Member Info for MrHumble

Https://x.com/YankTrain17909/status/1948672154457014686

OPTI not far off now guys. It's why id not worry if a raise came .

DO not forget it's pretty much binary with SBTX. You cant really move both at the same time as they need to rotate the same gerbils

PS if OPTI call a raise so soon after last one, go all in. Be a much faster recovery for you imo.

Well it is AIM, so maybe they can lol

Red tape bad guys. Protection of circa 16 will be lifted now so once sub it, be allowed drop. GLA

I do not even know why sales to December 2024 are a ponder here. The RNS history became dodgy on it years ago.

Question which is far more important

Are Croda going to recognise sales for it next week in their own report? No. So if Croda wont be recognising it, how can SBTX

I do not think sales into December ever occurred on many grounds

If revenue that should have been recognised in March was not, then the whole playground would be bent - Auditor, NOMAD, Board - even CRDA, Client etc. It's just too much to manipulate once you get to Croda and on. Even their own teams would have to be bent too. It's a lot of bent

Easier to just accept there were no sales, hence no disclosure

Some NDA exceptions

The specific customer identity behind revenue (though aggregate amounts would still be disclosed)

Detailed contract terms or pricing mechanisms

Future revenue projections or pipeline information

While NDAs can protect confidential business information, they cannot override mandatory financial reporting requirements for recognized revenue. Public companies especially cannot use NDAs to hide material revenue information that investors and regulators require for proper financial analysis and compliance.

The regulatory framework prioritizes transparency in financial reporting over contractual confidentiality when it comes to recognized revenue.

You'd hope give March release, there were no cloaked CRDA sales in it lol

Bazz if it gets an up reaction at CRDA, it's straight into more shorting and selling. The numbers are not expected to be great. If an AIM company they could blag about UK overseas gov deals and use that etc but when its calls to Sachs or Blackrock and so on, a waste of time

Their main tool to be positive is really consumer confidence. Believe it or not, beyond 4 week visibility max on order books, there is little else to point to. Well that wont be impressive outlooks to funds own estimates. Up,Down. Sideways open - not matter. Going down anyway.

But a very valid point that sems to have been ignored by media since it became obvious what gap up in April was all about. Re distribution into earnings.

You would think the future 'blockbuster' would have gained interest

When you think about it, maybe they were not even considering sales volumes potential, but simply expected margins if any sales?

Well thats not much good either

Really, thought as i was posting elsewhere. My bad

Bye

Strong evidence of no sales:

Whoever posted all the 'expected royalty periods' from past years. That's a good start point. Builds the case for no sales when include NDA & Accounting regs

'Re manipulate Sales & usage to post December, if there were any pre December'

Cross index fixing. Customers fixing own accounts. Orders buried from ftse 100 to client

Seems a bit of a task right?

No sales

Of course, it is possible they manipulated it to be post December. Gets a bit messy when dealing with a 100 though. But not impossible.

But if it was, it was only to screw you lot over anyway so not much good regardless

Stick to the earlier plan. It's your only out

The law on accounting and NDA's is as clear as day.

It would literally have been criminal to deliberately leave out any royalties. Well, I doubt any CEO would put themselves in that position for future class actions.

Your best hope is that sales were made pre December but they somehow managed to get the sales and usage report delayed to after December. I doubt it though.

Looking at the research history, timings and so on - what would clients have bought? No way would that stage have got past own legal and regulation teams

So I think on any score - no sales to December.

The NOMAD would have made checks on accounts for March. It would be their job as follow up to IMs and past RNS's. The auditor signed all off

'There were no sales to December 2024'

That's truly me out of the thread for now. A lower alert set to see what the game is when arrives. So your chat flows can flow without interruption

GLA

Re gap up warning.

Well it's simple. When everything is engineered to go down, and you get a gap up RNS - woe behold. Im sure most of you know that basic anyway.

Just be happy for a fall from here. That's where hope is, ironically

I dont know where until arrives, but a period of time at 12s to 9s, roughly, best serves you now. Just make the most of it for exit strategy planning.

Ive not looked at true liquidity numbers for circa 24-27. The % weight dictates if they would stay just short of that or not on a blag high. (Sell/liquidity competition from the public may exist there}

Personally if i was stuck i this, id run the maths for a future low zone and assumed future highs of 23 to get myself out.

Never know until there of course, might get momentum at the time of such a high. - but plan that and you wont go wrong anyway.

A blag is assured. So are RNS's - but time post the comedy quarter must be served first.

The last thing you want to see is a near term RNS about numbers or orders now. Be slaughter on the gap up pricing. Simply mean there was not enough liquidity to offload on the 1p range phase.

Yes I do understand you can put price anywhere these days with broker in-house makers and all that. But they still have to play the game at the end of day. Be a lot of gerbils lost in other financial interest in the future, if they tried to accelerate crud now.

Straight up bulls. If this goes up now? You will soon forever be in single digit doldrums. A tank in SP from here is far better for your health. Might not feel like it, but it would be. If i was a long term holder here and this went up in the next week or 2, id be thinking 'well that's me f*****' . Down is best for you now.

PS in the next few days or weeks, tell Ashman not to bother with an RNS 'Can't explain SP'. Dont want to be wasting phone alerts for that

If it's a buy around 11p or less - i will say so...

GLA