Member Info for Lioness

This short blip has been happening slowly since May 2021 when it was £1/$1.40 and will take time to reverse, when/if it ever does. In the meantime this should work in our favour.

GLA :)

Morning all - was thinking that the dollar rate against the sterling must be good for us here as payments in $ will be worth more in £ than when this contract was signed.

Just wanted to post a bit of the the RNS for 25th July 2022 (before we were called Narf ). The full version can be seen under the CYBA PLC share info on LSE:

Mon, 25th Jul 2022 07:00

RNS Number : 5750T
CYBA PLC
25 July 2022

THIS ANNOUNCEMENT CONTAINS INSIDE INFORMATION AS STIPULATED UNDER THE UK VERSION OF THE MARKET ABUSE REGULATION NO 596/2014 WHICH IS PART OF ENGLISH LAW BY VIRTUE OF THE EUROPEAN UNION (WITHDRAWAL) ACT 2018, AS AMENDED. ON PUBLICATION OF THIS ANNOUNCEMENT VIA A REGULATORY INFORMATION SERVICE, THIS INFORMATION IS CONSIDERED TO BE IN THE PUBLIC DOMAIN.

25 July 2022
CYBA plc

FIRST TIGR CONTRACT

CYBA plc ("CYBA" or the "Group") the cybersecurity group specialising in high-end threat intelligence and critical infrastructure security, is pleased to announce that its 100% owned subsidiary Narf Industries LLC has signed its first commercial contract for its Threat Intelligence for Grid Recovery ("TIGR") suite of products.

Highlights

- First commercial contract for TIGR signed with a large US multi-state natural gas utility listed on the S&P 200 (the "Contract")

- TIGR is an innovative cybersecurity SAAS product that can be used by utilities and cyber first responders to rapidly find/neutralise security compromises in Industrial Control Systems (ICS) devices and restore power following a cyberattack

- Product is being commercialised by Narf having come out of the $200 million RADICS Programme

- Strong market demand now from both Gas and Electrical grid suppliers:

- Early indications show the Total Addressable Market ("TAM") for gas for TIGR could be bigger than the electric grid.

- TAM just for electric grid for TIGR being approximately $8 billion.

- Further customers to be announced - the Group is currently engaged with several major US utilities providers with a view to securing near term purchase agreements

- The Contract has potential revenue enhancing add-ons built in as the roll-out develops.

Contract Win

Cyba plc's 100% owned subsidiary Narf Industries LLC ("NARF") has signed a contract with its first customer for its TIGR suite of products. The customer is a large US multi-state Natural Gas Distributor listed on the S&P 200. This contract win opens the TIGR products to a new market, Oil & Gas Distribution. Early market focus for TIGR was with electric grid utilities and support agencies, evidenced by the fact that current ongoing contract discussions are predominantly with electrical grid utilities and the Department of Defence, but the appetite of this gas utility company has resulted in it being the first customer to sign. The contract has potential add-ons as the roll-out develops.

From the RNS

· EpiSwitch CiRT is a first-of-its-kind precision medicine test that predicts a patient's most likely response to Immune Checkpoint Inhibitor (ICI) therapy

· CPT PLA Code 0332U issued to Oxford BioDynamics Plc and NEXT Bio-Research Services LLC.

· New code available for use from 1 October 2022 for insurance reimbursement (Medicare, Medicaid or private payors)

· A unique reimbursement code will engender physician confidence and aid the billing process

With the strong US$ does anyone know if this will be better for us when we convert the payments into GBP?

GLA :)

I have just realised that IG still have this listed as Cyba Plc - I hold on HL and correctly listed as Narf Industries.

Just wonder if there are any other brokers where this is still listed under the old name and possibly putting off potential buyers.

Just musing and holding long.

GLA :)

Just been looking at rules for PDMR (just in case it is a director selling) and the rules are as follows:

New notification timing

The changes coming into effect in the UK next week relate to the deadline for companies to notify the dealing to the market. From 29 June, instead of having to notify the market within 3 days of the dealing itself, the company will have to make the notification within 2 working days of when the company itself is notified by the PDMR / PCA.

This does not change the timing for the PDMR / PCA notifications to the company and the FCA – these still need to be made within 3 working days of the dealing taking place (although there is a new definition of 'working days' as well).

So 3 working days from Monday’s large trades was today + 2 working days for Co. to inform market is Tuesday (bank holiday on Monday).

Maybe we will find out then who knows.

Another day of steady SP so possible we have hit the bottom now (famous last words) - let’s have a contract win RNS to keep us going haha

GLA :)

Good morning all.

Just seen a TR-1 RNS for Joules where Canaccord have sold down from 9.53% to 4.6265% - wondering if they are just pulling money out of their investments right now as they also hold 4,800,000 = 3.2% of MTEC.

Still waiting for a TR-1 to let us know who has sold.

GLA :)

Good evening all.

We have had no large late printed buys/sells now for 2 days. I would’ve thought we would get a TR1 by today - the 2 day rule doesn’t always seem to be strictly adhered to so maybe they have finished and are just late with the notification…….I am hoping they are not just having a break from the selling before resuming again.

We will have to wait and see I suppose.

GLA :)

My gut is telling me the sells printed yesterday are fund/asset management i.e. Premier Milton Group, Berenberg coming out due to drop under £50m Mcap or something along those lines. They may not be finished yet as SP still dropping but this could also be retail investors selling due to price drop yesterday.

I am sitting on my hands for now and waiting to see what the next few weeks brings.

GLA :)

Yes agree, that thought is also in the back of my mind - hoping we don’t see Chris Blackburn’s name on the TR1 - hopefully we find out soon.

GLA :)

@Krustysmegma so do I - I topped up yesterday at 28.5p thinking it was such a good price so WTFDIK! - that being said it seemed obvious there was a large sell going on in the background - I can only imagine it is a distressed seller and nothing to do with the company’s performance judging by the figures yesterday but until we get a Notification of Major Holdings RNS to tell us who has sold, we are all in the dark here.

I am happy with what we have been told by the company and yesterdays RNS just gave me confidence to top up and not be swayed by the SP short term fluctuations. This is a medium to long term hold for me so happy to top up on dips as I know with such a small amount of shares this will move fast before we can get anywhere near it on the right news i.e. another major contract win.

I am expecting a TR1 either today or more likely tomorrow and then we will know more.

GLA :)

so

Good morning all.

Well today is a new day. Hopefully the last of the big sells now cleared, await a TR1 (or two) and onwards from now.

GLA :)

Yes just shy of 9% of total share issue in just those 6 trades WOW!

Surely a TR1 imminent now as be interesting to see who has sold out and possibly a TR1 with a new significant holder - let’s see what the next few days bring.

GLA :)

@PersonA agree - I am expecting a TR1 due to volume of selling against a backdrop of 148m shares - 1% of company only 1,480,000 shares

GLA :)

Looking good already

GLA :)

@Ninetails - surely forward selling would cause price to drop not rise?

Yes surprising drop but seems like the energy stocks are the ones taking the liquidity in the market right now. This seems to be under the radar of many and should be a nice move up if the results are as good as the trading update suggests on Monday.

GLA :)

Thank you all for the clarification - phew!!!!

That’s an example of where these BB’s can be so useful.

So converted at 16.7p lovely - looking forward to seeing (hopefully) an upward movement in SP away from this ridiculous level we have been at.

GLA :)

Morning all

So $200,000 has been converted to 1,999,000 shares - am I right in thinking that equates to
9.995c or 8.5p!!!! I obviously must have this wrong. Is anyone able to clarify this?

GLA :)

2 x trades gone through today:

12:39 811,583 @ 12p Unknown £97.39k
14:03 400,000 @ 12p Unknown £48k

These two unknown trades amount to 1.2% of the company.

Will be interesting to see who has bought/sold them and how the SP reacts from now. My hope is that now they are completed/printed we will be free to move out of this range we have been in.

GLA :)

Lots of big players away for the summer but once schools go back then liquidity to the market should return and we should see stability return.

Be nice to have a more regular news flow now with progress from now on.

GLA :)