Member Info for bunsenburner123

Yup agreed. COIN & V3TC have to be the biggest no brainers on the market

So many big names are tipping UKW

Yup

Could be a biblical

Rise coming up

This has got all the hallmarks for a huge riser this week/nect

Great find thank you

Zero revenue. Buy lol 🤦‍♂️

Absolutely insane opportunity down here

The worst shares are the ones that 10x

I’ve done v v well on these markets

Let’s go ENET 🚀 It’s your time 🚀

Potential imminent bagger

For me, with minimal downside

GLA genuine holders ✅

I’ve researched it heaps. The risks are power prices - most of their contracts are fixed, I think 80%. They start rolling off from 2035 though but I’m looking for 20% per year for 3 years then out (including the divi) so 10% capital gain + the divi

Wind speeds - but even in bad years the divi is still easily covered and wind this winter is back to normal so likely a few low years

And government intervention - which is the big one. However, the worst case scenario- option 2 is more than priced into the mkt cap and v unlikely. Much more likely is option 1 and then a 5-10% jump will happen and then a steady rise to 110-120p

Sentiment is down the toilet currently. No reason to be bar interest rates et al. IR coming down too

Full ask wanted

Clear this zone and the spike could well be the bag

Anyone fancy a bag or two?

I fancy the bag that’s all. Thanks

I’ll grab my bag first ✅

EBITDA positive ✅

🔥 TRAC is one of those rare AIM setups where the risk/reward is genuinely asymmetric.

At a £1.5m market cap, you’re effectively buying a real, revenue-generating IoT business for less than the value of its tech, customer pipeline, and future optionality combined.

This isn’t a concept stock anymore — it’s executing:

• Revenues growing fast

• EBITDA turning positive

• Costs under control

• Real customers, real hardware, real recurring income

The kicker?

The market is still pricing it like it’s broken.

If even one of the following lands:

• a meaningful contract announcement

• a strategic partner or JV

• confirmation of sustained profitability

• or broader recognition of its container-tracking tech

…the rerate could be violent.

At £1.5m, this is the kind of setup where:

• 2× feels reasonable

• 3–5× is very possible

• and anything larger becomes plausible if momentum builds

It’s exactly the sort of small-cap that quietly trades sideways… then suddenly reprices in days, not months.

High risk? Yes.

High conviction upside? Absolutely.

This is the kind of stock that doesn’t reward hesitation — it rewards being early.

🧠 Genuinely Impressive: ENET

1️⃣ Tier-1 customers (this is real)

• Active Tier-1 US defence customer

• Tier-1 US broadband/PON OEM

• Live deployments, not pilots

• Royalties already being paid

This puts ENET well ahead of most AIM tech names still stuck at demo stage.

⸻

2️⃣ ASIC + FPGA strategy makes sense

They’re following the proven path:

FPGA → ASIC → scaled deployment

If the ASSP lands:

• Licensable platform

• Multiple customers

• High-margin recurring revenue

This is how serious semiconductor businesses are built.

⸻

3️⃣ Defence exposure adds real value

• Defence + low-latency networking = strong demand

• Long contract lifecycles

• High switching costs

This is genuine infrastructure tech, not hype.

⸻

📈 The upside

At ~£500k market cap:

• Downside already heavily priced in

• Any commercial success could justify 5–10× upside

High risk, but unusually asymmetric.

The only way my £400k will be worth £200k… is if I sell £220k

Yes Sajy - totally agree

Value on offer is something I’ve never seen before on these markets

See twitter for all thoughts on CRTX

Huge few months

100k not bad and a great price

I’m in for over £400k. Avg about 105p with one divi so 2.5p on top of the SP today