Member Info for MrHumble

Everyone will be saying 'he's having a cow'

Well, they are created for a reason, and it obviously was not for transparent accounting

Many 10s of millions made from the spinouts. It's a big business. A proven method by OPTI and many more. So..i assume just preparatory work

Doesn't do much for PI's 8 or 9 of 10 times, but since when did that ever matter really

Or, if one was ever about to have some value, sell it just prior maybe, for a fiver to a mate lol

But no foreseen value? Just spin it out, like SBTX was

Sell pillars? No chance.

'But here is an interesting thought Toyin; if SBTX does not itemise costs and revenues by the Pillars what is the point in retaining them as separate legal entities?'

OPTI job. Future spinouts to 'de-risk'. Could come about next year. Be the right time? Everybody started to realise everything from O hara was BS, so just spin out the next story.

Time to go. One of the boys is speaking to a fund manager in the US before 8pm. He can't say where money will be put but always coincidently says an arena he likes very much at the moment lol.

GLA

Speak of the devil . Starting to

Sorry about off topic but there wont be much to discuss here for a year

Need crud like that stock to move at least on average 3-8% per 1% on the likes of ARM, or just not worth it

If IQE does not move, thats the 5th various sector ETF moves in a row, where only the UK 1 of 5 didn't go with the rest. Saya a lot. If IQE does not move by next week, last time il bother with UK book spread. Mostly like book anchors haha

See how OPTI stayed quiet for the distribution here for 4 years? That's why it takes a while. Liquidity low , 60s to 8p

So when OPTI is high? Thats just the start - you need all the gerbils at that point - allll the way down

Wont want SBTX or PBX interfering albeit, PBX on aquis takes care of that one

Expect a fairly long quiet period here. Esp when opti takes a leap

The play....

Pretty simple isn't it? been saying for weeks - over at SBTX - next blag is post opti blag

That will take a while - it's not the blag to send it up - maker does that on auto - its the blag to distribute at high and on the way down that takes time

On that score, id be surprised if December was the pay here. i think it's as far away as June or so 2026

So when he said numbers end of June? All were surprised. Thought they got that wrong lol

I doubt he or any other will phrase it that way. But the yanks (yes the yanks), even said it on that day. Never be known @Croda

It was long planned here to keep Croda numbers grey. A year i think? Because when he said back then (if timeframe correct), wouldn't be doing accounts by division breakdown, was writing on the wall even then.

A bit concerning when you start to realise the lack of confidence was programmed in back then

That's why never give any forecasts of significance - they just don't know

Hence it's SP - nobody can know, big risk

So if they can't know, the funds don't know, anyone guessing SBTX 2026 royalties is basing it on? 'I don't know'

This is in a new sphere. Can't even be based on established norms.

The only update on royalties here will be 'as expected' (which probably means f all)

End of year forecast is a loss (with creative accounting included as like all)

How can they give a 2026 forecast? Croda cant even tell Blackrock and Co what's beyond four weeks (limited order book visibility)

IQE . so wrong one if not lifting today at some stage

Basket of 5. ARM flying. A US micro flying. 2 EU flying. UK just sat there. Actually still in the red on spread. Hilarious here

God UK ones slow off the mark compared to US/EU. See if any wake up pre close