Member Info for jollyspeculator

literally, not all on Friday

xx

facts change, I change my mind...and you?

ah, the genius returns...

"bomb" may be apt terms

yep, impossible to know ofc...prospects remain excellent, but there have been so many false dawns (hence the perennial threat of yet another placement if sales don't accelerate quick enough over the next 6-12 months)

my guess: a little profit taking, amid a wider market risk/sell off next week

sure...but nothing substantial/new

I'm a little disappointed that sp jump's probably not triggered by a leak lol
(of an announcement re huge new sales order)

what's needed to sustain rise/spike is increasing visibility on lots of new sales

all depends how bullish "we" want to be about prospects...

I'd be delighted to top up sub 7p
if the market offers that opportunity

tottering...

if it falls through 112p, then we may well retest £1

hefty premium to placement price & c 6* trailing rev multiple make it pretty risky...dyor, all

nice small spread to play any spike
v tempting if it slips back towards 4p...

8.28-8.5...fairly reasonable (<3%) spread

unlike many AIM dogs lol

but that's triggered some inevitable profit taking

without a decent rns (announcing much needed additional sales), the sp is clearly vulnerable..

must be tempting to test 10-12p next week

may be costly...

why not retest 10-12p?

with 42.xp so contested

it's an interesting 10% play from here to 220?

yep, that's a decent summary

I'd also caution that the EBITDA of £1.6m+ (in the trading update that gave the sp a little lift) was hardly that scintillating.

I'm hoping this drifts back into the 6xp range for some top ups

apc was a gem...

his/her trick is to keep moving so fast (and rarely post trades at the time)
so none of the rubbish sticks and (s)he can trumpet the inevitable spikes as successes

they have ramped up their sales force...
so breakeven sales is likely quite a bit higher than sales contracts already announced imv

sp trajectory over summer/autumn depends on sales traction over next few months
and if they fail to make it, yet another placing?

yep, some leakage is serious possibility

they must have had great visibility on bulging sales pipeline...and once they get sales traction, it'll snowball: success breeds success

certainly a pump (and/or LEAK)!

we still haven't announced nearly enough additional sales contracts to be at breakeven...
but maybe there's a monster rns to come
(and it must be difficult to keep a really big sales contract secret perhaps? plenty involved)

tipsheet?

cns has always had serious potential
with major league tech commentators fancying it for more than a decade

and it has deep pocket(s) funding it

so it's always been a matter of time/timing imv

dyor, all