Member Info for dab808

Added 20,000 shares today @15.37. Having built up a stake last September in the 8's and 9's and offload some in the early 20's I feel the time to accumulate is again with us. With Lithium up 9% in the last month alone and over 100% in the last 12 months and the energy crisis once again upon us getting a strategic asset like Cinovec up and running is more important than ever. Come on EMH, a few RNS's in the near term on steps complete and commitments on the remaining hurdles to jump is needed to give confidence what we are making progress and going to get moving soon!

No delays. Why sell? Definite hold and if you like the risk, a continued strong buy.

The MM has been handling the bid really well. A slow tick up week after week slowly mopping up stock for continued strategic buyers. YTD chart looks brilliantly set up and a break out is coming. Bring on the news. Not selling a 5p :)

I am guessing that banks, funding and buyers for the new listing need to be in place for the considerable capital required to complete the RTO. A price for the listing will need to be agree and with a war underway the conditions may not be as favourable. The best price for us will be one where the Market will pay top dollar, so let's hope that we are just waiting for the right conditions rather than it being something more.

So Thalassa have increased their stake adding another 1% from their last disclosure. This is an interesting move given they picked up their previous shares at around the mid 60's. This latest purchase must have come in at between 96-105 (there was a big transaction yesterday at 97 but they will have added at another time without having to disclose). I guess the market maker has again been filling their order so the price is a good one. It is great to see them buying in at this level, it suggests (in my view) that they still see significant upside value at these levels. In fact, we all see the significant value opportunity, and the company has gone far as pointing out the value that is coming at the last results. But until the next trading up date or news it looks as if it remains a waiting game.

I've still got a mid-price of 4.15 AIMUG so we're not in the 3's yet. I know you really want it to go higher ;)

Banging on about the spread again but the only one making any money here is the MM. 0.4-0.6p spread (10-15%) on the book is just huge. Trade £100k of stock and you are paying £10-15k for the privilege - how do we report these rip off artists and why is no one doing anything about it when technology is such it costs them very little to create a market!

Despite world turmoil, NWT will be continuing to roll out it's HCM clocks, biosecurity hardware and physical security to improve company human capital management and keep employees safe. And more importantly, it'll be making a healthy profit (given the forecast) along with a small boost from dollar strength returning.

It is a shame we have not yet had an update on the strategic review for Safetell and Access Control, I was very much hoping an update would fill the gap between 1H results and the trading update in May to keep news flow coming and investors interested. The gap in news flow can often be too long and we can see investors becoming impatient with chunks of stock being sold when we really ought to be attracting more buyers than sellers. As it stands my prediction of us heading for 150p isn't looking like happening before any update (nothing to drive any move), which is why I am really keen we make one.

So sorry folks, keep holding in there.

Whilst the spread was published at 4.2 to 4.9. Live prices were very different. I had 4.5 to 4.7 this morning. Market makers do very little to encourage us to trade, which is a real shame and why London is dying, I can trade stocks in the US where we are trading 4.5 to 4.52. Market makers are killing AIM and we need as investors to make a stand.

I'll again refer people to the chart and trades. There is real momentum and from the Jan 5th low of 3.15 the and sell price has been slowly lifting week by week. Yes, a spike or two that then drops back but the key is the trend which is our friend. I have added some more although the spread is painful we're on the move :)

Already beating average daily volume with the price moving up nicely. Looks like momentum is returning. Should head back toward 90-95p from here

The YTD chart is looking very nice. Reasonable volumes and a steady pick up in the price. I like the lifting of the sell price back over 4p not attracting too much sell volume whilst steady buying continues. When 5p falls, it'll fly.

Just for disclosure - the numbers were produced from working with Google Gemini so there might be some errors but the majority looks right.

I had added today. Good to see AMOI climbing and NWT is holding strong on the back of the forecasted earnings by the company of a minimum of 11.7p EPS in the 2H 2026 (end of period is only 7 weeks away).

As of March 6, 2026, the NAV has indeed shifted significantly due to the rally in Anemoi (AMOI) and the steady climb of Newmark (NWT).

Estimated NAV Calculation (Today vs. June 2025) To calculate today's NAV.

Liquid Portfolio £3,595,985 to £4,595,122 +£1.0m (Driven by NWT & AMOI)

Private Assets (ARL, Property)£6,204,015£6,500,000*Est. (Autonomous Robotics R&D)Cash & Other£300,000£200,000*Est. (Burn rate for activist legal/admin)

Total Net Assets (NAV)£10,100,000 to £11,295,122Up ~11.8%Key NAV Per Share Metrics Based on the current 16,655,838 shares in issue:

Current Estimated NAV Per Share: ~67.8p Current Share Price: 22.0p Discount to NAV: ~67.5%

Why the NAV is likely higher today than in June: The "Anemoi Recovery": The 60%+ jump in AMOI today alone added over £500k to the balance sheet compared to the December lows.

Newmark Activism Premium: Thalassa’s stake in Newmark is now worth £2.2m, up from £1.4m in June. This reflects the "activist alpha" Duncan Soukup has generated by shaking up that board.

Autonomous Robotics (ARL) Valuation: While held at cost/book value, the sector for autonomous subsea nodes has seen increased M&A activity in late 2025. Any upward revaluation of ARL in the upcoming 2025 full-year results could push this NAV toward 75p-80p.

Don't forget that THAL. hold 40% of the AMOI shares and have no seen any increase in their value on the back of the rise here so there is another way in to this stock which I think offers real value. I now hold 0.5% of THAL. I also hold a major shareholding in NWT and THAL. own 20% of that, again NWT has delivered 50% growth in shareprice that is not reflected in THALs share price. In fact, at 23p I have THAL ata 70% discount to NAV at these levels. I also hold lots of AMOI. DYOR - just letting you know :)

The momentum is huge here. Low chip prices and under capacity production meant the business was stressed and needed to sell off parts to remain in the game. It was smashed down to 5p, well below where is should have been. Now chip prices are significantly higher and that under utilisation of capacity has been eliminated. If they are still seeking to sell parts of the business the price for those parts can only be going up, and with significant revenue increases following in from higher prices and shifting more stock it is a quadruple whammy. Undervalued and a long way to go from here.

A good article. With a strong 2H forecast we're likely to see more coverage like this very soon.

https://ca.finance.yahoo.com/news/weakness-newmark-security-plc-lon-074741769.html?soc_src=social-sh&soc_trk=tw&tsrc=twtr

This is great appointment and it completes the board and renumeration committee transformation that was committed to, ahead of the October AGM.

With two new independent directors and the changes to the renumeration committee, the business can be viewed in a different light. There were those 'investors' that felt that the business was more of a family concern and therefore less investible. These changes demonstrate that the business continues to transition into a company that is highly investible through the changes to the corporate structure and the improving financials and fundamentals.

The next two RNS's I see coming will further enhance the viability and market cap of the business. The strategic review announcement of Safetell and Access Control is likely to be a catalyst for further profit enhancements (this has now been underway a while so must be coming soon) and then the trading update in May is likely to confirm that we'll have had one, if not the best, six months trading in our history for revenues and profits with a scene set for further good numbers.

GLA & DYOR + buy more before the price rises :)

@carrington, with you on the closures of other pubs benefiting JDW. Whilst not my ideal place to go, and my wife won't go near, a quick pint in a Spoons can be enjoyable and affordable. Many of the venues are impressive too, so they are always worth checking out. They are always busy and the clientele is changing.

The reality of non-spoons pubs. Unless we are out for a countryside walk and pop into a pub, I often ask when going into local pubs what the different beers cost per pint. The range around me can be from £5 to £8.5 (non-spoons) and a few venues don't have anything below £6 - I no longer go into these. It is such a shame. Loved the pub throughout my life , worked in kitchens as a teen, served drinks from 18-21, 3 to 4 times a week when beer was below £5, now it is 3 to 4 times a month.

Back in having sold in the recent highs. Put your prices up Tim, we are not a charity and blame Rachel given she is the one causing all the pain with her lack of understand around input prices :)

So underlying income looks good £6.8m from £3.7m. Obviously with the Siemens income added in, a very healthy £15m.

Slightly less cash than I'd have thought and debt facilities already being used again :(

Are these new deals in the release or highlighting ones already known? Even so, not many deals.

Drives some questions for the investors meet later.

Let's see what the market thinks in a few mins.