Proposed Directors of Tirupati Graphite explain why they have requisitioned an GM. Watch the video here.
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Https://cddo.blog.gov.uk/2023/08/24/five-questions-weve-been-asked-about-the-cross-government-secure-by-design-approach/
Secure by design will be mandatory across all government departments.
https://x.com/Acuity_RM/status/1790646528408772631
5:45 Mentions secure by design...Very exciting, lots of opportunity.
I think the opportunity is in the current SP here. Incoming statement of 'Cash flow positive', growth in Govt. contracts and new Storm product lauched at the House of Commons.
Busy few years ahead, the expansion across departments is (hopefully) inevitable.
https://cddo.blog.gov.uk/2023/05/05/welcome-to-the-cross-government-secure-by-design-approach/
Angus Forrest, Executive Chairman, commented; “This new contract validates our increasing presence in the customer’s infrastructure and importance to the customer. Further, it provides credibility to other potential customers as Acuity expands in the UK and North America. Acuity is growing strongly because of closer links with customers leading to more upsell, winning larger orders and growing the customer base.” https://twitter.com/Acuity_RM/status/1790646528408772631
https://www.share-talk.com/acuity-risk-management-aimacrm-secures-3-year-500000-contract-partnership-with-bsi-group/
Sounds very positive. Lets get the accounts done and some more banging contracts thereafter.
Just popped up in the podcast feed, haven’t listened but Kerry on Sunday roast. Will listen tonight - expect professional as usual and a few tit bits of what they are working towards especially localisation in the us.
Yes nice RNS OUT for both ACRM and GILD .. both having strong gains and doing well today can this close to 5.00 by close
Share.
Outside UK using a channel go to market always take time vs cash out the door of a direct salesforce.
Key is getting good channel partners who can sell into their existing base - having them in the catalogue but not being actively marketed is an issue, better to have a few good partner than multiple partner who do very little.
On valuation interesting to see ADVT buy a company last week (with a product called instream) with £3.3m turnover (80% recurring) for £5m including £1.5m cash.
Agree with skid and DD. Good news but the progress is slower than expected. Angus and Kerry are great at what they do and at presenting and ACRM is a sound business and company, but the conversion into business of the famous large pipeline is less than they and I hoped for. I worked before in an environment where we had such beautiful pipelines and they look great, but what really counts is how many deals in progress get converted. So in my mind good progress but it has and will take longer to grow the business than what they predicted, which is actually happening in many other companies. Just my view DYOR
DD, as you say pretty meaningless without understanding % splits of renewal / new.
Clearly good they are renewing keeping a strong ARR, interesting that cash receipt this year which should hopefully ensure no new cash raise.
Clearly a key focus with ACRM (with 50%+ of total WW IT spend), hopefully they gradually develop over 2-3 years with a few really good channel partners.
I would have liked additional clarity on the contract win. On the face of it, looks really positive, but it also mentions renewal............so I would have liked to understand how much of additional upsell ACRM have secured
Another government contract. Time to take notice of this little gem.
3 year contract, total value £500k, all payable in this financial year, existing UK government customer.
not the worst news ever for shareholders
https://otp.tools.investis.com/clients/uk/drumz_plc/rns/regulatory-story.aspx?cid=199&newsid=1819193
Very good interview with CEO 48mins in https://twitter.com/RoastPR/status/1784532225821675864
Still downward pressure on this share, despite positive news this week (hopefully will make a difference to income).
Very interesting product, well done #ACRM
It would appear that 4p is the breakout number!
I added to my holding today in my ISA with some of my new allowance.
The risk/reward at this price is too good to pass up.
I am a patient investor, I'm looking for big returns over the medium to long-term, so I don't mind if the noisy herd aren't here.
This is the first day of trading of this (new) financial year. Investors have new ISA allowances to use up. Is it that something to do with the number of trades today?
I'm a holder here and think that the story is interesting and valuation very cheap. Downside limited and clearly great upside potential. I think we had an historical seller who is probably out now, but at the same time there isn't a large number of new buyers coming in as the newsflow is sporadic and the patience of some investors limited. Hopefully new contracts will land soon and interest will again increase. Time will tell DYOR
There's something holding this share back. We don't usually see so many buys in one day's trading, especially at the (relatively modest, but still) volumes we've seen today. Thoughts?
This share needs some good news pronto.
Ex Director @ CFC Underwriting - one of the leaders in cyber insurance.
Big statement.
Under 5p very cheap.
Same guy. There are two Jonathan Mark Swann with DOB Aug 1960 listings on Companies House. https://find-and-update.company-information.service.gov.uk/officers/Kg37TEIzgCpDZCRatlNSxZulgCQ/appointments
Not clear what his involvement is at CFC since he resigned as a Director
I seem to recall there was a bit of a hoo ha about some posts on the TERN board that might have been him
You may well be right - I just went off his name and rickmansworth (on the form) and tapped that into companies house and chose the first jonathan mark swann from the list! https://find-and-update.company-information.service.gov.uk/officers/j-rfxzqFCTcv0Y4v8a9NWmOs_Xo/appointments