Member Info for BodRuncie

As long as the Middle East deals are only delayed until fy25, and not cancelled, then this represents a great buying opp.

Middle East is looking to expand rapidly, with places like Neom and hosting tournaments, so this is still a great growth market for ACSO.

It comes down to 2 things: do you think ACSO will still make deals in the Middle East? (yes, imo) and do you have patience to wait? (I do, but it is difficult for PIs).

KINO are now starting to reap the benefits of being on the approved contractor/framework lists.

Once you are in, you are in. This will be the first of many :)

As per today's RNS, Dowgate have increased their holding from 11.6% to above 12%

RIvaldo, this might be part of the reason why you're noticing it's hard to get stock from the MMs. There is a lot of Institutional demand for REAT at the moment, but they're careful not to push the price up, so everything at these levels gets hoovered up.

It's not a meme stock, so the herd aren't here. There have been no huge spikes or dips to attract traders or trolls. It's just IIs taking large positions, under the radar.

It's a gem of a company. Everything is out there in the market, every bit of info a PI could want. The board are very keen to put themselves out there on public AV platforms to spread the message. The numbers look good, the direction looks good.

I am holding tight.

Sp is rising, upward pressure, so large orders are likely to be buys.

Thanks for posting that.

It's excellent news, and puts SEE'S DMS in the shop window for others.

Okay, SYS fy24 results out and they are pretty awful numbers. A little worse than I was expecting tbh.

But imo this is a case where the numbers don't tell the whole story.

It's an easy target for ridicule along the fintwitterati because it focuses on AI/ML, but I don't think any of them have read deeper.

AI is here to stay, and there are going to be big advantages for those who harness it properly. What form that will take is unclear, but it seems SYS are aiming to be the picks & shovels for SMEs.

The "holistic approach" is going to be one that separates tomorrow's winners from the bluffers who stick "AI" in a CEO's statement without any real understanding of what that involves.

I'm hoping the sp doesn't really drop further than the recent placing price, where Nat Rothschild was impressed enough to take a 3% stake.

Recent board changes gave been impressive, and Heehae Chae has the energy and vision to pull it off.

The lumpy nature of revenue reporting seems to be superficially obscuring the solidness of the results.

H2 should improve further.

@SNN, exactly.

Install meters, sign contracts, grab market share. This is a lean company, so can turn a profit when others can't.

YU don't control the commodity prices, but they are well in control of everything else. If gas commodity prices ever rise again, then YU will be sitting very pretty indeed.

Even under these conditions, it's producing a bucket load of cash.

TST isn't the most liquid share, but seeing as AIM stocks tend to drift downwards on no news then the gently rising price in TST is a very good sign.

*sp, not dp.

It seems like MMs are fishing for stops. They just took out all the ones at 1400p.

1400p is ridiculously cheap for the business, so expect a fairly big bounce.

The dp only dropped because of macro effects outside the company's control (global gas prices). But if/when gas prices rise then YU is in an even stronger position.

The share price hasn't moved outside of a narrow range within the past 3 years.

What do you feel are the business catalysts for the share price to improve (or even double)?

Someone seems desperate to get out. Could it be Richard Griffith selling down more of his stake?

Recent TU looked good to me, and Christopher Mills of Harwood Capital was still very bullish in the recent Vox Markets podcast.

In the absence of any bad news, this could be a good buying opp.

Https://m.youtube.com/watch?time_continue=13&v=U5wqMLZVXEE&embeds_referring_euri=https%3A%2F%2Fwww.lse.co.uk%2F&source_ve_path=Mjg2NjY

It's low quality video, but it's the best I can find.

I just watched the LSE investor webinar presentation by David Minchin and, boy, does he sound confident!

It's not just his natural exuberance, HEX really have everything in place and it's happening right now.

Investors or potential-investors really ought to watch this. It's 30 mins long, starting from approx. 33:00 timestamp in the video.

This website says our P/E ratio is 8.8.

Pretty low.

It's a silly price to open a short. Not much potential upside for them, but possibility of huge losses if they don't check their monitor every few minutes.

And they are guaranteed buyers, who are going to be raising the price against each other in a rush for the exit.

It takes 5 seconds to check when dividends are announced (September). He wants to spread FUD.

The real interesting thing to look out for is the possibility of a US listing. In the last IMC presentation, Stuart Last raised this point as well, but it sounds like it's more of a case of when rather than if.

This is the kind of business that the US loves, and the UK doesn't understand, so as long as it's a dual-listing then the UK shareholders should see a large uplift when this happens.

60% increase in revenue 👍

Great results, fantastic mgmt, I'm looking forward to their next progressive divi announcement.