Member Info for hunkymonkey

I think this really needs balance, it's easy to get on your high horse as an investor, saying this is an outrageous. But, even if you're not interested in ANY UK lft company, this is absolutely disgusting from government, it's an utter betrayal to the the UK manufacturing industry. Especially after they have put a rallying cry to develop and manufacture earlier in the year.

This is an utter stab in the back, so much so - I find it hard to believe. Let's see how the story develops

When investing in young pharma's - there are no deadlines. What many miss is, they don't have the huge teams of the majors, what I mean is, for every submission there is a team with vast amount of experience and connections at each stage. With young pharma's - we simply don't have the resources. So where have these "deadlines" come from? From the CEO, which is probably naive to say, but was done so with best intentions and to what he felt was accurate at the time

What it is the pi job to do is, research the company yes, but understand the dynamics and inhibitors that face ALL small pharma's. Is it right the majors are seen first - no. But that's the way it is. But with urgent need for lft's who's submission is more likely to be right first time?

I do question why people are investing in young pharma - who don't understand the above principles. Sorry, but the constant whining is insufferable.

Avct will come good, I believe that there's too many opportunities long term to not become AT LEAST a small sized pharma

I agree with you, and those kind of figures seem far fetched for a company languishing at £8mln mcap, however, we are talking over the next 3 years. I don't want to seem rampy either, I've criticised enough in the past, but for fair reasons (at the time)

But we know there are 2 more deals, an unknown referenced in the rns in America, as well as the DHL award where the pilot is finished. Again I like to add balance, I think there's a small possiblity that the DHL deal "could" be the American one, so the two known maybe one, given DHL size and global locations

Assuming not for a moment and IF it is to the mid to upper levels as $40mln, with natural SaaS growth organically from zero and cropx, then I can see realistically being at that $10mln SaaS. Or if the new deals are not to that calibre, then I would hope that within the next 3 years, further deals could be struck to get us there regardless.

I never felt that zero/crop X were enough on their own, I saw them as supplementary for organic SaaS growth, rather than defining, the new calibre of client, (DHL & Latin port) are most certainly defining.

We also know via rns and correspondence that there are further discussions over and above the above. Not saying for a moment I have a clue about them, or even if we'll land any of them, but what these represent are at least opportunities to get to the SaaS figure of $10mln. Not forgetting the $2mln Russian lokies deal (which is becoming as elusive as the UN deal)

How more people aren't seeing that is beyond me, but certainly at £8mln mcap, fully funded, I see very little downside. If I did, I would say

Heres to a profitable 2022

This is only my musings, but when you start to break down the numbers, it's interesting

If you take the last rns. It said in excess of $40mln Inc SaaS pymts.

I started thinking what does this equate to?

So... $35,000,000 of devices at a mean price of $400 = 87,500 devices over the tenure of the deal. It is quite possible that as it's a big order the average price could be lower, which I'm turn means more devices and more SaaS payments!

Split the devices equally to about 29,000 per annum @$3pm per device

It's roughly $1mln per year accumulated. So at the end of 3 yrs we will have an additional $3mln per annum in SaaS pymts @ 80-90% profit margin. Add this to our current SaaS = $5,300,000 per annum.

Now in the interest of balance, the caveat was "no minimum order", so even if those figures are halved I still see it as a hugely significant deal.

Then, if we throw in another 2 contracts (which we know are currently in play) i honestly see no reason why in the next few years we'll be close to $10mln SaaS payments per annum.

Amazing considering our current mcap is circa £8mln and none of the above accounts for the 30%- 40% profit made per device either!

https://www.starcom-lokies.com/ notice the languages in the top right of the website. English, Spanish and Russian. Slightly interesting because we had the Russian freight contract in 2019 that was meant to be for in excess of a $2mln order, this was kerbed with COVID, but I'm lead to believe it isn't dead. Also Spanish, considering the deal we've just signed

Firstly congratulations on your profit, it's the name of the game and it isn't profit until it is in the bank. Everyone has their own trading strategies and you have no exposure or risk.

"I think the share price is being manipulated to benefit those in the know" - what do you mean by this, who are those in the know?

I think they you are talking about "no buyers available" are referencing the liquidity of the share? You are right to a degree, it is a factor, there has been low volume.But to add balance all it shows is the company is largely unheard of or has a stigma that they won't deliver anything - like your thinking. That I think historically that is fair, however it is a fixed standpoint and with recent rns's I believe that they have delivered a sizable contract despite there being no minimum order, even the mean value of $40mln is a sizable and company defining contract for us.

You stated that you think it will continue to decrease, can you explain the rationale? I think that even taking the mean value of the contract rerates us significantly? Also when this contract was first announced, we know of another to come "hopefully by the end of the year". So there is another catalyst for a rerate. In addition, the BoD have confirmed that the DHL pilot is finished, so H1 I think is another opportunity for a decent sized order and yet another chance for rerate.

Given the recent raise, the company is also armed with the cash to fulfill the above orders, I currently don't see much downside on a company valued circa £8mln

The BoD are very generous with their time to the pi, they also have always supported the company and have been guilty of understating, so given these factors, I personally fail to see why "it will continue to decrease"

That's my tuppence worth and good luck with you future investments/trades

Good terms, with the contracts in the offering, it's logical that extra funding would be required. Never mind raises when it's to progress the company which this is.

Already noted in the rns's of late "contracts" there's more to come. The shackles will come off soon and the real rerate can begin

I less inclined to think traders because of the size of the trades, also given the liquidity, to acquire £40k-£50k wouldn't have been that easy. So I thought either a longer term holder derisking/reducing or I thought the BoD. Neither of which actually makes sense to me!

Not concerned, but until they're totally out, we won't see fair value. I prefer to get it there the reasons why rather than just saying - mm's playing games et Al.

Good buying opportunity until then

Crossed my mind it could be Avi Engel selling after announcing leaving?

Must be a sell given the price action

Nig, personally I think it's too early to say "preferred option", I'm personally a little more cautious. We have no idea how it will be deployed or in what numbers.

It is reassuring that they are happy with the pilot, but one step at a time. Looking forward to the next update.

One thing it is worth reminding the BB of, I've had a conversation about this pilot when it was first set up. It is only one pilot in Singapore that if successful, could just be replicated at other DHL hubs from the original blueprint. Whether it will or to what volume is quite another question. I don't want to try and preempt anything, but am also buoyed that it is progressing to "commercial" discussions.

Class act from the BoD, just congratulated them and told them to enjoy a well earned/deserved Christmas.

"Thanks we still have lots of work to complete in the upcoming 12 months"

How this is not £15mln mcap I'll never know..........

"To optimize costs and in line with DHL’s GoGreen strategy, we are also working on smaller, non-disposable tracking devices that can be retrieved easily via mail,” said Christopher Fuss, Head of DHL SmartSensor IoT, DHL Customer Solutions & Innovations" ref: https://lot.dhl.com/track-and-trace-why-your-business-needs-it-more-than-ever/

DHL thinking is very much aligned with us, interesting article that very much ties with our adaptable tech

Quick update, had contact with Igor. The DHL pilot has been completed and they are now working on the "commercial aspects"

They will update more thoroughly within the next update

I think after that, there are two more deals, DHL and another

Each to there own, but these are now in the bottom drawer for me (in a good way). If you can't see below from here, go to vanguard and stick done brass in a fund, as you shouldn't be picking your own investment. Hope the people selling are making a few quid. I'm considering averaging UP

Honestly you just can't make this ****e up. Down nearly 25% and slightly under £8mln mcap.

YouTube got to love aim!

There are also two separate pages running for trac

I'd be surprised if this didn't finish about level if not up

If be surprised if this didn't finish about level of not up

I agree with generic valuations there, however in my experience in aim I think they are reduced a little given the nature of the market and perceived extra risk.

Can see this comfortingly getting to £30mln mcap (200% from here), with another deal to come. If it's anything like the one we've just done, then it'll be life changing for many holders.

Oh..... Let's not forget we have DHL awards, which is another in pipeline. Hard keeping in check at the minute tbh. Turned the corner and on the precipice of moving away from being a tiddler