Member Info for marketmover

PC01....In the context of full year revenues 2018 A$5m, I would say A$25m of confirmed current orders is a significant figure and represents successful conversion of some part of the previously notified £20m of enquiries.
This adds a different flavour and bit of impetus to the direction of the business and will be positively sp influencing rather than the ongoing uncertainty/stalemate.

In the context of what AK maybe targetting as a whole, by way of annual revenues, A$25m may well be a drop in the ocean as there is much to be positive about albeit it could do with being formalised.
Roll on the 20p +..........

Cheers

Quiet.....Seen more action in the Bristol City trophy cabinet.....

Yes PC01,very strange that AK sang like a canary when you saw him but ,seemingly,not so with Allenby otherwise surely they would have insisted that a "Trading Update" would be just that and include reference to A$25m of new orders received.Your communication skills are to be applauded.
As you say,hopefully he will put more meat on the bones and be so kind as to inform the market soon enough so that we can be valued accurately.

Still a stonking buy down here but patience is definitely a virtue ....

In the meantime,plenty of price action in Hydrogen fuel cells at the mo....lovely jubbly

Aimo.

Hope so followed by a swift re-rate.......

CJ

Needs a follow-up RNS confirming how many "ifs" have been converted to contractual orders and relevant revenue values.No RNS means no change to me but we are told that AS$ 25m has been converted to sales.This is significant change and SP influencing.

If there is confidentiality involved then figures only can still be RNS`d as per zillions of other companies RNSs.

Cheers

PC01

I`m with Humble`s more optimistic than 20p sp, end of year projection.

The key to this is AK notifying the market of material changes to business which are sp affecting.Aus $25m (£14m) of newly CONTRACTED pipeline business should be RNS`d irrespective of when the contracts are due to be delivered.This will give some forward earnings visibility for the market to correctly value CPX.I don`t buy into this AK "does not want to mislead shareholders" stuff.Signed contractual orders received are exactly that and legally binding.

I am surprised that Allenby did not insist that this info was RNS`d assuming,of course,that they had the foresight to ask the question.Again,I don`t buy into this view that the £14m of contracts is made up of small immaterial piecemeal bits and pieces.£14m is a large figure here in the overall context of things.

Once we start to get some clarification on forward revenues then the sp will start to move north at a rate of knots as has been the case historically.The choice is whether to follow the recent HNW investors in ahead of the info flow now and have bigger gains or await confirmation and have smaller gains.I`m loading extras now.

I agree there will be some resistance and pullbacks here and there where rises are sold into as profits are taken off the table and/or targets are met.This is good healthy sp liquidity movement and will drive the momentum on.The historic resistance levels were cemented off the back of virtually no information flow and how LTHs and traders reacted to this and the accompanying sp drift and (for traders) how the sp moved through key moving averages and technical indicators at those specific times.
New contracts will significantly change the dynamics,technical and fundamental, and resistance points of old will swiftly become ongoing support levels.I am therefore not seeing "major" resistance levels rather temporary pullbacks before continuing the ascent to in excess of 20p by year end.Sentiment with AIM shares is a much more potent force than turning a profit albeit it would be nice to be able to value us on an EPS/PE basis !

A stonking buy from me !

Cheers.

AIMO DYOR

With £14m confirmed (per AK) pipeline sales plus say £3m annual revenues.A simple conservative valuation on say x2 revenues gives a £34m mcap versus current £14.5m mcap.Sp of approx 9p. In a growth market, I would expect a valuation based on x3 or x4 revenues so between £51m-£68m and sp range of 13.5p-18p. Obviously there are some T's to cross and I's to dot by way of revenue ckarification but you can clearly see why the recent HNW investors have taken half a million quids worth around the 4p mark. If you consider the current record sales enquiries plus more to come and that we are just at the start of exponential growth then the above figures are extremely conservative.A stonking buy at current SP levels. AIMO

Posted that last message before seeing PC01`s response.

So the theory is that we have £14m confirmed pipeline orders and a current Mcap of just over £14m.To be fair AK did previously throw a potential figure of £20m enquiries at us which appears to be increasing given the recent "record enquiry levels" comment.Whatever significance you attach to this,all appears to be rosy in the CPX garden when you add in the new HNW holders.
Incidentally,I doubt very much if the £14m worth of orders have been placed 2 or 3 years in advance.

AIMO

The new HNW holders have invested half a million quid and,on that basis,I topped up yesterday after disciplining myself not to in recent months, until I saw some pointers that I was looking for.SP around these levels is highly appealing and clearly the new holders can see a decent return too.

PCO1`s feedback was welcome although I did not expect anything sensitive outside of the previous day`s RNS and/or which should be notified to the market.His feedback played no role in my top -up and I am very bullish as to future expectations and returns here.

AIMO

Absolutely TT....nearly £14m of confirmed orders and not deemed RNS worthy.Jiggery pokery going on here. You sure you heard that correctly PC01 ? Don't worry about covering your back as the new 3.5% of the Co holders investment is sufficient endorsement independent of your feedback. Why Allenby couldn't get answers to these questions is beyond me...... AIMO

Appreciated PC01....…..you have been promoted to PC02....ha ha Seriously....well done. Cheers.

As they say.......What a difference a day makes..... Jubbly....

TR1.That's a nice material endorsement.Topped up on the strength of that.They must have had favourable answers to questions.Now let's get this show back on the road.......

That's very "Humble" of you PC01. You will have to tell me where you got that crystal ball from....3.75p wasn't it ? Serious mugging going on here and time for peeps to open their eyes. So AK needs another 2 months to establish his clients order positions......astonishing really.Almost unbelievable.This should be basic info readily to hand and form part of regular budget forecast discussions. Not a cat in hell's chance that placees at 8.5p have that as an ongoing average. AIMHO

advertising possibilities across the gaming world.Excited by this one.....can see all of the relevant big brands wanting a slice.

First exclusive contract signed with Codemasters (per below and plenty more to come).

"Bidstack will provide native in-game advertising that will enable brands to reach a unique gaming audience through some of the most recognised racing franchises in the world.

The three-year exclusive contract positions Bidstack to manage the virtual advertising real estate for Codemasters across multiple platforms.

According to Codemasters, Dirt Rally 2.0 will launch on the PlayStation®4 computer entertainment system and the Xbox One family of devices including the Xbox One X and Windows PC, on Tuesday 26th February 2019.

James Draper, CEO, said, "Our agreement with Codemasters, a AAA rated games developer, provides us with further evidence that our proprietary technology is relevant and in demand by the world's leading games creators."

Frank Sagnier, CEO of Codemasters, commented, "We've been impressed by both the technology and brand reach of the Bidstack team. Most importantly they understand the importance of the quality of our assets and the need to deliver a solution that appeals to both brands and our loyal gamers. We look forward to working with them"

Spot on Hayashi. Clear that Kongats has little or no respect for PIs and is happy to operate right on the aim threshold requirements of keeping the market informed.With so much secrecy why take the Company public AK ? Sad to say but there are richer pickings elsewhere where sales opportunities are converted, sp liquidity exists and information flows regularly. All the best genuine LTHs.......

there is a further potential deferred consideration of $5m to be paid in respect of the purchase of the Danateq Group.This payment is contingent on revenue targets being met for specific pipeline new business acquired.Payments due to Danateq would be split $3m August 2019 and $2m August 2020.Company says likely that the 2019 cost will have to be met and unlikely that 2020 cost will have to be met.
Company has $2.2m cash reserves so I assume would need to raise again prior to August should the $3m fall due.

Directors purchased 2 cars for themselves with 2 term loans totalling $270,000.....a little extravagant.
Would have liked to have seen a little more growth prior to the share options for staff being divied out.

Aside from the above,Impressive growth story off the back of increasing repeat revenues.Worth a punt.

One slider open behind one fixed position.................Double glazing not what it used to be.....ha ha

that`s 2 new patio doors and one laptop that need replacing before the missus returns from her spa break.Maybe an insurance claim in order.......Storm Gareth really has really whipped up some damage in this neck of the woods........

Back to SP matters....Hold your nerve......
Thieving C***s !
No apologies for the French on this occasion......

Aimo

Cheers

Anyone pick up on the % of stock that was shorted and who did it ?

With that kind of "luck" who needs the National Lottery eh..................