Member Info for MrBB

Interesting that they report quarterly figures,which we should also be doing.
Also interesting to see how many times we get mentioned in their presentation & Q & A

I monitored km covered over June & July & we reached 1omillkm per day Mon-fri with a reduction over weekends-so around 60 per week,which is probably consistent with the increase since 10bilkm.We need to know what affect,if any, the supply chain issues referred to in our Aug trading update have persisted as they resulted in a modest shortfall in our revenues FY22 & we were advised that they would be resolved by Dec

Let’s hope our new recruits demonstrate their belief in our potential by buying some shares

Exactly Soulboy so if we are agreed that we are in Snapdragon we need to know what % of the $30 bill they have won will come our way .1% would be $300mill & I am not being presumptuous .This a big question for Paul next week

We need to know the revenue potential if our arrangement with Q -unless that is considered confidential & will only be revealed over time as our revenues increase .
Let’s hope some positive news is released before Towm Hall

Me too Soulboy & I have heated leather seats in my car & it really wasn’t pleasant for my passengers

"Should" 301 be developed & become a viable drug to treat the massive global unmet need for endometriosis it would be huge as there is currently no treatment for this horrendous condition affecting millions of women around The World.Big "if" but long awaited news of a deal to take 301 to the next stage would be very positive indeed.

Great analysis Brock & until we have clarity on the implications of our potential revenues from our relationship with QC it will be impossible for us to forecast revenues & Paul will have to enlighten our brokers /analysts to enable them to produce meaningful projections -but that is a great question for Paul on 7/10.
I agree regarding Fleet ,so far + it is not clear how the disruption to our supply chain is affecting instals since 1/7.However regulation is rapidly looming & Fleet OEMs must start making decisions very soon .As Fleet vehicles are generally very expensive per unit I would hope that ,with our technology ,data & experience ,we will win a large % of RFQs & our unit cost per vehicle maybe more expensive .If Fleet pans out along these lines our growth here could be exponential + our monitoring services will presumably be offered as an extra & will be capable of activation online -resulting in additional potentially substantial revenues .Many of us first invested years ago (far too soon )& with view to slow progress so far it is right to be conservative with our expectations -but if we are to achieve what we all hoped for & if it is achievable ,which Paul still considers to be the case -we will be rewarded but will have to wait a while longer .

Lets hope it has been worth the wait !

I agree that nothing new but great to hear reiteration of expectation of 50% of DMS revenues + 40% share of product .Meeting in 7/10 will just be another reiteration unless we can RNS an RFQ win of two beforehand &/or other substantial contract news .I am looking forward to news of our first Fleet RNS which will be transformational for that division .I appreciate I have been saying that for years but as we get closer to 2023 it must surely be soon

Announced today-£300k for a company with revenues approaching £3mill & bought at Net asset value looks like a decent bolt on as next door to a subsidiary & we can use spare capacity to expand our manufacturing there-all at fixed low energy costs.JG seems to be building a decent group which remains debt free & cash rich.Lets hope that demand for our products remains solid in a tricky economy

Looks like a 10mill sell but I presume they must have been bought as MMs would not want to hold 10mill extra shares in these uncertain times ?

A $30bill IPO will give them the opportunity to make acquisitions in order to consolidate their position & expand their offering ,which may well include an expansion to include the DMS segment.They could buy all the main protaganists for a total amount which which would still represent a relatively small % of their market cap .I certainly dont want us sold until we have won 50% of current RFQs,signed contracts with Fleet OEMs & seen some decent Aviation contracts but the potential will be there.

"The global leader in Human Insight A1"-surely it will still be a few years before the global leader can be declared , ie once the market has matured & the winners can be identified.The collaboration with Osram sounds interesting & may be good news for them but everyone is aligning with everyone on order to improve their product offering & , ultimately , be awarded substantial contracts.We were mentioned ,apparently, over 50 times in the recent SEYE report ,which was bizarre in itself but good to know that we appear to be the only company SEYE are worrying about currently -although there are plenty to chose from.
We have announced nothing from a contract win perspective for over 3 months so positive news in that respect ,some time very soon would be much appreciated.

Another question for PM

Greg has always sounded positive & I suspect had he been Captain of Titanic he would have declared that it would not sink,as he disappeared below the water line.On a more positive note, now he has his 5.2 mill options at 7.2 any sales price he achieves above that gives him a profit so 27.2 p would give him around £1mill + salary - not bad for a years work ( unless you are a football manager) .He needs significant funding to expand the sales team & grow prescriptions & revenues towards profitability & having done the groundwork & proven the concept ( ie that our product can be sold into the US market) a predator could emerge with deep pockets & take STX to the next stage & if this scenario prevailed the big question is how much might we get for our shares.

Glad that our SP has held up , so far,but the issue surrounding the obvious need for further funding within the next few months & as much as discussions are apparently ongoing with various parties it is crucial that this uncertainty is ended to ensure that investors can see a clear path to financial stability & ,ultimately profitability

Are George & Mildred characterised by Sid & Jesse & there is even a role for Fork ( or is it Pork ) ?
At least Rhubarb is presenting as Buzz !

Paul has previously stated that wins via QC will be RNSd as with any RFQ win but I am not aware of any comment regarding any RFQ wins via QC-but,obviously they are winning billions of $s of contracts & we are included, the amounts will be very material to us .Surely we must ask Paul to clarify our policy regarding publication of details of units & revenues from QC & I can only expect that QC are reluctant for us to publish numbers-but they will feed through to revenues in the fullness of time.
Regarding the 2 earlier proposed questions I would have thought that if we are in the number of vehicles anticipated over the next 5/6 years & with margins on royalty income exceeding 90% that Auto will be our biggest division by profitability.For Fleet to compete we need to be signing deals with Fleet OEMs & with view to regulatory deadlines that should not be too far off.The uber optimists amongst us are also hoping for a consumer division generating material revenues.

Greg’s previous presentations have always exuded confidence but as we have had no numbers for months he now needs to demonstrate that his strategy is starting to pay off with month on month increases in all key indicators with an expectation for that to continue for the rest of the year & beyond .