Member Info for baf3

I was and would and did argue share issue over debt certainly at a point where you have no income. The loan conversion price will be capped at the 86.75c but if lower will be at the price at the time.

The bravado of the hat was ill timed and not good form.

We all want Pantheon to do well but current management style at the top is a concern to me.

In my view

Very difficult to call where this goes next in my view there is alot riding on the next test result. On success it will move significantly higher and failure will see it fall and it will be under pressure.

Pantheon led by David Hobbs have made a significant error of judgement and one of the things that has troubled me for sometime i cannot fathom with a 70p share price why anyone would take on 35m of debt when equity raise was a very clear option, this was reckless and gung ho in my opinion and serious questions should be being asked of Mr Hobbs.

We need this next zone to deliver which for all shareholders I hope that it does and everything will come good but we are now staring at a binary event once more which is unforgivable.

All in my opinion

The spectre of falling interest rates makes Duke very attractive even at 35p this would still yield 8%. Every interest rate cut adds profit straight to the bottom line. They are being steady with further investments so wont need to raise any money. Just support and compound what they have . Significant share price upside from here. All in my view.

Cut to base rates helps profitability and makes the over 10% yield look very attractive in my view

It is a big old space Guident operate in. With Autonomous vehicle monitoring and Watch Bot monitoring their is huge area for growth.

The watch bot looks like a quick win and can ramp up revenue very quickly

TEK currently own 70% of Guident interesting few months ahead with the float

in my view

Salt raised over 2.4m recently they have plenty of cash are their business is growing rapidly in my view

I very much doubt it's free from Guident's perspective the lical authority are likely to pay for the service.

There are alot of hotels in the US that offer a free golf cart type shuttle bus the hotels pay a fortune for this service to the operator a huge market for Guident in my view

Rubbish

Duke's income more than supports is dividend imho

Some of the commentary about Duke being down year on year is not correct. Recurring revenue is up circa 12% quarter v quarter, they haven't had any disposals which are traditionally lumpy. Quality company suffering from market sentiment bargain at over 10% yield in my view

Yes 2.5 is the correct figure. This article seems to support my view https://ukinvestormagazine.co.uk/genip-issues-maiden-results-following-aim-ipo/?mc_cid=1a7d70e982&mc_eid=6f992a9770

At which point those selling may well have slipped up

In my opinion

Are they really spending $3.5m per annum. Listing fees are a one off. Share based payments are a similar question as to whether these are on going.

It is also likely there will be pre trade expenses in these figures as the AI product wasn't launched until September

In my view

It's the cumulative effect that's 415k of new orders in a week on top of what they were running at with more to come. A profitable business in the AI space will be a great place to be. The scale of the market for Genip is huge the market will catch on in my view. Cashf flow positive is a game changer in my view

I doubt quarterly accounts but trading updates are very likely these large orders are material as they are moving the company towards profitability. As mentioned in recent rns more to come what seems to have gone unnoticed is they have announced 2 orders from 2 institutions imagine how many more potential customers they have. Genip looks a real gem wont remain down here for much longer in my view

Another 65k order which is part of a larger bidding process. Genip are certainly moving at a pace. Share price is great value at these levels in my opinion

He needs to be the Ronaldo of the oil industry for 5 million options. In my view

5m options on day is one hell of a number and 35% premium is very generous in my view.

Step change in revenue no.1 IMHO

Additional £350k this is stunning news n my view

I doubt Tek share holders will pay any attention to a predictable negative poster. The crew have gone in to panick mode on the back of today's good news.

Bring on the step change

In my opinion

Numbers continue to grow significantly

Robust Order Pipeline: Following the launch of an extensive marketing campaign in December 2024, the Company has received a number of promising leads and believes the conversion of its current sales pipeline will lead to a step-change in order flow and revenue generation.

Above will make a huge difference, looking good in my opinion