Member Info for MrBB

From what is being said here, it clearly is KK & I agree that it is surprising that he is prepared to go into some detail about contract wins or otherwise of a quoted company of which he was recently CEO & which he created the foundations of an exciting tech company with fantastic potential .I am sure he is likely to still be in touch with senior management , who he brought in, eg Nick & Mike & he is likely to be in touch with the 2 founders who still work within the company.He may not be wild about PM but he will be breaching the confidentiality which his former colleagues entrusted him with by talking openly on Telegram about contracts/deals & I would expect they would be less than happy were they to find out .

I had various emails with KK & he was always very responsive & very frank
I was signed up to Telegram & worked well for a couple of days & suddenly wouldn’t let me in ,the only clue being a message saying it is a private group

I joined ,had access until Saturday & now message comes up that it’s a private group & I can’t access ?

I am a relatively recent shareholder & I am grateful for an excellent short term profit here .However I voted no as I suspect that a carve up has been done with the agreement of the main protagonists -Ceasars get the US ,Done gets as many bookies as he wants & any other UK/European parts ,senior management may we’ll be offered decent jobs or they aren’t bothered as their service contracts will be honoured .News from Flutter & GVC endorsed the perspective on the US being massive .Cant blame Ceasars for buying us cheaply & our best hope is that there won’t be enough support @272 & Ceasars will have to increase which,in my opinion ,is unlikey

3 is a lucky number , apparently .

With view to PMs recent charm offensive ,perhaps the AGM on 30/11 will be accompanied by a trading update as we will be 5 months into our first 6 months ?

I love Bars

I would love to agree with you Pianista ,but I don’t .If Milton need some liquidity I would expect that almost every other stock in their portfolio is more liquid & with a lower spread than tiny CRU .My view is they want out & they will sell when they are able & until they are out the overhang will remain .Our brokers have clearly been unable to find a friendly investor to take their holding & JG & our Board ,while presumably being to ‘afford ‘£500k between them ,have chosen not to .Maybe they accept that our SP will remain suppressed until the overhang is cleared & hope to pick up shares in The Market for below their perceived market value .The update was positive & we are now more than halfway through FY 21 so when the FY20 Results are announced the outlook statement will hopefully remain positive .A market cap of £4mill for a profitable quoted company with annual revenues of approaching £30mill sounds cheap so hopefully we will all be soon put out if our misery .Should the overhang result in a further lurch downwards in our SP I will buy more shares for the first time in years ahead of JG disposing of the company to a larger competitor -IMHO

I appreciate that short term traders have done brilliantly well here & those buying in August have circle their money in under 3 months -not too shabby & totally understandable that some will take profits or top slice for a free ride in their balance .For those of us who started buying 6/7 years ago ,it would be a pity to cash out just as the action may be starting to happen .I have been here far too long to be happy with a mere 100% profit & J hope I have the tenacity to cope with the likely ebbs & flows & retain my holding until real value materialises

Why would Miton sell 1mill to raise £45k unless they have just want out of what has been a bad investment for them , & us.JG possibly knew & brokers were looking for a friendly home for their holding -although not a vast sum to take 15% of a quoted company which has revenue circa £30mill & is currently profitable - but clearly no takers,as yet

The optimist in me is hoping for a positive trading update covering the first 5 months of FY21 together with confirmation that at least one of our MOUs have become contracts with $$$ss on or before then together with positive news regarding 1 or 2 RFQs ( VW ,Volvo & Toyota would be a good start)
Ever the optimist !

Following "imminent " Aviation news in July 19 I am sure that PM is mindful of not over promising & under delivering & should it be Intel/Mobileye I suspect that our SP may respond positively .

Results were certainly better than several worse case scenarios which could have been contemplated a few months ago & Cenkos , at last , increasing our target price to 8.60p ( which I/most of us would delighted with short term ) is a big positive & hopefully Stifel will trump them when they issue an update.Sadly no blockbuster RNS to accompany results ,which wasnt realistically expected, but still much scope for very positive short term news following our solid , if not spectacular, start to FY21.
I appreciate that I am a broken record in respect of Director/PDMR buying , but substantial confidence would be inferred by PM & other senior colleagues invested some of their own hard earned money , as we all do , in acquiring/increasing their skin in the game .I am surprised our new investor did not insists & perhaps they did .Additionally it would be viewed positively if our diluted IIs bought in the Market to take their holdings back to where they were ( as a %)

I thought Herald had previously had a holding but , if not, it is excellent news as they are very highly regarded & their interest gives a strong message to other prospective investors.The could, of course, have acquired their holding off market from the smaller II holdings -either way , a great investor to have on board & I am surprised there isnt more buying volume today ,although I am tempted to buy more at over 3p for the first time since before the ill fated placing

We have issued more positive announcements since Sept than we have ever made over such a short period & I am expecting PM to be bullish in his outlook statement in order to continue the mood of positivity which has steadily been building since early Sept.There will , of course, be a caveat regarding the continuing effects of C-19 on the industries in which we operate .
it would be fantastic to expect a spectacular RNS on Monday to accompany the Results although that may be asking too much.Most of we long termers already have large positions here but for new/recent investors this could be a great time to commence/increase exposure as they may enjoy a much quicker return than those of us who have been building our positions over 7 years +
Good luck All !

Perhaps Nick should contact Elon & suggest a Zoom meet in order to resolve the safety credibility of The Tesla ?

The poorly worded trading was published at 7am on 27th & Global Markets have probably experienced their 2 most volatile days for months, which , all things remaining constant, should have been very profitable days for us - with more to come .For a company who are usually keen to discuss our growth, progress & profits exceeding expectations it seems bizarre to suddenly take a cautious view with only 2 months of the trading year left when we could forgiven for believing that we will have achieved expectations ( & more) by end Oct ,with 2 trading months of "excess" profits to come.Perhaps it will become obvious over the coming days/weeks

Great Results & perfectly reasonable to introduce a hint of caution referring to what I presume is a small decline, so far this quarter.The volatility in global Markets yesterday provides a clue as to our potential up to 31/12 & beyond & the recent uplift in activity in BTC & cryptos generally should result in further increases in revenue, profitability & cash flow.We have grown organically so far so interesting to reference to targeted acquisitions in territories where we dont currently operate.At what point will the Market recognise that our business model works & increase our rating accordingly?

Many of us have slowly built up our holdings over the last 6 or 7 years ,resulting in our holding many more shares than we may have ordinarily held in a small Aim listed tech company .Should we 10 bag ,or more, I suspect that many of us will generated substantial,& in some cases life changing ,amounts

There are several high profile US tech funds but my preferred choice would probably be Sequoia .
The right fund has followers & others will follow where a high profile tech fund invests -especially a tiny company (by US standards) which could 10 bag +over the coming years