Member Info for Isengard07

F1nesse

This might be one of the more clueless reads of a trading update I’ve seen in a while.

The company has just reported double-digit revenue growth, solid margins, and a strong forward pipeline — and somehow you’ve translated that into “barely able to do things” because they’re investing in systems? That’s not analysis, that’s just misunderstanding how growing businesses operate.

The systems point is especially off. Companies upgrade infrastructure because they’re scaling successfully, not because they’re falling apart. You’ve essentially taken a positive signal and spun it into a negative through sheer guesswork.

And the IT Director comment… that’s genuinely bizarre. Putting proper governance and systems leadership in place is standard practice for any business moving up a gear. Calling that a red flag just advertises a lack of experience with how PLCs actually run.

This reads less like insight and more like someone trying to sound informed while missing the basics. Probably worth focusing on the numbers next time rather than inventing problems that aren’t there.

30 June 2025 - cash position was £461k. Net cashflows from operating activities £546k.

even with few extra contracts its got to be pretty tight on the cash front. most of their contract RNS are just nugatory amounts. I predict a placing by the end of next month.

My placing post got deleted. but lets face they do an annual placing. check back to the RNSs and you will see on average they do 1 every year.

admins before you delete, go check - proof is in the pudding. if this gets deleted again then its pretty obvious censorship is occurring to cover it up

Bassman - try to keep up mate! he didn’t say £1 a share he said double digits.

At this rate 10p doesn’t look unlikely now in the short term.

Bassman can at least agree with you there that 30 stock portfolio is difficult to keep track of.

I’m not pro either so about 6 to 8 is sweet spot for me

Bassman I bet you wish you took it when you had the chance . You let satansbolete talk you out of a good trade.

Satanbolete probably took it at 7.8p. I probably helped to change his mind on it 🤣

Rathbones is nominees. But at least it shows private investors are now piling into it given they crossed 5%.

I will let you continue to believe that if helps you to feel better about the situation.

Well mate played another blinder with the emojis. What’s special is no comeback or counter except just childish emoji. Hope it makes you feel better to use them. You need all the help you can get.

Oh yes you must be right! It hasn’t moved at all. (…5.8p back up to 7s)

Well done you pulled a blinder there mate!

UBS AG certainly didn’t acquire a stake of 6.18%

As well as Unicorn up to 11.12%

And not Puma TR1 8.69%

Let’s get real here. They are all wrong and yes of course your analysis must be correct!!😂

Interesting to see no counter for that . I’ve done my job then.

I will check back in when it breaks the 50SMA and see how your both doing.

Chew on that mate.

“pleased to announce that it has received a further contract extension valued at approximately £470,000 from an existing tier-1 defence client.”

Satanbolete - I bet this is BS as well lol

“pleased to announce that it has received a further contract extension valued at approximately £470,000 from an existing tier-1 defence client.”

Chew on that mate.

Bassman72 have a look at the chart. go back to Aug/Sept on the chart and notice the volume. plenty of liquidity for the naked shorts to open.

naked shorts covered with placing shares. Its done and dusted now. only downward pressure now is the technical overhang from placing shares.

Satanbolete - shorts closed with the placing shares. Not sure why you’re still posting here. Your paymaster must have have other targets for you to deramp now. Do us all a favour and take Christmas off so we can be spared of your banality.

5.8p was the bottom and it must pain you know that traders have profited already from this. Recently jumped up to 7.75p but now it’s caught in the technical overhang; which is holding it down. Once that clears we will back up to double digits. Can’t wait to see your reaction to that.

Wasn’t possible to sell any shares at 7p and above. They were definitely buys and not sells. Only 2 trades that were genuinally sells and they were both below 7p

2 poxy contracts with a combined value of £30k. Wasn’t worth RNSing.

They will end up having to raise by February. Predict share price will continue to melt down till then

Cavilier probably averaged down when it was below 6p. We aren’t all carrying scared money.