Member Info for Laura2022

strategic defence review june

through a £6 billion investment in munitions this parliament and building at least six new energetics and munitions factories in the uk, the government aims to generate over 1,000 jobs and boost export potential.

"since publication of the sdr, the company has seen a marked increase in customer engagement. several previously dormant discussions with major contractors have resumed, and the company is now progressing a potentially significant partnership with one of the uk's leading defence contractors. "

this may well be bab**** international as both companies mentioned it on linkedin late august

3 rcfx directors have purchased shares

3 investors events planned sept 2025

email reply from the company recently

"the team is actively working on a number of projects which we hope to announce to the market in due course, as well as signing new contracts, and advancing strategic partnerships"

july 14th rns

claire hazelgrove, mp for filton and bradley stoke, commented:

"it was excellent to visit rc fornax, based right here in aztec west, and see how veteran-led innovation is strengthening our national security.

 

12.50p

Do more with less. RC Fornax augment engineering capability to help your project scale rapidly and deliver with greater efficiency, providing competitive advantage on critical product developments.

The development of our AI powered Smart Scope tool enables us to generate outputs and the delivery team quicker than writing a job specification, enabling a clear runway for support.

breaking of 14-15p could be significant

since publication of the sdr, the company has seen a marked increase in customer engagement. several previously dormant discussions with major contractors have resumed, and the company is now progressing a potentially significant partnership with one of the uk's leading defence contractors. "

this may well be bab**** international as both companies mentioned it on linkedin late august

3 rcfx directors have purchased shares

3 investors events planned sept 2025

email reply from the company recently

"the team is actively working on a number of projects which we hope to announce to the market in due course, as well as signing new contracts, and advancing strategic partnerships"

I have done will over last 12mths from 3p and taken a bit of profit

Exactly that GLR

As of today

APTA £35mln cap and £1.2mln full year revs( = x 30 annual rev)

FAB £17 mln and £1.96mln full year ( x 9)

PYC £1.4mln and £0.85mln full year ( x less than 2 )

The growth was good ( up to £1.9mln) but I believe holders expected much more

This news should be next too ( from August 18th)

The US Government has re-engaged with the Company concerning possible funding support for the Monte Muambe rare earths prefeasibility study. A project proposal has been submitted to the US Trade and Development Agency ("USTDA").

Cedric Simonet, CEO of Altona, commented:

"I am very pleased with the rapid progress of our understanding of gallium occurrences, which we discovered only a few months ago, and the possible synergies between the fluorspar mine project and the gallium assessment programme. As we start fluorspar resource drilling program, I look forward to advancing swiftly through resource definition and engineering studies for the fluorspar mine, and confirming whether gallium can be recovered from fluorspar tailings."

This announcement contains information which, prior to its disclosure, was inside information as stipulated under Regulation 11 of the Market Abuse (Amendment) (EU Exit) Regulations 2019/310 (as amended).

So

Our persistent 2 main detractors have now seen their main peer deliver

Revenues (no change)

Losses still £1.77mln

Yet Jaari888 says this company could be £1bln valuation:))))))

Below PYC

When compared to the year ended 30 June 2024 (FY24), these unaudited numbers would represent an increase in Total Income of approximately 46% and a reduction in Loss after Tax of approximately 31%, reflecting the positive growth trajectory of the business and effective cost management.

Troutisout1

As near 3% holder what do you make of these results please ,

Revenues seem to be similar to 2024 bit losses down to just £1.77mln

Interesting

No growth in revenues in final results of PYC peer today

Audited revenues for FY2025 of £1.97m (FY2024: £1.14m)

 

Interestingly if we use this person's own valuation metric (below) then he'd have to accept PYC should be valued about £30mln market capitalisation

Below is a post on a similar bio tech service company to PYC

AbSci is valued at $450m on $4m annual revenues (x 100)

By that token XXX should be £100m cap or around 80-90p a share now

I think eventually XXX could be a £1billion pound company so £10 a share not out the question. ...

APTA £35mln cap and £1.2mln full year revs( = x 30 annual rev)

FAB £17 mln and £1.96mln full year ( x 9)

PYC £1.4mln and £0.85mln full year ( x less than 2 )

RC Fornax

5,897 followers

47m

Today we hosted Paul Williams, Head of Government Security at ADS Group Ltd. We talked about securing the defence supply chain and plans for hosting a security themed event for Bristol based ADS members.

#RCFornax #ADS #Security #Defence #DSEIUK

The Company continues to build its pipeline with the average total value of contract wins over FY24 and FY25 reaching a record high of over £1m per year, a 63% increase on the yearly average over the previous five years. The Company started the current financial year ending 30 June 2026 (FY26) with approx. £593k of contracted revenue that is projected to be recognised within the year. This compares to approximately £500k worth of contracts carried forward from the year ended 30 June 2023 (FY23) into FY24, an 18.6% year-on-year increase. We are therefore confident that further revenue growth can be achieved in FY26.

KingH

I simply have no words for the lows people like Trout have seemingly stooped to judging by the thread

From yesterday

Burt

There's simply no point in trying to reason with a person who has one rule for SML FAB LST etc amd one rule for PYC

And weirdly

1) spends 95% of his time here

2) couldn't answer straight questions about his holdings

APTA £35mln cap and £1.2mln full year revs( = x 30 annual rev)

FAB £17 mln and £1.96mln full year ( x 9)

PYC £1.4mln and £0.85mln full year ( x less than 2 )

IMM £20mln cap (pre revenue)

Alot of catching up

Also, detractors like Jaari888 and others keep posting nonsense , so here are some comparisons

Here are the figures for the 3 companies Jaari888 posts most on

Losses ,  revenues and salaries  for most recent reporting FY

PYC losses £419k and made £834k revs- CEO salary £72k

SCE losses £22mln to make £8mln revs CEO £334k (10% increase )

FAB losses (est) £1.5mln to make £1.96mln revs- CEO £169k (30% increase)