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Smkr check out #SBDS - customers include Apple and Mars and many more. Revenues in excess of £10m. Cash flow generative end of Q2 - market cap £4m… AI marketing

Getting close 👀

Volume is coming in thick and fast

Just wait till we get next level updates, fat pill selling etc etc and then there’s no stock to buy

#SBDS looking great too - Apple andant more tier 1 customer wins. £10m+ revenues, end of Q2 cash flow positive as per last RNS. Market cap? c£4m lol

Chunky premiums for £10k now

When this placing clears there will literally be no shares to buy

Im convinced this is going to be one of the biggest movers this year

It won’t happen in the next few weeks, will be a more patient hold by AIM standards but it’s going to shift in the months to come

IMO but good luck all

After this takeover

NESF looks ridiculously cheap

I’ve steamed in here chaps

Equivalent takeover price factoring in the 12% discount to NAV puts it over 70p for us!

70p from 45p!!!

CHEAP

Thought we’d get buyers this morning

#SBDS NT - Apple as its customer win plus many more tier 1 customer wins, revenues double cap+ and end of Q2 cash generative. AI marketing. Looks exciting

Activate: HYPERGROWTH

Looks like some good news. I was looking Friday too 🤦‍♂️!

My most bullish share currently: #SBDS. Can’t see it staying this cheap with Apple as one of their customers, over £10m revenues and the board saying end of Q2 cash generative. £4m market cap 👀

Margins improve as growth improves 🚀

Important thing to remember here is that this grant has nothing to do with our P2 Registration Grade inhuman cancer trial

Bring on the news flowing all I can say

Funny feeling we get inundated coming days and weeks

We know Jason likes to get the story out there, he knows how to move the SP let’s just say 👀

Interesting week coming up chaps

Also - research #SBDS. Can’t see it staying this cheap with Apple as one of their customers, over £10m revenues and the board saying end of Q2 cash generative. £4m market cap 👀

Just read this - too many of you really do not understand what MPAL are trying or rather, are achieving…:

1. It assumes costs stay at £7m while gross profit scales linearly

Management isn’t talking about a conventional retail business.

They’re talking about:

* robotic dispensing,

* NHS prescription volume,

* care homes,

* GLP-1 clinic.

The bull argument is that once the infrastructure is in place, additional volume may carry very high incremental margins.

For example:

If revenue goes:

* £5m → £10m → £15m → £20m

the gross margin may improve from:

* 34% → 36% → 38% → 40%

rather than staying fixed.

If margins reach 40%, breakeven revenue falls materially.

2. It ignores management’s own breakeven metric

This is the biggest issue.

Management didn’t say:

“We need £20m revenue.”

They said:

“Pharmacy-level EBITDA breakeven at 80,000 items per month.”

That suggests management is measuring the business operationally rather than purely by revenue.

And importantly:

The acquired Runcorn pharmacy historically dispensed 994,366 items in 2024.

That’s roughly 83,000 items per month.

So management is effectively saying:

“One of the assets we’ve just bought has historically operated above the level we believe is needed for pharmacy-level breakeven.”

That doesn’t prove they’re right, but it does mean the £20m revenue calculation may not capture the operational leverage in the model.

Diesels right - this is not a knew drug conjugate. Chances of success are increased dramatically

Couple with significant grant funding

Let’s see, at this cap it’s the best value Pharma stock I’ve ever seen

Valued like it’s pre clinical

It’s P2 and can license pre P3 or completely bypass P3 since it’s registration grade - it’s really needed and there’s currently very limited if at all medication currently

Position accordingly

Lol yup. Some people just don’t get it

Key thing is this - watch the interviews. Jason clearly states we can increase output exponentially without much of an increase of costs

Everything’s in place, robots do the work not humans

Quite a few of you are looking at this through the lens of a traditional style of business

Traditional this is not. This is an AI robotics, super scalable, super growth… with only a very small increase of costs. It’s essentially a futuristic sector

Position accordingly

Guys I just posted this on the HEMO board but thought I’d share here as well, apologies if not appreciated but if you get time, research CRTX this weekend

Market cap sub £10m. £2.8m cash. ‘Significant grant funding’ - company did the placing to help secure it

It’s a P2 registration grade in human cancer trial, potentially being able to license before or bypass P3. Value IMO is potentially insane. Not a quick flip though likely a medium term hold IMO

Market cap at 15p £11.9m

When we hit 15p we should have around £2.5m cash. No debt, a large non dilutive grant and be a P2 in human, registration grade cancer trial.

That is completely absurd

Will still be the cheapest P2 there’s ever been. Tell me another P2 Pharma at that price??