Environmental Recycling Technologies Discussion Board http://www.iii.co.uk/investment/detail?code=cotn:ENRT.L&display=discussion http://www.iii.co.uk/icons/logos/uk_logo.gif http://www.iii.co.uk tag:iii.co.uk,2003:tst.9672337
http://www.ft.com/cms/s/0/8729f23a-8ef6-11e1-ab32-00144feab49a.html#axzz1vgYCY6DL

Clearly "sales is not our bottleneck"- think we know this! By biofarmer ]]> http://www.iii.co.uk/investment/detail?code=cotn:ENRT.L&display=discussion&id=9672337&action=detail Wed, 23 May 2012 10:02:00 GMT biofarmer tag:iii.co.uk,2003:tst.9671334
I haven't had a look at the WH Ireland research note produced last month which had a 3.4p price target but apparently said had plenty of room for upgrades as more plants/products come on stream.

IMHO BOD took their foot of the pedal last year and assumed with flatsheet it was a homerun. The current CEO has not exactly done a good job and the best thing he has done is get Lee Clayton on board as he is a driven, hands on guy according to people in the industry.
Long term it probably is but as we know 2k changed business model from using pre-prepared plastic to trying to sort their own to drive margin.Luckily the PIM part of the process is fine.

Lee Clayton wouldn't have joined from a cushy job at Viridor unless he thought it worked. By biofarmer ]]> http://www.iii.co.uk/investment/detail?code=cotn:ENRT.L&display=discussion&id=9671334&action=detail Wed, 23 May 2012 06:17:00 GMT biofarmer tag:iii.co.uk,2003:tst.9670796 http://www.iii.co.uk/investment/detail?code=cotn:ENRT.L&display=discussion&id=9670796&action=detail Tue, 22 May 2012 20:32:00 GMT ImpartialOpinion tag:iii.co.uk,2003:tst.9670705 By Surrey0 ]]> http://www.iii.co.uk/investment/detail?code=cotn:ENRT.L&display=discussion&id=9670705&action=detail Tue, 22 May 2012 19:56:00 GMT Surrey0 tag:iii.co.uk,2003:tst.9670683 http://www.iii.co.uk/investment/detail?code=cotn:ENRT.L&display=discussion&id=9670683&action=detail Tue, 22 May 2012 19:42:00 GMT Surrey0 tag:iii.co.uk,2003:tst.9670581 Hopefully he can help 2k get to full production sooner rather than later.it would be beneficial to enrt if this happens before year end as this is when the minimum royalty(around 850k this year) comes to an end.

To sum up markets and no new news. I think we will see a lot of new contracts in H2. By biofarmer ]]> http://www.iii.co.uk/investment/detail?code=cotn:ENRT.L&display=discussion&id=9670581&action=detail Tue, 22 May 2012 19:02:00 GMT biofarmer tag:iii.co.uk,2003:tst.9670200 My contribution is the easy one - no visible catalyst in this market to change the status quo. With markets falling and as they are, the question is why invest in ENRT when there are quite a few share certainties to increase in value? ENRT's time will come (hopefully) but without the catalyst RNS (probably / possibly) not now in these markets - but who knows what tomorrow. Live in hope.

N&S By niceandsimple ]]> http://www.iii.co.uk/investment/detail?code=cotn:ENRT.L&display=discussion&id=9670200&action=detail Tue, 22 May 2012 16:23:00 GMT niceandsimple tag:iii.co.uk,2003:tst.9667787 http://www.iii.co.uk/investment/detail?code=cotn:ENRT.L&display=discussion&id=9667787&action=detail Tue, 22 May 2012 08:04:00 GMT redcatsam tag:iii.co.uk,2003:tst.9654462
http://www.eido-europe.eu/default.asp?contentID=12

http://eidoeurope.wordpress.com/2012/05/17/beauty-from-the-bin/ By Iwan Mee ]]> http://www.iii.co.uk/investment/detail?code=cotn:ENRT.L&display=discussion&id=9654462&action=detail Thu, 17 May 2012 16:47:00 GMT Iwan Mee tag:iii.co.uk,2003:tst.9654406 My personal view is that deals will be done during the next year or so and the SP will rise accordingly. Otherwise, why has Lee Clayton left a good position in a well established organisation?
Patience all, patience. By nipper22 ]]> http://www.iii.co.uk/investment/detail?code=cotn:ENRT.L&display=discussion&id=9654406&action=detail Thu, 17 May 2012 16:34:00 GMT nipper22 tag:iii.co.uk,2003:tst.9652951
Complaints of an 8p-10p takeover last year - I would accept 5-6p now just to claw back some losses and get out of this poor investment. By Surrey0 ]]> http://www.iii.co.uk/investment/detail?code=cotn:ENRT.L&display=discussion&id=9652951&action=detail Thu, 17 May 2012 13:14:00 GMT Surrey0 tag:iii.co.uk,2003:tst.9650768
I hate to say it, as my average is 4.81, but some serious newsflow will be needed to get this share to go in the right direction - and there seems to be no action from the company at all. By Bikes Boats and Planes ]]> http://www.iii.co.uk/investment/detail?code=cotn:ENRT.L&display=discussion&id=9650768&action=detail Thu, 17 May 2012 07:49:00 GMT Bikes Boats and Planes tag:iii.co.uk,2003:tst.9649641 The important think is it works and there is a massive Market for the product.

By biofarmer ]]> http://www.iii.co.uk/investment/detail?code=cotn:ENRT.L&display=discussion&id=9649641&action=detail Wed, 16 May 2012 19:10:00 GMT biofarmer tag:iii.co.uk,2003:tst.9645299 All plastics are bulky for their weight and the biggest single cost for mixed plastic, is transport. That is why the 2K model of receiving input from a 15 mile or so radius is probably the right way to go for any enterprise.
Incidentally I was at a (small) recycling plant last week and was very surprised when the owner showed me his plastic recycling operation. This consisted of recovered plastic film removed from the carboard packaging that they collect from local businesses. He sells this on to a local manufacturer for £150 / tonne. It is used to manufacture carrier bags and such like. By musker ron ]]> http://www.iii.co.uk/investment/detail?code=cotn:ENRT.L&display=discussion&id=9645299&action=detail Tue, 15 May 2012 21:42:00 GMT musker ron tag:iii.co.uk,2003:tst.9645004
You have hit the nail on the head. It is the supply of feedstock that has been the issue- nothing to to with PIM. Very frustrating for ENRT but think 2k are on the comeback trail...

ps. Baynham needs to get off soapbox and focus on other licensees By biofarmer ]]> http://www.iii.co.uk/investment/detail?code=cotn:ENRT.L&display=discussion&id=9645004&action=detail Tue, 15 May 2012 20:11:00 GMT biofarmer