Member Info for antelope

DA's s/w is sold on a SAAS basis rather than on a contract basis, which clouds the view. The FVR contract was for the development of specific varieties of their software. In my opinion, it's fair to assume that DA's revenues are increasing by virtue of the partnerships they have and the credibility lent to them by statements from some of those partners, such as Entrust. But SAAS revenues start low and grow exponentially. The further out you look, the greater the revenues. It's this basis upon which DA will be valued. Not current revenues, if the suitor believes that Keyscaler has a future, which all the signs say it has. But you can't RNS increasing SAAS revenues as they're changing all the time.

Look, it's not easy. You have to, in my opinion, read between the lines and put the pieces together yourself. The lack of RNSs is irritating but in my view is largely understandable. Regardless, ultimately the value comes from the asset sale, not everyday share price movements, nice as it is to see those moving up. I see what I regard as strong evidence that DA is doing very well and has emerged as a key player in a very rapidly growing sector. That's my take, and on that basis, RNS or no RNS, I remain invested as DA has increasing value. What that is, no one knows. It's more if more than one major wants to buy it.

You make your own call. But I don't think it should depend on whether or not there are lots of RNSs.

Quote "If Tern is going to sell DA for multiples of Tern’s market cap why no RNS from Tern about portfolio developments?"

Because nothing is suitable for RNS until it's happened. What, they should RNS on a rumour? There are NDAs in place apparently. I'm not saying this rumour is true, merely that your question has an answer.

That board is insufferable, and largely illegible. I can't believe that adults would behave like that.

Well that would be exactly the kind of knowledge that would drive the share price in a way that swanny is complaining isn't happening. And here it is leaking out. Maybe.

If that were the case then at least half of all innovative tech startups would have booming share prices as all are available for scrutiny by majors. The fact is that they are all being scrutinised and watched. MS seem to have a policy of buying companies once they have become large, or at least are growing very rapidly and will obviously be large. The fact that many of their clients are using the startup tech is another driver. And this is why MS are considered to be a possible suitor because it appears that KS is the best option for MS's large Azure/IoT customers. But given that most good tech startups are being scrutinised makes that the norm, and so not a reason for booming share prices.

As for a major buying 25%, why would they do that? If they did the share price would instantly multibag, pushing the price up.

Bane of my life. As soon as the price of any of my holdings tries to rise, this lot come along and kill it. It's like trying to light a campfire when there's a load of yobs standing around peeing on it whenever it catches.

Of course it's not. The idea is daft. This bloke has his wires crossed. Russia has absolutely zero to do with this project. And relations between the CR and Russia are very bad.

What the hell have the Russians got to do with anything? This guy needs a geography lesson. And his production date is way out too.

Why has this Wyld announcement not made it onto the Nasdaq 'News' section?

https://wyldnetworks.com/wp-content/uploads/2021/07/Wyld-Networks-Press-Release-Announces-partnership-with-Wezen-Group.pdf

Perhaps because it's a press release rather than a formal announcement? Would have thought it still justified listing on the Wyld nasdaq webpage.

http://www.nasdaqomxnordic.com/shares/microsite?Instrument=SSE229074

Ah, seen it on twitter

https://twitter.com/WyldNetworks/status/1413417181837156354?s=20

Announces where?

OK. Well personally I suspect Tesla will be talking to Vulcan as well. But none of these suppliers can provide all that's required. Ultimately all suppliers will be facing excess demand. And as we're already, via CEZ/Skoda, intimately involved with VW, which is a massive group including Audi, Bentley, Bugatti, Lamborghini, Porsche, SEAT, Skoda and Volkswagen itself, plus MAN and Scania, I'm sure we have enough on our plate as things stand.

It's been a long wait for me, and I know for others. Since 2016. But we are clearly on the cusp of exciting times. And lucrative times too.

That was very slick, but I missed the section on raw materials if there was one. Any solid conclusions? Apart from this being further evidence of ever increasing demand?

Indeed. There are a couple of ussie prospects that look promising, and a Canadian one too. But neither will be as low carbon as EMH. Li seems to be a good investment, if you pick the right juniors.

Stellantis has over 400,000 employees and owns 16 household name car brands and tonight (aussies) we will hear just how hard and fast they plan to switch to Electric: https://www.screencast.com/t/ajCKSefASn

Today at 3:30 my time (1:30 UK time I think) they announce their EV strategy.

https://evday2021.webstream.fr/webcast/

But you only have 100th of the shares.

..so fed up waiting for this deal to be done. Almost as fed up as I am with this squabbling board.

mdkv. It's a fluid and complex situation. The Li price fluctuates. The demand keeps climbing. There are ever more players seeking supplies. A judgement call has to made on whether or not to double output, or even triple it, and how. Decisions by the EU on funding are awaited. CEZ will be looking after their interests. Refining processes are being assessed, and with that, associated costs. So there are many variables that may impact decisions on offtake prices, and who with. I suspect therefore that it's difficult for the company to promise news in advance, even though they have tried. And also hard to hint. Announcements may be comprehensive when they come because they will incorporate judgement calls on a range of different factors, all of which are reaching conclusions at different paces but which are interdependent. I think there'll be a sudden flurry of lots of major announcements that will be transformative. At least I hope so :-)

..I was hoping for some news by now.

oops, well it was :-)