Member Info for hunkymonkey

No worries

The BoD are always generous with their time

But this investment is clear as day to me.

All these 4 announced contracts in the past 7months, plus two active pilots, plus legacy business

I've never been one to shy away from what I think, good or bad. I think open box will amount to nothing.

This is the reason I'm so invested here, irrespective of O.B delivering or not, its not a company killer for us, with everything going on. it would be a massive company maker if I'm wrong and it does deliver. Nice position!

I honestly see this as the lowest risk you can have (for aim), given the current mcap vs 7 months of great rns

Gla

I took on board you're various points, you raised one that the original $40 was a frame work, and you are indeed correct to highlight that. That rns did also come with the caveat of "no minimum orders". I perhaps should have pointed that out

I had surmised that the recent $16mln contract was "in addition" to the one on 17th, which was challenged.

So I've taken the time and spoken to MR, who has confirmed that the $16mln contract is in addition to the 17th Dec rns, NOT incorporated into.

Huge news with that in mind

Fair enough ctw, in shall read again. Thanks for that, the whole point of these bb's in guess

For me, past mistakes are there, you can look back an he criticise (I certainly have over the years). But I believe in looking at the facts and the forward looking order book looks more like a company worth many valuations of what we are

So originally I thought that the $40mln order was for the consortium (rns 17th Dec 2021). However, after this week's rns for an additional $16mln, it occurred to me that, the consortium were ordering individually based upon there needs.

Also in the original rns it referred to "The Customer is a Latin America consortium of five leading local companies which provide data information to the port authorities for a major regional port in Latin America and it is expected that further opportunities will arise from this relationship over the next few years."

One has to deduce that there's another 3 orders to come from Latin America, that's on top of the other pilots and orders we've got

$40mln order (no minimum committment)
$16mln order starting from 2023

Once these are up and running and if the other orders are anything like ones placed already.£7mln mcap will look very silly indeed

Hope so, or it maybe as simple as getting yesterday's rns out. Not working Fridays in Israel.

Genuinely think yesterday's rns derisks the Latin ports. Think it's only a matter of time until volume of orders comes, along with more orders from the rest of the consortium.

Yup, standard stuff here. Tbf, there's enough irons in fires now though. If units are sent in any decent numbers 3000-5000units - we'll take off. Wonder why AGM hasn't been announced yet?

Thanks for your kind words, it is strange how the smallest contract is a game changer? But I agree. My rationale, this is in addition to the consortium of Latin port(s) rns, only 500 units sent to the first contract thus far, but it validates the consortium as a whole. for me (emphasis on *ports*), I believe more to come

08:32:57 16.00 587,468 Unknown* 93.99k

Very tasty indeed

Hope so criatal, but for me (and probably you), I have zero expectations of the SP. This rns solidifies the belief I've held for sometime (sometimes waivers - I won't lie). So rather than hoping for an SP to be a certain level, this rns is another piece of the jigsaw for the company to be become profitable and at that stage - justifiably hold a significantly high sp

This has been a good day, it's allowed those to get out that have had enough. It's allowed people to get in at a pivotal time in the companies history.

A new name, new enquiries, new investors and a new calibre of client. Look at the deals and pilots above, it won't be long until we are profitable. Any company that's priced to fail (like us now), that swings to profit always sees the biggest return. Good luck all, I'll see you at the agm

Exactly Cristal, fair play to the new investors, don't begrudge them one bit. Hoping we never EVER see the likes of yesterday sp again. If I'm being totally honest, after today hope we don't see 18p after tomorrow's

This was an unknown pilot, but given that;

We have the Latin America deal for$40mln
*Open box deal - I'm not sold on*
This pilot signed at $16mln
DHL successful award with certificate of excellence
Legacy business from previous years

Also some knowns

Pilot programme completed with the Security division of Philip Morris Israel Ltd, part of the multinational tobacco company

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

That's not even mentioning the Bulgarian deal recently signed

Given all of the above - even double yesterdays mcap is laughable

Precisely - if we can get some orders rolled from the current crop of contracts + this new pipeline + legacy business = the future is truly bright Vs £5mln mcap lol

Has not been included in this contract! So we have to assume the figures are what will be delivered. A very serious contract given our mcap yesterday was £5mln

Your timing impeccable - better than me just holding anyway. As you say hopefully with this and current orders, we manage to turn profitable

Tbf I feel the global sell has little or nothing to do with us. Signing $116mln worth of contracts and delivering 500 units so far is more realistic. Agm soon, hoping for a decent update before that

Let's hope for a scale up on contracts is afoot

Agreed, but as the markets had discounted the contracts, this is a positive sign. Over to open box thereafter.

Need se.decent pr next. Volume is woeful

This all depends on your viewpoint imo. You could say only 500 units, or you can say the contract is validated and has began with a gearing up progress now likely for a substantial contract for a company valued at £6mln mcap

I'm definitely the latter