Member Info for bertieblade

Not sure this is particularly good news but wtfdik.

https://news.sky.com/video/share-13540457

So you can buy today and get a very decent return by April 30 on 37.38% of them…..have I got that right ?

Simon Tucker on John Piennar’s Times Radio show yesterday explains, amongst other things, how SRT are using AI to identify behavioural characteristics of boat occupants to enhance their MDA offering.

Only a brief piece connected to a business confidence survey in the South carried out by Barclays who I think sponsor Piennar’s show.

Sold 518350 shares about 1pm today. No sign of the transaction on recent share transactions page.

Possibly settlement of the court case ?

It’s untrue to say CEO doesn’t own shares. She currently holds 3.2 million. Arguably underinvested I would agree however.

4% shorted. Is that enough to be material ?

Not sure if it’s been mentioned here but Simon said at the AGM that a brokers note would be out this month.

👍

Has anyone got Simon Tuckers email address ?

So business is “in line with market expectations”. Market expectations as declared by SRT were that, when y/e was March 31, H2 would shoot the lights out.

I assume the same applies to the H2 + 3 period….?

Also surely Ocean Infinity’s DD would have cleared the contract before they put their £9 million in ?

Something weird here. The contract was announced over 2 years ago and we have been led to believe that installation has been in progress since then. If, as seems to be the case, the issue is that various individuals have conspired to get the contract awarded to a UK company by creating a dummy French company to qualify for French government funding it doesn’t seem credible that the contract would have lasted 2 days never mind 2 years before someone was asking questions.

Tucker needs to explain before the markets open tomorrow.

Could be regarded as self funding I suppose.

Increase in SP is 100% down to renewal of the insurance on my Range Rover next month.

Increased premium adds about 10% to forward EPS.

Been in close to 10 years now and I have usually bought on the dips as I trusted the process and ST.

However I’m beginning to just get a little bit jaded.

The strategic investor added confidence and I took up my entitlement but if ST has overcooked the H2 expectations we’re looking at mid 20’s at best.

I see the vision and get it but the market is getting tired of waiting for the jam….

So I’m not much of a poster (understatement) but assume I’m not alone in thinking this currently ain’t a great deal for Arix holders…..?