Member Info for MrBB

Perhaps if major corporate action is to be delayed by 2/3 quarters in order to ensure tangible progress can be proven in terms of revenues,orders,pipeline , perhaps if DA needs further funding over those 2/3 quarters consideration should be given to a minor dilution now ( say 10% max in total ,with us retaining over 50%).This would provide the cash required by DA ,increase the current value of DA now & there should be no shortage of investors ,eg VCTs & other tech investment funds,apart from wealthy tech investors , resulting in no Tern dilution & just a small dilution in or DA holding but an increased value attributable to the balance of our holding (@ 50% +)
I would hope that Al & advisors is considering all options

Announcement of the now long awaited deal with L3 ,in addition to a deal with CAE ,with whom we also collaborate, would provide a great boost to our credibility & consequently SP as we head I to the last 6 weeks before the start of FY 22 .
I remain excited by our prospects on all fronts ,in addition to any fronts we are not yet aware of , & let’s hope for positive newsflow ahead of 30/6

Agreed !

You should blame The Aussies !

If Govts mandate DMS in all new vehicles from 2024 it is reasonable to expect that public sector bodies managing substantial Fleets which could affect The General Publuc (buses ,trucks ,rail etc ) would be expected to be at the forefront of implementation of safety technology which can save lives .The inflexion point must be surely approaching

Further endorsement of RGs view that SEE is a very exciting investment & although only a small investment in absolute terms it represents around 25% of cash available on the Adams Balance Sheet & perhaps RG will also increase his personal direct holding at these levels

Pluto IPO news should be imminent & if as successful as expected could transform our fortunes her ,partly due to our Pluto holding but also due to our 18% of PIRI.Cautious trading update a week ago provided an additional buying opportunity at lower levels to those seeing the potential

I woukld be delighted with a takeover by a global tech giant, but preferably in 2/3 years once our vast potential is very clear & the buyer will have to pay a MobileEye + price for our shares, rather than a cheeky 25p bid which gives our senior managers a decent pay day & , for many of them , a good job with a global giant .25p would represent an excellent profit for most here, including our IIs & I dont believe I am being greedy I just want a full price for my asset

If it is Magna, a brief review of their website reveals a very substantial company, supplying 58 OEMs, including around 10 manufacturers of Medium & heavy Trucks ( including Scania & Volvo).Sounds like this contract could be the first of several or many & could result in our being included on Truck OEMs, which would certainly boost our Fleet prospects from slow & cumbersome retrofit to rapid roll out at point of manufacture.Nicks relationship may well have taken some time to reach to reach this point but it could now move rapidly forward as the all important confidence in our offering has been established with yet another multi billion $ company

Our website could at least refer to the recent collaboration with CAE to supply our tech into the RAAF simulator with the prospect of more contracts to come

Is positive newsflow resulting in improving momentum sees our SP improve to 20-25p ,many of us here will be in substantial profit & not necessarily due to the shares 5 or 6 bagging but because over several years many of us have quietly & patiently built much larger stakes than we ever imagined when we first bought .We have some incredible partnerships & market leading products & I am hoping we can retain our independence for long enough to ensure a fair price on exit & that must surely be 100p+ & I am sure a steady increase in our SP following positive newsflow over the next couple of years will result in our investment strategies bring vindicated .

At what point will someone (HIK & several others) decide we are worth acquiring for our legacy royalties,Flutiform,Advair generic,prospective Ellipta generic,& anything else in the pipeline which we are unaware of + our fledgling CDMO business.If our SP doesnt move our value will be around £500mill .Perhaps our SP is being "managed"to enable a pragmatic bid at 150p or so -or maybe I am desperate to exit what has been a poor investment for many years &I still regret not cashing out after my SKP holding became VEC

Perhaps The Market has not fully appreciated the massive potential of our now having a bridgehead in the potentially massive US Market.We have bought a small business ,with an experienced management team , owning the all important trading licence & with our marketing & technological expertise ( I am sure it wont be long before we are announced as sponsors for some major US franchises) it could become an important part of our business, while initially being relatively low key.
I first bought shortly after the IPO at around 140p so I accept my confirmation bias

Terrific news this AM regarding our US acquisition,paid in cash, earnings accretive in year 1 ,no dilution & in the enormous US market

Approval of Advair also not insignificant & our SP reaction will be interesting & obviously hoping it will be very positive

Monecor were clearly engineering their exit at a decent profit & at some point today may have even been a tad embarrassed at the outcome-AIMHO !

Ditto !

Very positive & should extinguish the uncertainty created following a week Q4 20

£-£2 today is possibly a tad optimistic but great update & assuming BIT holds steady & increases in value, Mode could become a market leader in their feel & I am glad to be invested & remain very optimistic.

Just usual general number & went through to dealers