Member Info for Muck165

Yep - another decent piece of business and, it would appear, with a significant customer. Current year revenue is looking to be well underpinned.

Results are not at all great..

How can it be that in November they indicated revenue of not less than $5m and then 5 months later end up reporting just less than $3m? What the hell happened? And nothing to suggest any commercial roll out of SC/Ranger yet, or comment on strategic partnerships.

The only real positive I can see is they say they don’t need cash.

Really disappointed.

On the first large contract payment, they said they expected to recognise that in the year ending March 26.

So I’m not expecting the results to shoot the lights out. $5m will be ok. More the better.

Current cash, and any news on SC commercialisation are the particular bits I’m looking for.

The constant theme from Halley has been

CTV is where it’s at. Massive market, and expected 14% CAGR.

We are in the right place at the right time.

We had first, or close to first mover advantage

Let’s hope this translates into business. The smiley face and rockets he put in his post might indicate we have little to worry about.

And here’s the article he referred to

https://www.exchangewire.com/blog/2025/07/29/contextuals-ai-charged-comeback/

Gotta live his tweet comment saying CIQ was years in the developing..

Another post from Halley today

https://x.com/TheDavidHalley/status/1950526242651783510

Tweet reply today

“Sure. I will get an update to market on CIQ, Digital Media (people forget we have nice revenue from our sites) and our plans”

https://x.com/TheDavidHalley/status/1950526699235320090

If I recall they’ve previously said not less than $5m, excluding anything from SC commercialisation.

Just for info, an article about Magnite, its first quarter results, and the impact CTV is having on its business.

https://ppc.land/magnite-hits-growth-targets-as-ctv-thrives/

Wouldn't it be just wonderful if CIQ has done a deal to integrate into the Magnite platform (as opposed to just being a bolt on). You never know.....

Yep, let’s see.

People should also wonder why Halley chose to take an unpaid job in an industry he had zero experience in.

Would seem a bit of an idiotic thing to do and as I’ve said, Halley is most certainly not an idiot. He is a savvy and experienced founder and business owner.

Final one from me for the weekend….

Our 5/2/25 RNS announcing formalisation of the CIQ licence said “The Board believes that the Licence will provide an opportunity for Gfinity to combine its current network and relationships within the advertising sector and digital media monetisation, together with the initial relationships CIQ has already established with top-tier agencies and sell-side platforms, to commercialise CIQ.”

CIQ IP is owned by 0M, a Keith company. He brought in Andrew Mole as CEO and then gave him a slug of stock just after the licence agreement was executed.

Mole is the CEO of Pubx, a sell side monetisation platform integrated with Magnite, and with enough relationship for Magnite to use them as a case study for marketing purposes.

In 2024 Keith invested heavily in Pubx, followed by Halley. Pubx has been growing significantly over the last couple of years.

It doesn’t take much to understand, therefore, that CIQ will have gained ready access to Magnite and other leading ad agencies through its association with Mole/Pubx, and that Keith, Halley and Mole have all positioned themselves well to benefit from the complimentary working relationships between, and businesses of both Pubx and CIQ.

For them, it’s not just about CIQ. It’s about Pubx and CIQ, how they can both benefit from each other and in particular how their combination benefits Magnite and its platform offerings.

Just my view, but there was a very good reason I think Halley agreed to waive any pay in return for stock and options, and I think that’s because he knew this was a potential slam dunk in a very sweet new market.

But then WDIK.

Next week might well be the week for news…

For a variety of reasons its always appeared to me that “insiders” here ensure themselves of a position ahead of news. 5 weeks have passed since both Halley and CIQ put out strong teasers that positive things were following Cannes (which would be idiotic if without basis), and equally there is the Enigma thats EVOLVE, and since Cannes it’s seemed to me that a managed accumulation has been going on in conjunction with careful book management by market makers. Today, for example, there was nearly 6x true buys to true sells yet little change at all in quoted prices all day, which is odd for a stock that tends to move on thin air.

It’s almost like brakes were put on to stop price rising above the 0.09 warrant exercise price.

So I think we will get news next week, followed by a warrant exercise by those who have accumulated more stock over the last 5 weeks at prices lower than the exercise price.

But then WDIK.

Just on Evolve BTW, the Yentra site says; "Unlock unparalleled potential with Yentra.ai—where cutting-edge code, PRIVATE LLMS', and visionary consultancy converge to reshape industries."

Private LLM's are exactly what EVOLVE is.

Realise people are more interested in CIQ but Yentra is still an interesting part of the business plan

Don't we all.

No problem - still unclear about who Natie is offering EVOLVE through, but on balance my guess would be Yentra.

Worth remembering that he joined Gfin as an adviser in Feb, at which point he said his role was.....

"Transformative AI Initiatives: Architect and rapidly deploy innovative AI products that integrate advanced AI agents, machine learning, and emerging technologies, taking ideas from concept to market at speed.

Accelerated Development & Execution: Oversee the fast-tracked development, execution, and deployment of scalable, cross-industry solutions to drive rapid digital transformation and enhance operational efficiency.

Strategic Expansion: Establish and manage strategic partnerships, SPVs, and joint ventures to unlock new revenue streams and expand the global footprint of AI-powered products."

You'd think someone would have moved on in this respect over the last 5 momths - maybe EVOLVE is it, or part of it.

Seems to be a bit of a standoff at current levels between buyers and sellers pending news....

Whilst we wait I thought I'd share this post from a a couple of weeks ago from "Natie", which recounts a meeting he had with one Danielle Franklin who had flown in from the States. He says that at the meeting they discussed potential synergies between a new think tank Danielle had launched and various entities Natie is involved in, which included Yentra and Gfinity. He commented "Yentra and Gfinity which is all Ai. The future is looking bright looking forward to the next wave of expansions."

All a bit benign until you understand Danielle's background. Currently at NVIDIA leading AI sales strategy for DoD accounts including Missile Defense Agency (MDA), United States Space Force (USSF), US Space Command (US Space Command), Test Resource Management Center (TRMC), and Defense Innovation Unit (DIU). and prior to that working in senior roles for the US DoD, Space Development Agency and the Navy.

And in a comment to his post, she called Natie "Zeus". Hally liked that comment.

https://www.linkedin.com/posts/natierau_ai-leadership-digitaltransformation-activity-7348324319590031363-OeXP?utm_source=share&utm_medium=member_desktop&rcm=ACoAAEuI5eIBooawepY_Ubn_CKcFOzTXAaBN1HA

I wouldn't normally post stuff like this and am only doing so because its quiet, but it nonetheless helps demonstrate the kind of people that Natie engages with, how he is regarded by them, and gives a tease about the "next wave of expansions".

Me too - what’s your source?

They’ve told me next Thursday at the latest. You’d think they’d give a give a weeks notice at least so fair chance of an RNS tomorrow. Will it come with a TU - who knows! But the book is very perky on pretty thin trading this PM

Those prints we can see at 0.1 algo trades I think, but I certainly won’t be surprised to see a large actual buy printed just before close at 0.1 given the way the book just ticked up.

Zak again including us in his review today and it’s clear things look rosy on the charts with a general consensus of 0.15 in short order with potential for much higher.

But to say again, that’s just the TA and completely ignores the impact of news. Any commercial validation of CIQ would be good, throw in a big client name even better, multiple big names better still, and then sprinkle it with EVOLVE. All against a backdrop of a business we’re told is profitable and funded.

(Come on the Lionesses!!👏)