Member Info for Gloucester10

Big buys into the close. Must be capturing the imagination of people.

I agree it is somewhat opaque and frustrating. It seems to be both hardware and software but the fact it can now run on your everyday trains to provide a current digital twin sounds an interesting development. It's what they can do with the twin to maintain the infrastructure at lower cost that can maybe build some momentum and get the stock moving.

More detail would be helpful and it is fairly slow newsflow on contracts. Results due soon I guess which should give more concrete numbers. It overshot to the upside for sure and is now reverting to the mean.

aged well

Seems to have run into the buffers after all.

Why would it do that?

This is definitely in the unliked category of shares at the moment. I have a mate who complains abut the continual noise of the little mopeds going past his house on the corner. I keep seeing coffee turning up at my neighbour's gate daily. This is not going away for sure and on a 3-5 year time frame I see a 3-5X from here. Could still go down further but I would see that as opportunity. I think I'll start to accumulate shortly.

D2014 - shame you waited til Aug 2020 to share you thoughts. You could have helped us sooner with your wise council.

My assessment is that there is a big opportunity to provide low cost services in a big industry. however the industry is really slow to make decisions and the sales are correspondingly slow. This puts pressure on cash and then share price. I’m comfortable with my investment and will continue to run. It’s only a couple of percent of my portfolio so either gives a little boost if it manages to turn or no great shakes if not. I can assure you that I have no inside knowledge just an interest in companies with ML/AI offerings since I got interested in the technology a few years ago.

I am picking up a whiff of schadenfreude.

Good to have positive calls from influencers. Let the contracts continue to roll like a freight train to give some solid finance numbers.

Continuing to prove itself in a positive direction. Rolling like a freight train?

Seems to be a positive set of results and there are some new recognised names on the client list. Hopefully the tumbleweed can blow away from this chat space and the share can get back to previous levels of old.

Can’t see interest rates going much higher as it would cause a nightmare scenario. Inflation isn’t that bad and will likely drop after the current spike so a temporary problem. Gold has a huge amount of paper these days so is no longer the pure asset it once was. Crypto has become the alternative for gold and is taking away potential allocation to that category. So I don’t see gold tearing away but likely range bound for the while.

Aaz is however frustrating and I guess Azerbaijan risk premium keeps it low.

Speedy. I’m not sure there’s much difference in the etfs and they all work of buying futures contracts of BTC and rolling over I believe and so will not perform as well as the underlying asset once fees are incorporated. There is one with a ticker of BTFD which seems to buy into the spirit of bitcoin. Buying btc or eth etc on the main exchanges such as kraken, Coinbase, Gemini is pretty easy to use. Even revolut offers it. They charge up to 1.5% but you can get down to 0.2% if you use trade rather than buy. I suggest you take a look at real vision crypto where the dark side is explained and you can elevate your understanding beyond stories of drug running evil barons and start to understand the exponential future of the digital assets space. It’s way more exciting than digging a hole and waiting 6 years for a result. They are volatile but that works both ways and there are risks but the Ggp is a risk so your used to that. Welcome to the dark side :). GLA whatever you do.

Not NFTs but can see their future - no different to collecting physical assets / pictures but with a whole new set of features. On coins mainly mainstream like BTC ETH SOL DOT MANA SAND MATIC CHZ. Diversified portfolio is key as you don’t really know which will go up or down at any moment. Fortunately no squid coin but you can tell which ones have less real likely use. Just need to research before committing. Anyway off topic really just wanted to flag an alternative view on gold and I’m not against gold just that I think there are alternatives that will keep it’s price down. GLA

Gold as an asset class has competition from Crypto as an asset class. Crypto is currently 1/10th size so has more upside scope in my view and will draw demand away from gold and keep the gold price down. Obviously the crypto naysayers will jump on that statement but that’s fine by me as I’m not the one who is losing out.

You have esp.

Be nice to hear about some new wins. Maybe something’s smouldering along in the background.

You should apply and provide some robust questioning.