Member Info for BuyMeAnother

Deja vu. Here we go again. My favourite range trade.

So, at current SP of 12p, the remaining holding in CTL, including warrants is worth £1.9 million

Agreed. I dumped my entire holding at the start of the war expecting to be able to buy in again at a serious discount. Right now I feel it's still a bit too risky with the number of drones getting through.

Also, the outstanding loan balance due from Recyclus to TM is £9.6 million. That with 48% of £30 million would make this a 10 bagger theoretically. We shall see 🙏

Interesting to see the shorts increased on the 25th before things started to really move up yesterday

https://shorttracker.co.uk/company/GB00BZ0D6727/

Workday lost ground in overnight pre-market trading. Have banked some profits from the past week. Easy money.

What is the risk of Ute Mountain not giving their blessing? Are we stuffed for the helium play?

Look out for Workday Q4 results tomorrow after the bell. May drive the direction Kainos moves come Wednesday.

Also, note that BlackRock has shorted Kainos, so more short term pain might be expected in my opinion.

https://shorttracker.co.uk/company/GB00BZ0D6727/

Same post on linkedin - hoping the ewt can begin imminently

https://www.linkedin.com/posts/the-quantum-helium-team-on-site-this-week-ugcPost-7431599253103226880-pn4n?utm_source=share&utm_medium=member_android&rcm=ACoAAAFC300BkK42Ak8CzhrwcIQ1GzTqPk46b8E

I would not agree. Current SP is just sentimental in my opinion based on fear of AI across the software industry. Reminder of interims up to Sep 25.

1. Revenue increased 7%

2. Very strong sales performance drove bookings 27% higher

3. Contracted backlog at the period end increased 12%

4. Reached the important industry milestone of $100 million of ARR for Workday Products

Finals in May will hopefully puts any paranoia to rest. I'm taking the opportunity to increase.

I would disagree about recycling into new hands. I'm currently surfing this stock selling and then buying those shares back slightly lower. The pace of RNS news supports that strategy quite well at the moment, but I do expect next news will support some significant forward momentum over the following 2 weeks. The company is not mature enough to warrant buy & hold as there are still risks in execution and production.

I think 1p is the psychological barrier as well. Up until last July this bounced around the 1p mark for over 10 months having reached nearly 2p during Aug 24. I guess a lot of LTI (including myself) averaged down to the point that they're over exposed somewhat. I will probably sell a portion at 1p to derisk my overall holding. I'm still conscious of the recent political unrest in Tanzania with the re-election of Samia Hassan but note deepening relations with China might support further inward investment on critical minerals and REE's. Currently China has to import 95% of it's helium for domestic needs.

Let's be realistic. A lot of the LTI are just getting back into profit now. We've waited a long time for this day... Over a year at least. Hoping for X2 on Monday

Helium-3 at No#14..... Just sayin...

https://www.facebook.com/share/p/16SePRfjGY/

What if.. 🤔

Amazing momentum upwards. People now 'buying the rumour' ahead of esp results coming in. I'm getting that giddy feeling this Friday 13th 🍀

Kinda signals well not get the ESP results until next week at the earliest. The LinkedIn post is delerately light on detail so as not to reveal any insider info.

i'm with you on that ben. results so good they need to double check before releasing. on the other hand i have bad flashbacks to prems floatation plant disaster with all the b-**** tweaks to get a scrap iron plant producing sc6. just hope the esp is working as designed and there are no hiccups.. otherwise this would kill the sp. and i don't need another prem in my portfolio.

Share price seems to be correlating closely with Workday WDAY over the past month. Think I've found the floor on this today at £7.44 and hoping for this to track up with Aneel Bhusri returning as Workday CEO. Hoping the business fundamentals laid out in the interims last November are still solid and Workday Products ARR is still 'firmly on track' to reach the £100MM by EOY '26. Noting that the Pay Transparency Analyzer could be a catalyst for that with the EU directive coming into force this June.

Was in this stock for a good while selling out at £10.20 from an average of £7.60. Looks like it's shat it's pants again with the A.I. selloff. Tempted to come back in if it drops further. No doubt the BoD might use this as their next excuse to fire a few people. Seems to be a recurring theme in software at the mo.

Patience is most certainly a virtue with this company. Wonder if the recent partial federal shutdown is impacting?

Punter,

See you're in 80M and HE1 as well. Same here. Waiting for some v.important RNS's this week. Massive potential to these two and QHE. 🤞🍀