Remember3 Dec 2025 15:36
Twogoodtodie...his latest offering.
"People can keep re-hashing 2020–2022 forever — but the market values what’s happening now, not ancient history.
If we’re being objective, the situation today is fundamentally different:
• True Sale removed — model restructured correctly
• Real IM delivered — £7.4m executed to date / £5.9m still active
• Tekne scaling — second monetisation already funded by Nuburu ✔
• Nuburu partnership expanding — defence-aligned supply chain focus
• Golden Power — still under review, no rejection issued
• Accounts published, trading restored, AGM announced
• Regulated disclosure rules in full effect
Were mistakes made? Absolutely.
Are those mistakes still driving SYME’s prospects? Clearly not.
Right now, the valuation is based on whether IM volumes accelerate from single-digit millions into tens of millions — especially with Tekne’s €40m working capital line sitting there ready to scale.
We’re all free to judge AZ on performance from this point forward.
That’s where the share price will move — execution, not history lessons."
Don't shoot the messenger.... Jonahb is missing him anyway.. :)