plughole. So, worst case here is we all end up with shares in essentially a different company with a different profile and outlook.'

The consolidation was a bit of a kick in the teeth in my view. This share will only rise on +ve news about either a vertus deal or new southbank deals (though southbank does still have a £40m order book apparently). The main glimmer of hope for me is that the £4m raised in the placing might indicate that there is still some life in the vertus deal.