Member Info for HeadInTheSand

BozoBilly, your in and out ramps have so far been amusing in a blatantly obvious special needs sort of way... but for the love of God, can we please avoid repeated multiple copy n pastes of the same ramptastic stuff?

Fair enough. But my overall point still remains - until YA is out of the game, I'm not believing that any short-term rise is sustainable or any sign of an ongoing new dawn. Once they're out and done, then that's a completely different story.

The ongoing actions of YA are IMO far more SP significant than any additional placing shares that may be knocking around for sale on Thursday (next to none, I'd bet, because the grateful inside track flippers will have made their 25% last week forward selling, and anyone else subscribing who didn't sell has to be looking to hold). IMV (and the way these things always unfold), YA will be busily and quietly forward selling into any rising market and then converting on the next dip that their own selling actions help to cause. From memory, YA tends to work in £250k chunks and again from memory, I think they've got £3.5 million of financing left to recoup. On that basis that'd be another 14 miniswathes of "rise and retrace" to go, before the UKOG SP enters calmer and clearer waters. My firm opinion? Anyone underestimating the ongoing results of this type of financing does so at his/her peril. I'm therefore sitting on my hands and waiting.

No, because those placed shares have almost certainly all been forward sold.

jsmith, as before, your opinion is as good as anyone else's. My view is that it has been an excellent move for BBB to diversify into other technologies (such as FWA wireless and 4G). My concern is that they've left this rather late, so it remains to be seen (again in my view) if BBB's activities in other technologies can offset what I believe is very definitely a fast-shrinking VSAT customer base in Western Europe. Others will of course view things very differently.

dsb, I'm not exactly disagreeing with you. I'm aware (though clearly not as directly as you) that FWA tech has moved forward in leaps and bounds over the last few years. My point re the preferability of fibre-based services was from a USER point of view, i.e. if he can access say a 50Mbps+ fibre-based service at his location (because one's available to him) then he might as well go for that. If he can't, then the next tech he should choose (if it's available to him) is FWA. Then 4G, and only then VSAT. Again I agree that small cells are far preferable to big ones. Going back to my small 200 property new housing estate, 4 cells each offering coverage of 50 premises would deliver better performance than one blanket cell covering all 200, But that's kind of my point. Although - yet again as you correctly point out - FWA has a far lower deployment cost than fibre (presuming you can access backhaul at a suitable start point), it still has a capex deployment cost. So, whereas OK so it would not be commercially sensible for BT or Gigaclear to dig in a shedload of fibre to serve a community of say 50 properties, it might well be for an FWA operator to make the much smaller investment required in infrastructure to serve those. But what happens when premises density drops even lower? Is an FWA operator going to take on extra infrastructure cost to serve a clump of 10 properties? Or 5? Or 2? Those are more the representative numbers/demographics involved now in the UK's broadband starved. It wouldn't make commercial sense, unless said properties were sufficiently close to an existing point of presence to justify the upfront investment as against longer-term payback, no?

dsb, you miss my point. Yes of course FWA is the next best option after a terrestrial fibre-based service. However, it requires its own infrastructure build (masts or at least access to them, relays, transceivers etc etc). And that requires enough population density to deliver the volume of numbers (total catchment x uptake percentage) needed to make the commercial model work in terms of payback. Great if you've got say a small new build estate of say 200 new houses somewhere with zero traditional connectivity - very little FWA infrastructure needed to deliver mesh coverage = low cost, with an attendant high take-up potential. That would work nicely for a WISP (until BT spotted it and promptly overbuilt by banging in a couple of its own fibre cabs). However, in sparsely populated and scattered rural settings, it just can't be cost-effective to make the capex investment in infrastructure, unless heavily funded... and even then it's fraught with difficulties (just look at the absolute commercial nightmare Airband's having with its Dartmoor/Exmoor contract win... there's a poisoned chalice if ever I saw one). Chesh, you're also mistaken. At the lower frequency level of the three current bands used (800MHz), 4G signals propagate a long way and also penetrate well. The same should be true of the even lower 700MHz mandated 5G band, but we're several years away from finding out if that's the actual case. So.... yes, it's great that BBB is looking at other technologies, but no, FWA won't offer any instant replacement service for the vast majority of its fast-churning Western European VSAT customer base. AIMO.

Dougal, out of sheer interest, what is it - apart from the fact that you've only recently discovered such a thing exists - that makes you think that CYAG might be involved in a white labelling type deal? White label manufacturing - better known as OEM manufacture - has been around for decades, but It wouldn't seem to apply to CTAG in the least. You'll find it when a company has a design and its own mass production facilities in place to manufacture such but doesn't itself have the volume demand for whatever it's turning out. This should not be confused with either sub-contract manufacturing or licence to manufacture and sell.

Why's that 30m sell a surprise? 30m x 0.01787 = 330k. 30m x 0.009 = 275k. Looks like a nice little 20% or 55k earner to me... Nice work if you can get it (or have an inside track...)

Broadmoor's in the country, isn't it?

Stock is set to yo yo up and down more often than the lingerie of a lady of negotiable affection for the foreseeable future. UKOG currently is a short-term trader's wet-dream. YA and others with an inside line to info (which to me they very obviously had) will have made serious moolah over the last 48 hours. Next up? Latest conversion RNS. Then lots more shenanigans and reverse J curves all over the place until YA is out of the game (having probably made at least 30% and more for their troubles). IMV until then, LTHers should sit on their hands and stop expending energy getting over-excited at all these false dawns. There'll be several more before there's any clarity. AIMO

Jiffy, you're making the mistake of arguing with incontrovertible logic and absolute fact on your side. Neither of those things matter in the least to BozoBilly and his rocketship about to erupt volcanically onto the FTSE at 20p tomorrow. The guy will be gone on a week, having flipped in and out. He'll then be back a week later to ride the same reversed J curve with the same kindergarten schtick. Mind you, one has to almost admire his brazenly obvious BS....

Noted, Eddie. GMTA, I guess... though I did think it worth drawing attention to what looks for all the world like sharp practice at best and insider trading at worst.

Definition of an oxymoron... the words "Billybill" and "holding" in the same sentence.

It's not that difficult, is it? Two separate things here: 1. The announced reasons for funding were IMO positive things to hear. So that's on balance good news. 2. The obviously quite deliberate timings of announcements were pretty feckin' shocking IMO and smack of blatant insider trading.and tipping the wink to interested parties, YA included. So that's on balance a pretty savage indictment of the UKOG BoD. #2 above doesn't actually make much difference to LTHers - apart from calling into question the probity of the BoD. #1 above could make a difference to LTHers, but only after all the current distortative feeding frenzy has dissipated. What SS's recent actions have done is temporarily turn this share into a day trader's dream and also increase YA's money-making potential by a significant factor. My view? Serious yo-yoing ahead for a fair while before this share enters calmer waters - and only then will any trend be discernible.. Don't get spiked.

Just before I get shot, that "did't" typo should have read "didn't". Honest, m'lud.

Billy, you're hysterical. In more ways than one. Just carry on dipping in and out - as you'll know, there's nice money to be made for the likes of you, if you get the timing right. But for the love of God, please spare this BB your BS.

Bread and circuses eh? A lot of people making a lot of money on here as you'll know - just not LTHers. YA couldn't have had a better last coupla days, even if it had written the script itself.... which of course I'm 199% sure it did't. In fact I'm 299% sure it knew nothing in advance about yesterday's news and the RNS timings... Heh

BS Billy. I mean okay if anyone fell for your playschool ramping last time you ducked in and out, more fool them and hey you made a nice quick turn. But if you yourself have any smarts, you'll know this is set for an ongoing mini switchback, util YA are out of the game. Great for day traders like you, not much difference to LTHers.

Kabaa, I think you're forgetting the still pretty large dog YA has in the fight. Boy must they be rubbing their hands on the margin they've no doubt made over the last 24-48 hours. Next conversion RNS imminent and more SP shenanigans and yo-yoing to follow until they're fully out. But nice work if you can get it. Hey hey Bonks... where did you spring from?