Member Info for Indiscipline

This is still the genesis of a massively evolving and exponentially growing market. With the new management in place that is already bringing in profit and pivoting quickly, this stock should really grow.

One of the things I like is that it's still quite under the radar . Gives management room to breathe and put more deals together.

Doing precisely that. Cashflow positive. nice area to start getting back in for the next leg.

Excellent price now.

The camps argue among themselves as we all have done. The depressing thing is we are fighting over a rotting carcass.
What the hell is there to argue over?

All along we should have been bringing unbelievable heat to JD. He was bloody luck as he could doge accountability thanks to Covid and stay in the bunker. Does the same as a big six boss without the PL revs to back it up. Saying that there is a whisper we got the ingame PL adds, honest gov... My spies at EA who JD is in tight with swear it's so....

Then again I could be wrong... Comforting to know Norwich will be in the Prem next year. We can all meet JD there, sort of unofficial AGM...

This does not take into account follow on drills from other parts of the seismic surveys. With a successful drill other top acreage as a producer in Morocco becomes available and is encouraged by the Government.

On top of that as we are seeing Ireland is speeding into view. It looks like the operators are working together with carbon capture at the the centre of their presentation to Government.

On top of that we have Trinidad where we have news anyday now. With further projects being presented to PG in the area.

On top of that PG in the most recent RNS spoke of other opportunities in the green space that are now presented and pursuable. PG stated he intends to be very careful in only pursuing a few as the company has more than enough for significant uplift. Check the Malcy interview on youtube.

The figures GRH show are amazing but are very credible on execution and here he is only concerned with Morocco.
The financial upside has potential like nothing I have seen.

Put in an amount you are comfortable with. There will be volatility and you have to be able to get to the other side with sanity.

Bottomz your grip with sanity is getting more tenuous by the day.

JD came out the stalls fast. Unfortunately, hit the top of the Epsom hill and had nothing round Tattenham corner. Anzu powered ahead and betters were left with worthless slips.

Helx like all holders was massive fan of the stock. We ate JD and his pump whole. I even believe JD believed it.
The guy pi55ed in our glass told us it was champagne and we happily guzzled away.

Nothing left with JD but a sour after taste...

We are likely losing a bit of the Invesco residue and a a decent chunk of CF's firee's here. Got to allow the earth to get tilled before the seeds bear fruit.

I went and added twenty percent to my stake and am waiting to see whether I take twenty percent more if we hit 30-31p.

Con side is we do have to worry over US and Interest rate fears. But for now that should hold.

The results start hitting shortly. The contracts will be getting promoted soon as he sees the share sales pass through.
Right now we are building the base for the next big run. The stock is now pretty oversold.

Look back in a month's time when results hit... I think the next twelve months should be very strong. This is a core holding.

Can you now understand why we were so angry when we have harhoo back trying another ramp? Girdz and I livid over that little slime who said it would be £42 a share quite reasonably.

This after we got fed the line that all was well revenue wise and the "trading deal worth upto £10 million, with it being very much in their interest to have it as high as possible. JD's words...

You just think, what could have been achieved if he would have eaten some bloody wholemeal toast....

You got the ex employees that CF released. They have nowhere near the sums Invesco have. Invesco has been dealt with. Just he is not going to release stuff too quick so they dollar out at the top. They were not smashing it out the park before CF came.
Why should he release too much when they work against the share price if selling in large amounts, even if for a short time?

The only way this company survives is without JD. His position completely untenable now. The money comes with his departure.

What they would have to do is organise a lock in period to prevent him selling stock. That could be the stickiness. They would have to plan his sales. That could be the bargaining going on behind the scenes.

New management could get money. JD little chance of more money. He knows he has to do the honourable thing and resign. That way others have a chance and he does with his stock. Noting guaranteed, but, there is a hope.

CF will let the seller out and not push the promotion too hard as it gets sold into. Then when he has got them out watch the news ramp and the price with it. We have see tnis done time and again.

I'm sure some would give twice that to see his head on a stick.

I'm talking placement money. The likelihood is he has run his course. Therefore, to get the money a new management team get brought in, as a precondition of investment. Institutions are also in for a few dollars here...

This means we could be seeing JD's departure being organised as we speak.

Bottomz you did say a few months back that a raise would likely not be needed. Revs would kick in before that was needed.

Question we have to ask is and this is uncomfortable. If the company is valued at £16 mill and the tech is so good, why has no one come in to take BIDS out?

I thought they would get bought out. Now its easy to swallow them. Others are developing in this area... they can't be ahead we have a head count over 60.

If BIDS gets bought, likely, you then get shares in a company that makes a profit and has a better management than here.

That is the tragedy.

I think GFIN could buy it and take the technolgy. It would be a great fit and they have the management muscle to really get this going. The tech is great. There are some really smart people inside the company. What is desperately missing is a strong management that can edit and curate the company.

Great CEO's are great capital allocators something that JD never concerned himself with... Never matched head count to cash burn. He relied on revenue dreams he could not fulfil.

Questions have to be laid at Lewis Sherlock's door. JD said he gave us the greatest marketing plan he ever saw. Where is it?

It is seen as effecting the US markets and that blows back here to a degree. Overall this is in a secular bull market where with good management there should be lots of opportunity to exploit.

Any material news and this breaks the 6-6.5p resistance zone. Looking at a great eighteen months ahead.
Only thing now causing anxiety are the interest rates rising. This is well funded so we should be seen as much lower risk.

Lots of diverse revenue streams. Building a mini conglomerate in the e- games sector.

That's you all over Helx you have to go and spoil it. It sounded so much more impressive when it was 25k.

Would love post pandemic to see some shareholders go to JD's office and have an exchange of views with him.
Not hard to find he will be in the kitchen drinking his tea and eating his toast....

JD can't hide in the bunker for ever... especially if an EGM or AGM gets called, even on zoom...

Just unbelievable how he can sit in the bunker and get away with it every time. Does anyone now think Derek Wise leaving was not a sign of things to come.

In some respects I actually feel sorry for Bottomz he placed all this faith in JD and like the majority of shareholders his belief was abused. That board should be held liable as well. Mike Hayes does a quick shuffle off before the good news goes down.

This company could really make it with a Sorrell in charge. JD did some very good things at the start. But just went crazy with the placing money. Way over expanded head count whit no revs to support it . We were going to be as large as Trade Desk... yep... good people screwed down the line.

Some company will buy them for the tech... and then gut the firm. That is most likely watch head count there that will give you the clues.

CF has been emphasising the antimicrobial market in recent presentations and we had a contract for that recently.
Augers well. We may get a pullback in the markets but I think our sector should not be hit too hard.

Results soon to hit and contracts...

We are in a quiet period. Very shortly expect a plethora of news regards DIM, Imutex and our facilities. I think we can should see a lot coming up.

Question I have for Bottomz.

Do you believe JD is fit to lead this company after what seems like another revenue miss and another dilution to come?