Member Info for MKS123

Agree. Strong year so far. Cash in the bank and no debt. I'm waiting for more business updates as part of my SIPP. RNS today shows one seller. Octopus increased so not 1 way traffic.

MCAP is low so daily fluctuations hardly surprising for a small AIM stock

Well overdone. Long time watcher here. Bought in. Medium and long term still solid

Good reading for the spatial/AI for education space

Yep. Pleased with this in my SIPP. Q1 2024 revenue is over half of 2023 so very good start

Rated as a buy by IC. I normally get access via my FT subscription but for this article there is a pay wall. Loads of revenue and hardly any bad debt are the top points. Nice coverage

Not expecting fireworks for last year. I'm most interested in anynhints for lenovo partnership or anything else for this year.

Nice steady rise this morning. As yesterday's RNS is digested, I'm hoping for new investors to come in. This has income and growth written all over it

Similar for myself and not planning on selling. The dividend will hopefully improve further and current yield, if you bought at 80p etc, is better than other stocks right now

The capital reduction is going to be £11.9m, which more than covers the next dividend in itself. There is 3x cover in any case so hoping 40p is a floor

SP Angel's upgraded figure out now on Yu website. It'll probably be revised up again.

If it shot up 30% I'd be expecting a pullback. This is a sensible rise to the RNS and it puts Yu in the sights of income investors

Board confirms the intent to progressively increase dividend distribution, in a sustainable manner, as earnings grow whilst maintaining at least 3x cover on EPS in the short to medium term.

Solid update from a company that operates in a growing market. One for the SIPP...

Yep. Yu management really are growing this company for the future in a sustainable way. Smartest to Shell is a step change forward. Not to mention the 52m inflow. Its almost as if the handbrake has finally come off

Brilliant news. I'm hoping for a special divi.

I'm waiting for the Lenovo impact more tbh. I'd think this would be worth millions for Engage as well

Great news and working with big names like PwC is likely to raise awareness for Engage and lead to further opportunities

Yep, always better than a sudden pump and dump type of scenario. I'd imagine, like me, PIs are seeing Engage as a play into AI/metaverse

SNN

Regarding your earlier post about priorities, for point 1 the circa 50m for hedging will be coming down and back for general use as wholesale prices normalise. That's how I read the RNS anyway.

Long term holder here and I'll be adding into the SIPP. Current VR offerings have improved massively from years ago and I only see AI/AR/VR coming more commonplace with, hopefully, a positive headwind for Engage. I'm keen on the Lenovo impact once numbers come in.