RE: The real value.3 Jun 2026 11:42
On that we agree. DH stated quite openly in the interview that he operates companies and it was clear he has no qualms in how to do it - cut costs (typically people), and improve margins. Not sure I liked the glee with which he said it, but Gfinity certainly needed it and his pivot here has put the company on a more solid financial foundation with a new AI focus. All great.
I also accept that things take time. But, we licensed CIQ at a point when it was supposed to be commercially viable, in Feb 25. As far as I am concerned the actual reality is we launched it into the market in Feb 2026, likely having honed it to meet requirements following test/pilots in that 12 months, set up a new website and hired in staff to sell it. One of those sales guys has been in since November, the other Feb. SO there has been time.
What grates the most for me, however, is that the May 25 update is almost a mirror of the update given in the interims in March this year - so, despite all the developments we are still in the dark about how, or even if, anything has actually moved on. DH has openly accepted how valuable IR is, but hasn't delivered updates when promised and seems happy to stay silent in the face of growing shareholder frustration.
So in the absence of news, the real fear for people is that CIQ at least hasn't progressed as well as it could have done.
I have to say but for the massive potential that both CIQ and Yentra have got, especially off such a low MCAP, I'd be thinking about moving my 9 figure holding away. But I am utterly convinced that Mole saw all this happening in 2023, and started, with CIQ, building a proposition to deal with it.
That is here now. Pubx. Pubmatic. Agentic. AdCp. Breakdwon of walled gardens and decline of DSP's. And massive trneding markets.
And we need such a tiny part of that pie to multibag.
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