Member Info for JDF7

Whenever the trading update comes, I hope the BoD provide some hard numbers and financial parameters., with a clear outline of actual or expected revenue, costs and cash levels. The market will punish the sp if it is predominantly "jam tomorrow" talk.

Positive RNS but a negative reaction on sp. Fears around "jam for tomorrow" content.

Jarv, we don't know the financial parameters or contingent conditions of any deals that MIRI. Personally, I'm sceptical of the speculations that some on these BB make from LinkedIn and podcast feeds. Maybe it is not the MM but the overall market that is showing its de facto valuation of MIRI, in the absence of clear RNSs with explicit financial numbers.

Let's see: https://www.theguardian.com/business/2023/dec/17/l-and-g-investment-manangement-us-style-bonuses-london-listed-firms-pay-policy

Show us the cash-flow and earnings.....

2phevs, they may have earned a few quid or they may not. The reality is that we still await a clear trading update or report on the company's financial performance. There are loads of companies with heaps of partners that fail to reach profitability - let's hope MIRI is not among them.

Let's see if we get any clear and helpful trading update with hard figures or ranges of likely revenues from MIRI in the days ahead.

Tricky, we'll see how good a forecaster or fortune-teller you are in April!

News with MILA is always a little random in landing. All the focus of recent announcements have really been related to Lionstown and they should be simply be preparing for heritage and environmental surveys ahead of seeking drilling permissions. But maybe MILA is clearer about it's next step-out drilling targets and possibly started. Who knows?

Merciaman, 2phevs - why would you still use a figure which is clearly inappropriate to calculate MIRI's revenues? And why no discussion of costs that the company has incurred? Hard to talk about cash runways (let alone the magnitude of earnings/losses) without acknowledging costs being incurred by the business. Will be great when the BoD treat us like adult investors and not kids who want to drink comms-KoolAid. There is a reason why the share-price is sub-3p - pretending it doesn't make sense or that the market is wrong isn't a great starting point for managing the risks around holdings here, in my opinion

2phevs, in my reading this is not talking about MIRI's revenues. Its about its partners' sales.

I'm still waiting for the RNS with hard financial facts.

Released on LinkedIn, and not informed the market by RNS?! Really???! Someone is joking....

Let's see what revenues and overall losses are for this year first. Let us hope they are moving strongly in opposite directions. I still think MIRI needs to be more explicit in a coherent RNS about possible revenues from actual contracts and the nature and scale of their various costs. Unsexy stuff compared to the heady speculations and multi-bagger talk on this board

Talk of contracts, agreements and partnerships are ultimately of little value in a context where a company doesn't delineate the financial parameters of deals and where market sentiment is poor. "Show me the money"....

Clinical data looks promising. No reaction from the market as yet

Troajan, what does that mean? BEZ buying into them as part of its investment holdings? Or were they talking about some form of cyber risk insurance bond product that BEZ are participating in designing and help alleviate potential direct underwriting losses? Excuse my ignorance

I'm tempted. But wasn't the sp in the 430s sometime last month? And also wondering whether to simply add to my LGEN holding or to take a punt here for the possible greater capital appreciation from this level. Decisions decisions...

I think there will be a lot of action on KVP in the year ahead between both MIRI and Liontown. Also MIRI have stated that they have been approached by others. I was tempted to add but held to the thought of not being over-invested here

Dreaming that one day we'd regularly have 600 trades before 10.30am, not 6 as today. But a long way to go and many things that the company will have to deliver concretely for that dream to become a reality.

It would be much better if they could concretise significant earning-generating contracts and avoid the need for a near-term fund-raise....