Member Info for dab808

Topped up again to now hold 70,000 shares. I can only guess that the uncertainty around the AMOI deal, in terms of what it means in value and capital raising, is creating a bit of concern for some shareholders and causing the price to fall.

Meanwhile the investment into Newmark Security continues to pay dividends (not literally as NWT is not at that stage yet) with the management team confirming that EPS will be at least 11p in FY26 and I have the suspicion they will beat that number by some margin given the confident way they answered that question on yesterdays investor meeting call.

I remain positive on THAL and the efforts Duncan is making to deliver value here and the price dip driven by uncertainty is just temporary. Now is the opportunity for the brave to accumulate and hopefully be well rewarded. GLA DYOR

Here is a further update after the investors call.

On the call the management team confirmed we will deliver EPS of more than 11.7 EPS in the second half of the year. This is a material statement as what it confirms is that with the loss of 0.7p EPS in the first half, total EPS will be no less than 11p for the year. To keep the numbers simple this is a £1.1m profit for the year, up from 700k in FY 2025 a 50% increase in profitability.

What was also confirm is that the loss for Safetell in the 1H was c.£400k. We don't know what this has traditionally been running at nor what Safetell will contribute to the 2H 2026 but it does allow us to work out that if Satefell were making no losses or if it were sold that we'd be another £400k up and profits would be £1.5m+. Get a good price for Safetell (it's pipeline was last confirmed at £17m) and we put money in the bank as well.

This all bodes well for the year ahead. If you did not get chance to join the presentation it is available on youtube https://www.youtube.com/watch?v=XjtrfqKtigQ

I have to say I am a bit underwhelmed by the results today. Whilst I can see loads of improvement in the US and in the general state of the business (1H25 v 1H26) I was expecting a positive EPS in the region of 3-6p rather than a 0.77p loss. The swings from 1H 25, 2H25 to 1H26 are huge and it must be tough to run a business on this basis.

The positive statement is "With the Group historically second half weighted, the Board notes that H2 FY26 has started strongly and currently expects both divisions to surpass H2 FY25 revenues and operating profits", so a better FY than last year showing growth. I see this as the 2H is very strong and will exceed the 2H25 EPS number +11.7p so overall revenue and profit growth will come in at >20%.

We need to understand what we are doing with Safetell and Access Control, it states we'll get an update soon. This is needed and my view remains we should find a buyer that can focus on that business and we focus on HCM. That could provide value for us and boost the price.

So the wait continues before any big movements (we need the update on Safetell and Trading Update in May to formalise the numbers) and I have revised my top end down a little but I still see us at between 150p and 200p by the end of the year.

You might know more about the products than I, but what I read seems to suggest that IQE products are being used and are in demand. https://www.cityam.com/ai-and-defence-demand-for-chips-sends-iqe-shares-soaring/

I have just added 35,092 shares. The CEO of a tech business I work with told me this morning that the chips they usually buy at $17 rose to $42 at the end of last year. They decided to lock in and build inventories. The same chips are now $72. Sometimes you have to act on these insights so I've added to my IQE holding.

I have sold off now we have reached these levels (215p actually and I switched to Aviva at an entry price of 645p) . The offer price comes down by any dividend so the deal price is already at 219.2p. 2.2p to come if you can get 217 (including the dividend). A 1% gain from here - so as you say exactly like cash.

Good to know you are there tuan6! Making a killing on KMK as well I see. All is good :)

So there is no stock and we are back to negotiated trades! I have a friend who is looking to come in on the company but he cannot get a quote. The day before results. Not what the market maker would have ideally wanted but it bodes well for investors that have got in to date. Good results, a great outlook will drive demand, where will the price have to go? Come on people engage in some conversation :) My target as you know is 150p in the next 3 months and 250p after Septembers results :) Any guesses?

@SpectralBlue Lets be quite frank. There aren't many UK small caps (outside of mining and AI) that have as much going for them, in terms of opportunity, as Kromek. The only thing that has changed is that the market has woken up to the fact

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I posted NWT on the board at 50p a few years ago. Now £1 and going higher. I liked it so much I brought 5% of the company. Results Thursday, take a look. Any questions post on the NWT board, happy to help.

4.2p paid. I'd like to think this is it. No more stock available to buy below 4p. Still some sellers in the upper 3's to clear out but with positive news flow to come and monetisation by mid-year a steady climb could be on the cards. GLA

Wow. I had written this off in my head. What a great turn around. Credit to the new management in getting us to this improved position. Let's see further shareholder value reflected in the share price in the coming months :)

As per my earlier post that we were not listed for trading on Trading 212. This has now been actions and we are now live. T212 has a significant user base, with recent reports from mid-2025 indicating they serve over 4.5 million clients globally, cementing their status as a major European investment platform with rapid growth driven by zero-commission investing and user-friendly technology.

This gives us a huge increased investor opportunity and if we can get reach to these investors the opportunity to increase our share price (with new money flows) and liquidity. As it is commission free and allows fractional you can purchase 10 to a maximum of 1878 shares (this is the current cap - they apply a cap to cover investor and trading risk) with only the spread to pay!

@aimtitan how did you get T212 to add QUANTUM BASE QUBE to T212? I hold loads of Newmark Security NWT who do not appear on T212. They have a rapidly growing HCM business and are likely to spin off their old world loss making business but need new investors. Do you have a name of someone or an email address. Any pointers on how to do it would be really appreciated.

Newmark Security plc (AIM: NWT.L), has announced that the Company's results for the six months ended 31 October 2025 will be reported on 15 January 2026.

As you know I am excited. I am forecasting that 2026 will be a record-breaking year on revenues and profits. And this business is significantly undervalued on these expected results. The presentation is open to all existing and potential shareholders.

Click here (or copy paste the link) to sign up and join the company presentation that will deliver the results and exciting forward looking news : https://www.investormeetcompany.com/meetings/interim-results-536

If you plan on attending please recommend this post. I have also posted on X, with a nice infographic on our results to date. https://x.com/00dab/status/2009551198433759392?s=20 if you are a shareholder please like and retweet my post, as that will help increase our reach.

Donut Battery

Amazing. Transformational. It will change the current battery and fossil fuels market. Even if they don't manage to scale, once everyone else works out how it has been done, due to lower costs in just a few years solid state will be the go to.

Just watched the video. In my view someone will take KDNC/ Amapa out before we can fully monetise this. I don't mind as long as we secure enough of the value but the current share price isn't factoring this in. We could explode at any point.

I think when we look back on 2026, investors who sold at these levels will be kicking themselves. This project is proven as viable, has a route to monetise without further investment through the offload agreement and it can therefore ease the route into fully exploiting the full asset (and that is just Amapa as an investment - there are also others). Some may choose to take profits at these levels and that is fine but there is just too much upside with the risks now managed for me to let go of any below 10p and that is 2.5x your money from here. Take 1x off the table then and it is a free ride. That's my plan with my 500,000 shares :)

Fantastic news. Topped up a small amount yesterday so timing was good but with news flow to monetisation now underway those not in at these levels will just have to pay more for their shares. GLA - 2026 is KDNC's year!

I had to buy the recent dip. Picking up shares below £1 seemed a bit of a bargain. I will likely dip below 5% holding when the price rises but I still see 150p after the 1H results so had to jump in. If there is a highly positive forward looking statement and a hint at a dividend then that would be a good reason to hold but banking some profits also would be nice :) DYOR - GLA

So reading the release there are some risks to the transaction the main one being the fund raising although I expect this to have been managed in the last few months. Communication is key to keeping us up to date and creating further awareness. There must be a timeline including EGM to pass the necessary resolutions. Existing shareholders should be offered an opportunity to purchase further shares in the raise at 2p. I've only purchased a small amount (61,500 shares) although also own 0.3% of THAL. It is definitely below the radar right now a bit like NWT another one of THAL's investments. Hopefully all will come good :)