Member Info for MrBB

Some chunky sells ( if they were sells) but who may have bought & likely to more holdings RNSs in the coming days-assuming Directors/PDMRs not now "inside".

Trading update soon will hopefully be more expansive than basic ( ie not just about historic trading to 30/6) & without promising what cant be promised Paul will be able to be positive about what we are waiting for

Ken was ready to go ,in fact I would say keen to go & probably very glad when a replacement was found -he felt he had taken the company as far as he could

Phil-about 70% of my shares are in my or my ( unsuspecting) wifes ISAs & all gainst & any income should remain tax free-although I appreciate that may change if Angela Raynor becomes Chancellor

I am with SEE20 on this -his only error has been to be occasionally over enthusiastic on timescale & while Directors continue buying & LO seem to have increased their buying scale I will also conyinue increasing my holding at these levels-ahead of expected positive newsflow which must surely start flowing soon.

Paul has made it clear that he expects a takeover within a couple of years at multiples of our current SP & , if that happens,we will all be very happy.I share the frustration of our lowly SP but view it is an another buying opportunity-in which I hope I am proven right !

Our SP would benefit from news that Paul has taken up a decent % or 100% of his 12 mill options,expiring tomorrow.He earns a very decent salary & at his age & with view a to a successful career he should have the funds in the company he is CEo of & in which he claims to have total belief.

You & Majorem make excellent points& it is unusual for a re profit tech company to have over 50% of the issued share capital accounted for ( including employees,founders & ,of course,ourselves).Once we have reached & exceeded break even we will be perceived to be investable by a much wider range of prospective investors,including IIs & it would not take too much for a re rate to occur-hopefully initially towards the targets set by Cenkos ( rather than Stifel).

Pauls option on 12mill shares which expires after tomorrow would give a strong indicator of our future prosperity ,either way & clearly it is in our interests, & the companys,for him to acquire as many as possible @ 4.41p.If he really believes what he said in the much discussed Italian presentation he would be by a share worth 70p+ for 4.41-so why would he not buy as many as he can.

I would rather win a contract with Linde for US & Europe than Northern Baltics -but there are large numbers of very expensive Fleet vehicles carrying very valuable loads which soon will need to be compliant.DMS is a great sell point to their clients in that their accident ratio is likely to be much lower than Fleet vehicles without DMS & those extra sales will more than cover the modest costs of G3 ,when launched.

Have stepped up their modest buying to 4.2 mill over the 2 days until yesterday-so lets hope they want to build up towards 19.99% again while our SP is so low.

All existing customers & prospective new customers will be aware of the G3 version of our Fleet product & I am sure that many of them will be asking when the launch date is expected to be so that information should be out there - perhaps Wise slipped a digit & meant Dec 2023-which would still be later than most of us expect/hope for.

Perhaps Sophie will respond to a request-stranger things have happened in the past .

Paul told us at last Octs Town Hall that we only know we have won an RFQ once the prospective client advises us of our success & we have been advised that G3 will be launched after 30/6 so shouldn't be a surprise if it is.We will only know Auto numbers for Q4 by early Aug so we (including Martin) will hope for a good Q4 but won't know until figs published.Martin obi sees weekly & monthly accounts & I assume his recent small buying indicates that we remain on track to at least meet expectations -nothing more & (hopefully) nothing less.

We will all be relieved when G3 is released & contract details announced -until when our SP continues to stagnate

SEYEs small (& undefined) win for Nordic countries is great for them but unlikely to make any difference to us as the global market is massive & we will hopefully have put ourselves in a good position to win a significant % of that part of the market which we want & our collaboration with Mobileye & others may help us win some of the rest

Many of us long termers will only exit in the event of a takeover, the beauty being that we will never know what we may have been worth-unless,like Mobileye, the acquiring company does an IPO a few years down the line.I am sure that some here would gladly accept 15p to give an honourable exit,which would give many of us a respectable profit over the period of our involvement.I have been for over 10 years,believe in our substantial potential & that we must be close to the inflection point which will result in a re rating - based on a number of major events which could happen soon.

Ever the optimist & still buying !

A brief company search will reveal all you need to know about Mana Flats-totally irrelevant

SEYE & ourselves are certainly suffering from lacklustre SP performance but theirs is more understandable as their recent raise is unlikely to cover them to breakeven, especially if they have low margin/loss making engineering works to be done in respect of their recently won contracts.Tech generally has suffered majorly over the last 2/3 years & pre profit companies have suffered most.Lets hope we remain on track for the launch of G£ ( any time after 1/7),we announce 1 or 2 major aviation contracts & announce some of the now long awaited Auto RFQs which Paul expects us to win.

We dont need cash but we need the wider investment community recognising our unique position within a new tech industry & our substantial potential ,thereby resulting in their buying our shares in market & forcing a re rating.

It wont as authority only exists for the purchase of just under 700k more shares.Presumably there will be an EGM to increase the authority .

Good & decisive news & we all increased our stake in Plus!

Unless a Director bought 4mill as you posted ?

News of tangible progress is what will drive our SP- ie RFQ wins,new contracts with numbers attached,G3 launch with related contracts,increasing revenues, reducing losses,bank balances at least as expected or better - or news of stakebuilding

I would imagine it is our substantial fall over recent months while being confident that we are trading well & our US & Japanese divisions will hopefully be growing strongly-hopefully a no brainer for him as Plus as been one of his best investments I would expect,with profits & dividends well in excess of £150mill

Thats how some here have built big stakes over many years but long term investors have shown great patience & tenacity & are now looking forward to their commitment being rewarded,the catalysts required for a re rating being-

1)Award of more Auto RFQs,including the 2 or 3 big ones

2)Launch of G3 & ,ideally, the announcement of some decent sized post production line contracts in the volumes referred to at Octobers Town Hall + confirmation of any deals under discussion with Mobileye

3)Confirmation that Auto licence revenues continued to increase healthily over Q4

4)Aviation contracts showing some of the revenue from the projected 20 years $720mill +

5)Confirmation that DY23 is ahead of expectation would be useful & that break even is expected sooner than expected

6)Confirmation that Paul has taken up all of his options at 4.41p without selling any shares.

Not too much to ask-but we must be closer to the real inflection point based on revenues & cashflows than ever before.

Some of the Giants may well be competing for a holding in our tiny little company as the rewards could be very substantial