Member Info for hunkymonkey

Absolutely honest... I reckon chips are an issue, but think latam will deliver q1. They've been working on chips all year

For me that will be the making, coupled with Argentina starting

Forget open box

Igor mentioned becoming massive, but that personally didn't sit well with me. Let's deliver on the first contract in significant volumes first. Then evaluate

Good agm

Over 20 pilots ongoing - obvs no guarantee, however they are the unknowns

Latam contract - expected to deliver significant volumes at the latest q1, but also mention before year end

Very excited about DHL, as they are in active discussions with their end users, mentioned a couple of times, rather than supplying DHL directly

Talked about the importance of the free trade deal with Argentina, Brazil and Peru. How we were first to market and how our tech was integrated in their customs and excise. Refer to point 1

ICL - case study, from a signed deal two years ago and is more marketing is my interpretation

U.s listing, a mystery, they are not sure why we are listed. Anyone can list for pink sheet listing (you or I)

IG interview, giving away tech and owning data - this is a vision rather than something immediate - after the company is established

Db looks very encouraging thus far

Component parts still a challenge as it is for all tech companies

True, the patient aren't buying.

Why?

Well (me at least) am happy with my average and holding. I have invested as much as I'm prepared to risk and don't want to overexpose.

One sure fire way to lose money on aim is to ignore the above.

Are those selling out of necessity or lack of confidence. I would surmise the former, as if I was going to sell because of the latter, I would wait a week or so for the agm and to see how the BoD answer questions.

I'm prepared to see this out, the BoD asked for H2 to deliver, and I don't see why they shouldn't be afforded that time

Good luck to those selling and holding, I hope everyone turns a profit, in this market we all need it

Yeah, I will be attending, perhaps if there are any others that can't attend who want anything asking, post it on here. I think between the holders logging on though, we'll sufficiently interrogate them!

https://teams.microsoft.com/l/meetup-join/19%3ameeting_NjVhYjdjNmMtNTI0Ny00NjZmLTk1YzUtYmYwMDBhMmE0Yzcw%40thread.v2/0?context=%7b%22Tid%22%3a%22979406d0-ac76-4ca4-8b92-51f4fd3a908f%22%2c%22Oid%22%3a%2219b25ee5-b630-4839-b611-7691a3631ac5%22%7d

Link to logon

I wasn't monitoring the trades as I had no interest in the buying or selling either way.

Looks overdone for an rns that was maintaining the status quo. I can see a bounce

Didn't think the rns was that bad. Expect up to $55mln over the next 5 years (makes us profitable), that's without extra contracts

Factor

Pilot programme completed with the security division of Philip Morris Israel Ltd

Pilot programme agreed with DB Schenker, one of the world's largest global logistics providers

So I would expect further contracts within that time frame.

I've spoke to Mr today about open box, as that seemed to me a glaring omission from the rns. Personally I've discounted from my thinking (which I was open about to him), and I thought that the figures also suggested it was disconnected. Anyway, M.R has said "open box are very slow, but let's see". So I'm looking at this as a bonus, but not an expectation of delivering anything

So although people are disappointed at the lack of progress, which I totally understand. I feel that this statement in the rns deserves a mention

"Our contract wins are starting to deliver first sales and we believe the impact of our strategy change will begin to be felt in H2 of this year."

Still feel that the current contracts need time to mature and deliver, personally I'm more than prepared to afford the BoD that time and reassess at the end of the year.

For those selling today, best of luck with your future investments

As far as I am aware, shlomi hasn't been named. That's only cross referencing from their companies house and open box. There was another person working for open box who left a few months ago. I cant remember his name though.

Unless O.B brings something from left field, there's nothing I can see that buoys me. From shlomi's expertise, to how they for the final figures. I'll absolutely maintain, I hope I'm wrong on this matter, but I can't pretend I see it any other way.

Ctw, I couldn't agree more with your comments on the BoD and how conservative they've been over the years.

But you also need to be truthful and call the facts as you see them. I have largely discounted O.B, but would be more than happy to be proved wrong. Shlomi, doesn't come across to me (at least) as someone who can pull this off, his CV says he's in A.I marketing rather than shipping or logistics. Time will tell, massive rerate if I'm wrong , as that contracts iany priced in - which I hope I am wrong

Couldn't disagree with much, but personally, I think that they've said and signed enough to afford the end of the year in terms of time frame

The reason why is, these companies that we've been dealing m, move at an incredibly slow rate. Realistically from initial pilot enquiry to major purchase, it's approx 2yrs+ .
For me at least, the BoD have done enough to warrant that time..

For what it's worth, I've discounted open box from my thinking too. Shlomi has taken on new roles for other companies, which I think he wouldn't have done if open box was so successful

That said, with the last trading update and current contracts, asking with legacy business, I think there's enough there to give the extra time from earlier

I'm cautiously in agreement, I will start by saying this is totally self generated opinion. However, my thinking is, ref: https://youtu.be/_XQI15rIQgI this interview

It's 6 months old now, but the focus of this interview was Tetis. Yet since this, the rns' have all been lokies, so it does beg the question , why interview with so much focus on Tetis, when seemingly the subsequent rns' all appear to be lokies

In the interest of balance,

1) you could subscribe that something big is coming with Tetis, thus the meeting

2) Igor may have simply been trying to use some pr and exposure for the product.

If it was reason 2, I believe that there would have been better ways of doing this, as i.g is geared towards investors, not marketing

Therefore, cautiously agree. We know how long these things take, and as always time will be the determiner.

Dyor on this one.

https://www.dhl.com/global-en/home/insights-and-innovation/events/innovation/logistics-and-supply-chain-summit-hub/products-and-solutions-channel/global-transport-solutions.html

Hi devnull. Where have you got that from? Any details?

Of buys in the last hour. Bodes well, especially with the £94k buy of a couple of weeks ago

Exactly what I thought. Great post.

One thing to add specifically about DHL there is only one pilot, thereafter, if/when they deem necessary, they will roll out to other sites. So it needs to be exactly what they want.

Throw into the mix this

https://www.seatrade-maritime.com/containers/new-us-demurrage-and-detention-rules-what-you-need-know

And

https://www.bbc.co.uk/news/business-62260272

We have a massive opportunity. I have no idea what we're involved in (nor does anyone), however given the global markets, inflation sky high, cut backs and redundancies. One thing this thread has given me, we're definitely in the right space at the right time.

I for one think something big is on the horizon, not through hope, but from reading the links on this thread. Piece them together yourselves and make your own decisions.

But for me, the past is the past, and the links on this thread are the future

I came across this link, now I'm not pushing an agenda either way, primarily because I'm not quite sure how/if it would benefit us.

https://twitter.com/t42iot/status/1068086058439589888?t=SGhE17NSuCX9whYHUtuxfw&s=19

https://www.porttechnology.org/news/verizon-business-port-of-virginia-to-launch-private-5g-network/

Just wanted to gauge peoples thoughts, I've done a bit of reading into the benefits of private 5g.

I think most balanced lth here would agree that over the years the pr for trac/t42 has been below par

https://tny.sh/Yp1PP4R

I came across this article, it is somewhat generic, however (for me) is an indication that they are trying to turn the tide on this matter

Now, in isolation it changes nothing. But if they start getting more of this type of thing or there, then I feel we could say, this is an improvement.

Lets see.......

more likely the mm's will print a trade for 11p that shows a 14% drop. I'm sorry, being invested here so long has made me cynical!

I definitely would prefer you to be right though!

Sorry ctw - I used the wrong wording. I didn't mean challenged, I meant more discussed