Member Info for Indiscipline

Love the Antonov reference with regard the power and especially the wingspan metaphor that goes with it.
When I saw a programme on them I could not believe what I was seeing.

O and G has risk attached; especially, if the technical team is not strong enough. The damn fortunate thing here is, the skew, risk reward wise, as you stated, make them effectively call options. They aren't even LEAPS (long dated options one to two years).

Ireland PG stated he sees first gas q3 2023. I think that is a bit optimistic. However in nine months the Irish will be racing ahead with developing those fields.

With Trinidad moving along nicely and Morocco;, this is with comments on cherry picking other green ventures. PG has plenty of meat for the feast.

By the way I bloody love the name. Change to energy which gets done with the projects. That is a five minute move.
Thing is on success no one forgets that name. Then you change if we do go PC and most people will still think of it as the fast moving predatory animal, so nothing lost. We keep the logo...

He has NDA's all over on all the projects. The fundraise RNS stated that a portion of the money was for "green opportunities" that will present themselves. He was not limiting himself with merely gas opportunities.

On Malcy's recent interview spoke of cherry picking projects. We have seen PG does not waste time on little bolt-ons, Trinidad, Morocco and Ireland. Torque wise it's Bugatti Chiron time. Maximum power for minimum outlay.
He has new targets locked on and they are large...very large.

None of these RNS as he said to Malcy are for us. They are statement to the operators after Morocco we can join in any of your plans. It was striking in it's assurance.

We are phenomenally early on this journey. The contract wins testify that they are putting forward some strong tech. With Arrival being allied with UBER we can leverage off that very nicely.

Aero approval for this tech will take it to the skies literally. It is positioned for all the exponential growth markets especially medical.

Would not expect huge revenues from the contract, remember it is a pilot, proof of concept. All that matters is that Lloyds continue. Then the finance structure will ramp up fast and cash will hit bottom line in an enormous way, as it gets rolled across their platform.

Also if it works for Lloyds, it's going to be working plenty for banks internationally. A thumbs up will absolutely turbo charge this business revenue wise and profit wise. Growth can be exponential. Our CEO is ex Merrill and SAC, they got institutions to take the capital quickly on the last raise. Plenty of interest in stock when the concept has been proven.

We also got the gaming business Mortal Shell 2 hitting and the in-game ad business. Our CEO should be able to monetise their offering much more smoothly and proficiently than the BIDS team.

Thanks 2d great article.

Could be even third half weighted... who knows...not even JD from the rev estimates he used to give...

Ssssssh boys. Some of us have not finished topping up...

The way other companies are aligning with PRD is really exciting. On T and T alone we can hit multiples.
The other two opps look quite interesting.

If the price falls think people will really look to load up hard. MM's depend on pushing the price action. Move either way does that outside trading range.

Certainly there are few sellers. Too much potential.

Defo drop some comments in. This is a sector that appreciates constructive feedback. I like the blend of work that they have.

They work for others increasing their cashflow, as they build their footprint with IP owned directly or in joint ventures.
Great way to leverage the company.

Bringing in two Apple guys for a company this size is bloody impressive specially when one ran Apple Europe. The Telegraph big hitter was also excellent appointment. They seem strong on strategy and placement.

Whatever happened to that brilliant marketing plan by Lewis Sherlock... Think they need Sherlock Holmes to find it.

We are told the market is not ready for this stock. Meanwhile Ironsource sold a quarter of their company in this area valuing them at over £1.2 billion to private equity. Anzu is getting promoted all over the place and Bidstack are doing test revenues on a minor cricket game and Codemasters brought them in pennies on their titles.

Got to say the best was when Bottomz says people are "crying like they are not making any money". They aren't you idiot, they are losing money at over £5 mill a year. Stifel forecast £4 mill next year, three years by then after they first forecast £9 million and that was when JD used to go on Podcasts and suggest they would be as big as Tradedesk.

Have a look at Tradedesk and then calculate the likelihood of that happening this millenium. Helx you say is an idiot we all were, we believed this heap of ****. You still are because you still do... You ramping little winker.

Malcy thinks "there is more upside in a number of areas". Understatement is so elegant...

PG with Trinidad is building a nice margin of safety for our other drills . Three additional collaboration agreements being negotiated which will be agreed if terms suit the company. PG stated he was planning to use the raise to extend our green ventures and aid our drill. So far, so very good...

On Trinidad he has been negotiating with five companies and two Governments..

Had some Turnbull and Asser shirts they were great; got to say preferred the TM Lewin.
With the folly of youth, bought some Thomas PInks' they lasted a short while.

Problem with bespoke shoes after a month the shine goes, as the wear and tear kicks in... a bit like my body.

Maybe this was a Red Bull event so advertising excluded. If you have brought any feedback to Gfinity has it been responded to yet? Intelligent comments helps all.

That was a corker. Don't forget the raise was to develop other green ventures. He has masses lined up from which he intends to cherry pick on successful drills. He has 5 NDA's with regard Trinidad plus two Governments from what he told Malcy that have contacted him. The Trinidad update was superb. This derisks us beautifully and sets up perfectly for Morocco.

This is why it's essential they hit this market hard as they are doing, before rivals, and maintain tech lead. The company is very engineering and tech development focused, as we can see from the CEO and board. Huge opportunity to steal a march on the competition, secure the contracts and build from there.

The fact that from the video on Youtube they have kept the customers for years and are expanding product lines on request for them shows the relationships are good.

There will be competition. At the moment, market is quiet so its the best time to buy. They look to have good tech as we can see from the Companies buying it ands then asking them to expand their product line. That is one hell of a ringing endorsement.

They also are developing new lines. As this area of the market bubbles away they can build the relationships before competition ramps up. By that time they will be in a leading position and most likely get bought out for a great premium.
Competition is an endorsement that the market values their product.

Remember to be careful on your position sizing nothing over 10-15 percent at most and scale in to give you a cushion.

Bottomz your ramping rubbish leaves you with even less credibility than JD on his revenue promises.
Jimmy nailed it.

You want to suck people into a share that has decimated shareholder accounts and left people holding huge losses.
Which will be soon going for its next substantial dilution... I don't know who behaves worse you or JD.

Bottomz Stifel cut their revenue figures from 9m to 4m . You must have seriously failed your Maths exam. You are running their parading like this is a massive win.

The fund raise would be well received if their was proof of sales. JD and Sherlock struggled to get £1.2 million and then some £500k one off payment that has not been sufficiently explained. This two years after a forecast by JD of making £10million.

Ramping the crap out the stock has really worked for you here. Meanwhile Anzu get promoted, Ironsource get mobile and BIds get a few pennies from a minor cricket game. Bids has failed to get traction.

With the cash burn even the next raise will not be the last. They need around eight million to give a proper margin of safety. Mike Hayes of Mercia a venture capitalist and CEO of gaming companies left the board that is a great endorsement. Derek Wise a AAA expert in contextual advertising took a sniff and left the remuneration committee, another ringing endorsement.

The bedwetters kept their money and made it elsewhere. Carry on the rampathon its worked great so far.

A US listing is the last thing this company needs for shareholders. Tiziana had a US listing it has been a fking disaster.
To get US insti's on board they will fillet UK shareholders like kippers.

My cousin brings small and mid cap US stocks to market. Insti's make out like bandits in this area - small sharehoilders get smoked... If BIds goes US be afraid.

Probably trying to sort out a big deal to drop in with results...

It's hammer time...