Member Info for Cheers1

Very interesting interview on DT:

https://vimeo.com/1191617045

Never read anything in the media about these guys!

Nice piece in the IC by Simon Thompson today.

Good interview on DT:

https://vimeo.com/1163209995

Good share recommendation following the acquisition on Share Prophets which tips ZTF at over 500p.

Good article by Simon Thompson, Investors Chronicle:

"Exploit this market overreaction"

Simon Thompson: The share price fall is harsh and profits should bounce back in 2026

"...So, although the share price is below the 77p level I suggested buying at (‘An under-rated microcap on a bargain-basement rating’, 25 January 2025), I am confident that React has recovery potential to recoup the paper loss. Recovery buy...."

https://www.investorschronicle.co.uk/content/c4b75a67-4c65-4a5d-a1a1-d76372d36c71

https://bit.ly/3sydllq on *************

Tinyurl.com

Https://vimeo.com/1057560759

Nice article in Shares Magazine: https://www.sharesmagazine.co.uk/article/seize-on-a-slip-in-zotefoams-which-has-created-a-compelling-buying-opportunity

Good article in SCSW encouraging investors to Buy.

Good volumes today. Nice article.

Ian James: Google’s Decision is Positive for SilverBullet

https://lnkd.in/e8d2MFPe

Ian James says:

“What Google came out with today is saying is they're not going to deprecate the cookie. They're going to take a different route to providing privacy safe browsing environments, and their suggestion is that they will look to do pretty similarly, actually, an easy comparable is what Apple have already done.

Apple has set the bar very high; they go as far as to say that privacy is a fundamental human right. Whenever you're on safari, which is Apple's browser, or in the Apple ecosystem on your mobile device, then by proxy by design, then you have to consent to be tracked. Therefore, Apple has already done that. As you said, there are other browsers in the market like Mozilla and Firefox, and so forth, so more than half the market now pretty predominantly would say that cookies are deprecated.

So Google's decision today is certainly a positive one for Silverbullet in the sense that they will give back that choice to consumers, but at a browser level. So if you don't want to be tracked on a website that will happen now at the Browser level, not at the website level. That's their suggestion. That's what they've told us today in the news. That means that Google will effectively be falling in line with the kind of privacy standards that Apple already deployed, and a large part of the industry. So that's a very positive move forward for Silverbullet. Given the fact that we are all about consented data, all about 1st party data. That's about the customer. Why? Because that's what our clients want to use to get better marketing return on investment”.

Not concerned with today's RNS. Alex Ospelt is part of Gutenga Investments which has a large holding in the Company. It has always been their intention to reduce the percentage holding to bring down their exposure to a more manageable level over time which has been achieved as they are now down to 20%. Clears an overhang!

Share Prophets?

************* makes an interesting point...

https://*************.com/views/74927/aurrigo-international-pleased-to-announce-immediate-effect-appointment-of-new-nominated-adviser-and-broker-hmmm-why-might-that-be

Good interview on All Points West podcast:

https://www.allpointswestpod.com/episodes/brewing-success-ceo-mark-bartlett-on-strix-groups-global-impact-on-kettle-safety-and-water-filtration

Year end was changed as a large percentage of sales occur in December which makes it very difficult to forecast with a Dec 31 y/e and keep the market aware of progress.

Great piece in The Times bout Zotefoams involvement with Nike:

https://www.thetimes.co.uk/article/86788cb2-cf47-4095-b6c0-f33479eea1af?shareToken=42e6367fed76b0caec25a4893e7704f0