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Alexium's shareholder issues, page-8

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joewolf

5,726 Posts.

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24/11/16

10:29

Post #: 20848085
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Originally posted by pintohoo ↑

Hi recruiter,

agree with a lot there - but, although I was at the meeting - I knew I wasn't with it at all - head was basically buggered and I couldn't work out why - only yesterday did I work out that I had withdrawal symptoms because for the first time ever I had forgotten to take a medication - because I had changed where I took it in my luggage. Feel like a dill.

That said - although I wasn't thinking straight - I do remember clearly what was going on - when I wasn't reading at the time - and, if you want to know why I was reading - it was because I didn't need to listen to a lot of it.

What was said on Moelis - some of it was really worth hearing though -

although the 'defense' of Moelis was there - the detail in the words was worth listening to -

I clearly remember hearing that - Moelis had given us value because of the connection with some funds.

Now - my guess is - that that is true and correct. I would doubt if privately or otherwise one would get an argument on the value of the reports - but, if one believes that there are games - and, I know there are many here who don't - then, all of what is happening fits right in - in fact it fits so far right in - it is scary.

" talk about great things ahead, institutions wanting in and a US Listing, and the share price goes backwards, you know in your heart that there is a huge mountain to climb to ever get this share moving again,"

I know a lot here don't agree with me and a lot do - but, I will come away from here (ajx business finishes tomorrow for me) - with absolute certainty that there is more manipulation here than in a busy chiropractors clinic in a years clients list.

Will it take a huge mountain to get over this ------------- IMO -----

yes and no.

Yes - as in that the paid 'help' strategy will need to be completely swamped with irrefutable evidence that the company is going gangbusters - and, I believe that will come with the 4C -

if I am wrong - it will come with the half report. An obvious overrider to that lot would be a large ann. before - and also ------- I am not going to predict what a listing on the Nasdaq would do before those reports.

So - that is the yes part - in other words -- I think the game will continue until there is a catalyst -- unless there is a set number to be accumulated from the churn.

Now - for the no part.

It is purely my guess - but, I believe that when she is actually set free - she will indeed be 'free' - and, I think she will go like the wind to find where there is some sort of actual value - ie. some rough idea of what the 'market' as such - really thinks.

Now - it's a bit of a bummer that I cannot report here on my discussions from Nick - but, many who have read what I post for the last couple of years will know that my first discussions with Nick way way back in my posts - that my estimates on where this SP would go compared to where Nicks' thoughts were - were very different - my estimates were way above his - and, I thought that his were very conservative.

Can I just say -- that, things are very different now. So different that in the last weeks I have had to stop and take several deep breaths at a time.

Right now - honest - I have not much idea of what is going to happen - why?

Because - before - it was easy - it was easy to see where she was planning to go - it was easy to see the quality of the preparations and it was easy to see that it wasn't IMO - speculative - it was real - but, that the opening pace of the race and the power to be unleashed and the weather on race year was unknown -

well - 2017 is race year - and, I honestly believe that it is going to be an amazing year - but, the ball is already in the air - and, there are just so many factors now, for me that it is very difficult to see how the game will go - I don't mean that I think that the game could go bad - but, I really don't know just how big this game will be.

Remember that it is well known that this was planned right from the start to sell a quality business - then what must be a year back - I said - are we sure we want to sell this? - and, I wavered - I believed it was going to be too big, too strong - so, why sell it?
Then, just like a champion backflipper - I changed back and thought - yep, that is the thinking from management - and I am happy to sell.

NOW - there well could be arguments either way - because it IS going to be massive (all IMO of course) - and, the game IS in play - and when you enter the big boys yard - the games take on a whole new degree - and, at this stage ---------- let us remember - we are a smart kid, we are a rapidly growing kid and - we actually have one holy grail already (Alexicool) - and, believe me - that IS a holy grail.

Now - when you are a small kid -smart or not, fast or not, if you have a holy grail in your pocket in the big kids playground - you better keep your eyes in the back of your head.

So - that's one ball up in the air -------------- game on. Add in multiple other balls in the air - and, IMO - you have 2017 as the playground.

Just a quick note here on Alexicool - that we got to touch - I agree with some here who felt the pillow - it felt great - but the cover was very thin material - and, I found that it felt lovely and cool - but, after a while, I lost that feeling -------------------- BUT, the other piece of kit - which was a square of thick material about 400X400 -------

gees, how many superlatives can I put in here---------------- that experience was just amazing.

It was surreal really - because in your hands was something that was just so unnatural - coolness - coolness that was just persistent - this is NOT an evolutionary piece of cloth or technology - this is a REVOLUTION.

I wrote months back something like - 'what is it with this Alexicool?' - it was like a magic wand that Bob had pulled out of his drawer(s) ------- but, what was it that was making this thing headline news? ------

well, here's the answer -------------------- no amount of talking with Nick - no amount of talking with Michael Schwartz, no amount of hearing everything that I heard prepared me for that piece of cloth -------- nothing came even remotely close to the experience.

I come from living on a mountain - and, it's cool - and that's when it's warm - and I have very very good blood flow - so, my hands and body run warm to hot - and I was in Perth - not anything remotely like where I live - and the temp. was warm.

I got ownership of that piece of cloth for a long time - and I wrapped my hand in it - and, I mean wrapped it tightly - I even have a pic. of it.

I kept my hand in there for a long time - over 5 minutes straight at one point -

and, - I felt cool ------------------ all the time. I could feel it cool on my skin - all the time.

I don't believe I can put into words anything that will describe what people will find when they do the same - it is pretty close to unbelievable. The little thin material on the pillow - not so much - but, the thick pad -- wow++++++++++.

FR is one thing - Alexicool is a whole new game - as is polymer.

And, a really big question for the future --------- what can Bob Brookins come up with from here?

What appears to be is if he gets a sniff --------- he wants to run with it - even perhaps in the face of some temporary resistance - and, he is prepared for very long hours to chase down whatever alley he needs to go.

Someone else might want to make a few notes here - unfortunately I can't - but, I can say this - that if I thought Brookins was the duck's guts before -------- he just went up a lot of notches in my respect book from this trip.

have a great arvo all

Pinto

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Hi Pinto

You may know I have not been a shareholder for that long.

These are the things that bother me which I am unsure are being dealt with correctly by the company:

1. Cannot get my head around GR - a 10 cent increase in sp gets him more than $2 million. The increase to $800K should - my opinion - have been delayed until after meeting targets...

2. The major institution he referred to can only have around 16 million shares at best so there are a lot of retail investors who voted NO.

3. If Moelis has been good for them why are so few insto's sticking in the register. Financial statements suggest that they just cycle through each year. Only 44% held by top 20 and really that's not high exclude management and its even lower... Why dont they stick.

4. Why are there short term incentives and longer term incentives in the form of shares if they dont have a defining caveat that also includes shareholder value - i.e share price. You wont win any friends whilst you actually benefit from a low share sprice. The Incentive is in shares @ the share price you get a lot more shares for a low share price... That seems illogical.

5. As I understand it even now they are saying that the $18 million is subject to a few things falling into place and could be missed... Really did they truly achieve the expected financial performance to 2016? If so how come the market saw it as a fail...

6. Bottom line - I am feeling like the product is brilliant and parts of the team also hugely important but really is the snouts a bit to deep and do I believe that we as shareholders will get our fair return for risk. Actually after reading about the speech - I am a lot more concerned than before I find it strange that someone who is chair of this and has so much riding on it cannot appreciate that shareholders who have funded them have in fact got to feel that they have not been rewarded and to spit the dummy at people who in fact are needed to buy more ... A 10c increase benefits GR far more than any salary increase so why not convert some of the money back to an incentive against share price.

7. I seriously doubt its all about us Australians not understanding - in fact I think we are a smart bunch - simple truth you took home more than double this year , I think a lot of things have been delayed and I am sitting here with just over half the value I had a year ago... That's really real rather than hypothesis

Is this a company that values shareholders or is it all about them...

Companies behaviour that values shareholders:

1. Dont lecture the shareholders engage and influence them and listen.
2. Incentive shares are issued at a premium to current prices - doesnt have to be much but when they issue huge numbers of options at low points ... Say a 10% premium to today...
3. Directors make concessions when the incentive does not align all stakeholders.
4. I am totally opposed to executive chairpeople ... Who is the handbrake... We vote more and more to us its not a problem... If you are needed find another chair - maybe a female as you say you want but do it before you take these votes.
5. Make very clear what the annual objective is and what impact not meeting those measures would be. A delayed performance should in fact result in a delayed incentive...

Actually I have to admit to myself for the first time:

I am only invested here because my greed thinks this opportunity is so good in-spite of executive behaviour. I know you all give NC a tick of approval - I have not met him and I do think great progress has been made but as a board I am less than convinced that our objectives are aligned. BB has got the tech done well and IMO deserves more ...

Everything in my past has always suggested that when I am this greedy I always get a bad result. I have no real reason why I am overriding my normal impulse to sell and walk away.

The board did not caution shareholders last year in the updraft. This years target is not under promise and over deliver as I see it.

I am now only invested because of my thinking the opportunity exceeds the behaviour of parts of the leadership...

I also think I am being far too influenced by the passionate amongst this forum...

I was invested in MHM metals and only through the good fortune and debate of a HC poster Firsova started actually interrogating deadlines and issues did I finally get out making some money, many lost a lot of money...

Very uncomfortable feeling.

AJX Price at posting: 58.5¢ Sentiment: None Disclosure: Held
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