Member Info for GLR1990

100% agree
Unfortunately the current MCAP would mean a significant dilution, especially for the BoD, unless they could get the price at a premium, although even 1.5p wouldn't be enough
Maybe a short term loan would be more ideal in the meantime, whilst they continue the upwards trajectory and then sell a stake, like they did with Pilat Media (30%)

Elaborate on Nature of Business
- Bosch, was under NDA for years
- Zero, likely every new model/plans under NDA, couldn't say anything about the SRF until after that was released
- CropX, could be the same

PR could help of course, maybe some more financial projections/predictions, how much do we expect to make from Client A, B, C, D etc.
Allenby released a new note recently that forecasted 8.4m for 2020, that would be brilliant - although I focus more on the SaaS, which again should significantly increase if Zero, CropX and Lokies have a good year, among others
Southwest airlines could have been RNS'd i suppose, likewise with the 2m lokies deal etc. just helps sustain the SP and get the market more interested
Also an interview would help, may possible do that after audited results, no harm in doing a couple
GLA

Whoops correction*
Target unit sales for 2022 not 2020 was over 80,000!
Not 2020, that would be ridiculous

Hi CB

believe me I am frustrated here, but not with the company - I think at the moment it is the nature of our business, to try and shed some light on your questions

Can we all get real and try to discuss WHY the SP is so low?
- Still loss making, which results in (2: Below)
- No clarity on cash position
- TU not Audited so difficult to tell what the bottom line is aside from 300K EBITDA

Bosch should have been transformational , it wasn't. We haven't seen any further orders
- No but we have seen approval from Southwest Airlines and Swiss AG - also, the product is being stocked by Mouser electronics among others, I wouldn't give up on this one just yet, in the meantime, we can use it as a massive reference point

CropX
- Placed orders
- Just acquired Crop-metrics
Did you ever see the investor presentation and the figures they hoped to achieve 2019/2022? Was done by Our-crowd, the target unit sales (cumulative) for 2020 was over 80,000 - why I have lots of patience, and the CropM purchase should accelerate this, I think they will make excellent progress in 2020

Lokies
- no money up front so market will wait for first order/batch, again 2m is a lot more than I hoped, and thats just from one client, so this could fantastic

Zero - Long term fantastic IMO, new motorcycle coming out on the 24/02 (follow hollywood electrics on twitter, they have some good posts) very exciting and if we are part of 2 models (possibly 3 by the end of 2020) then this could be game changing, if simply for SaaS purposes

If the MCAP was £15-20m id be a little bit nervous, but its £4m - name another company valued so low with so many major partners/suppliers, ridiculous if you ask me but here we are - should change dramatically in 2020 (all in my humble opinion of course, do your own research)

2 years back to back progress, 24 months ago we struggled to make 5m USD, now we are closing in on 7m USD with one product potentially bringing in 2m USD from one client alone

Can't see this company being valued down here much longer, another 12 months growth and they will be bought out, if the market doesn't buy then a player will, wouldn't be surprised to see an offer come in from Bosch, merge us up into the BCDS division, save on any TDL mark-ups, they also have an investment in CropX and played a part in the design (control) of the Zero SRF - especially now the TDL/Kylos has been approved by Southwest Airlines and Swiss AG - I am sure LTH and the BoD would wan't a lot more than 4m MCAP, so another 12 months of growth and then maybe start looking at offers, EBITDA of 300K suggests the costs are coming down significantly, and/or the SaaS is improving, which would again be a very attractive takeover focal point

All heading in the right direction, id expect this to go over 6m MCAP (50% from here in the short term) - also anyone who mentions 'placings', I really couldn't care less if they place, happy to fund the growth of this fantastic little company, although with 20% holding the BoD I presume would look at other options, and with a better balance sheet now in play, hopefully the banks or II's become interested

Well not the only one, Orion have also put 25m USD in the LTFA pile :')

Thanks Nick, I will do more research as no offense, but that sounds absolutely too good to be true! Although I do recall in the CruX interview it was mentioned that the other minerals (Tantalite and Lithium) could costs, I just didn't realise they mean't the entire costs!
Great post!

It's basically like saying I will sell you a box of money for £15K, in 12 months time there will either be £20K in the box, or £10K in the box - you cannot open it for 12 months

There is an 80% chance of £20K being in the box, and a 20% chance of £10K

Every single time you take the box, because at the end of the day you might get unlucky on one or two, but if you make that investment 100x, you'll make an absolute fortune on the laws of probability

Thus, disproving that today's nickel price has little to no impact on negotiations and it is all about forecast 2022/2023

Need to get some shares here, been waiting for 3p but what is 10% in the grand scheme of things...
Orion taking a 25m investment for 2.5% of the future royalty on just under 480K tonnes of nickel, I mean do you really need to research any further?
Cash circa 30m, that values the two tier 1 assets at 16m - again, Orion paying 25m USD for a 2.5% royalty
Just crazy isn't it? I mean absolutely crazy
Not sure why people follow the current nickel price so closely, if you had to lock down shares for 2-3 years, you wouldn't pay any attention to the current SP - you'd have a forecast and you'd invest based on that, IMO regardless of whether Nickel is 10K now or 20K now, surely these big players who are planning on investing hundreds of millions, will not be put off by todays nickel price - very much doubt Orion are kicking themselves for stumping up 25m when the Ni price was 17K - IMO totally irrelevant

Whats the expected margin here folks?
Tin currently headed to $16 - anyone know the costs?
Thinking on selling a few poor sentiment, SP tumbling stocks and buying this
Just the tin price and unknown costs that are my current concern, really enjoyed the lengthy interview with CruX - BoD top notch too

Ooooooohhhh

The TDL 140 is, Nexeed track and trace can in some use cases, utilise the TDL 140
https://www.bosch-connectivity.com/products/connected-logistics/transport-data-logger-freight-guard/

Use Cases
https://www.bosch-connected-industry.com/en/connected-logistics/nexeed-track-and-trace/references1.html

Although the contradiction is, as of the RNS in October, we have not received any further orders - even though there are some major names on that list, so possibly still being trialled still by bigger clients - we originally sent 1200 units back in 2017

One to certainly look out for in the next TU, surely Bosch would not spend 2 years RnD on a product to only release 1200 units :') but who knows - regardless it must be a lot easier to sell the product to clients now that its backed by Bosch and can use them as a reference - probably why since October the product has been approved by Swiss AG (lufthansa) and Southwest Airlines (One of the biggest in the USA)

Personally feel the Kylos is worth more than our current MCAP alone but thats just me! As always DYOR and not advice, just my opinion :)

How much cash does this company have again? ~30m USD?

So if I have this right
- now producing phase 1 and expecting 60t per month, which at 17K nickel would be around 1.m USD, what are the costs, I saw $14K is this right?
- Cash, they have 3m you say?
- Phase 2 package to come, presume some of this will be based on the economics and results of the current production? But once financed the sky is the limit as they can then target 5000t per annum which obviously gets to that magic 100m revenue figure

10m USD per annum* not per month of course!

Seems a little under the radar this, what's the catch?
So currently targetting 60t per month which at current Tin price would be Circa 10m USD?
Not many posts on here, not much on twitter - hidden gem?

Just looking at the current production plus potential to expand to a 6x bigger phase two production - long term looks appealing

At least the Twitter account is active! Been lots of posts lately :-)

In seriousness, I am sure if the results are great, we can expect some interviews to follow - would personally, even though I am very fond of MR, like to see a couple of the other BoD members take to the stage and elaborate on the potential of our partners and contracts, at the end of the day if the revenue is coming in 2020, 2021 or 2022, it doesn't matter (Looks at BIDS, DISH, EVRH for example) as long as the market has reason to believe that the revenue is coming - and with the partners and products we have, there is no reason to believe that in due course (When CropX have 20-30K units, Zero have 20-30K units+, Lokies has 10K active units, Tetis takes off because its being backed by Arviem, Contguard, CargoSignal) Kylos takes off (Literally) because it is being backed by ICL, Bosch, CubeMonk, approved by SwissC and Southwest, that EVENTUALLY this will become a very attractive and profitable company!

All in my humble opinion of course, do your own research :-)

Note - the above is also without any further deals/clients, the sky really is the limit if starcom can take advantage now with its leading technological products

Chancer, results not until April if I am correct?
Agree, last few results this has dropped considerably only to offer great rewards to those that took advantage, even today as soon as it went below 9p there was a herd of buyers rushing in
Would only take them to announce a high profile game, regardless of what revenue, if any

Really dont understand the valuation of this company
Kylos Air approved by Swiss Cargo and used by Bosch, CropX and ICL
Kylos compact now approved by Southwest Airlines
Tetis being used by Arviem, Contguard and Cargo Signal (Expeditors)
New product release in Lokies
Zero Motorcycles on boarding the Helios TT technology

Potentially 7m revenues, obviously bottom line will be the important figures however revenue is set to have increased now for 2 consecutive year periods, and the last six months will likely see the biggest growth by potentially at least 15%

With the client base and increasing revenues, with no signs of taking a step back, I struggle to see why the market values them at just shy of 4m MCAP - could easily be double or triple and likely nobody would question it

Good post MM
It is the short term trade mentality of AIM - most 'holders' know little of their investment and see the SP down 15% so presume that the news was so bad, it was worthy of a 15% drop
I actually posted yesterday saying I didn't expect the market to react so badly, an interview could certainly help clear a lot of these 'concerns' investors currently have, then hopefully we can venture north