Member Info for AnnaRobinson

Well done all

Cash and receivables is the same at $7.4m… that’s major when the company is now turning cashflow positive. You all said a placing was coming way back and yet the company won’t need one now. They have the same strong net cash position as six months ago.

I’m sorry but all the metrics are pointing up and the size of the renewals prove it. You are shaking because you know your short positions are going to go reverse big soon

The Shorts here (which all have pseudonyms) never highlight that the company is finally really advancing… and it is a major step up.

· $13.2m FY25 Data Integration ("DI") bookings; strongest full year since 2017; an increase of 181% YoY

· $9.8m Q4 FY25 DI bookings; strongest Q4 DI bookings in the Company's history

· $6.7m OEM contract signed, representing the largest OEM contract in the Company's history

· $3.1m direct contract[1] signed, the largest direct contract in the Company's history

Not the case, CRTA have $7.4m in cash and receivables.

You can tell the shorts are getting freaked about their accounts blowing up soon lol

The point is the cash and receivables are the same as 6 months ago, you and others predicted a placing long long ago. Now the company is going cash neutral and brokers are saying a raise is no longer needed. The shares are turning and the market knows the company is inflecting. Don’t get killed by any short position, not when the business is turning. Good luck.

Ralph nailed it. The business essentially has the same cash + receivables 6 months later. A material positive and especially into an improving outlook where cashflow is at last turning neutral to positive. The shares offer major upside now.

Nice post Ralph. I’ve barely seen you bullish on any stock so I’ll take that as a further good sign here!

Q4 closed very strong too and the size of the quarterly bookings is why the company has finally got to breakeven, a major milestone. The shares will go a lot higher very soon, high demand again this week compared to norms. Nice finish at 24p yesterday, looking good for next week.

Holding OMI as well jbco. One of my top picks for 2026. Analysts think that will producing $110m free cash at spot each year!! Basically most of the market cap covered by one years free cash and it’s expected to run for over a decade lol. If they find more Pepas’ and looking likely it probably does indeed go another 1000% higher. Super excited on that one. TBCX: would suggest some research asap tbh

Yep, shame he doesn’t tweet more about his picks. One of the best online.

NT at 29 fwiw

At spot, could dwarf that basecase number by quite a bit

Added a few more, would be very rude not too tbh!

Did see that but can’t seem to find now. Can you repost the link please?

Very strong buying today, someone or multiple parties clearly trying to get in x

Really thought this would be breaking out by now. Poor valuation currently but should materially adjust higher this year. I’m also backing OMI and CRTA to be big winners (huge volume going into the later right now after yesterdays very strong update). Best wishes everyone for 2026

It’s not it’s just a different view

I see inflection and I believe that’s why the mms are bidding again for worked buyers.

Good luck whatever your bias

Trek, I’ve noticed this too but what do you mean for their own “risk management”

What’s their rationale? Thanks

Indeed, the equity really being cornered

Good day ahead imo

Brad keeping us on our toes… :)

Try and find a way of transfering them rather than taking a 30-40% haircut on the open

So much for Zeus and their bullishness

It was a great update in the sense that the year closed out on a high, it was a material step up from prior years. The renewals and large ones at that only happen because of confidence. Over $7.4m in cash and receivables with a cash flow positive/neutral short term horizon. Thats major vs prior broker worries and one has already said no raise will now be needed. Thats a significant inflection and the shares will rate higher now. If you’re lost money or bitter then maybe you’re better off moving on.

I’m thrilled to see the strong close to 2025 and pleased to see our ex Sage boss getting a grip on this. The upside is vast, like it or not

Pure luck I took profits yesterday, hopefully price holds up for everyone