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Smithy. Funny how you see the 600k sell but not the multiple 100s. 250k and many other buys that exceeded the 600k.
Never mind. Each to their own. Wait for the contract to drop that’s way over due. US healthcare = boom.
Patience. Fella. Patience.
Well, market man will have plenty of stock to sell for the foreseeable, seeing as someone dropped 600k’s worth yesterday morning.
Another institutional holding reduction?
Trade. I understand what your saying 100%. Ofcourse there’s other techs out there but arrival increasing their order amount is more than enough to get revenues and profits soaring here. Another contract for the same amount in value will set the cats amongst some big pigeons.
Good luck to all who buy and sell.
i understand that Munch. my point is there are many ways of making an omelette and as technology develops at a rapid rate this is likely to only increase in this area potentially resulting in different and more cost effective solutions. Hold my hands up to not know enough about potential emerging tech in this area; but there are plenty of analagies/ examples out there in other industries and decades to discount this as a horizon risk here.
Finally caught up with the investor pres. it’s also easy to find on YouTube
Well worth a watch and good to see they have taken on board the terrible RNS’s that have been written in the past.
Had a few more sub £2 yesterday, at least the sell on news gave an opportunity to increase my position and lower my average.
Tradedan. Their technology is being produced shortly to be deployed.
It can’t get old because nobody in the world can print unlimited lengths... that’s why trackwise mentioned a new product for a customer at 72m in length.
There’s many strings to this bow and I’m intending on staying put here for Atleast 12-18 months or a target price north of £10. Even then they will be only valued at £240m.
Let’s get dividends rolling at end of 2022 and suddenly we will be the talk of the town.
You take your pick and take your chances, I’m fully lock stock and smoking many barrels here. My personal target is many multipies
Excellent perspective Tradedan thanks, I also bought @2.60 which would lower my average. I only ask because it seems to have drawn out a slightly longer timeframe than I expected. I can see this surpassing all expectations still, just maybe at steadier rate than I first thought. Traditional wiring is old tech and that hasn't moved on yet so I think these guys will have a few golden years ahead of them.
depends on your view Baz.
this time last year 79 potential customers under NDA. Now 84.
Arrival and Uber?
increased factory space?
swedish medical cathetars
aerospace and EVs
personally i'm invested here (not at your price but at c.2.70 breakeven and remain happy to hold.
Smithy's call out is a fair one. But i see this as a picks and shovels play in the next gen of technology which would cost too much for companies to R&D in house so better to source the parts from the experts; my only concern is that tech develops so fast these days it could be old tech by the time it deploys!
Wow thats big drop today, first time investor here bought @3.20 looking to hold to the end of next year, is this still likely to have a lot of upside by then ? Thanks
should be up to 38m and 54 mil sorry for that slip up
hang on chaps edison 5th may rns
The site will provide additional capacity for medical sector as well as the previously announced order worth 38m over 3 years[now 54m over 4years]
also states expansion into this site is critical to meet production requirements for ev
interesting arrival have started trading on the nasdaq!
Fair point smithy but overall can argue your comparison is not so accurate because this type of business requires the floor space BEFORE contracts are awarded.
Where as retail or amazon for example get the stock in and then sell it ...... this requires to prove the space and capacity.
With the latest recruits I’m sure this is a bit more than done dodgy meme coin or one of this American otc stocks that lies to profit from investors demise.
They can have a factory the size of an Amazon warehouse. If it’s not full of kit and producing revenue, it’s a wasted investment in my eyes. What percentage increase in shop floor space vs how many track printing machines vs how much new business? Seems to me that floor space has been procured without firm orders.
Agree wavecrest. It’s one where you have to believe what they are doing ..... with a factory the size of a football pitch in 77,000 sqft I’m happy to trust such high profile bod especially the recent recruits and the dividend hint is like saying “ just wait “ so I’m happy to wait.
was only offered a few at £2 not worth bothering with as far as revenue coming in ihalliwell they have already bought another faciilty and are kitting it out ready for production which is good enough for me
Re: topping up. Is that after the market maker has raped you for 10% on the spread?
Makes you wonder why , when all these millions are pouring in , that they can't get a resource 50k annual salary to write an RNS...... perhaps its mostly potential and hard to believe in and this is as good as it gets,.
watching brief for me until actual revenues start coming in as opposed to potential revenues
what an opportunity to top up again a company with mcap of 60 mill with a ev contract now worth up to 54mill over 4 years and even talking about a potential dividend in the future to shareholders and all because they are rubbish at writing RNS
UK 5G market is screaming out for a hardware supplier since the Chinese were prevented from selling in the west, instead of a UK company getting the business this has gone to other EU businesses, which is the big opportunity that I feel these have missed, clearly the EV market is big, but yet to make a sale and EV companies will come and go whilst they try and compete with Tesla / Chinese and probably fail.
Fair enough smithy. But that’s the risk one takes. All it takes is another contract and we will rise again.
The market cap in relation to the revenues forecasts / profits for next year give substantial upside from here.
My breakeven is now £2.40
I wouldn’t call 13% down and a 15p bid-ask spread a great start to the morning to be honest. I would have expected revenues to been up a lot more than they are; whilst it’s a great product, it seems that they are struggling to get customers in at present. A long term hold for me; but too many AIM stonks have gone the same way, promising much and delivering loss after loss
I agree this is a good update - unfortunately the market does not agree. There seems to be a large cost for business development with perhaps limited results from this investment? The one major UK EV OEM is a great deal seemingly but they need to get more EV OEM onboard......
Q4 2021 to q1 2022 is not 1 year delay
Buying more today.
a 1 year delay to a contract that may be potentially good.....luke warm for me
Arrival contract upgraded to £56m. That’s 50% increase
6 New medical customers Since 2021 and 3 have signed upon
Expecting revenues now in q1 2022 instead of q4 21. Overall no nasty surprises. I’m happy with update.
Looking forward to more contracts over next 6-12 months.