Member Info for BobsSocks

Sigh. The Musical was in 1950. The Film was 1955.

In the Film Nathan is in Mindys with Nicely and Benny when he gets served Cheesecake. At this time they know Sky is in Town and could be a prospect for a $1,000 bet to cover rent for a place to run a Dice (Crap) Game. Now Nathan needs something to bet Sky on. He asks where his Danish is. Apparently the Danes are on holiday. They start talking about the popularity of the dishes and Nathan gets an AHA! moment. He asks Nicely and Benny to go to the kitchen to find out how many Strudel and how many Cheesecake Mindy's sold yesterday.

Having got the inside information he makes his bet with Sky. Sky, being suspicious, explains about getting Cider in his ear on an apparently sure bet as told to him by his Father and refuses the bet but makes a counter offer as to the colour of Nathan's tie. Nathan loses, polka dots!

Nicely and Benny come back. They had left to chaperone Adelaide to work in the Taxi she paid for. Nicely and Benny proceed to, inadvertently, spill the beans to Sky as to how Nathan checked the numbers. Nicely and Benny give Nathan instructions from Adelaide and the conversation moves on to a discussion between Sky and Nathan as to what Dolls are for.

Sky explains that Dolls have their uses, available and all the same. Nathan listens then becomes thoughtful and asks why Nathan would be going to Havana without a Doll. Nathan suggests it is a matter of choice but if he wished to do so they are readily available. Nathan asks about High Class Dolls and again Sky suggests they are all the same. Nathan pounces and challenges Sky to take a Doll of his choice to Havana. Sky, confident and smiling, accepts the bet.

Nathan, also smiling, takes Sky to the front window of Mindy's where a Salvation Army Band is playing music and points to one of the members naming Sergeant Sarah Brown. Nathan walks away perplexed and looks upwards saying "Daddy. I've got Cider in my ear".

The point of my original post was that buyers vs sellers or sellers vs buyers at the volumes we are seeing and based on no credible news flow on any particular day has little to nothing to do with the share price. Perhaps unsurprisingly you missed the point and still got much of the rest wrong.

Presumably you will now go into sulk mode and accuse me of posting nonsense and not being invested.

But, overall, did Mindy's sell more Strudel than Cheesecake?

Flava. You just quoted from then agreed with my speculation. Now, having been called for talking nonsense yourself, you decide I am talking nonsense and resort to name calling. Why not get with the party and stop stating provable rubbish as being fact?

"Third, the fact that the Directed Issue is being directed to Bulten AB, Exelity AB and Jonathan Swann is also significant. These are all well-known and respected companies in the automotive industry, and their involvement in Wyld Networks suggests that they believe in the company's potential."

Idiot.

Exelity AB is an investment firm with links to Mangold.

Bulten AB appears to manufacture fasteners.

Swann is rumoured to be ex-director of an Insurance Company.

https://www.bulten.com/en

https://finserve.se/en/fonder/aktiefonder/exelity/

Yeh But... Why now. As Minifest asks why did they only just recently repay one loan only to take out another one?

Again your take is the typical froth.

Again I know nothing but...

"Wyld Networks AB ("Wyld Networks" or the "Company") announces that the board of directors today, based on the authorization from the annual general meeting on June 7, 2023, has decided to carry out a directed issue of units, consisting of shares and series TO4 and TO5 warrants, to Bulten AB, Exelity AB and Jonathan Swann (the "Directed Issue")."

There's our mate Swanny. He who bought loads in Tern appears to have shifted his interests to Wyld. Bad news for Tern?

Anyway,

"The subscription price per share in the Directed Issue is 9.49 SEK. Through the Directed Issue, the Company receives initial issue proceeds of approximately 15.0 MSEK before transaction costs."

"The Lenders have the option to convert the loan into shares in the Company at a price of 16.61 SEK per share after the registration of the warrants of series TO4 with the Swedish Companies Registration Office."

It would appear they are lending on the basis of SEK9.49 with the opportunity to convert at SEK16.61

This is very much not the kind of deal I am used to seeing on AIM. That looks like a 75% premium.

Based on the above and again with the caveat that I know nothing. The lenders are very confident based on what is likely to be inside information that they are on to a tidy profit.

Going completely off the wall I am going to suggest Wyld got caught short either on the financing of their release of production stock as announced for this September, forget the blab about sales & marketing. This is to cover either the release of stock from the manufacturer or additional modifications, technical changes, or new product to support the collaboration, integration, with Swarm.

We might expect further news on that one in short order.

Sorry Flava. News from Wyld.

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

https://view.news.eu.nasdaq.com/view?id=b2ff2c1046562d42ebbc9446711a19cbb&lang=en&src=micro

Do you want this.

https://mastodon.social/@wchr/110966896461263185

Personally speaking I don't. I do not care about all the blah de blah about how they think they anonymise data because it has been proven time and time again that such anonymisation does not work and anyway, in my wide experience of data harvesting for profit firms, they will always break the regulations or lobby to bend and break them for their own profit.

Do Not Trust.

"So Alastair was ramping again…"

Bear in mind I might have shortened his actual words wrong but kind of yes.

I think we all get the impression Wyld, and the rampant ramping loons, were caught on the hop because something leaked which instantly became SpaceX and Starlink plus Elon would be buying Wyld out for $Beellions and Still Waiting would now be able to download 16K hi-def pron from anywhere in the World.

Idiots forced their hand and it might not have been handled too well.

This may/will still be wrong but based on the words my guess will be that.

1) Wyld will prove, may already have done so, that their solution works on Swarms Constellation.

2) Given Wyld is waiting for commercial volume they have already proved they can do 5G-NBIoT.

3) Given 2) they will also ultimately be providing that 5G-NBIoT service via Starlink.

4) Based on the above SpaceX will make an offer for Wyld sometime in the first half of next year.

Of course the above is likely to be rubbish but I was silly enough to open an ISA with my bank to punt £1000 on Wyld. Be extremely aware that would be a punt and I would be in the realms of talking my book. As things turn out they will not deal with the market Wyld is on so I am saved.

Https://www.redeye.se/research/936943/wyld-networks-video-interview-with-ceo-alastair-williamson-2

Williamson. Not Starlink. Satellite IoT. Not prepared or able to comment on Swarm.

Uhm. No you haven't.

I could assume that you are a Vogon...

https://hitchhikers.fandom.com/wiki/Ode_to_a_Small_Lump_of_Green_Putty_I_Found_in_My_Armpit_One_Midsummer_Morning

However your prose exceeds the level of cringe involved in the above that I would have to relabel this graph to substitute "level of cringe" on the X-Axis for energy density and you would be Uranium.

https://xkcd.com/1162/

Ground based might be one direction and indeed Wyld have already admitted that there move to other technologies, S?/I? band via satellite is because LoraWan supposedly does not support bi-directional operation, ground does.

However Swarm provides for both uplink and downlink from their satellites.

https://docs.fcc.gov/public/attachments/DA-19-1044A1.pdf

"Swarm proposes to operate the satellites using frequencies in portions of the 137-138 MHz (space-to-Earth) and 148-149.95 MHz (Earth-to-space) bands."

Now it all gets a bit confusing because whilst I thought Swarm was on Lorawan there are indications elsewhere that they. are using S-Band. Of course Wyld have mentioned that possibility themselves including a link up with another Satellite provider who uses it.

Bless. Lukehere does not know I am actually being slightly positive.

Being a fool I haven't given up yet.

This is on the use cases. 5G-NB-IoT will likely snaffle markets outside of remote niches better served by LoraWan, one of Wyld's initial claims. Swarm seem to be abandoning that but still maintaining and adding to a LEO cluster that works with it. Unless they have a replacement ground solution or someone to supply one, Wyld?, then why dump it whilst still growing it.

One other thing the SP watchers recently got excited about was the mention by Wyld that they were working on Satellite to Satellite connectivity. Of course this is why why the 100K buyer was back in the Market but the nasty MM's were publishing them as sells to keep the price down for mates.

Another option might be that Swarms LEO Cluster continues to work with ground based Lorawan, supplied by Wyld, and also relay the data up to Starlink for forward transmission using that concept.

I almost really hate myself for coming up with what might be an obvious monster ramp in favour of Wyld but if the distorted shoe fits...

Yup. That's what I said.

https://www.satellitetoday.com/iiot/2023/07/27/spacex-subsidiary-swarm-ends-iot-device-sales/

However Direct to Cell suggests 5G NB-IoT but they are still maintaining and expanding their LEO 150MHz solution, unless the new launches will be 5G NB-IoT compatible but that kind of makes no sense given their 5 year life span.

In effect they are choosing to abandon their 150MHz M138 customers and offering them a different product whilst still supporting them and something, something, something.

Assuming the somethings are real what are they?

Then again, and this bends both ways,

https://www.sparkfun.com/products/21287

In as much as the satellite needs an aerial that works at 150MHz the modem needs one as well. That's a whip with a ground plane and it is a bit big. Given its size there is also likely to be some impedance matching going on.

I should probably admit defeat. That might make more sense.

Https://longap.com/henet-b-v-announces-swarm-global-satellite-uplink-support-for-its-longap-pro-gateway/

Yes. However that is an uplink for ground collected data delivered to it over the internet.

"To support Swarm, the LongAP Pro gateway supports installing the Swarm M138 modem..."

I'm not sure how to read that but,

https://www.satellitetoday.com/iiot/2023/07/27/spacex-subsidiary-swarm-ends-iot-device-sales/

The above suggests Swarm will no longer sell/support that particular device, although they still appear to be maintaining and adding to the constellation, and will be offering a Cell Based, presumably 5G NB-IoT, replacement for a new service via Starlink.

Thanks. However those are likely to be the strictly ground based. What breaks it, or makes it, is the < 150MHz grant and the size of the satellites antennae. They are not, or at least I do not think they can, push it up to 800MHz plus unless they have something else on board to do so. The might be possible.

Hours of fun. I have just put in a request to @fcc.gov to ask if Swarm have made a request to operate above 150MHz on their LEO constellation. I'll likely be ignored but this should be publicly available information so maybe I will get a no or a link to the consultation documents.

Looking forward to reading a comment from InvestorACE later on when they have got a bit tipsy.

Https://www.startpage.com/do/dsearch?query=swarm+site%3Afcc.gov

https://transition.fcc.gov/ib/sd/se/ssal.xlsx

Yup, that's a spreadsheet and, unfortunately, labelled as "Updated 31st January 2023" but if you search for Swarm you will find a list of what appear to be their allocated/granted frequency ranges. All below 150MHz :-( but if that changes, or there was sight of an impending change then that would be a bit fruity.

In fact I get the impression that there may/will be some formal procedure required to go through to get those allocations and that will likely be public because you have to tell everyone else what you are going to do just in case that is going to interfere with them.

Assuming Wyld is going for the Swarm constellation for their LoraWan product the 150MHz bottom limit for their current product appears to be hard. I understand these chips might be subject to tinkering or detuning but that would likely violate all of the house rules. Another option, given they have not as yet shipped in volume, would be to drop in a different IC. Then we are left with Swarm upping from below 150MHz to just above without breaking the operation of their steel tape measures. There are options.

Also given the allocation of new frequencies should be a public process it might be worth giving @ffc.gov a poke to see if any Swarm have a request in to do so.