Member Info for callit

http://www.silicon.co.uk/workspace/drone-air-traffic-control-system-nats-229383?inf_by=5a9f3770671db8a6068b4e14

Didn't this IPO at 7p? A few painful setbacks and lessons for management in how to communicate but the oil is there in the ground. For all the bad talk about old soviet wells, they did manage to extract oil here. It seems almost impossible to think that the latest tech could not. Could this just be a great entry point for a long term investor? GLA DYOR

Shalamar, Well if Lotto's link to the Align report is true and AERO SP does drop due to people wrongly associating it with a broker they no longer use..I think we will all be buying more :)

H Shalamar, Thanks for the link it was an interesting read. It's great to see Government finally pulling in the right direction and seeing the massive growth potential for this sector. Of course this is something the old AERO board have been banging on about for some time but progress was all too slow to take up these technologies. I take this as a sign not that these disruptive revolutions will not occur but that they will take a little longer so my money is firmly held in AERO as a stock I think will really take-off when this change does come. In the shorter term though AERO are deeply embedded into the Water industry which will allow them to grow and prosper even if the main push of the technology across all sectors takes longer to achieve. The T2100 contract from the Environment agency was a milestone, but what is more important is the latest additional contact from the same source. They won 2 or 3 awards last year in conjunction with EA/ch2m/Balfour etc.. Clearly they are very happy with the work and happy to continue using for future jobs. TB/NB have the contacts and know how to really drive a sea change at AERO and I'm very happy with the way they have approached things so far. I managed a little top up on the SP weakness when the MM's played their games last week but I'm ready for a move up now. Plenty of news to come. Fingers crossed. GLA DYOR

TB cut his stake over at MRS..Wonder if all that money will be heading this way :)

AC is hedged nicely. Low SP hurts his spread-bet but helps his salary sacrifice deal.

Puts the GUN RNS in a new light. Did they have their doubts about Beaufort all along? Guess the way is clear for them to come back into Zen now the brokers have been trimmed :) "A change of senior management would see us consider reinvesting in the company as would trimming of three brokers plus a financial adviser."

Any timescales on his plan :)

Let's see what they can do now they have some serious kit to play with. :) http://bit.ly/2GPodTA

Thanks guys.

Other than the 1000bopd target for us, wasn't there another target they had to meet for to keep the licence? Any news on that?

I thought it was established that Malcy was out there for the football and the Zen visit was just a covers story for his Mrs :)

New equipment landed at Geocurve. "Geocurve Ltd ‏ We can finally announce we have just taken delivery of our #Leica Pegasus:Two P2U and #Pegasusbackpack. Now officially the first company in Europe to own a P2U and also the only company in UK to own both Pegasus:Two and a backpack. Now for 4 days training to get the team prepared"

Lotto, I don't think it's changed. https://web.archive.org/web/20170804035953/http://www.strat-aero.com/services/survey-and-inspection They have updated the shareholder section to show TB though. My guess is that once they announce the new changes, they will be so profound, it will need a new website altogether :) GLA DYOR

Seem to remember someone worked out a while back that the first 4p was down to the Italian assets.

Confucius also say, "Oh **** Made in China" :) News must be getting close now!

Given this update I wonder why Malcy was so positive on his visit.

Nice to see it end blue on Friday. Lots of buyers ready for news soon here. GLA DYOR

Lotto, I think you are right they will have known this was coming for a while. Break-even was estimated for Q1/Q2 2018 so I think this was probably the impetus they thought would get us there. That raises the interesting question have we already passed break-even now with this and the dead-weight culling or is there another contract that they also expect shortly to allow us to reach it? I know it's not their main concern with all the significant changes they may have planned but I hope TB will still let us know when we hit Break-even. Psychologically this will give long term investors a boost to know that Geocurve is now hitting it's targets under new leadership.

P.S I'm not promoting the show..It might be a rubbish event.