Wow quite the pump on no news!9 Sep 2025 17:08
Someone mentioned the jobs being listed. Currently they have £2.4m on the books, there is not a long runway befoer this runs out. A placing may sort it but would be a lot lower than current price. Remember, Blokenamedlaura got caught 9as did his followers) on a lpacing with PYC. I am intrigued by the SP but sells outnumber buys at least 2:1 and blokenamedlaura is not out of the woods yet. Serious amount fo sells today. Anyone shared any research recently? Isn#t the expo or investor meeting coming up soon? If the pump can continue a placing may be poss at around 12, rather than the predicted 8 but insitutional investors drive a hard bargain... SOme thoughts on the action ni the last coiuple of days
1. Liquidity games
Big blocks going through in the morning, followed by silence. That pattern can make it look like momentum, but often it’s just bigger holders using a small burst of volume to exit.
Thin book: small trades can swing the price more than you’d expect.
2. Pump-and-dump signals
Posts hyping “delayed buys” or “blue start” while ignoring the 75k / 100k sells already logged.
Shifts in narrative: one week it’s about “major defence contracts,” the next it’s about “strategic partnerships.” When the story keeps changing but the numbers don’t, that’s a tell.
3. Placings
Several posters keep hinting at “discounted placings.” That isn’t random fearmongering — it’s often how AIM/SME companies shore up cash.
If the market starts to price in a raise, you’ll usually see sustained weakness and lots of arguing online.
4. Management credibility
From the RNS snippets quoted: delayed revenues, missed conversions of pipeline into contracts, COO stepping away.
When execs talk about “strategic realignment” and “mitigating actions,” it often means “things aren’t going to plan.”
5. Noise vs. substance
A lot of board chatter is clearly retail pump wars. Look for actual company statements and hard numbers — not Telegram chatter, not “my mate heard from the CFO.”
RNS dates, cash runway, contract newsflow: those are the anchors.
So: keep an eye on placing risk, liquidity traps, and how management handles the next set of results. Everything else (the banter, the accusations, the “20p+ soon” talk) is mostly theatre to keep someone else holding the bag.