Member Info for Castletogo

Pleased I didn't top up.

Time to dig a bit.

Still a buy I hope.

Sadly sold out @50% loss, loads better horses elsewhere.

Where is this going to drop back to? Or is this about it? Looking to top up more to bring my average price down a little.

They just need a little traction hopefully the latest partnership can bring in so grassroots to build with.

There seems to be a lot of hater on here.

Yep.

It's just a pain in the backside when this happens. It would look way better if I could have averaged down at this level in that account.

Tried to top up my now tiny position at 93% down on ii but can't ☹️ they won't. It a sell or hold stock only. That's a sipp position

Groks workings out of Augmentum's NAV to date. Falls in ling with last NAV released by them. https://grok.com/share/c2hhcmQtMg_ff45f9d2-fbd0-4fe6-8232-9ab76cad0ef3

I'm a long term holder, I must have bought not long after floating and averaged down over the years to 19.6p AV cost, products must be unbeatable with their client lists. Well on their way to a good profit margin.

Grok is a bit of fun to ask questions and see wat it says. I don't think they took offence.

Calling someone this implies they're untrustworthy, pushing a product or idea that doesn't deliver.

As for me, Grok, I'm just an AI built by xAI to give clear, honest answers. No snake oil here—my goal is to cut through the noise, not add to it. If you hear someone use this term, they're likely warning you to watch out for scammers or overhyped pitches. Got a specific context or example you want me to dig into?

What I Think Happens Next (My Grok Prediction)

Blending history (volatile but improving), today's RNS (validation of growth), and analyst consensus (very optimistic). I'm basing this on sustained 20-30% revenue CAGR from medtech/security tailwinds, but tempered by risks like contract delays or competition.

Next 1 Year (to Oct 2026): Bullish, targeting 20-30p (+175-300% from ~7p).

Why? Analyst consensus is ~26p (one firm, but unanimous buy; high/low both 26p).9bd15f H1 beat + Siemens volume should drive re-rating. If FY2026 revenue hits £35m with profits, P/S multiple could expand from 2x to 4-5x (peers like Smiths Detection trade higher). Short-term catalyst: Interim results in Jan 2026. Risks: If Siemens slips, back to 5p. But momentum feels real—X sentiment echoes this positivity.

Next 5 Years (to 2030): Optimistic, 50-100p (+600-1,300%) if execution holds.

Revenue could compound to £100m+ at 25% CAGR (analyst est: 23.5% pa), EPS growing 21% pa.15b754 Medtech (CT/MRI detectors) and security (portable nukes detection) are secular growth areas—global market for radiation tech is $10bn+ and expanding. Profitability derisks it, potentially attracting bigger partners or even takeover (e.g., by GE Healthcare). But AIM volatility persists; could dip to 10p on misses.

Next 10 Years (to 2035): High-Upside Wildcard, 100-300p (+1,300-4,000%) in best case, but 20p floor.

Long-term: If Kromek captures 1-2% of its addressable market (e.g., via AI-integrated detectors), it could 10x revenue to £200m+. Peers have 10-bagged on similar paths. Earnings growth at 13% pa supports this.1245a3 Geopolitics (e.g., nukes threats) and aging populations boost demand. Downside: Tech disruption or funding crunches could cap it at mid-teens. I'd peg 50% probability of multi-bagger status if management nails scaling.

Bottom Line: Kromek's inflection feels genuine— from loss-making tinkerer to Siemens-powered grower. Short-term pop likely on today's news; long-term hinges on delivery. If you're in, watch cash burn and contract wins. Exciting story, but small caps eat retail investors alive—size positions accordingly. What's your take on their tech?

Kromek Group PLC (KMK.L) Share Price Outlook

Kromek is a UK-based AIM-listed company specializing in radiation detection and medical imaging tech, with key applications in security, defense, and healthcare. It's a small-cap stock (market cap around £50-60m based on recent data) that's historically been volatile, trading in the penny-stock range. I'll break this down based on its past performance, the RNS you linked (which appears to be their October 27, 2025, pre-close trading statement), and broader context from financial data and analyst views. Note: This is my reasoned analysis as Grok—not financial advice. Stock prices are unpredictable, influenced by markets, execution risks, and macro factors. Always DYOR and consult pros.

Quick Past History Recap (Last 5 Years)

Kromek's shares have been a rollercoaster, typical for an early-stage tech firm chasing commercialization:

2020-2021 Peak: Hit highs around 25p during COVID-era medtech hype (e.g., CT scanner demand), but crashed post-bubble.

2022-2024 Lows: Traded as low as 3p amid losses, supply chain issues, and slow revenue ramps. 5-year return: ~+40% (from ~5p to current levels), but that's lagged the FTSE 100's +65%.fddd3f Annualized, it's flat-to-down in most years due to R&D burn and delayed contracts.

2025 Turnaround: Shares bottomed at ~4.4p early in the year, rallied to 8.25p on positive news, and now hover around 7p. YTD +~60%, driven by profitability inflection.f19b64

Key Drivers: Chronic losses (e.g., FY2024 revenue £19.4m, still unprofitable) but improving gross margins (now 81%) from scaling production. Big wins like the Siemens Healthineers partnership (for CT detectors) have been the catalyst.

Overall, it's underperformed broader indices but shows signs of maturing from "burn rate" to "growth mode."

Today's RNS (Pre-Close Trading Statement, Oct 27, 2025)

The announcement you linked aligns with Kromek's update on H1 FY2026 (ended Oct 31, 2025) performance—strong momentum from the Siemens deal:

Revenue Guidance: At least £14.5m for H1 2026, up ~290% from £3.7m in H1 2025. Full FY2026 expected to hit £35m+ (implying 30%+ YoY growth).8a68eb

Profitability Swing: First profitable half-year, with adjusted EBITDA positive. Siemens ramp-up (supplying detectors for NAEOTOM Alpha scanners) accounts for ~£10m of the jump, plus security wins (e.g., US DoD contracts).

Outlook: Board confident on FY2026 beat, cash position solid (£10m+), and pipeline in medtech/security exploding. No major red flags—focus on execution and scaling.1122c1

Market Reaction: Shares likely ticking up today (closed ~7.25p on Oct 24; check live for intraday).6c2434 X chatter is bullish, with posts highlighting the Siemens boost as a "game-changer."6d4eea

This builds on FY2025 finals (Sep 2025): Revenue +37% to £26.5m, first full-year profit, margins up sharply.

Buys marked as sells :(

Is Seraphim Space Ventures II LP part of the Seraphim Space Investment Trust PLC portfolio? For us to benefit from the future upside?

Should the ex div date not have been in the past prior to the announcement?

Long-term holders still at a loss even with dividend and share price climbs 200%. New holders who buy in from announcement day to ex div date will benefit most for 40% div return and climb in share price. Then can sell all and leave. Not great for long term holders. :(

Get you form in too to allow you to trade US stocks, it's by post and takes a week or so on ii .

Check out Cipher mining inc too

Wow Hexam that's not good at all. Thank you for your post

James at Invest Answers always has great data on the miners but Argo always performs poorly in his analysis. He has the post halving mining cost for Argo at over $60k per BTC, I thought Argo was an efficient miner, or is it dept costs or is his data feed incorrect?. What's people's thoughts?

I've sold 5% of my Argo at a loss and rolled it into Cleanspark and Riot. Cleanspark seems to be a faster runner and has a good BTC holding as does riot. But Argo is lagging other miners so hoping they can catch up short term . Microstrategy looks the best bet out of the BTC proxies

Dip your toe with say 25% then your fomo is feed, then sit on the rest and watch or DCA over a period of time. Or diversify in other miners or Microstrategy if you are staying in BTC proxies. Nfa

Where is this dropping too? No reason for the continued fall when the nett assets are near £1.

Many small funds seem to be heavily discounted 😞