Member Info for antelope

Obviously we're all waiting for an offtake agreement to be announced. But it's complicated in EMH's case because CEZ need to declare their offtake requirements, if there are any.

They need to decide:
A/ are they going to build their own gigafactory in the CR?
B/ if they do, do they do so as a JV with VW?

These are going to be complicated discussions and may take a while. In the meantime we know that whatever the outcome, there will be an offtake agreement with someone in one form or another.

Well he won't. Whatsisname the PR bloke told Sweepie on the other board that there are absolutely no plans for a placing. And in recent RNSs, AS also makes it clear, in two separate RNSs, that none are planned, although his language is less straightforward.

Quote: "Ant, in which Alibaba holds a 33% stake, became well known through its online payment platform Alipay, launched in 2004 and turned mobile app in 2008, which is now used for nearly 56% of smartphone purchases (3), far ahead of WeChat Pay, from competitor Tencent. (Only a fifth of China’s population had a credit card in 2017, according to World Bank data.) Even in smaller shops, smartphone payment is now common and shopkeepers are abandoning cash, penalising the elderly. China’s central bank regularly expresses concern about this: ‘Non-bank payment institutions must not promote the concept of cashless or discriminatory means of cash payment in any forms,’ it said in December 2020 (4).

Alipay gives promotional discounts to users of its Huabei credit service, launched in 2015, for everything from online shopping on Tmall or Taobao, to eating out and beauty treatments. Huabei loans go straight to the seller’s account, entirely bypassing the buyer of the goods or services, who then has until the 10th of the following month to repay the loan. The interest rate is normally zero, but the service encourages permanent consumption, without the need to wait for a monthly paycheque. A similar system, Jiebei, is also offered to SMEs, long ignored by traditional banks."

https://mondediplo.com/2021/03/10alibaba

FWIW, I've always expected DA to sell for between 300 and 500 mil. Probably nearer the 300. Not based upon metrics, merely what I'd expect (ish). Still waay more than Tern's mcap.

Although recent media coverage placing DA alongside seriously big boys may suggest it sells for more. And I've long expected the buyer to be an IT security company or a SI rather than MS.

Then there's FVR, Wyld and InVMA.

.

I don't agree that DA needs MS. KS will work anywhere, including with AWS. MS have been very useful to DA in helping them launch, and MS have played the game because they want DA bringing their clients to Azure.

In fact I'd say that, whilst there are other ways of securing IoT devices that MS could incorporate into Azure, including their own solution that's already there, the one best suited to automated security at massive scale is KS, and MS have as much as admitted this. So one could argue that MS do need DA... at least they would if they discover that a majority of their Azure corporate clients are using KS from the MS library.

If we assume that patents make KS unique in some regards, then DA has to be a unique buyout target by any corporate playing in the IoT space. That includes systems integrators. But if it is the case that KS characteristics cannot be found anywhere else by MS (and I'm not stating that they cannot, merely that it seems they cannot), then common sense suggests that MS might buy DA just to keep an important Azure component out of enemy hands.

A caveat is MSs recent declaration that they work with partners. In fact 300000 of them. This 'ecosystem' of MS and partners may preclude the need for MS to buy any of these partners. It suggests a new kind of operational paradigm. DA may deploy KS with AWS as well, and neither Amazon nor MS mind. Perhaps.

So tell me... what's the NPV of a possible 20% market lead over AWS for MS in 5 years time in the IoT space?

"Not really, fundamentally companies are valued on NPV (discounted future profits), other than profit how do you value a company?"

Potential profit based upon different profit models - contract vs SAAS vs white labelling. Market defining tech commanding a premium. Bids between buyers for competitive advantage. Patents. Symbiosis and therefore improvement with/of own tech. Desirability of product to own existing client base (are Azure users taking up KS?). Goodwill.

In other words there are a number of reasons why a prospective buyout candidate might be attractive to a buyer, and if the tech may provide competitive advantage, then a bidding war could break out. Value depends on a range of factors and drivers. Hopelessly naïve to say just NPV.

We're not talking about a corner shop being for sale here. With a fixed annual, predictable income and no other benefits.

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Don't want the price to go too high as it will kill the EV market if the things are too expensive. EVs need to be cost comparable to ICE vehicles.

https://www.euronews.com/living/2021/04/07/the-underground-vegetable-farm-thriving-in-wartime-bunkers-below-london

I think this has been taken down deliberately because the mcap was too high for the value of the RTO targets they were talking to, and each represented more of a takeover than an RTO. Now may be easier for an RTO to happen. So rather than take a massive hit now, worth waiting an seeing imo.

There's no paywall on the Guardian

Check references to continued need for testing and social distancing.

https://www.theguardian.com/society/2021/apr/11/is-vaccinating-against-covid-enough-what-we-can-learn-from-other-countries

Check references to more need for testing.

https://www.theguardian.com/society/2021/apr/11/is-vaccinating-against-covid-enough-what-we-can-learn-from-other-countries

Should have put in EMH

PLL's mcap now 1.4 billion Au$, 780m quid, 88m euros.

https://twitter.com/LithiumIonBull/status/1380518311826444289?s=20

Either one of the trolls, or someone in the advfn guild (I suspect the latter and think I know who it is) keeps hitting it with those 100k and 200k sells. I truly hope they get cooked alive by a juicy RNS.

We also stalled, like many others, because the bottom fell out of the lithium market with that stupid US bank market analysis. It's trying to catch up again now of course.

Some bloke on the EUA board says he's sitting at the end of a five day bed & ISA queue. Could be a reason why things are so quiet everywhere if true.