Member Info for Craigb

13.5p, poor! Considering the cash machine we are becoming.

Could have around 25% of the company in net cash by the end of JAN.

I think some new investors will be holding off due to it rising so much over the last year, but what we have to take into account is the already very positive outlook statement and current valuation, these opportunities don't come around to often and when they do we need to grab them with both hands.

I am in this for long term and we should eventually have a decent Divi, as stated with there progressive dividend policy with captial growth on top.

If November was a record month it would be great to hear an update early Jan, although I can wait till the end of Jan, as mentioned below if investors are getting bored and selling out any drop below 1200 and I am adding.

Trading update last year was -

28th Nov 2022

Could we have one before YE?

Also should see an improved dividend gong forward.

Could potentially go the way of Smart metering systems if the progress continues as stated.

Still seems significantly undervalued based on the company outlook.

Valuation of £200 million, on a EDITDA of £33 million for FY23.

The Below forward statement bodes well for the future.

· As of 31 August 2023, contracted revenue of £358m is due to deliver in 2024; a 201% year-on-year increase. In addition, the Group has a further c£145m contracted revenue for FY 2025 and beyond, underpinning the long-term growth trajectory of the business.

· The ambition of achieving revenues of £500m at a 5% EBITDA margin is no longer a stretch target for the Group, with the margin target already exceeded and as such management will re-evaluate its ambition for 2024 and beyond.

Won’t finish in the Red today.

Reduces Assore’s Holding, also any delays with MIIF funds would have seen us not being able to hit shorter term milestones which as stated would have left us in a vulnerable position.

Again well played by management.

Brilliant news, Another significant milestone added.

Struggling to find opportunities in the US market at the minute some crazy PE ratios around.

Ex divi tomorrow so could drop more?

I’ll be adding Divi from here into a Fund or ETF, not sure what yet, what have you been looking at Shaun?

Got my first lot around 326p, missed the drop lower and was going to add more if it dropped again.

Can’t see that happening now.

Great long term hold.

Can’t see the yield being reduced it’s how they attract investment.

Brilliant opportunity at these levels.

Great interview, chance of a breakout today? Ask up to 28.50

Hi Trek

Trying to get an understanding on what this all means?

Phoenix buying back the debt? Which it actually means for the company.

If up to date M&G Investment Management Ltd.

3.563 %

Increased to 4.9%

Minimum.

Debt cleared?

Divi increased?

Very positive forward looking statement?

Results day tomorrow, what we all expecting?