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Thank you both for confirming what I said.
You are right, I am here because I believe the products and bod will increase the value of my holding. (Considerably more than 15%)
I'm very happy to discuss pros and cons but it's irritating and facile when a short term troll like dougal comes on and bombards the board with the same point over and over.
I appreciate that you and he want the sp down as much as holders want it up but, as you rightly said, BALANCED discussion is key.
IG
Works both ways, refusal to accept and discuss both sides of any company Pro and con is a naive investment
Just remember - itsgambling and the crew have one goal here. A higher sp. They will keep on and on, repeating themselves, trying to rise the sp because they want to repeat the cycle of the last 12 months and sell at 15% profit and buy back (because obviously people are - fact) Personally I've done my research and am very comfortable with my investment. And I'm now even more comfortable thanks to the appearance (on this tiny microcap) of these rampers. There must be a big prize around the corner, to warrant so much of their time here.
GLA
HM
Just remember - hunky and dougal have one goal here. A lower sp. They will keep on and on, repeating themselves, trying to sow doubt, because they want the sp down.
Personally I've done my research and am very comfortable with my investment. And I'm now even more comfortable thanks to the appearance (on this tiny microcap) of these trolls. There must be a big prize around the corner, to warrant so much of their time here.
GLA
IG
So absolutely no concerns or issues on any front? Amazing that for a company with no down side or issues, is valued at £4mln. Easier to say that clearly the market missed something. Yeah, that's it, it's the markets fault.
I understand most people only want to talk about the positives, but $300k before interest, taxes, depreciation and amortisation.
Rather than saying market has missed something, try looking at it the opposite way, say maybe the market "knows" the bod are trying to raise cash.
kind of you to keep repeating what you think in case the 4th time was missed by some peeps
Great summary GLR and I agree regards "expect".
"We are delighted to see that the changes in our product offering, which we have worked so hard on over the last three years, are now coming to fruition and we believe this will result in accelerated growth in 2020 and beyond."
This bit, every time I re-read it I wonder if this is actually referring to Bosch as that is specifically a 3 year relationship now and culminates in the TDL140. More speculation than anything but accelerated growth would mean ahead of target, which in light of the recent RNS's will no doubt require a further revision to the already upwardly revised Allenby release.
Some nice snippets from the latest RNS(s)
Cubemonk RNS
"The success of the partnership with CubeMonk to date provides the Board with the confidence that similar OEM arrangements can be achieved for a variety of third party applications, opening up further expansion opportunities for Starcom in the shipping and container tracking industry."
Also from the TU
"The Company's US based client, Cubemonk Inc. has now placed the first orders of Kylos units which are to be integrated within its unit load devices, "SmartCube". This follows last year's successful pilot. Both parties are in discussions regarding a long-term agreement for larger future orders"
Zero RNS
"We believe that this is a significant milestone for Starcom and we are proud to be part of the electrical revolution in the transport market which we expect to lead to new customer relationships in the sector in due course."
- Key word here, 'Expect'
Trading Update
Lokies
"the Company is targeting the delivery of up to $2 million worth of Lokies in 2020. The agreement is for three years and provides exclusivity to the distributor in Russia, subject to them meeting certain targets"
Outlook
"The Board considers the progress made in 2019 provides a solid start to 2020 and that it indicates a promising growth trajectory for Starcom for this year and next."
"We are delighted to see that the changes in our product offering, which we have worked so hard on over the last three years, are now coming to fruition and we believe this will result in accelerated growth in 2020 and beyond."
In Summary
Twice they not only state growth for 2020 but also for 2021/beyond, there is no requirement to mention beyond 2020 but they mention it twice
$2m for Lokies, again no need to mention a figure
'Expect' to lead to new OEM agreements, again no need to use the word expect
Very positive! Seems the market has missed the finer details as always
Also mentions ICL as a relationship to 'build' on, they increased their ISO tank fleet by 50,000 last year, be great if we became an OEM for ICL
GLA do your own research, not advice