Member Info for munchbox54

Here’s what they said in November 2020 “

The placing has raised £11.0m (gross) at 200p/share and the open offer, which will close on 8 December, will raise up to £1.0m at 200p/share. In total, an estimated £5.4m of the funds raised will be spent on plant and machinery for the new facility, £0.7m to fit out the new facility and the remainder used to satisfy working capital requirements. The new facility is scheduled to start production in Q421. When the open offer has completed, we will revise our estimates to reflect the share dilution, funds raised and capital expenditure on the new facility.
This additional IHT capacity is needed to support the three-year manufacturing agreement with a UK EV OEM, worth up to £38m. Deliveries under this contract are expected to reach full rate in Q421, stretching existing capacity. The new facility will also support medical customers. Trackwise has recently delivered samples to its lead electro-surgical catheter customer, a large US medical OEM. The samples are working as specified in trials, so management anticipates further orders in 2021 and is targeting early 2022 for production revenues. Trackwise has recently started to make samples for a second product for this customer. The additional capacity may also be useful for Trackwise’s 30+ aerospace customers. For example, Trackwise is working with GKN Aerospace on the industrialisation of an ice protection system, which could potentially move to volume production in 2023.

So they made a second sample hey ? Hmmmmmm. I smell a big big medical contract coming our way.

Just my opinion..... always do your own research. I say £4 on contract news and it’s the USA ..... game changer .... again

Always take a turn for the worst when people invest more than they are supposed to .... ive done it in the past.

Then you have the rampers who reach for the moon from their living rooms without thinking it’s long term not overnight success.

You finish off with people swearing at each other and calling names because they believed the hype and invested all they have to make it big .....

Personally everyone is to blame , if you can’t control your emotions ..... can’t control the amount you should invest then don’t expect the sp to control itself either.

I’m invested .... only 1m shares at 0.31 which I purchased Friday when I was about to buy at 0.48 as a pure punt.

If it comes off then great .... 1p is possible With a potential profit of 7k and if all hell breaks loose I sell out at 0.10 and lose 2k.

Don’t let investments control your daily life and effect the way you run your household .... that’s not investing .... that’s gambling.

Don’t gamble on more than you can afford to lose.

Finally I believe we will get PR coverage of the drill and a spike in the sp to above .50-.60 over time ..... if they hit oil then that’s another story all together.

Good luck to all, enjoy the easing of lockdown ....

Great post.

Drill coming with no placing short term. I’m in. 0.31. Happy with that after nearly buying at 0.48 this morning

Deal
Or no deal ? Noel Edmunds.

I’m
Happy with £1.50. Looking for a push higher tomorrow

Here’s what the company told us .....

London, UK, 20 November 2020

Trackwise Designs (TWD): IHT capacity to be quadrupled

Trackwise has announced a placing and open offer, potentially raising up to £12.0m (gross). This is to fund a new manufacturing facility that is expected to quadruple IHT production capacity. The additional capacity is required to support the up to £38m electric vehicle (EV) contract announced in September and potential volume orders from electro-surgical catheter manufacturers and aerospace OEMs and suppliers.

TWD are expecting orders and the contracts will drop anyday, also a previous rns stated that trackwise expect orders for GKN to BEGIN production is 2022 ..... so if arrival order was announced 1 year before its production begins .... begs the question we could see the GKN commercial agreement very soon also.

Very very happy and excited to be here. Would luv to see a £3+ base and then boom with the rns.

My price targets are as follows :

Next contract will be for catheter USA medical market ... £4 on news.

Other contracts between now and year end from small manufacturers will add £2-3 to the sp.

Production for arrival begins year end and a solid £6-8 a share stable hearing in to 2022.

GKN deal would blow us past £12 for year end.

£12 a share = £320m market cap.

Only 7m shares in issue available to public.

I can easily see these at £20 a share and £500m market cap.

New vans / busses also being trialed. I’m expecting more contract Jews from Arrival and an extension of possibly another £38m additional contract.

There has already been strong interest in Arrival’s vehicles, with a commitment to purchase up to 10,000 electric vehicles from United Parcel Service (UPS), plus an option to order up to an additional 10,000.
Arrival’s Van is expected to begin public road trials with customers this upcoming Summer, and the Bus is expected to start trials in Q4 2021 with First Bus, one of the UK’s largest transport operators and leaders in sustainable mobility. Production for the Arrival Bus is expected to begin in Q4 2021 and the Arrival Van in the second half of 2022.

Ps. We are supplying the battery pack components for this bus

They released q4 numbers.

Added $1.2b in orders and a big contract from UPS.

My gosh ..... by the looks of things do we need anymore contracts ? Imagine the workload we have got to do for that small £38m contract.

Big things happening here ..... so happy I’m all in.

Lol. I wish mate.

But I do have 6 figures invested here.

Imagine GKN signing a deal with TWD !!!!! Ufffffff

Just the thought of that gives me sleepless nights .... don’t think mms would know what to do. After all it’s been over 4years and they still love each other !!! Relationship strong

I’m expecting another 10% tomorrow.

£1.20-1.30 is my target before news.

Plz lord let lbe announce an acquisition with no suspension so it would read :

Rns :

Lbe Are pleased to have raised £100m in a private placing at £2 a share issuing 50m shares.

The net proceeds will be used to acquire xxxxxxxxxxxxxxx

True WS. I think I’ve gone beyond my loyalty levels here lol.

Fact was probably because I was in a loss that made me hold on.

Above my average so showing a profit but seriously this management albeit very credible are slow burners.

Happy to see £1 bid today. Would be fantastic.

I would take the above and move on.

I know we have been extremely patient but this time round they mentioned exploration and that was something HH wasn’t too keen on in the interview a year ago as Faroe doesn’t a lot of time and money waiting on drill results.

Good luck to everyone here. Hopefully we can rally up to £1.15-1.30 before the deal but I’m getting old and this deal has definitely added a few grey hairs on my chest so I will be off to the beach on the first day of relist

Whilst the oil / gas is hot. Then we can ride the price hike firing the easing of lockdown around the works by q3 and easily see 30p only if they execute the farm out.

I’m expecting another rns in the next week or so. Once 11p resistance is broken we will fly to 20p. Must be news driven though. This is 100% a 6 month hold for me. I just feel the market pull back will be q4 and not Q2 as companies beat results and lockdown easing gives market a boost. Come on AD.

That is due sometime soon will see this at 60p.

Love this market. Added at £8.54 and am really happy.

Looking forward to the divi in 2 weeks and £14 by year end ( minimum ).

This stock will pay my wages for 2021

So glad to see the sp starting to rise again. I actually agree and think a deal could be done within 2 weeks.

I think it’s fair to say there’s a genuine feeling behind Lbe and the fact they actually mentioned discussions show it’s processing behind the scenes.

This BOD has always been tight lipped and very cagey .... let’s just hope the deal is not like their personalities lol.

So I’m being neutral and going against all bulls and $50 silver $3000 gold and feel if we can get towards $30 silver and $2000 gold for the remainder of the year with all the extra production from a number of mines coming on steam I’m hoping for a price of £14 a share around Christmas time.

That would give my 7k shares average of £9 a profit of £35,000 and a nice years trade with just fres.

Not to mention the dividend.

If this falls lower I will add, I see a lot of M&A happening in Q3 this year with miners and that will boost fres also.

Any bid would also have to come in around £10-12 billion which makes it around £14-18 a share.

Just my personal thoughts.

https://www.thetimes.co.uk/article/electric-vehicle-start-up-arrival-sparks-record-valuation-stn3twft9

Remember we got a contract up to £38m and it’s not for all their fleet. This contract alone when begins production at the Twd will underpin a minimum £3-4 valuation as a start.

Keep the faith folks.

Agree that they acquired extra factory for orders.

Also trailing the new 72m product which bodes well.

Good thing is these can bounce quickly also.

It’s not like we are dropping 15p at a time and only go up in 2s. This can add 30-40p very quickly.

Must admit I’m very surprised to see them this low. Haven’t got any funds yet to add more but I have enough to keep me excited.

Hold for gold.

Cristalball. Although you are correct with your analysis it’s very dangerous to compare with other stocks simply because it can misguiding our hopes.

I’ve been caught out many times before with the exact same comparisons and think “we” should be higher. The theory is MKA will probably trade below value or comparison to peers until the production starts and only then may we see some uplift.

In the mean time with market sentiment turning negative towards stocks do not be surprised to see 16p again.

Smithy anything is possible.

The arrival deal underpins the revenue / profit going forward.

The aerospace sector is much more difficult I must admit but there are many other opportunities out there. They could just get another 2 or 3 EV desks with car manufacturers and bingo.

So yes every stock has it’s risk but I’m fully loaded here.

Good luck to everyone