Member Info for hunkymonkey

Really interesting, no response. I find this more intriguing than responding. They have never not acknowledged direct communication. This is the first time, I conclude - that they can't. I'll update if they do

Sorry, you are correct, that was about Pepsi.... I'll see if they have any comments now

I spoke to the BoD regarding this at the time, here is Mr response...

"Yes it’s potentially good news but we need to understand much more from the management of Cropx about their plans and the application of our technology. So it would be completely wrong to make misleading announcements until we have more knowledge of their plans"

Potentially very good as you say, but for me it's about shipping and core business. To have millions in SaaS on top, makes us a very attractive proposition

I wouldn't go making assumptions like that, as most people will confirm who were in imm prior to their FDA decision.

The important point is, if it isn't approved there's still a revenue that's growing, so wouldn't be as bad as something like that. Therefore, risk vs reward is there for me personally

Starcom Plc has announced that it will execute a Consolidation of its shares. The Share consolidation will become effective at the open of the market on 22 November 2021 and you will receive 1 new share in place of every 8 previously held.

At the same time, the company will change its name to t42 IoT Tracking Solutions plc.

Please note that as a result of the Consolidation you will be unable to trade your shares from market open on 22 November 2021 until the resulting new Shares have been issued to you. It is expected that the new Shares will be issued by 22 November, but this cannot be guaranteed. The new Shares will be credited to your portfolio once we have been issued with them.

We will write to you following the Consolidation and Name change to confirm how your holding has been affected

You've never really seen any prices from star for products, usually best to keep it that way in my view. However here's a website with pricing, I've always worked at $500, here they are selling for approximately $421.

https://www.advanced-tracking.com/products/lokies-cadenas-de-geolocalisation-revolutionnaire?lang=en

So as a ball park figure for future contracts 300-400 is probably better ball park figure to work to.

https://salestechstar.com/partner-management-channel-enablement/a-p-moller-maersk-to-acquire-e-commerce-logistics-companies-in-europe-and-the-us-visible-supply-chain-management-and-b2c-europe-holding-b-v/

We know that logistics is a hot space, but maersk recently bought a tracking company for B2C solutions.

Whether or not they are looking at anything for B2B remains to be seen, of they aren't, you can bet your hat that others are!

That's coming through on multiple fronts, majors are taking note, which major are we linked with though. Is the AGM next Friday going to be a catalyst for news?

Our affiliate is zero though, last year they achieved record sales of 4000, with little or no profit in the hardware, that equates to ~$144k per annum, nice but not the kind of figures that is going to significantly increase our mcap.

It's all about the tracking etc, our core business that will see us rerate, which hopefully isn't too far away

https://www.maersk.com/news/articles/2021/11/09/maersk-announces-landmark-agreement-with-mit-center

Recent article, I like what they say in this paragraph

"Equally important, Maersk is committed to a global strategic effort to invite more data scientists, software engineers, digital experts, start-up companies and customers to participate in the company’s journey to simplify customers’ container logistics and transform the supply chain industry. Global merchandise trade approaches USD 20 trillion annually and influences the lives of everyone on the planet"

In all likelyhood, probably not, just enjoyed reading about what the majors are doing, we're invested in starcom and we're just not that lucky lol. Shipping is definitely going into a new age now, that's coming through loud and clear, so even a very small portion of that pie should see multiple valuations on our mcap. Exciting times

https://www.maersk.com/news/articles/2021/09/14/maersk-block-train-solution

This is interesting, it definitely looks like it fits

https://smartmaritimenetwork.com/tag/container-tracking/page/5/

Lots of strategic partnerships happening right now, anyways.... Sure I'm totally off the mark and the rns will obviously reveal all

https://smartmaritimenetwork.com/2019/12/12/cma-cgm-makes-improvements-to-ebusiness-platform/

We know our tech is highly integrated and adapting, we've seen with with the concrete contacts etc. I wonder if the we've partnered with someone like this, fits with the "track and trace" element of the rns, also this is exactly what was discussed with the IoT of Bosch was first discussed

A lot of people were puzzled by the name change. Having read about container 42, it's a hot topic right now in the world of shipping. So what do the BoD do, associate with it by default, using all of the key words alongside it "42" "IoT" "tracking" "solution". Don't think we're involved, but the name change will make us associated because the names are so closely linked, quite clever when you break it down

'This includes discussions with potential customers in South America and the USA, including one that the Board considers to be one of the major companies in the field of tracking and monitoring containers"

With the name T42, when you look at the biggest shipping containers you see 3rd is maersk, this is also part of the container 42 trial.

The only company for me that is a major, that's cross referenced with the trial and based in America. The Jigsaw fits, but only sleuthing

The only link I could find thus far, the container went to San Diego "California", which was referenced in the DHL awards and then again in the recent rns. Tenuous though

Ive spent a bit of time cross referencing, this looks like the tracking company. https://www.traxens.com/

So many companies were mentioned (therefore not under NDA), don't see why we would be under NDA if we were involved. I agree it's coincidental, I watched the video and they even referenced guardians of the galaxy, like starcom when asked the name question https://weare42.io/videos/

It feels right, but I can't see any connection yet

The same works in reverse too, you referenced beefy contracts and also referenced liquidity, both absolutely key components.

Now I'm taking your points and flipping them, which is an equally plausible scenario.

The same Market Capitalisation of £28m but with a share price of 52.8p! I think your figures are fair, but you assume that there are going to be a raft of sellers. What about the scenario of, there's a raft of buyers? Liquidity has always been an issue with star (been better recently). But even now, look at the trades, 50 trades, which is nothing really given the shares in issue. Also consider that company was priced to fail, attitude, it's starcom - they'll never deliver. General market perception.

Now as you say, land a meaty contract or two.

What does that tell the market? It says loud and clear, we're no longer a tiddler, we're a self sufficient profitable company, here for the long term. As you know on aim, there is no better turnaround in SP than one that is priced to fail but proves otherwise.

With a limited share circulation and increased volumes of buyers, this could create a short squeeze type situation. That would in fact create a false and over the top rise, rarely on aim do you read, you know what, I think our mcap is about right, usually its overvalued or under valued.

I think both points are equally valid and you can make a case for either, I guess it depends on which side of the fence you're sat on. But as they say, buy your tickets and take your chance. Gla

I think the most likely country for container tracking in South America would be Brazil, most ports there