Member Info for hunkymonkey

https://dhl-freight-connections.com/en/business/logistics-4-0-interlinking-the-supply-chain/

Specifically talking about collaborations here and very recent
https://dhl-freight-connections.com/en/solutions/secure-logistics-for-our-tech-customer/

Definitively big talk

The answer is no. But I would also suggest that you do your own research and ask specific questions about ava. Get your own knowledge rather than relying on others who may be biased or wrong either way

I fell is unfair to allow your paper Loss to affect your judgement on A.S

What could A.S have done differently what would you want to see improved that is in his control?

Okay fair enough, but I've commented on this before. How many emails/calls do you think avct have had today? They are a tiny pharma, to expect them to respond to everyone isn't really realistic. People won't like that, but funding is better deployed in sales and science.

Also lack of communication isn't a reason for an "emergency" general meeting, meaningful communication is done via rns. Awaiting approvals and progress on ava. None of which they can comment on. It's not nice, but they are still moving forward

Why? It's only an emergency for people's pf who have a high average. It's an alternation to the test which is in hand and being dealt with. Total overreaction.

You have to understand what IS and ISN'T in A.S control. Mutations and slow approval times are not. This really highlights the need for balanced PF, there are "unknown unknowns" with all young companies.

Let's see how he guides the ship now

No it's not illegal, how can the mm's give you a price that isn't there. If the company has gone completely bust overnight, you wouldn't expect £1.10, big drops work in the same fashion.

I don't say this disrespectfully, but if you are using stop losses in this fashion on aim, I really don't think they should be investing in aim.

That's how stop losses work, if you bypass the price, it's the next available. Feel sorry for him, but a bit of nativity stop losses of you think they can save you on aim

https://www.ideaboxventures.com/corporations/

So the CEO of open box also created idea box. It's really strange, it's virtually identical to open box. The wording on the website everything.

I originally started thinking that there maybe a big company behind it, to hide the name etc

https://www.dhl.com/us-en/home/press/press-archive/2018/dhl-supply-chain-breaks-ground-on-new-north-american-corporate-headquarters.html

DHL relocated to Delaware a couple of years ago. We know the trial is completed, we won the lokies award, this new contract is for lokies, it states in the rns the potential for cargo tracking too - over and above the lokies contract, as well as wanting exclusivity.

It got past nomad, so I wonder if this is linked to DHL?

A lot would fit, I half hope it isn't and that DHL is still to come. Just trying to fit the jigsaw

Thanks fox, I agree with what you're saying and it's a very easy hold. That said, it's absolutely right to ask questions as there is definitely mystery to the latest deal - I doubt anyone would argue with that

Given the past two contracts, I am confident that minimum threshold will be met, I don't think the BoD would have signed them otherwise. However, something that struck me is, assuming those values are hit, even without anything else this year, it'll be a very successful year for us.

Seeing a loss making company turn a profit is worth a rerate. So if they sign any further contracts this year, well it'll go from a very good year, to something well beyond that.

I keep thinking to next year, if we can sign 3 (approx) $10mln contracts per annum this year (we've done 2), then replicate another 3 next year. We could be talking revenues of $50-$60mln next year, assuming these contracts are our new benchmark. Quite mouth watering

Things are very rosey right now

Firstly I'll direct you to two companies who both unsuccessfully went through p1-p3 trials to give you a flavour of what's rns'd, mtfb and imm. There's an argument to be had over imm

When conducting trails what are the key pieces & sensitive pieces of info

Not when something is submitted to the FDA - but when it's accepted. So many applications/decisions are rejected or requiring extra info in small cap. Firstly you need to consider the size of the document - it's huge and when you have small teams - is science/sales/ admin the priority? Often people in small cap have experience in one area not all. It's a much bigger hurdle than people recognise on aim, imagine 200+ page document all perfectly annotated and cross referenced multiple times. It's immense

First patient in, means the trial is up and running often rns'd, definitely the last patient dosed.

SAE's serious adverse events always have to be rns'd and could lead to stoppage of trial. People take no SAE as "drug is safe", not true.

They often rns new hospitals, not really sure why? I think this is more down to PR than anything - people say "the trial must be going well" - no. It means that there are no SAE's

There is always a review of the data, this can take longer than most people think. People will get twitchy around this time, why is it taking so long? Must be good, must be bad? - no they have a small team and want it to be right. Again, rns on acceptance of application

Then the decision obviously will be rns'd

Depending on what stage - move onto the next or final decision

In terms of updating throughout the trial, people always want updates. ABSOLUTELY NOT!! For so many reasons, first you don't know who it's going to work for? What happens if the first 10 patients out of 200 nothing happens? Release that? But then the next 50 it works well for, or vice versa? It's really important also when the FDA are looking at the submission -;they do so without bias, if they were already aware of trial info then it's not objective. At all stage.

It also depends on how the trial is set up, you can have double blind trials? Placebo trials? Where even the clinicians don't know what drug they are administering, again this is to help prevent bias and word spreading of a miracle new drug.

That is only the starting point, you'll read an incredible amount of rubbish on these bb's, some decent stuff too. But it's really important than you familiarise yourself with trials, because waiting is a killer on young pharma, especially when you can be talking about seeing 80-90% of your investment going, or conversely getting a multi-bagger

I think everyone is positive about it, it certainly signifies that we're moving in new circles, and if we can land these sorts of contracts a couple of times per year, just think where we'll be in 2-3 years when they are all compounded together on overlapping years.

That said, this particular one needs some further clarification given how long open box have been operating

Correct about the 76 on the conditions, however it also stated additional container tracking not within the remit of the initial 76 over and above.

Now these are bold statements, so I feel that the BoD need to be explaining this a little more.

Another question in both recent rns, how do we have exclusivity? Is that meaning of they fulfill their minimum orders etc, we're not allowed to sell to anyone else in Latin America or the U.S?

Great posts today.

I too missed the blurb at the bottom, so... Here's the question, how does a company that's only been around for 3 months (seemingly) have "over 25 years of track record in successful business development"?

Again I reiterate, there's something else going on here. Is this branch part of a bigger umbrella? Who are they? How do they have all that experience? Shlomi Haybi doesn't seem to have the experience referenced in the rns?

I proposed Amazon not as a realistic partner, but as an example of how this could be fronted for something else. I don't see how a 3 month old company can produce 76mln contract over 5yrs in 3 months? Factor the negotiating time with trac, personally I think that to learn about your clients needs, find a solution, pilot that solution - to then place an order for $76mln in 3 months would be very difficult.

There are many questions.

Contrary to this though, the nomad would not have signed it off without relevant documentation and proof.

We as sh need clarification from the BoD and some dialogue

The BoD are seemingly quiet on this.

This company "open box". Thing is, what the daring investor said may be right, for arguments sake, let's say it's a small (to them) pilot with Amazon? Who have a new scheme called "open box" coincidentally?

Ref: https://gadgetstouse.com/blog/2021/10/12/amazon-and-flipkart-open-box-delivery-everything-you-need-to-know/ - only sleuthing, but perhaps the company was opened 3 months ago to hide the fact the end user is Amazon?

Why!!??

They don't know if it's going to work, but we also know the track record of the BoD being cautious on the release of info. If the BoD had mentioned Amazon or someone of the ilk, sp would have gone into orbit, but with no guarantees. It's not how the BoD or a company like Amazon operate - especially when they do colab with smaller companies too. It's not fair to potential new investors, if a company like Amazon say "no". But it's still a big deal to us now.

Only a hypothesis, as I don't see how a company only established for 3 months who appear to be an intermediate, have the connections so quickly to put together a contract of this magnitude.

Put simply, we would not have got it approved for rns without proof, something else is going on here

I've asked about an interview, it's going to be another few months before results

Also take a look at this, not quite sure what it is, https://www.ukconstructionmedia.co.uk/opportunities/solutions-in-shipment-tracking-smart-lock-exporting-opportunity-short-deadline/

Yeah, it almost looks like it's a networking company to me. Almost like an intermediate, so maybe we supply them, who supply the end user, obviously for a negotiated price/cut.

Take a smaller hit on unit profits for longer term sustainable SaaS profits?