Member Info for bunsenburner123

Have heard the same

Monday should be explosive 🧨

See you all then

Overhang looks to have cleared

Could have a huge ramp here over the weekend

At 1.5p defo. This is a switch off share with a mega divi

Just need the government to play ball!

Thanks.

What price are the options at?

TRAC at £1.3m market cap – quick take

• Real business, not a story

• H1 revenue: $2.3m (≈£1.8m)

• Annualised ≈ £3.5–4m

• Positive EBITDA ($239k)

• Valuation is absurdly low

• Trading at ~0.35× sales

• Most AIM IoT names sit 1–2×+ sales

• Margins improving fast

• GM up to 48%

• Target 55% in H2

• Margin expansion = sharp EBITDA leverage

• Growth engine working

• Lokies revenues up 200% YoY

• Shows product–market fit, not legacy decay

• Balance sheet risk reduced

• CLNs pushed to 2027

• No near-term dilution pressure

⸻

What this implies

• Fundamentals alone justify £3–4m (2–3×)

• If growth + margins land: £5–6m (4×)

• Any container-tracking JV: £8–10m+ (6–8×)

⸻

Why it’s still cheap

• Illiquid

• Under-followed

• No big catalyst yet

⸻

Bottom line

At £1.3m, TRAC looks mispriced:

• Downside relatively limited

• Upside asymmetric

• You’re getting the container-tracking option for free

It wa always scheduled for end of the year or just after. Literally that was the RNSd schedule. They’re right on time, it’s oversubscribed

And the broker note is just out too 🤩

Mega opportunity here

Genuinely off the scale

“The constituents of the oversubscribed debt portion of the funding package have already been finalised.”

The constituents of the oversubscribed debt portion of the funding package have already been finalised

This is a very strong de-risking RNS.

• Equity funding effectively secured, led by Hy24 – the world’s largest low-carbon hydrogen fund

• Debt already oversubscribed

• FID targeted for Jan 2026 → clear rerating window

• Villeta already carries ~$60m (£47m) pre-FID value to ATOME

• ATOME also earns management fees and keeps upside

At a £25m market cap, the shares still price in failure to reach FID.

This RNS significantly reduces that risk — and if FID lands, the valuation looks hard to justify.

Bit better!

Just wish I had that £200k to put in at 94p on top of my £450k

The opportunity here is insane

Truly insane

26p equivalent right now

Insane

Mooning tomorrow chaps

Decent

What’s the cube video?

Market starting to see the opportunity here

Governed level recognition for a world leading project

On signing I think this will be £250m mkt cap and north of

Ok pal lol

CEO meets the president, weeks before FID. from my side the contracts have been signed

Risk vs reward completely off here

Will rerate north of 250p on announcement or days after

I’d say the CEO meeting The President was the sign off of FID

Then will take a week or two to RNS

Think the meeting was either early this week or last week

My best guess is next Friday or early the week after

Expecting a PRE or EMH type reaction on steroids

Yes Fever has nailed it perfectly