Member Info for JDF7

Merciaman, fantasy is always more attractive than facts but preserved cash is better than delusion+driven losses. But we are all built differently...

Let us see what actual revenues MIRI derive from any contract and how those translate to hard earnings. That financial results RNS will be welcome and such a huge relief from the hype and speculations on here. . Maybe then the market will revise its current valuation of the company.

Less than 50 days until end of year. But I suspect that if come the first week of December there is no RNS on a lucrative contract with Tier 1 partner, further mark-downs in the share price will be seen.

Nice.

What will put a rocket or a steady upwards re-rating on EXR?

... patiently waiting for the facts on the financial terms of a possible future Tier 1 contract, if it lands. Never been one to count chickens from talked-up unhatched eggs.

Rofert, I agree. The Board and senior executive team need to outline a credible strategy to build the business in the context of the failed acquisition, the continuing outflows and the built-in weakness from their bias towards equities which are out of favour at this time.

Oracle, imo, no news will see the sp continuing to erode. If we get a holding RNS that hints at delays in securing or finalising contract wins, I would expect downturn in the sp to be even sharper. I'm not in the camp may think that "no win" is already built-in to the current price. We can go down much further. But if we get some one or two very rewarding contracts, the sp could go up significantly, and maybe even in multiples. Who really know?

The subscription price is half a pence - in line with current sp. Bigger questions are who the partner is, can they use the funds effectively and is an expansion into MENA just a credible revenue-driver or showboating to be noticed and bought-out by some Saudi or Qatari prince?! :-)

I think confidence and the sp will continue to ebb with each additional week of waiting for a possibly good RNS...

11 weeks to go before the end of the quarter. Let us see if they land a very good deal with a Tier 1 client (or two), if at all.

One day, we'll see 500 or even 5,000 trades by midday.....no?!

How ironic or karmic - the one who in the week constantly referred to sellers as "bedwetters" now talks of "de-risking".

Yes, I'm happy that it should result in MILA getting to revenue, a re-rate and a possible big buy-out more speedily

LLumax, I'll be very surprised if MIRI in any RNS on a Tier 1 deal produce any forward revenue guidance across the suite of its work. I'd just hope for some narrative on the financial terms of the particular deal. I'll take multiple RNSs with individual deal details as the best we can hope for in the short-term. I suspect we'll have to do the revenu/earnings guesstimates! But I want to be very wrong on that, and genuinely hope to see better financial comms by the company with investors

LLumax, we need any deals with Tier 1 players to be on great financial terms and we need any RNS to give us a good sense of those, if this is going to re-rate substantially and sustainably. Whilst still a holder, I see many risks and challenges for MIRI, and the market is obviously still pricing MIRI cold cautious manner. I don't know why some would see risk-awareness and portfolio diversification as an indication of bladder problems - it is part preserving capital in the face of different possible outcomes.

You get the feeling that MILA is really just letting Lionstown take the quick lead and larger costs, and hoping to benefit from lithium success and then into its gold exploration work?

Charta, thanks for that. Let us see how it plays out. I don't expect any material impact on what Lionstown do at KVP

Charta, thanks for that. Let us see how it plays out. I don't expect any material impact on what Lionstown do at KVP

The sp could have a good way to run (up) in the long-run. Let us see how they manage additions to their portfolio, tenant satisfaction, rent collections and any new costs arising from some risks materialising. Not quite sure what they can do for the market to re-rate them significantly higher in the short-term?

Oldtramo, nice find.

Sitting patiently, even if not confidently...