Member Info for Muck165

Not sure how relevant this is but I notice the 50DMA is about to cross above the 200DMA for the first time since about August 23.

Interim results must be published within 3 months of the end of H1. We had those in March.

Final results must be published within 6 months of year end. So they have until the end of the year to do that.

And again, further on this…

We’ve been told Yentra is supported by engineers at Techohara.

Its founder reacted to Naties announcement, saying he’s proud to work under him.

He’s also reacted to posts from the UG Group, which owns Carbon Plant.

Techohara list one area of expertise as NFT’s and Exchanges (alongside blockchain). That is exactly what Carbon Plant is.

So, in my view I think it’s highly likely that Yentra with Techohara is helping build the Sovereign AI infrastructure behind the only regulated Carbon NFT Exchange in the world.

All about Evolve

https://x.com/TheDavidHalley/status/1970405894996291978

I suppose you’re right Brin!

I just went on to the AST site and had no problem going through to buy the test as a guest?

The only thing I didn’t do was actually buy it because I can say, for certain, that I'm not pregnant!

Don’t really know if it’s of much relevance, but 0M Tech changed its accounting reference date to 31/12 last week, at the same time as filing its accounts to 31/12/24. This new ARD matches GFIN (and PUBX).

The accounts show a £490k interest free loan made by a shareholder, which I can only assume is Keith. You might think he expects to get that back.

I think of it this way…

In Feb we were told the CIQ agreement had been formalised and we also understood GDM was profitable on a monthly basis. The SP got as high as about 0.12.

We now sit 7 months on, with GDM still profitable and improving, CIQ having been allocated tests with major agencies, and with a 51% stake in Yentra.

Sure, I was disappointed with the last update because everything had led me to think agency deals were being formalised. But equally I don’t think it’s a small thing to be allocated tests which means agencies must like something about CIQ.

I suppose, in short I think we’re at least in a better position than we were in Feb yet the SP is materially lower.

Well then, you can’t be pregnant!

So further on this, I see Natie has now confirmed he is starting a new role as Chief Technology Officer at Carbon Plant.

https://www.linkedin.com/posts/natierau_im-happy-to-share-that-im-starting-a-new-activity-7374402730515415040-wHii?utm_source=share&utm_medium=member_desktop&rcm=ACoAAEuI5eIBooawepY_Ubn_CKcFOzTXAaBN1HA

Nothing to confirm Yentra is involved, although he does tag Halley on the post.

Our regular 2x1m bidders are again in the auction underway. Both offering 1.885, well over ASK.. Currently only one seller - 200k at 1.85.

Maybe.

And in fact the live bid I'm now quoted is 5.716. A very small nudge up for sure, but still, you would normally expect to see it fall following a pretty significant sell of 100k shares.

And then we have just had 100k go through at 5.71, the current live bid. But it didn't shift the quoted spread, or the live spread (which is currently really tight at 5.71/5.8. I am wondering if we have an II accumulating at these prices.. Thought anyone?

It was a delayed report from the 15th. It would seem a buy given the price (and might help explain the tick ups I’ve seen that had no apparent cause).

Note, we had similar large reports on 8 Sept.

Something would seem to be going on behind the scenes. Might be innocuous. Might be hugely positive. Struggling to see it as a negative given the price and book movements.

Whitespace posted this today, basically announcing the launch of the next iteration of Collective tomorrow.

May well be of relevance to us given I’m sure Collective is at the heart of the DT build. On that basis, interesting to see them comment “ Launching this Wednesday, 17th September, CollectiveOS is an evolution of our original Collective platform – re-imagined and ready for what’s next. And this is only version 1.0 - the journey continues.”

https://www.linkedin.com/posts/whitedotspace_collectiveos-madeinbelfast-teamwhitespace-ugcPost-7373665652714188800-cNDq?utm_source=share&utm_medium=member_desktop&rcm=ACoAAEuI5eIBooawepY_Ubn_CKcFOzTXAaBN1HA

Gotcha - thanks

I must be confused…

I agree it gets rid of the overhang, and sale of the 7,666,667 will be orderly when the lock-in finishes.

But I don’t get why “the GEM shares are at 0.15p” is relevant. That was just the price agreed for use in the settlement calculation wasn’t it? At the end of this month they can start to sell that stock if they choose, at whatever price the markets at.

Seems pretty clear to me that the MM’s are working a large buy order. Going into the last auction, for example, the live bid steadily rose but the live ASK was sat on. Then, as soon as the auction finished, they lifted the quote.

And our regular 2x1m bidders were in the auction, as per, and getting filled in the UT.

Yep - heavyweights.

Only a decent offering would persuade them to join - all have reputations at stake that they've spent a career building.

New here so be kind…

For me the Plug in Overdraft looks attractive, with great potential. Equally, the recent premium raise is positive.

Exclusivity may put some off who don’t get it.

Equally, the generally unknown name of Conister May put some off, or not meet expectations. Again, that’s narrow thinking imo.

But then there’s the GEM stock of nearly 7.5m shares which, as far as I can see, will become tradeable albeit in an orderly fashion in a couple of weeks. Is that what’s holding this back?

“Google owner reveals £5bn AI investment in UK ahead of Trump visit”

https://www.bbc.co.uk/news/articles/crmek723dz9o