Member Info for havegun

that some people on here cannot count how many trading days to go before end of this month .Seven OK

The guy i filtered posts on Syme and he seems to be a guy who likes to comment on other people but rarely commits himself.I think he is afraid to and would put down anyone who predicted a positive outcome if it did not happen.Just my take on him.

Moron who does not we are not on aim filtered

Bye filtered

Yes Candy things are certainly shaping up well for syme.I do not know what to think about CICC anymore it is just so long now.

Filtered

Is trading days.

What do you think the price of this share will be in the next 8 days?

No I do not think it will suspend again in the near future.I think within the next 8 days the share price will at least double from here.

lot of dumbos' appearing on my screen with green coffins.

Spare us from this fool.Filtered.

in regards to attraction to delisted shares first emerged you too I see my friend.

Bye filtered

Are you invested here or not ? If not goodbye.

Bye deramper filtered.

Another nut filtered.

gets me why anyone on here has a conversation with the obviously mentally disturbed people that infest this board.Trashing this great company.

Are you invested in CICC as you have not posted on here before and if you are you too have invested in delisted shares.Otherwise I wonder what you are doing on here.I do not wish to offend, just wondered.

the whole report did not take .Check Ed Stacey proactive then you can see the whole report

is why I invested in the first place'

Supply@ME Capital PLC - Initiation
Supply@ME Capital PLC - Initiation
Innovation in supply chain finance
Supply@ME Capital PLC (LON:SYME) offers an innovative technology platform to provide inventory monetisation, which can enable a wide range of manufacturing and trading businesses to improve their working capital position (via a “true sale” of the inventory to special purpose vehicles incorporated by Supply@ME) and also provide a new asset class to investors.

Supply@ME delivers this using a service model that brings together funders with companies across a range of industry sectors, through a securitisation programme. The structure works via special purpose vehicles (“Stock Companies”) that are the commercial counter-parties of the manufacturing or trading companies. Supply@ME is operating as a pure service provider, rather than acting as a lender through its balance sheet.

The inventory monetisation system is typically used by client companies on a multi-year basis. In this sense, it is not a quick cash solution for businesses. Nonetheless, the model is finding new demand in the current business environment as companies seek to free up working capital and investors search for decent yield in high quality fixed income instruments.

The business trajectory:

Supply@ME attained a London stock market listing in March 2020 via a reverse takeover with a company called ABAL Group. It is important to note that the former operations of ABAL are unconnected with Supply@ME (and are not owned by Supply@ME).

Supply@ME has a deep pipeline of inventory to be securitised on behalf of client companies — some €1.3bn of inventory, of which around €0.5bn is ready to be served/for execution by virtue of the completion of the onboarding process. During the second and third quarters of 2020, Supply@ME will undertake the issuance of the securitisation notes for these inventories, kick-starting the fee income revenue stream for Supply@ME. We believe that this could represent a material catalyst for the share price.

Financial outlook
As the securitisations are executed during the remainder of the current financial year, we expect a substantial uplift in revenues for Supply@ME. With limited incremental costs to be incurred, we are also forecasting a strong level of profitability for the company in the full-year (FY) to end-March 2021, with further growth in the coming years.

In this report, we examine the potential valuation upside for the shares (p11). We argue that there could be some 200% upside based on the complete execution of the pipeline of business. We believe that the current share price implies a substantial discount factor applied to the inventory securitisation pipeline. We argue that the business plan is supported by a unique service offering to client companies and the funders, delivered by a proven technology platform.

Year end Mar 31 Current 2021 2022 2023

Revenue, EURm (or €