Member Info for hunkymonkey

Interesting they've dedicated a website to purely container tracking

https://www.t42.co.uk/

Absolutely pathetic, mm's not even trying to make a market

For those having a wobble about the SP, it's good to refresh on the news flow

The reason imo opinion is, there was quite a rush to get in prior to the consolidation, creating a short squeeze type scenario. News didn't arrive along with the rebranding and there been a few sellers. It doesn't take much come to shift the SP either way.

Up to 2 contracts before the end of the year will direct it

https://m-scoop-co-nz.cdn.ampproject.org/v/s/m.scoop.co.nz/stories/BU2111/S00319/cropx-and-irrigationnz-joining-forces-on-irrigation-efficiency-app-the-bucket-test.htm?amp_js_v=a6&_gsa=1&usqp=mq331AQKKAFQArABIIACAw%3D%3D#aoh=16376083447845&referrer=https%3A%2F%2Fwww.google.com&_tf=From%20%251%24s&share=https%3A%2F%2Fwww.scoop.co.nz%2Fstories%2FBU2111%2FS00319%2Fcropx-and-irrigationnz-joining-forces-on-irrigation-efficiency-app-the-bucket-test.htm

Thoughts on this generally and impact on trac? Do you read as though they are using the bucket test connectivity, or indeed cropx who bought it will implement the procedure into theirs/ours?

Have you got a link?

Thanks

Either dummy trades or otherwise?

Great comment blade runner, eloquent and factual

It's been stressful, arguments a plenty and looooonnngg waits. Hello t42 iot solutions, what a starting point for the new branding and news flow to come!

"Board is hopeful to conclude one or more contracts before the end of this year." Ref https://www.lse.co.uk/rns/STAR/trading-update-teishv14etdro8a.html

"This has led to the initiation of a trial of Lokies by DHL in one of its main global hubs in Singapore to examine all aspects of the product, both technical and commercial, with a view to DHL potentially trialing the Lokies smart padlock with some of its customers" ref: https://www.lse.co.uk/rns/STAR/lokies-trial-with-dhl-l26h89s763lh1kb.html

"signed an agreement with the manufacturing contractor Nistec to manufacture thousands of soils sensors to be deployed across about 5 million dunams throughout the world." Ref:
https://www.nistec.com/nistec-will-manufacture-thousands-of-soil-sensors-for-cropx-to-be-deployed-across-5-million-dunams-of-crop-fields-throughout-the-world/ - this equates to 1.2mln acres and will produce approx $720k per year annually

"This conditional agreement sets purchase targets for the distributor and supply targets for the Company and, whilst there are no binding purchase commitments, the Company is targeting the delivery of up to $2 million worth of Lokies in 2020." Ref https://www.londonstockexchange.com/news-article/STAR/trading-update/14407128 clearly COVID halted that but it's still active

None of the above are ramps, the company is still priced to fail @ £9mln mcap. If/when all this cone to fruition, I think a more reasonable mcap will be £25mln+ for a highly profitable, sustainable and growing business

16p!!??? So you think the sp will drop!!!???? Divide the sp 8 = 16/2 = 2p. Think you may need to rethink that as we're already 20% above that

Think of it like this (or at least how I do), Polaris? CropX, Cend ( Old CubeMonk) are extras to the core business - let that sink in.

Then, we have "at least" ONE substantial contract in shipping containers before the end of the year.

Lokies is in addition

My personal feeling has always been, A DHL was next year.

But all this talk of contracts etc has a more important knock on effect. they will turn a business that's made a loss YoY since it's inception (and priced for that), into a profitable business. That is the goal of any business on aim.

Genuinely believe that any with an average sub 1 could 10 bag here.

If an rns is released during the closed period (for current holders) next week, you'll only have the mm's float available and lots of buys. I do see it as a possibility too

https://amp-theguardian-com.cdn.ampproject.org/v/s/amp.theguardian.com/business/2021/nov/17/container-ship-traffic-jam-port-los-angeles-ease?amp_gsa=1&_js_v=a6&usqp=mq331AQIKAGwASCAAgM%3D#amp_tf=From%20%251%24s&aoh=16372550472293&csi=0&referrer=https%3A%2F%2Fwww.google.com&share=https%3A%2F%2Fwww.theguardian.com%2Fbusiness%2F2021%2Fnov%2F17%2Fcontainer-ship-traffic-jam-port-los-angeles-ease

Got to be someone within this area

Multiple fronts, we've seen cropx expand 1.2mln acres approx $720k per annum each year from SaaS

Add to that 2 x shipping contracts from major players, plus their SaaS contracts.

Assuming none of the above is DHL - that's likely to come some time next year also!

The future is now very rosey

Sorry 8/1

There's going to be an AGM tomorrow and a consolidation of 6/1 as we know. I'm sure that all holders have had the email that until the shares settle in your respective accounts, you won't be able to sell. So after the agm and subsequent consolidation, current shareholders won't be able to sell, so that only leaves people being able to buy for a couple of days! Any decent volume could see a little spike, rather than these lovely steady rises we've been having.

If news comes at the same time, then it could be a thing of beauty

Price goes down - they need to pull out their fingers, and it's the worst share on aim
Price goes up - get the rockets ready, multi-bagger incoming!!!

Swear people on aim are bi-polar. Everyone needs to chill have the courage of your convictions and await the rns's.