Member Info for buffettology

Vaguely made this comparison previously but I'm certain that we are the equivalent. We have a huge economic moat already. Once transportation verticals adopt the software they will be extremely reluctant to change to a different software provider (given all the leg work gone through with testing and validation). Superior pricing power as there will not be any real completion (customer lock-in) gross margins eventually 70% approx. This pricing power will shelter from all recessions and could prove to be a net beneficiary of inflationary environment - liked to superior pricing power/software business (only 30% cost revenue line down to external costs). Think it through - we've been through/are still in difficult times through covid and we've already been able to raise prices and strengthen our cost base model. Huge money to be made in the future from over the airwaves remote based tech upgrades/additional features (possible).

May not be easy for all to see but eventually this could be regarded as equivalent of a new consumer staple company.

I'm sure the presentation will spell out what's coming. This was just a very high level strategic piece

Remain independent please as suggested by leading analysts in the sector. Let's be the equivalent of Microsoft in the DMS arena

£1

Extremely well written and should make the world wake up to our potential. Particularly like the inclusion of 'overwhelming' and thanks for acknowledging the tough slog us private investors have been through on our supportive journey! Now let's see who these other investors are including blue chips!!

My view on dual listing - their plans are well underway. They are just waiting for final sign off of that bucket load of contracts and I'd be amazed if we weren't dual listed by July/August time. We may even be breakeven or very near by then.

If it is news re a fundraise, big contract news etc then the clock is ticking. With no explanation the company risks the market taking a dim view and all the share price progress could be all undone quickly

Not sure if previous views have changed so here we go again. I'll have a stab first - 20p

From this time last year to the following January the share price over doubled! Let's see if the same happens again

King of DMS

Just donated and yes great to see Paul , Ken and Sophie donating.

Australian rules - can you elaborate?

I'll certainly donate today too

The company will not risk putting figures on updates and when they do they will be minimal contract values. They are paranoid and worried about over promising I think. This may change for auto when they can get some definites from QC etc but as for aviation you can forget it. This plays through into the forecasts from analysts. Therefore this share will only start to motor when the cash drops through and it will from 23 onwards (in a big way as its all profit remember)

Totally agree! Come on See its making it look like you've got something to hide!? Do you care about average Joe public? Its a shame If you don't or you've lost sight of them as at one point we were the significant share holders!!

Without a shadow of doubt the right news will take us beyond 20p - we are poised for takeoff

I think it needs to break 12.9/13 really

Given that they've put one out before suggesting that legislation is being drafted I'd suggest its a distinct possibility and also why would they pass up the opportunity!? Don't waste it though - put s number on it as what they expect this to mean in terms of the opportunity/size of market. They don't have to risk saying that they will win a certain percentage. Come on See grasp the opportunity with both hands - be brave and bold

Totally! I don't think it would take significant news to tick us up but if we did get significant news we could rerate and find a new base around 20p

I'd agree and seems to.be very positive momentum and also with no massive trades to help although I did see one of around 120k but that was all. Would you agree?