Member Info for Dibs61

Well it does give the shorts ANOTHER chance to start to close out. I would take it with both hands because this whole tariff thing is just a BS bluff.

Spicy Tuna hmmmm …. We are not reliant on the US market and I think you know this. UK/Europe is our main market independent of whatever the US does. But like I say you know this perfectly well.

I really don’t see what this has to do with ITM or its prospects. Just another excuse for MM’s to mark down the shares. Yawn.

There is very little left for shorters to go for now. Crumbs. Silly really to hang on being greedy. Company valued at little more than cash (which is very healthy).

I think they would be wise to take their profits and leave the stage. 2025 is clearly going to be a better year than 2024. It’s frankly p*ssing in the wind to anticipate any further meaningful downside from this point.

And it’s quite interesting that the negative trolling has dried up somewhat in recent days. Not surprisingly as the quality and impact of it was absolutely nonexistent

Our 5k buyer is back again….

They’re keen 🤔

Cash between £185m and £195m, substantially improved against original FY guidance of £160-175m and previously improved guidance of £170-180m

Cash position has improved from an original worst case of £160m to a best case scenario£195m

Great work Dennis in terms of cash discipline and preservation.

Pretty impressive. They scooped up £20k worth of stock here without moving the dial where this can be a little illiquid. Certainly tightly held.

The assets here are simply too valuable to go unnoticed for long and a deal/deals are practically inevitable in this gold bull market.

Eighteen million shares to buy back and the market acutely aware. It’s only a PAPER profit. A profit is only a profit when it’s in your pocket.

Sanchez was sacked because he patently failed. These trolls have a shelf life. Jorp has already destroyed any credibility he was attempting to build.

They’re not very bright are they? He couldn’t help himself but turn on the negative tap too quickly.

Green bin once I’m completely bored with him.

Someone who is apparently a holder and 40% down suddenly appears on here as a new poster and within a day has posted 8 times already. Interestingly a couple of days after ‘Rick Sanchez’ has disappeared in a puff of smoke. This morning he was going to ‘hold’ but a few short hours later he’s going to sell and take his 40% loss. Hilarious. What a clown.

Well I did forecast they would replace the ERF a few weeks back. As for being positive well……

It sounds like more bureaucracy, more uncertainty, and more waiting to me. And more time is something Feedback have very little of.

No confusion. This is what you said:

Quote bilbo : ‘The reason ITM is not selling is, customers arn't buying,’

Patently WRONG. And I’d also add that Dennis has previously stated the sales pipeline is the biggest he’s seen in his career (words to that effect)

Quote bilbo :’That is not to say that ITM are not selling. But They are not selling enough.’

That’s better, I’m glad you corrected yourself and basically repeating what I said.

It’s one thing when you get trolls talking your company down it’s another when holders do it and it’s inaccurate! I’m def prepared to accept they have to sell more. We all want more! Patience.

Are we all in agreement on Jeff’s revenue number of £75-80 million to break even figure?

I’m not going to argue with it.

I do not agree that customers ‘aren’t buying’. That patently is not true. Did you read the last several RNS’s? Yes we want MORE buying, of course. But anyone taking what you say as gospel would be misled. The market is not recognising the wins - yet, because the focus is ALL on current revenue and Cashburn. Markets do, however, often look ahead and the future is clearly bright. I also believe Dennis plays an under promising - over delivering strategy.

The other point I want to make is that the main investor audience currently IS retail investors so it IS important to recognise this. Institutional investors will follow in time. So I suggest we need more direct engagement with retail investors. Not interested in brokers they seem like a waste of money to me.

One suspects Dennis is going to be in ebullient mood next Thursday and rightly so!

Now we just need Mr Market to catch on….

Lordmakealot - I have no crystal ball so no idea. I am a LTH so it doesn’t matter to me. I just know - and do your own research as I have - that there is substantial value to be unlocked here.

Way beyond the current valuation. Multiples of it.

Patience is required but a rising gold price also WILL help in time as the market sentiment on explorers will inevitably improve in the gold bull market.

Perhaps Rohit should try and close out a sale before he starts pontificating. ZERO sales from India in over 15 months in post. And you can’t count the TB tortoise pace project because that was already in play before he started.

You may be right Jeff but whoever it is I like that it’s a brand new customer to add to the portfolio. And it looks very much like a repeat customer. It all raises the companies credibility in the eyes of other prospective customers sitting in that growing sales pipeline that Dennis speaks of.

What a great start to the year.

A slew of broker downgrades has got to be the most compelling buy signal for the market. Just as when they issue buy recommendations you can be sure that they are sellers.

That’s another 550k (borrowed) shares that need to be bought back then …..

They must’ve accounted for the bulk of the selling yesterday then!

Shorting at this historically low price not particularly clever just imho. And as has been said just before a trading update when they cannot know what it will say. And with Dennis Schulz in bullish mood on LinkedIn.

We will see.

Https://www.marketbeat.com/stocks/LON/ITM/forecast/

Broker forecasts are a joke but the above paints a different picture….