Member Info for Andre01

Matt I think this is the trial location for IBM with a view to then scaling hopefully globally. Frankly makes more sense for IBM to just buy us for £25-30m.

My error mate. Id not seen it before.

Hi Solstace, no, my company has some 2 way agreements but logo and public reference to it are very tightly negotiated and would be at IBM HQ level. Its not easy to get out of a customer of that size. Remember PSL are not Phillips or Samsung, its sub £2m mcap company. IBM is multi Billion. Something big I hope underpins this.

Is the biggest news in 12 months. Would IBM allow that to be used if a contract wasnt signed? I know large companies are very strict about how Nd where their logos/brand can be used. Maybe an RNS tomorrow?

FFS. No one gives a toss what impact it has on people, the use case is limited. Halcyon is the "scale" solution with a very big market opportunity. The sooner they get market penetration the better however if they dont and someone beats them to it, they are royally f***ed.

You dont put pricing up for Enterprise solutions. Think IBM or HP put up prricing on their website for Mainframe IT? Saleforce put pricing on theirs? Just stop posting.

Nomlongu, you dont have a clue. Standard margins are 70% in the as a service space. Highly unlikely to go loss leading. Let's wait for an actual contract if one materialises.

Volume is the issue because they dont have any customers to report on. Period. I'll be royally ****ed off if there is a diddly little contract of a few k as the next news.

Primed and ready for more downward pressure.

Sycric, £150k is FA mate. Stop banging on about it. No one is here for that.

How my posts are deleted from last night

this has HUGE potential, I'm just not sure the GTM and Sales side of the business is up to scratch to take advantage of the market opportunity. Any company with a great product fails only because they cannot execute from a Sales perspective. I have seen it time and again. I have also seen average Software products do very well becuase they know how to GTM and sell to large Enterprise orgs.

I work in and run an enterprise sales division for software. Irrespective of what the software there are plenty of people that will waste your time pretending to be interested. Absolutely loads. We have stopped doing trials any longer with our product before we understand if the customer acknowledges there is a problem to be solved and someone of decision making power. Unfortunately cost savings alone drive 1/10 opps to a contract. Frankly speaking there A LOT of stupid people in the world and they do business with each other rather than the smart ones that can drive business outcomes.

We aint getting anywhere with care homes. Need a WeWork or similar.

When are results due? Sept right

£60M mcap. 5p would be £150m. All Im ssying us this needs to cool down a bit.

Where does it say trials are complete? A trial is oart of a sales process and thus a commercial discussion. In my software world we have a technical test as a final test before contracts, all commercials etc agreed beforehand. People need to stop making shite up.

Frankly the RNS was average. They havent told us anything knew. Only silver lining was they released the financials and wasnt suspended. Reading the tone of that language I dont believe contracts are imminent but will likely take a few more months.

Only upside is it actually got released and not suspended.

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