Member Info for Foxhill

Calm down Cristal ;-)

Most of yesterdays ‘claimed by AdVFN’ers.

That purportedly ’believe’ don’t fancy topping up down here.

It’ll probably be back in single figures (back to Starcom’s lows) before they scrape something else together.

We’ve had the hype. We need to see it manifest in revenue and regular contracts of significance.

So far? Close to diddly squat, and a third of the way through that 18 month ‘tech advantage’ which doesn’t seem to be stopping competitors writing good business in an industry that finally has an appetite.

You ‘hope’ something ‘big’ is happening - and that’s reasonable from a company setting a new ‘market leader’ narrative, courtesy of a pipeline of opportunities that are (or were) considered both ‘substantial’ and ‘well advanced’ - months back. Until they start delivering actual sales, not just potential sales in the form of distribution agreements - the market won’t take notice.

I’m sure that not all tracking and padlock companies have to go through such exhaustive proof of concept tests before paltry (initial perhaps) sales orders. Perhaps a product of out offerings complexity, function and cost premium?

Cristal - the SP had no business responding to yesterdays RNS - I suspect it was as much relief that it proved the BoD are alive. I’m surprised it got past the nomad.

We are six months into T42’s launch and don’t yet know if we’ve sold a T42. Any? Presumably if we’d sold 32 - we’d have got an RNS - or 250 perhaps?

Lokies appears to more attractive option - but not yet in sufficient numbers to sustain the company.

The suggestion of “much more” needs to be substantiated, soon - and be on an altogether larger scale. ‘Hope’ you’re right Trumps - fingers crossed.

Certainly the logistics market seems to have developed an appetite for IOT/tech - we just don’t know if anyone out there wants to shell out on our menu.

4th January

"With discussions now well advanced on a promising pipeline of substantial projects within the sector, we look forward to providing further updates in due course."

They were evidently not as promising - or as well advanced as Igor would have us believe. The new T42 narrative starting to look like wishful BS IM(typically cynical)HO.

Market leader aspirations were always far fetched/fanciful given historic sales performance.

Some news on those existing distributorships is disturbingly outstanding. Faith/sentiment is being eroded by silence.

I wonder if there’ll be an RNS when we’ve sold our first 32 T42’s. Market leader volumes ‘taking longer than anticipated- it seems.

…and did someone mention a CubeMonk/Cend relaunch in April?

…and no progress updates on the other 16 projects or so, that got dusted off and declared for the purposes those last raises…

I remember him signing another in Africa, subject to a bit of local ‘re-organisation’ which is presumably still ongoing 2 or 3 years (who cares?) later.

Pete seems to be afflicted with some kind of anti-Midas touch.

Give him a pen and he’ll show you a delay. Usually indefinite.

Getting there then. :-)

IF he ‘knows’ and it’s ‘significant’, then his ‘commitment’ is disappointing.

Interesting that it’s caught his interest again though. He’ll have had a chat, I imagine…

Because there’s been no growth - the contrary in fact. They’ve gotta demonstrate to the market that the new strategy has merit and significant revenues will materialise from the two fuzzy wuzzy distributorships and much trumpeted pipeline.

Myles returning interest of (2nd or 3rd time?) of just c£20k-ish isn’t going to sustain a rise.

…to the day, when the ask goes up 6.5% because someone buys £1.12’s worth of shares - LMAO.

I think that’s about as close as your gonna get, to an acknowledgment that a coal fired power station ain’t going to happen - so what can we rescue from this drawn out debacle?

They’ve undertaken a rebrand - which all went off a bit half ****ed.

They signed off two enormous distribution agreements that were both anticipated before Y/E ‘21. These came out of a record pipeline.

The new focus was thought to be supported by an 18 month tech advantage honeymoon period - with rapid adoption and growth facilitied by a new discounted up front cost v enhanced SAAS

Since then, no news of any deliveries or revenue to either party

No new contracts from that much vaunted pipeline- or new enquiries generated by the signing of SA or USA.

In addition DHL went mad and treated themselves to just 32 units and nothing since.

These levels of activity and ‘news’ are not compatible with the new market leader aspiration narrative.

Forgive the ignorance. I haven’t looked in for years. Did MkA ever published the results of samples from Songwe?

What’s really an insult to investors - is RNS’ing two contracts, nearly a year ago and neither happened - nor is there news of developments on same, one of which was a formality.

Will declare victory/war over on May 5th - a big day already in that deluded nation. I think the sanctions will go on a LOT longer - until he is bank in his box and out of Ukraine in its entirety.

as we hurtle through our 18 month tech honeymoon period on our journey towards becoming a market leader in world container tracking - whilst keeping it under the radar.

Clandestine is obviously the way to do it. ;-)

i get that, but 32 units was paltry - and expectations need either confirmation - or otherwise. This AIM expectations are like confetti.

Perhaps our busy PR team can slip something out.