Member Info for hunkymonkey

But did anyone else pick up on the fact, it wasn't actually a distribution company. It appeared to be more of a port, to not necessarily track cargo. But to ensure taxes were collected? It's something that struck me, it's actually a cost saving measure! If we can adapt to save ports money, then where is the glass ceiling?

First things first wow!

I mean just wow!

I'm not going to dismiss what the neysayers have said, as they are right, it does say "up to" $40mln "with no guarantees"

But let's look at this pragmatically, let's look at worst medium and best. Best $40mln, medium $25mlm, low $10mln. When the rns was released our mcap was approx £7mln. So any of the above deals are of significant value for the company. Whichever number from the above you wish to choose (I see no reason why it's not going to be the higher end), turns us from a loss making company into a profitable company.

Now we can start to have serious conversations about pe ratios and have thus proven we are a sustainable, non dilutative, serious player

Here's more balance, as I have maintained, the BoD's integrity. Now, consider what the above deal and consider this

potential new "contracts" were in advanced stage discussions for the supply of Starcom's various devices for the tracking and monitoring of containers and related items. The Directors of t42 were seeking to conclude AT LEAST ONE contract before the end of this year.

So they have delivered one, I would have to conclude logically, if there isn't another contract by the end of the year, it won't be too long into next year.

So consider what one contract does for us, now add another

Upside from these levels "could" make us an absolute gem of aim

https://theloadstar.com/unilever-opts-for-maersk-to-manage-its-global-ocean-and-air-logistics/

We only need a very small piece of the pie and it will be significant for us

Cristalball, your comment just made me spit coffee as I read it. Don't think it'll be quite that long. Very funny though

You would be stressed if the lft was removed from the mcap - which you have virtually discounted. Daft thing to say

Mr Ripley, you stated "my patience for the LFT vanished months ago. It’s now just a bonus in my mind." That's virtually discounting it

So with an mcap of £304mln and ava6000 in phase 1, and final results not for some considerable time and expense. What % mcap do you put lft and ava6000?

Is extremely naive and shows a distinct lack of understanding if you look at lft "as a bonus", when in reality, it probably makes up ~70% of the mcap now.

Yup, me too. Said it many times, there have been certain criticisms you've been able to label at the BoD over the years, and still some (poor form with name change and website). That said, they've always been as straight as an arrow, so do I believe they've got a decent contract (or two) up their sleeve. Yes I do. V let's see how big the numbers are.

All these sells do seem to your in with the director leaving, it's the only rationale I can apply personally

Appreciate your input, of course it's all a game of opinions. I would say, I've been highly critical of the company and BoD at times for pretty much what you're alluding to. That said, even throughout that time, I always did maintain the BoD integrity was just and true. At times they "could" have hyped things, but didn't. For me it's that credit in the bank, coupled with the rns, I believe it stated "eager to complete" (the buyers). The two aspects combined makes me think they'll get it over the line.

I agree with the website, it poor form having three starcom website, the date was known for the name change and everything should have been ready to go at the same time

Why don't you think it'll be a contract? What do you think it will be?

There's been some discussion about the zero and Polaris link and the potential for us to be involved. I can categorically confirm that we are not involved in this, it's been confirmed by the BoD. So strike this one off

Hope so, personally I think it is pretty poor it's not all been done in sync

I've emailed about this yesterday funnily enough. As the Polaris off-road electric snow mobiles were officially released last week

https://www-thisismoney-co-uk.cdn.ampproject.org/v/s/www.thisismoney.co.uk/money/markets/article-10281101/amp/World-holds-breath-Evergrande-teeters-brink-collapse.html?amp_gsa=1&_js_v=a6&usqp=mq331AQIKAGwASCAAgM%3D#amp_tf=From%20%251%24s&aoh=16389603637554&csi=0&referrer=https%3A%2F%2Fwww.google.com&share=https%3A%2F%2Fwww.thisismoney.co.uk%2Fmoney%2Fmarkets%2Farticle-10281101%2FWorld-holds-breath-Evergrande-teeters-brink-collapse.html

This is why the retrace in SP, unsure of the full fallout yet

Dibs.... I'm all for balanced conversion both fore and against, but to say "generally consolidation doesn't work", is merely a generic sweeping statement of little substance. Give details of why/impact etc and start a conversation, otherwise it's nonsense

https://smartmaritimenetwork.com/2021/07/27/windward-adds-container-verification-to-risk-analytics-platform/ original was a bad link ticker (wnwd), also an Israeli company

https://finance-yahoo-com.cdn.ampproject.org/v/s/finance.yahoo.com/amphtml/news/maritime-company-windward-floats-on-lse-in-first-israeli-listing-in-five-years-145603962.html?amp_gsa=1&_js_v=a6&usqp=mq331AQIKAGwASCAAgM%3D#amp_tf=From%20%251%24s&aoh=16388829735625&csi=1&referrer=https%3A%2F%2Fwww.google.com&share=https%3A%2F%2Ffinance.yahoo.com%2Fnews%2Fmaritime-company-windward-floats-on-lse-in-first-israeli-listing-in-five-years-145603962.html

https://www.ericsson.com/en/blog/2021/11/solutions-for-the-global-supply-chain-crisis-ports-with-private-networks

Toes with us very nicely, rns - tick, container 42 - tick, U.S - tick, container/freight - tick.

Think the two dovetail really well

https://www.payloadasia.com/editors-choice/shipping-giant-maersk-beefs-up-air-freight-operations/ shows that they were looking, but look what they paid! If they're looking, so are others....

Matches the area to the rns/links maersk/ the name/timing? Probably well off the mark, enough there to warrant a bit more reading though