Member Info for hunkymonkey

Thank you for taking the time on this matter, I very much appreciate it

Any idea or guestimates as to the acreage, give us an indication as to how many units will be deployed

I have forwarded to the BoD via WhatsApp

Exactly! Kinda, cements the point that lokies is the way forward. Got beaten to the contract by a startup. There was a relationship with with itrack to Dr reddys, but didn't get it, the tracking isn't special anymore, many companies can do what tetis do, albeit, tetis is authorised for aircraft for balance.

This is why lokies is the way forward for me, it's a 2 for 1, tracking and security

Thanks for that. So are the buybacks finished with? Do you think they will recommence?

https://theprint.in/ani-press-releases/tagbox-to-provide-real-time-cold-chain-monitoring-solution-to-dr-reddys-for-sputnik-v-vaccine/712487/

Wonder why they opted for this mob over us. I'll need to have a read into them

How many of the shares were bought in the buy back scheme. It was meant to be £1.75bln in total, did Lloyds reach this amount? TIA

I have a job, you have to be a trader to be full time.

Why don't you go 3% having already stuck in £180k @ 2p, surely at these levels or makes sense to average down. That really supports the company and gives a definite signal of intent, as you're a big player and not a trader, surely it makes sense with your average?

Doesn't really matter, there are a group of traders here. So, with the upcoming interims, that will be pushed, get a rise and sold at a small profit.

NB... There has been a fairly big seller over the past week or so. I don't like talking individual trades

Can you provide a link to this, I know the sales have been shocking, but jeez, this is woeful if true

Im transfixed on the Russian deal because because of its value, it's tangible and the BoD have said it's still on "cautiously optimistic about H2" in fact. If they can land a deal 2/3 of the mcap, along with another £147k per annum in SaaS payments - it's significant.

More importantly, it will provide the funds to get through this year to hopefully allow DHL to add value.

There's been no bigger critic of the woeful sales than me over the past 12 months. But the above is a tangible route to a consistent higher sp. Best thing about it, it requires the sales team to produce very little. If on the off chance they do manage to do something, then it's a bonus.

Good growth markets - yes.

But you need to understand what that growth means to us. Our part is only the sensors at cost, then the SaaS payments at approx which are $3-$5pm

We need our core business to deliver. We're approved with Swiss air - delivered nothing. Bosch - nothing. All the distributors world wide have managed £6.8mln as a best. That included a direct sale of £1.1mln

It's time to get serious about "real" deals. Lokies £2mln deal, would be amazing (but only the start), also this deal would add £144k extra each year in SaaS payments. It's our core products that need pushing

Cropx and zero are never going to make us profitable in isolation, however with a cemented core business in tracking and security, they could be the cherry on top.

New world now, how long are sh going to accept these kind of figures. The BoD need to deliver or pass the baton to those who can! For me the time is ticking, I want to see lokies this yr deliver a contract and next yr DHL add significant value.

Tetis et al have been around for years, I genuinely think if it hasnt taken a hold of the market by now, i fail to see what is going to significantly change. Obviously, I would be happy to be proved wrong.

Think we're also going to need some BoD support in the absence of a contract in the coming week for the interims

Yeah, there has been a pretty big seller around over the past week. Not much point in talking about trades. I read people talking about mm's didn't have any stock after a few buys. Interims will tell all, not without risk, but each to their own

I would assume with some more BoD funding. Don't think they can let this get diluted with what they own

https://news.sky.com/story/amp/potential-hijack-of-ship-off-uae-coast-12371922

Awful situation, but I think it is going to need a bit more than a padlock to stop these militants

What do you reckon they are trialing for? Multiple locations?

Interesting their figures

£11mln turnover
£8.9 gross profit
£2mln profit after tax

Mcap £1bln

Let's face it that looks massively over valued on those figures. However, it shows the importance (as I've said over the years), turning in a net profit, that is the name of the game. Don't think anyone could argue with that.

I said the other day I can see SaaS payments jump as customers who closed down over covid, as they come back online along with cropx and zero expansion. Coupled with the $2mln lokies, then you throw in DHL, maybe just maybe, you can start to see a realistic roadmap, rather than "hope".

I always had £10+ revs for star (£6.8mln was the best with a £1.1mln single contract), if the above line up, I think we could/should be somewhere close. The BoD have had the products long enough now. But aim is about turnarounds, time to deliver..........

https://m.timesofindia.com/city/mumbai/mumbai-bmc-calls-off-talks-with-dr-reddys-for-sputnik-v-vax/amp_articleshow/84875029.cms

Sputnik looks like they are struggling to get the doses required to India

The average SaaS payments across the board are $3-$8 . I assumed that the crop X with it being in farming would and keeping costs lower, I don't know this this, but I would have imagined cropx may have a small payment too. Either way in think the lower end is plausible

I I've been thinking about how SaaS payments were up 9% last year, yet hardware sales were down in general and many customers closed down

I think that crop X major expansion made up for our declining SaaS payments and actually increased them. Follow this through, once all of our core customers are back up to full capacity, coincide with some decent order(s), along with crop X and zero continued expansion. In can see there may be quite a bit rise over the coming year in SaaS payments

This is why crop X needs to be considered as supplementary to the main focus of the business. And why lokies and tetis need to be delivered.

1200 ha of land and 50 sensors represent circa $150pm, about $1800per annum. There is minimal profit in the sensors themselves.

It's a slow grow where the revs are represented in the SaaS. I'm not knocking it and as compound growth with previous and future SaaS sales, it mounts up.

But we should be talking $2mln lokies deals and the same with tetis, much more regular. That's what I'm hoping for and what has to be delivered