Member Info for DD77

Be interesting to see if any holders of warrants converted in the past couple of days. A lot are held at 20p, and with the budget looming, some may have looked at exercising and flipping for a quick gain. Would add some money to the coffers

Thanks Red0rb, that saves me a job, as I was going to look into this myself. Likely they will need to look at US manufacturing if they have a large US client base.

Leakbot has detected a leak!

Most shares are taking a hammering before the budget to be fair, particularly small caps

Definitely seabass.................no way Sam would have come up with this idea.

I am comforted that Jonathan Marren has been appointed CEO. I've always found him to be credible, knowledgeable and astute on conference calls. I like the initial 5 focus areas he's outlined. Next steps are to appoint a quality CFO and commence cost reduction strategy. Feeling more positive here now

What I would say is I agree with the comment from Angus that it takes time for new sales recruits to bed in, develop relationships and an understanding for the product and how they should market/sell it so there will be a lag between the work that is being done to develop the salesforce and delivering results. 2025 will be a pivotal year, either they can make it big or it will probably trundle along at these lower levels.

The positive is they have contracts with big clients such as HMRC and MOD (if i recall those correctly). This provides a lot of opportunity to upsell but also is a great reference for other potential clients - adds credibility. I remain hopeful of success here, albeit less convinced than previously

I thought the presentation showed concern about a slow market and expectations should be tempered for current year. Either the company lacks credibility vs the big boys or the sales team aren't proficient enough to be able to convince buyers. Probably a mixture of the two. I came away less optimistic

Pretty uninspiring presentation.............hard to get excited about this anymore. If I wasn't so underwater, I'd have already sold up. Hardly worth it now, I'll wait for the unicorn moment of it reaching some of the valuations of its peers

This has been on my watchlist for a while. Thought I missed the boat on the rise up earlier this year, but it's dropped back now. I don't have any spare capital atm, but it becomes attractive under 450p

Rib Eye or Sirloin?

I wouldn't want to be out of this at the weekend :)

Absolutely concerning, to say the least. Particularly with no CFO in place either. Either gross misconduct or there's skeletons in the closet which have come to light. I'm considering my position here now

I find it amazing that they've operated without a senior operations person for the past 6 months. That, and the marketing void............concerns me somewhat. Definitely gives off the impression of a small family company, which is how it appears it has been run.

If it has failed orphan status then the company is duty bound to inform the market. Therefore we can only assume it has experienced delays or is working days

This is huge news, probably the most important piece of news this year. Finally the company has someone in its ranks with the capability and network to deliver it's exit strategy. It felt like previously, it would have to happen by chance, as I have no faith in anyone else in the company delivering this. However, this could now be a game changer. GLA

What's most impressive about Ondo is the pace of rollout that can be readily achieved. They will rollout 17k Leakbots in the space of 3 months from Oct 24. There's no long lead time or manufacturing scale up required. Ondo can respond quickly to market demand, which is a huge positive selling point

Simply wall street isn't a credible source

I find the big stake of 16% by Octopus Investments interesting. They look for new and emerging sector investments and it is comforting and interesting that they see potential here. This has to be the bottom now surely. Getech need to start delivering

You're looking at a backward dated view. I assure you they reduced today, and expect that to continue