Member Info for hunkymonkey

Clearly doesn't understand the company and is simply talking out of their ria

That will rerate this, is news, solid tangible unequivocal news of delivery of a large contract.

Nothing else will do, the company has been around for 20yrs, without having cracked it yet. That's not a secret to existing or potential investors

Anyone who tries to pretend that we will rerate without the above doesn't understand the story at best, they are misleading at worst. I hope that can happen l, now eseye are on board, as they ensure that we don't have black spots in the tracking (at least in north America). But until that point, we're at the mercy of people giving up, or people recycling old news pretending it is something that it isn't.

Good luck to those invested

Pleased that the little fanfare has no gone, I'm back in my comfortable world of no trades, waiting for the rns to say, we've delivered a million units

Trac sp made him/her take it in the ria

As always you are correct. I think it's the shear scale of the port, could with the known commands with Maersk. We've also seen evidence of the port really supporting start ups, both strategically and financially. If we get units being delivered from Argentina/latam, with this and the other pilots ongoing. Then dare I say it after all these years. We've cracked it. That's the big if though. Results and update due by the end of next month at the latest. I have a sneaky feeling it will come by the end of the month though

The message from the company is NDA

We'd have to be incredibly unlucky (as shareholders) for everything to fail away. Something will (I hope) deliver. Albeit, the timelines have moved again

That could be possible, the only thing I would say is that lokies isn't listed on Amazon (at least yet). That was my original thought too, I will m was interested in what it would have been listed at.

Normal service resumed, but they do seem more active at least

Agree, the pertinent question is when? I do feel like they will land something at some stage, whether the traders from yesterday are here to see that is another story. Good luck with your trade

You have got to feel that an rns is due after the tweet/delete. Many more days like this required. Wishy washy figures, with if buts and maybes just won't cut it, investors are far too skeptical rightly or wrongly

But it's a start, as always, if we can get one decent order to help put us profitable, then we shall see fair value. Until then, the SP will be volatile. I'm going to try and enjoy today, but a long way to go for me still

Yeah, tbh I expected to see to fly and just let it go. Can't read until later, and my starting is absolute zero knowledge. Thanks for your input

Aim is full of over the top reactions either way, this on the face, seems crazy. Feel for current holders, but hopefully it'll find its value and gives newbies a chance too with (what looks like) limited down side

Going to read into the company, but I've read the rns today (no others yet), but this reaction based on the headlines seem strange? Any suggestions, just to give me a starting point?

I initially thought over haul, however, they've been named throughout, so why anonymise now? Hoping it isn't actually, which means that there order is to still be announced

Certainly not one that will blow the front doors off. But it was only 9 days ago since the other decent order of 1500 units (which I put in the same category). Is this a trend?

Units moving clearly is a good sign, hopefully we are still on for latam q1 too. It's building nicely imo

I meant to say contract(s), I don't include open box in that incidentally

We have signed the contract, we need to deliver now. Fingers crossed it's q1 as Igor suggested

I also work lokies out @ $200 per unit, so I would agree. Plus SaaS payments per Annum, I reckon it's about 10% of the closing mcap on Friday

Imagine, when one of the big ones arrive !

1500 initial order, keep things ticking asking nicely, hopefully am additional 3500 units over the 2 year contract

This is on top of
latam to confirm further orders (Q1)
Argentina contract not started yet
Over haul integration to be confirmed

All of the above will have a significant impact on the balance sheet, that's not factoring any current pilots or new deals

Even if not, there's always also over haul. As it's an integration, you're not going to integrate measley amount, I would hypothesise that deal will be into the thousands too.

There's enough so that, even if the orders are not as big as the $40nln contract suggests, that between those two, I can see a decent amount distributed and subsequent rerate

I just think that theres too many shots at goal

Happy Christmas to you to Fox Hill. Hopefully we secure a decent delivery in q1, and perhaps your heart can grow two sizes ??