Member Info for BodRuncie

So they had a slide that answered this in the IMC presentation.

£12k tax credit for H1, so profit after tax rises from £23k to £35k.

CSFS had built up £5m tax losses to carry forward, so they don't expect to pay any tax in short or medium term.

Price will shoot up on opening as Terry races to close his shorts with as small a loss as he can manage :)

But he'll be competing against any others whom he managed to convince to open a short on AET!

CSFS received £6000 tax credit for FY22, so there likely will be minimal change to PBT £23k once tax is factored in, but I agree it would be better to have it in black & white for clarity and transparency.

A bit more meat on the bones from the unaudited interims, and it makes good reading.

Rising costs due to macroeconomic headwinds are passed onto clients, constantly improving margins. Scaling is going well, efficiency is improving, and plenty of capacity using current facilities to absorb future growth.

ITX making great headway expanding sales with current clients. ITX are spending a bit of the fundraise cash in developing their newer offerings, which are showing excellent test results, which they can then offer to the market in 2024.

ITX on track for smallest ever loss in FY23, achieving breakeven for FY24, then profitability in FY25.

ITX have a management who never overpromise, so I wouldn't be surprised to start seeing Trading Updates in 2024 state that they are ahead of schedule, and hitting those EBITDA-positive quarters already.

Happy LTH here.

I'm looking forward to a bit more meat on the bones of the strong H1 period, but also any TU on Q3.

If Q3 continues to experience strong progress, then FY expectations could be upgraded and we might be looking at FY23 break even.

February Interims gave info on the Interim divi, which was paid in March.

I would guess that October's Final Results will announce a Final Divi to be paid in November.

It's nonsense. Superstitious nonsense.

Every share purchased above 56p is basically another NO vote for the 56p takeover.

TRX's share price isn't low because the "MMs have no clue how to value AIM companies". It's low because of the wider circumstances: massive net outflows from UK stock market, no appetite for AIM or small caps, we're in a risk-off bear market where PIs are happy to take 5-10% in the short term rather than invest for the long term.

There won't be much change in the short-term with recession/stagflation/current Govt, but nothing to do with MMs, they just react to events.

The SRP was instituted in 2019 and has been periodically renewed, currently extended until March 2024. It is managed independently of the company by Shore Capital, who make the trading and timing decisions.

Today's RNS announces the sale of all held shares, resulting in a £5250 loss.

The idea is to improve liquidity in MWE, but could Shore Capital be doing a better job? As Shore don't work for free, is this an arrangement that ought to be renewed next year?

GAW is too big to be bought out.

Companies might buy into GAW as an investment, but won't want to pay for full control.

You just need patience.

Here is a statement from the July Half-Year Trading Update:

"Trading in the first half of 2023 was strong and in line with the Board's expectations. Group revenues for the Period are expected to be approximately $14.1 million, representing a 19% increase from the prior year and setting a record high for the Group. Furthermore, this performance marks the sixth consecutive reporting period of growth for the Group. As a result, the Board remains confident that the Group is on track to meet its expectations for the full year."

I am confident in the long-term prospects of this company and my investment in it.

I think we'll have to agree to disagree on this one.

It's good to see from today's RNS that the BOD aren't recommending investors accept any takeover offer at 56p.

If Rx3 insist on going ahead with the derisory offer at 56p, I hope it flushes out other bidders, ones who are smart enough to see through Rx3's ridiculous RNS listing all KINO's "flaws", and make a real offer for the company.

I know what invoicing is, I just don't know why £0.3m is "significant".

THRU recognise hardware sales as being 1 of 2 types: Ex-works or Bill & Hold.

The IAR says this rgarding Hardware Sales:

"Revenue from the sale of Thruvision units and accessories is recognised when or as the Group transfers control of the asset to the customer.

For Ex-works (Incoterms 2020) sales this is at the point the goods are made available to the customer for collection.

Bill-and-hold arrangements occur when the Group invoices a customer for equipment that is transferred at a point in time, but retains physical possession of the equipment until it is transferred to the customer in the future. This might occur to accommodate delays in a customer’s readiness for installation, or a customer’s lack of available space for the product."

The IAR says that Bill & Hold revenue recognised at year-end for FY23 amounted to £0.3m. That doesn't make up a large proportion of THRU's revenue, so why do you think it is significant?

I'm still asleep. All of Bill's plans and predictions and trying to get a sale when it was obvious that no one was interested below 2MOz have now turned to dust.

I liked the new CEO interview, but at this point I don't even know what I'm waiting for. Back to sleep. zzzz.

Why is that significant? 2023 B & H amounted to £0.3m, and customers have already been invoiced.

The whole market is down. Net outflows from UK markets are massive. No corporatw confidence in UK market or Govt. Nothing specific to REAT.

If you've heard the recent presentation then you should be confident that REAT have a great chance at providing market-beating returns from this point onwards.

If you're looking for false correlations between events and the REAT share price, you might as well say that the longer Nadine Dorries is absent from doing her job the more REAT's share price will decline.

Amongst the flurry of RNSs released, the employee share allocation plan has awarded another 1% of shares to 5 bod members, who presumably will vote against a low-ball bid for the company :)

And a tit-for-tat RNS today from Rx3 who state that they are only offering 56p per share out of the goodness of their hearts because technically they could get away with offering 40p.

Don't sell your shares on the cheap!

Patience is all that is needed here. Trust the bod. Have you heard the recent presentation?