Member Info for katstrangler

Sadly, it's not that informed, merely rehashing the rns'.

there IS a story to tell but i'll either wait for the sp to dip sub 14 or climb to 18 before posting it. either way, the 'premium' raise isnt really. Crofton has an average of something like 21p so, for him it's an averaging down.

lets see where we're at by 11am.

Well, holders here certainly don't require accuracy, in any percentage. don't need reality either... just lots and lots of hopium.

Well, holders here certainly don't re

For me, it's a genius move, if annoying to lthers (but any more annoying that an 11.25p sp?)

couldn't see them selling CME to china bu that it's gone to the newco. now manufacturing is off the books and design is the focus... fabulous for everyone, both Micro-Tech and CREO.

will take time, though, hence non-binding PLUS placing, with BoD taking 40% of the placing. nothing like having BoD's cash as proof of future.

Revenue up 50% to £6million so top end of guidance. be interesting to see how quickly they grow sales... more selected hospital trials and reviews wont' hurt, either.

might go quiet over the next couple of months but when the cash comes in from CME we're awash with funds to keep it going into 2028 and profits.

can't fault it... only hiccup might be a predatory takeover bid from someone with a price that makes it too big to say no.

Bankruptcy threat is gone, discounted placing is gone, company is now very streamlined... tbh, looking ripe for a takeover from someone like Boston.

...only if it's an upside down spike!

now coming into June and still no news on the Q1 reapplication!

this has all the merits of '5p by July 2025'.

Well, if i i miss it, i miss it. i'm not romantically allied to it... i'm just calling what i think will happen if the company doesn't present a contract to take the place of a placing in good time.

being in a share doesn't mean you have to believe that nothing can go wrong!

Don't think it's much more than a bit of pr...

and there's definitely some misunderstanding about what the feedback might result in? to my mind, definitely not contracts... these are just work bench tests of the 10Ah. and that's it. now, there might well be a contract coming but i doubt it'll stem from the feedbacks.

much more likely to be a defence contract but fairly minor as it's more likely to be a trial for a specific application and, like the Brompton one, require collab work, much more intense than the little Brompton one.

so there's a game of dare for the investors... add now and hope there's a contract or watch the sp and see where it goes into June. if there's still no news then i'd imagine July for a placing (they don't really happen on a whim). for the company, the earlier the better, as better price. for me, the later the better, as lower price. but none of this detracts from a potentially v successful 2027... so it's just about what your average sp is.

Might be slower rise than expecting so keep an eye for some profit taking on open...

gla.

15p open (?) and then... "to the moon, Alice, to the moon!"

Gla.

Is that a thing in the next 24 hours???

Nm

What's up? just watching MKA sp, waiting on IQE sp, waiting for IKA sp to place and for Creo to get takenover. what's up with you, AHS, besides wondering what's next for GST and wishing you hadn't dived in, again?

Those placings will be in stickier hands and then the buys don't get sold into.

there's the upside.

as long as ai and speciality chips are hot property...

Just checking...

in 12 months, from 1.40p DOWWWWWN to 0.32p.

so whose opinion was worth blocking and whose wasn't?

'a better experience'... in what way? from a year ago? what was the sp then... and the sp now?

...except! stereax has so far only generated a £100k contract which barely pays for their water cooler contract.

again, not saying they won't have a great 'potential' 2027 but they're going to get very short of cash and the best time to look for more cash is when you're not with your back to the wall.

so, either they get some juicy £multimillion contract, the equivalent of a placing OR they do a placing.

as everyone says at some point... placings are part and parcel of the life of a company and companies need cash. if it doesn't come from revenue (and it isn't, atm) then it comes from placings. the only argument might be at what price... and the longer they leave it, the more urgent the need, the lower the price.

right now, they could probably get 28p... in August, it'll be 25... and later and...

All their contract wins have been at less than cost... they're growing their expansion at significant cost to themselves and their shareholders. too many promises about 'no more fundraising' that happy to go back on. trust has been broken... going to need a lot to get back the confidence.

You've no guarantees... but you want to paint the future as fabulous... which it may well be. all i'm saying is their cashburn will be depeleted into next year and no company runs the back account down to zero. so they'll need more... by october as absolute last resort. but if you don't get that the markets can read the need for further cash and will really screw the company the longer they wait...

to be comfortable with the price, they'll need to raise earlier and then clear the decks with, way, that presentation. might not happen but i'm banking on it.

only an opinion but being cynical about investing never hurt anyone...

but god luck with your own opinions.

Clearly, you are determined to see the next year as fabulous. but i'm suggesting that, if there's no contract by July, there'll be a fundraise prior to the presentation, with same presentation then talking up the next year.

cashburn is about £440k per month so they can't leave it until September to guarantee a good price.

so, end of July... and, with a good tailwind, 25-27p.

but i could be wrong (but i doubt i am!)