Member Info for ihalliwell10

Feels like this has the momentum to reach previous highs of 120 , interesting size business now and nicely organised to go again and again , I wonder if they have a block buster acquisition in them again this year , could propel them off the aim and into the proper markets

Vodafone , on the other hand, is trying the non-Musk route – announcing the creation of a jointly owned satellite services business with AST SpaceMobile on Monday. The venture will aim to serve mobile network operators in Europe. Whether it can compete with the SpaceX subsidiary depends in part on the timely launch of AST’s satellite constellation, planned for this year and next.

Best news out of Vod for 10 years this, UK gov likely to want to be in this

I guess the next time these guys report it will come out but something is up , great write up though I appreciate the detail , they look on paper a bargain and I feel that these are ripe for a takeover ,

Growing market this construction business might be about to take off

No reason why thus far, good update today should support keeping the numbers on track

These made 13p profit on this 5% stake in very short amount of time, nice if you can get it eh , circa 18%+

Fmr Llc Discloses 10% Stake In Sigmaroc As At 06-feb Versus Prior Stake Of 5.23% - Filing

Return to £1 in short order coming up, Uk needs materials to build 31k houses a month.... currently more like 10k a month, so the materials have to come from somewhere,

Customer retention the key metric with the model you outline below, I just think the market place is so crowded that this is a raging war and it will have some casualties along the way. I think the brave to out fox the competition it needs to be very bold, mission esk deal for me would need to be done in 2025 for them to not suffer in this market.

I actually think the company has somewhat stalled by looking at the growth figures , net rev almost the same as previous years, unless they win a giant customer or the big merger I suspect any slight down turn in the market and this is going to halve in value.

IMHO, Its a crowed market place they are fishing in so they have to be growing rapidly or else they will be left behind, I think we have 3 months to do the big deal or this is toast. (bookmark this)

More likely that they have mined 30% more coin eh , they have the juice as a cost why not get 30% more for their buck.... But I suspect that hasn't actually happened, be cool to know whats the transition cost from old tech to QBT tech, it would have to be less than 10% of the savings to make this model worth while for all.

I think as long as these can stay on track with cost control and profits then they will always be around to be bought by one of the big boys, in the meantime, lets see if they can strike gold with a major release. They have the experience and seems like they have a body of quality in terms of people and products to broaden their income streams, nice update lets hope there is more to follow.

IMHO

Either buys it now for 60p or buys it later for 6p, what would we prefer I reckon

This feels like a Money mail scandal in the making !!!

Wonder what the PE is against these figures , feels like they are cheap currently , maybe a increase on the divi or a super size deal coming up next , most deals over time have got bigger and bigger , the next one could start at the billion level .... Sigmaroc seems like the real deal and at set for a long term ride ,

Only way is up , recovery must be underway now.

DYOR

Think we must be close to positive GMV, H124 -9%, H224 -4%, H125 +1%?, if thats the case then we could see Y2025+3% which is a huge turn around and we have a growing business that is bigger in scale and ready to milk the up tick in tuned sales.

IMHO, I think Frasers have got 20%+ of Boo for a bargain and its likely that it will be bought for less than £1 in 2025/2026.

A lot of chat but not actually done anything yet, hope they get the £7M they are owed otherwise FG wont be getting his related pay :)

I will be selling my stock either way and taking my money elsewhere, the closed offer of unlisted shares is like the wild west and only for those who can afford to take high risk gamble and trust CVC which in my view is impossible with the lack of detail provided.

IMOH DYOR

It would be interesting to know exactly what services are supplied and how they are measured , I suspect this is just disguised salary , which is ok as long as we actually get a service which is actually worth something , I suspect this is just a private company that will allow FG to live a comfy life with dropping summary progress twice a year , be cool if the money owed allows fg to take his services for the next ten years , very comfy life indeed , as an example who else is actually working on something for QBT ? Entirely possible that it's no one lol

What does it say please ? I'm hoping to see this march towards £1.