Pv Crystalox Solar Share Discussion Threads

[konradpuss] 17/2/2020 14:57

zcaprd7, not much has traded today so perhaps the market makers are just short of stock.

I hope you are right about £1.50. I would be beers all round then - only at a Wetherspoons mind!

[zcaprd7] 17/2/2020 13:43

Hmm, normally not very leaky, maybe it's been tipped somewhere?I still expect about £1.50 as the end game... And it was valued at half cash.

[konradpuss] 17/2/2020 13:16

zcaprd7, interestingly I e-mailed the F.D./investor contact a little while back to ask
the date of the next financial release - no reply. He has always previously replied promptly. I don't know if this is relevant.

[zcaprd7] 17/2/2020 12:15

Some news brewing here?

[konradpuss] 11/2/2020 10:48

zcaprd7, even if it takes two years and some salaries, rent etc. in the interim the risk reward still looks good to me. Yet again all good things come to those that wait.

[zcaprd7] 11/2/2020 10:28

Hmm, I think they might string it out a while longer.There was talk of another legal issue to be dealt with and the potential mbo/trade sale event of the German subsidiary.Have they completely exited the UK operations? I know they laid everyone off, but what about the assets?Perhaps another cash return to keep shareholders happy and another year of fannying? As far as I recall the cash burn is fairly neutral, although that was a controversial statement to make last year for some people?

[konradpuss] 08/2/2020 19:16

zcaprd7 what is your take on the outcome?

Mine is they must distribute and delist if there is no takers for the listing - hopefully this year.

There is a margin of safety here is the management don't 'eat' it!

[konradpuss] 05/2/2020 17:18

Patience is needed here.

I hope they distribute some time this year.

[pejaten] 05/2/2020 14:53

Everyone just bored. Directors take their salary and what else is happening. Maybe reverse takeover, maybe nothing

[zcaprd7] 05/2/2020 12:52

9.6m euros held in cash, market cap of £4m...

[konradpuss] 27/1/2020 11:43

Somebody must have heard you! Up a little this morning.

[konradpuss] 27/1/2020 09:56

zcaprd7, just probably gone off peoples radar.

My logic has not changed for holding. It's just Mr Market being depressed.

[zcaprd7] 27/1/2020 09:12

Been a bit weak lately?

[flyfisher] 22/1/2020 10:42

German companies house shows Marco Burkhardt to be Managing Director - PV Crystalox Solar Silicon GmbH.

[gbjbaanb] 10/1/2020 02:35

A week later.... Did you get a reply?

[konradpuss] 04/1/2020 09:17

Have e-mailed the F.D. to ask when exactly their next financial statement will be released as I cannot see a date. No reply as yet so probably still away like most of the working folk in the U.K.. All back Monday I guess.

[zcaprd7] 03/1/2020 18:14

Not much, but it's a safe enough haven with all the cash...

[konradpuss] 03/1/2020 15:38

zcaprd7, good to see you fully back in to see the final end game play out.

[zcaprd7] 03/1/2020 14:27

Could it be something to do with an MBO? I've dipped in back in here and topped up my leftovers...

[pejaten] 03/1/2020 13:26

I guess he must be a director of the German subsidiary. I presume he must be seen as key management now no one else is left. Weird one.

[zcaprd7] 03/1/2020 13:12

Who's Marko then?

[konradpuss] 30/11/2019 10:23

Bit of a dip on Friday. Minor fluctuations.

[konradpuss] 14/11/2019 19:24

zcaprd7 a small up tick on low volumes.

How's the gold?

[konradpuss] 06/11/2019 20:58

True, just hope they actually recover the money. No use doing a DCF on nil!

I still think (probably misguidedly) that they will sell the quote.