Member Info for dubz

2 more delayed 1mill trades gone thru. 1 at .90 (sell) 1 at 9.18 has to be a buy?

Hiya Map, wish i had L2....its to flippin expensive.
However, i found out back in early April that there are 4 MM's Peel / Scap / Stfl and Wins. Peel always last to move i believe.

Delayed 1m trade poss a sell @ .90

i doubt it, he'll be offloading in + 1M chunks i guess.

then a 500k sell. back to flat

Just ticked up. all buys so far. .090 / .925 / .950

In Feb the company RNS said that they won a 15 week "Discreet" contract with a Tier 1 railway manufacturer. it was worth 500k (i believe). By my estimation that takes the contract to the middle of May. Obviously we do not know which company this is, but we can speculate. Firms in the area (Derby) are Siemens, Bombardier/Alstom. Hopefully the contract will be rolled over? In 2017, a company called "Arrow" won a contract to clean 57 Cross country voyager trains. Possibly they did not do a good job, and REACT have stepped up? All speculation of course. There can not be that many "Tier 1" rail manufactures about.

Wait for a delayed buy? MM holding it at .750 has just moved. Was doing a dummy sell, 1 minute it was over 1.5m at 0.775, now its .855.

Also noticed that George's company Lone worker are on twitter @lone_worker_int and regularly retweet Reacts tweets.

yep, sell well over 1.5M at .822 bodes well.

After doing some digging on MR GEORGE STAVRINIDIS, he is CEO of https://www.loneworkersolutions.com/contact-us Funnily enough, the Chief sales officer is 1 Rob Gilbert, the very same Rob Gilbert that is a NED at REACT. Another name that pops up with MR GEORGE STAVRINIDIS is Mr Stephen John White the CTO, who is on various boards tagged with "LONE WORKER SOLUTIONS" Then there is the mysterious Mr Jonathan Whitmore who holds over 6% and as yet cant find anything on him.

A "Worked sell" then ? Be good to know where those 6M shares have found a home?

6M trade reported after hours at 0.90. go figure.

sorry, what i meant to say is, has another TR1 holder (Helium / Octopus) taken these shares of George? Octopus had been increasing their stake over a year ago.

Held since book build of 2018. Had over 20M shares. Another 1M trade gone through at .0895. Could another TR1 holder (Helium / Octopus)

Mr. George Stavrinidis selling some of his placing shares. There are a lot more 1M trades today, a few in last few minutes at 0.87 and .89, price has dropped a smidge at 1609, would not be surprised to see a sell after hours.
Be interesting to see if Georges shares have gone to any of the other TR1's . Would not be surprised to see George selling more today??

hear what you are saying Aber, however, said COO does own just over 500k now, or .72% of the company. BTW Porkies was the place to be, way back when!

Roll over i believe .

He was replying in relation to a particular unsavory character: cocker, I am only calling you out, not because I don't appreciate your opinion, which I do, but on the speculation referencing related parties and warrants.

Related parties are close family, friends and business associates or ex-PMDR (person of management with direct responsibilities) who have left the comany in the last 12 months.

Having signed off on all the share issues from warrants, that are outlined in detail on page 11 of the annual report, not one fits the above definition. They relate to the January 2018 and two relate to last November funding. The first before my arrival when a share issue was done at 1.5p and the second when it had gone further down to 0.65p.

As you would appreciate the business model changed from a high-volume, low-margin consumer products to a low-volume, high-margin services business, which has resulted in a rerating of the company. It is right, therefore, that these early investors would be entitled, as shareholders, to pay the company for the shares they were allotted in the warrants and do as they wish.

I fully appreciate both sides of a trade, and respective opinions, otherwise the market doesn't work. Likewise, traders make the share very liquid and the quantities of warrants, as a percentage of the number of shares have been easily absorbed in single daily volumes. The flucuations in the market provide opportunities to allow long-term investors take advantage of the dips to buy in gradually over time, rather than chase RNS announcements.

Both bulls and bears are part of the fabric of the secondary market, which is AIM.

Stoater, maybe so, however, come next week when the AR are released, that is when posters will be going on about much more than the SP. I have no doubt that the SP will be multiples from where it is now. Look at the the last RNS where GB says "Our new offices in Cork, Ireland, bring the core digital and enterprise sales teams together and are located close to many US and EU pharmaceutical corporations that fit our client target profiles. This expansion adds another exciting new chapter for Integumen." Take 5 minutes to look at the Pharma coys in Cork area alone, all potential clients, all will probably need Integumens service pretty pronto to deal wth the new EU regs imho dyor.

@Katsy, I hope you are enjoying the holiday. Searching our RNS with keywords "warrants" and "1.5p" and found that there were 33,333,333 warrants issued at the December 2017 placing. There were 5 RNS announcements where 1.5p warrants were exercised:

21/03/2019 of 2,000,000
28/05/2019 of 1,000,000
10/06/2019 of 5,000,000
20/06/2019 of 2,500,000
21/06/2019 of 6,766,667
Total number of warrants exercised is 17,266,667
That leaves 16,066,666

Based on the number of shares traded over the last couple of days, the remaining amount would be cleared in less than a day.

Warrants were issued to shareholders who took a risk in December 2017 at 1.5p (before new management took over). Over the following 18 months, they watched the share price go as low as 0.44p (intra-day 0.35p).

Now that they have recovered to above 2p, I am delighted for those shareholders who get to benefit. Equally as a growing company, at the pace of what has happened, we got an additional £259,000 in working capital with no corporate finance fees, no legal fees and no further warrants issued. It is a reward for the Company as much as it is all shareholders as that allowed us to hire the exceptional sales and AI expert personnel announced earlier this week AND kit out the IT offices as well.

What is more, there is another £241,000 in cheap cash available to be drawn down as we continue to grow.