Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
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I suspect also, that folk are waiting to see what the terms are for the proposed raise - which should/might be accompanied by further orders if the RNS pans out.
A little disappointing there's not more interest at the moment. There were much bigger rises on just distribution agreements being signed. Probably people expecting a much bigger order based on the amounts talked about in those agreements. Still, it's a sign of things happening, moving along and a few more of this size and the company is a different beast.
10% revenue order received - we do £1300 of trades. Interest here is ZERO from retail and institutional investors.
Excellent analysis Ria
You should get a job in the Investor Chronicle
Now and good multi-bagger potential from today share price
Several of the pilot projects undertaken during 2022 will lead to orders being received during the remainder of year.
Tells you everything we need to know.
Getting good press coverage now:
https://www.proactiveinvestors.co.uk/companies/news/1019681/t42-boosted-by-container-tracking-order-1019681.html?viewSource=TwitterUK
On the leaderboard......good to see
Have you bought some Chileone and if so what price did you pay?
Best you buy some then rather than cheerleading to support your position. Only 2 trades up till now
On the leaderboard
Today with a bit of volume.....as very good order and RNS today
Now
Https://www.voxmarkets.co.uk/rns/announcement/35c5d317-201c-4058-a43a-be78b21b1d7f/
On the leaderboard
Now
Name the client
The leaderboard now
10% + of revenues so that’s why the RNS. Decent step in the right direction- just need a whopper now .
Great news
Could this be the biggest single order in terms of £ in the companies history? Let’s hope there’s more of these to follow from the many other partners. Then we may finally see some share price movement… north!
I’d concur - I said recently that perhaps they should be looking through the glass of their fancy offices and working out who’s not doing their job. All too pally.
Max can’t sell - instead gets excited about new distributorships - who don’t sell. Uri is probably the only worthwhile employee - and they can’t manufacture his designs at commercially viable prices hence new financing model.
If Avi does anything it’s not obvious. Igor is a fantasist - see CFO presentation v reality and Michael isn’t really involved.
Even then, when a PoC ends successfully, you guessed it there’s a chip shortage/political unrest etc.
It’s just layer upon layer of excuses. Not quite the performance suggested at the last AGM - i understand. 20+ PoC’s converted into one sell of 2,500 units. Somebody is failing routinely to generate those stats!! Then there’s regional sales VP’s that simply don’t.
And so, for the umpteenth time we’re led to believe the second half of the year will see considerable improvement.
Sound familiar?
There's also 20 office based staff! All seemingly in their own rooms.. Check out the LinkedIn post from some months ago.
All too indulgent IMO
I know Avi has propped us up and given various personal guarantees over the years (e.g. the legal claim about 5 years ago) - but taking a £200k salary, which is like what... 5% of total revenues is just wrong. Appalling really. the share price is sitting at around a 90% loss in the last 5 years if you consider the consolidation. In real danger of becoming a lifestyle company. We tick along with some hardware sales and SAAS revs - but really are we making big strides into the volume markets? it just seems impossible for whatever reason. DHL has realised nothing, Bosch the same, CropX the same. Anyone else getting proprely fed up ?