Member Info for Muck165

OK - given everyone is being wholly ignored by DH I had a very polite vent at Natie by private message on Linkedin yesterday .

I made it clear that I have zero criticism of him and acknowledged he has zero control over what market disclosures Gfinity makes , but simply pointed how exasperating it is to see so much going on at Yentra without the market being formally told. He replied to me this morning. I am not going to repeat it word for word and I would ask that it not be shared beyond this platform, but the thread was;

- He is not a Gfin Director

- He cannot influence disclosures

- He, Koneqt and Yentra are making disclosures through their posts and sites.

But he did say this

"There is more happening than a single news cycle would suggest, and it's there in the open for those who look.

I won't pretend that fully answers your point about formal market updates, because it doesn't, and I understand why the gap is frustrating. But I'd gently separate the two things: the company's regulatory disclosure on one hand, and the day to day evidence of the business doing what it said it would on the other. The second is the part I can speak to, and on that front the direction of travel is a good one."

I was very grateful for Natie taking the time to reply. It is clear Evolve is doing well. Its baffling why DH doesn't shout that from the rooftops so the market as a whole can know because until that happens the market is blind and price will stagnate.

But if the DH playbook is not to disclose clear developments with Yentra, then perhaps he is doing the same with CIQ such that when news comes, it will be significant.

Well, the site is back up with no changes....yet.

I see the FT published research today showing the CTV ad market is expected to surge from $44bn in 2025 to $80bn by 2030, with targeted CTV advertising being one of the accelerating trends.

Honestly it would be criminal if CIQ can't make hay in this environment. Even the smallest nibble of the market makes current £2m MCAP laughable, particularly given our ultra low cost base and the high margins you'd expect CIQ to generate once deployed.

The lack of communication is infuriating, but all the fundamentals are still there as Gfinity positions itself at the vanguard of 2 absolutely massive tending markets

Yep.

Its just utterly baffling why DH says nothing when we know he has so much he could be saying.

Worse, he is just ignoring everyone.

Why, is the question.

Just noting that the CIQ site is down at the moment.

Most likely just tech issues, but the same thing happened to the Koneqt and Yentra sites right before their overhauls.

So you never know....

I registered with Companies House for alerts relating to Gulf.

Today I received two, the first relating to a 2013 change of address filing and the second relating to 2024 change of address filing.

So the alerts themselves were pointless, and as of right now I can't see any new filings for the company.

But you'd imagine that something must have triggered them.

The last we heard formally on Yentra was the interims, which said it is “working to onboard initial partners”

But the Koneqt site says Evolve is already being deployed across at least industrial recycling, fleet operations and education, and it seems likely into tier one banks and the worlds first carbon credit exchange!

Most CEO’s would announce first customers on a new JV. Don’t know why ours is different!

Yep

In the absence of news were left with conjecture. But apart from anything the WPP piece does demonstrate their focus on contextual targeting.

TBH I’ve never really looked into a tie up with a really big name - just seemed to pie in the sky.

But when you listen to DH in his interview, and take the WPP piece, perhaps it’s not so unlikely…

Https://x.com/MarkWal17068493/status/2055168151965307034

Well put. This is languishing because people are getting impatient at not getting any updates, admittedly me included. But that doesn’t change the fundamentals, and news will come.

Honestly, at this price I’d be scooping up stock if I wasn’t already fully loaded.

I keep asking myself why DH steadfastly refuses to give news when we KNOW there is so much he could be telling us. Either he just can’t be bothered (possible but unlikely), news isn’t as we hope (but then, apart from the silence, absolutely nothing points to that, quite the opposite in fact), or he is waiting on something or otherwise restricted.

As a glass half full chap I’m hoping that the current silence, in the context of everything else, points to big news coming. And if that happens this will explode.

Well, a quiet but solid day today.

I'm no real chartist but do have two observations.

The 50DMA is within a hairs breadth of crossing above the 200DMA for the first time since October. A Golden Cross. Yes, I know its a lagging indicator, but still....!

The candlestick pattern over the last few days is a classic bull hammer reversal, even if its weakened by the low volume today.

Tomorrow would be a great day for news given this set up!

Me too Cityal. Feels like a base here and a real opportunity for some.

£2m MC is just ridiculous.

Sorry, the actual phrase used by pubx was "scale our battle TESTED agentic marketplace"

This is just it though. He seems happy to leave an information vacuum which then naturally drives FUD.

I'm baffled and frustrated, but then almost every day I read something else that renews my confidence.

Yesterday, for example, Pubx announced the appointment of a new stack engineer. That was tame in itself, but in the same post they talked about scaling their "battle hardened" agentic marketplace. Now, I wasn't really sure if that was still in build or not, but the reality seems to been that its in market, already been piloted/tested, and is now getting fully scaled (hence the significant hiring into America).

Recognising of course that whilst Pubx have confirmed our partnership, DH hasn'tyet beyond a cryptic tweet. Why he doesn't I don't know.

But as a little snippet, I got into private conversation with Natie over linkedin a few days ago, and whilst he was naturally cautious about saying anything he was clear that there has been a lot going on with Yentra than he can currently talk about, but they he will shortly be posting much more about it directly. Whether that happens I don't know, but again it gives me confidence that we really arent being told anywhere near the full story with either CIQ or Yentra and it is just a matter of time.

Lets see eh!

Not a Chartist and so don’t know how relevant this is, but as we stand I notice the 20DMA has just crossed above the 50DMA for the first time since the beginning of October.

These are all possibilities.

Very mindful, however, that excitement grew here after 2025 Cannes, nearly a year ago, when CIQ posted they were “finalising deals”.

We could get news anytime on CIQ deals or the Pubx partnership.

Equally on Yentra, regarding the whole host of actual deployments and partnerships now made clear on Koneqt.com, that go well beyond the TTRO and ESG partnerships we’ve been told about formally.

Any normal CEO would be chomping at the bit to update us on all this. It’s baffling DH doesn’t.

Perhaps we should think ourselves lucky that we do know whilst the rest of the mkt doesn’t!

Well, he’s just posted again…

Getting irritating now.

https://x.com/TheDavidHalley/status/2053753727572443252

It’s just so confusing and frustrating.

We know, for a fact, that more has been going on with CIQ and Yentra than were being formally told.

Most CEOs would be champing at the bit to highlight it.

So why isn’t DH? The longer he leaves it, the more the market will fear it’s just fluff.

But then I’m a glass half full kind of chap. If he doesn’t think the Pubx partnership, Pubmatic partnership, actual Evolve deployments across fleet operations, tier one banks, industrial recycling (to name a few), along with Edlatam as a distribution partner are worthy of an RNS, then when we get an RNS it should be huge!

And tbh, I think it will be utterly criminal if CIQ and Yentra don’t make hay given their positioning, which will make our current MCAP look like chicken feed.

Another from DH

https://x.com/TheDavidHalley/status/2053543417557197288

DH posted about the new Yentra site today.

https://x.com/TheDavidHalley/status/2053045104797954390

It’s pretty innocuous by itself. What isn’t is that as of right now, it’s had nearly 90k views! This is from an account that only has 261 followers.

I think he is looking to drip feed Pompal.

I just don’t think he’s started the drip yet.

But I think that’s coming imminently because those warrants expire in about 3 months.