Member Info for MrBB

Any bidder will clearly want to pay whatever is perceived to be fair value but our unexpectedly strong Q1 should push valuations to the higher end of the scale,in addition to which one or more of the bidders may be prepared to pay a premium as the acquisition will elevate them in the league tables of Global Podcasters.

I have been here for years, regret not selling over £20 & will be glad to be -thereby defining me as a very stale bull !

Do we know whether the vendors are committed to Too for the longer term,notwithstanding their £3m in shares,which based on our current valuation would give them a majority shareholding & make this look more like a reverse takeover ?

Is there a possibility that now the hard work has been done & achieved that RIO will bid ?

Much going on in the background & I am looking forward to the Release of Q3 KPIs together with associated commentary -which shouldn’t the tone for Q4 .

Despite the distinct lack of material news over recent months there remains scope for a substantial RNS at any time

Today’s news looks interesting & will hopefully result in substantially increased revenues ?

Q1 due next week & will hopefullly demonstrate continued US growth

Q1 could be announced by end of next week,hopefully enabling a rerate to higher levels on the basis of improved expectations for FY26

It has been Jam tomorrow for almost 14 years for me & I agree that Paul (& his predecessors ) have not managed stakeholder expectations well & have been prone to overpromise & under delivery -even recently referring to an expectation of 6k+ G3 units in Q3,whereas we have now been advised to expect less -albeit that we have a record pipeline ,which will feed through ,very soon ,to the bottom line .I also agree that our relationship with Collins has yielded little materially & now doesn’t warrant a mention in our regular updates .

However ,the Proactive earlier this week referred to Auto ramping up nicely & we may exceed 2m units in Q4 & may hit 6k G3 units in Q4 & the prospective size & complexity of G3 potential with diverse global companies could result in an /some very large orders .We have also been told ,again,that non dilutive funding to resolving the $60m CLN is close to being resolved & should be done before 30/6/26.

Paul also explained new trade financing arrangements being close to finalisation whereby we can facto debtors to accelerate cash flow in -not ideal as there is a cost but factoring works with high margins business with a 2/3 month delay between invoicing & receipt of funds

Paul also fetter to much higher numbers of vehicles from which royalties will be received ,including from Chinese OEMs.

He also referred to other verticals ,eg factory scenarios /robotics + other verticals .

Most importantly the CLN overhang needs to be resolved together with confirmation that the Auto ramp up continues as expect along with G3.Positive news regarding G3 contracts ,auto RFQs ,news & as yet unknown verticals should all help our SP improve over the coming months & if all goes well over the next 12/18 months there must be a possibility of one of our key partners (or an unexpected suitor) making an offer to acquire us .We will all have to wait until the mist clears over the coming quarters & mg hope is that we may then have a clearer view of true value here .

Meanwhile ai bought more yesterday at under 3p & should we slip to those levels again I will add more as U do believe we will be out in the not too distant future af higher levels than our current SP.

I may ,of course be wrong ,but if I felt as negative as some of the regulars here I would have exited ages ago

Numbers as expected & positive online outlook .

Let’s see what market makes of it & our detractors !

Interims this Friday,27th March- the numbers are known but the commentary & outlook statement will be viewed with great interest.

Ageos,(who knows more about mining & our true potential than any other poster here,& clearly as much if not more than industry professionals)considers that we could be worth billions.If we had to double our issued shares by raising at 30p,( which is unlikely) ,our SP to reach our first billion would be around 75p.Billions is clearly more than 1 ,so let’s speculate on ,resulting in a share price over 200p,ie around 7 bags from her - not bad for starters .

The war in Iran will end,the need for secure supplies of high quality titanium produced in low risk friendly countries will be substantial,our progress to production & revenues could be quicker than some expect &, if we remain independent,our SP is likely to be much higher as our little project is further derisked.

I added this week at just above 28p,having originally bought at 1.8p,then 2p,& will buy more should we slip below 30p again.

We are all trying to make a profit here but the constant garbage spouted by those trying to manipulate the market or spook holders into selling is very tiresome .

Assuming that our tech is industry leading & Mobileye are trying to enter the DMS market by offering their DMS as a cheap add on (possibly for an inferior product,as no reviews have apparently been yet released ) there will be no shortage of interest in our tech,especially as Auto & Fleet ramp up this Q & more so in Q4-the interesting reality will be who will buy us & at what price ?

I have held in the past but not currently .

Perhaps the proposed new Board have a plan to use PYC as a shell & inject a new dynamic business with growth prospects & ultimately plan to sell off the current low performing business -possibly to management ,if they want it ?

Q1 update ,due early next month ,should confirm a solid start to FY 26 & further confirm our progress in the US Market ,particularly with view to our recently announced collaborations in addition to our entry into the predictive market in the Us .Hopefully recent market volatility will benefit our core markets

Good luck Scouse & the hardest thing for PIs is to sell ,mainly due to FOMO.the next trading update will determine the direction of travel for our SP as there is little volume here & charts are irrelevant .A strong update may see an immediate retake to a higher level -the converse also being true .

Remaining high risk !

NVH has made his point repeatedly & I accept that some of his points are valid.That said, if I had so little faith in management & the lack of progress made ( according to him/her/they/it/us/we)I would have sold months ago & certainly at our recent high ,only last month.

He is either a genuine stale bull who cant bear to sell due to FOMO - or he is deramper,either on his own account or on behalf of others.

Pathetic !

Paul made it clear that next weeks first half update will cover historic figures for the 6 months to 31/12/25 & he will also use the opportunity to outline expectations for H2 & , therefore , the full year.Peel Hunt & other brokers may or may not increase expectations depending on the figures & outlook.

Like many ,I invested far too early & I accept that Paul has form for over promising & underdelivering & needs to better manage investor expectations .We all look at our SP far too often & wait with bated (of bad ) breath at 7am every morning ,awaiting the illusive impactful RNS .

Either way ,my belief is that we will be sold in the next year or two & the amount achieved per share will depend on our relatively short term success -the more successful we are the higher the exit price .As I have done many times ,if the current malaise in our SP continue I will no doubt buy more in full expectation that an exit will arrive ,some time ‘soon ‘

Keep your peckers up !

Our US presence is rapidly growing & US investors must becoming aware of us & ,as a profitable,cash rich global Fintech paying dividends,our rating remains low by comparative measures.We are also growing in other countries where licences have been signed & there must be huge potential in Japan & India.We have declared that we will exceed expectations - 5 weeks into the new year-that is confidence !

Tobii must now be an acquisition target with view t their low market cap & assuming that they have some decent tech -SEYE being the obvious likely acquiror?