Member Info for Newuncle

Nice to see you here Chesh, 20m buy yours?

Is this buying coming from the appearance of Fergal on GMTV this morning?

Should add that at current prices DVRG is ridiculously cheap to buy, placees were buying at 2p and that was for a huge panic based discount at the time. Crazy MCAP for a company due to deliver at least £25m +++ in 2023

Hope so but let's see if it's a twitter base P&D or a real recovery with genuine investors buying rather than day traders.

Msys should be seeing interest in their services from anywhere and everywhere from food producers,manufacturers, government etc etc

Possibly or it's just MMs selling back the market the shares they bought cheaply from sellers to buyers and everyone knows PIs buy rising shares so MMs will be happy to move it higher as they get a decent return on the shares they took onto their books. Volumes at <60k and well below average and split pretty much evenly between sells and buys, they just don't justify the gains today imo.

LTB,

I expect to add more ahead of results too. I have some others shares I expect to rerate over the next month and will look to put profits from those into MSYS.

LTB, just a reminder fwiw from 14 March, Big Seller Left the building, New Buyer came in

0.04 100000000 0.04 0.05  09:13:19 100,000,000 
0.04 30000000 0.04 0.05  09:13:02 30,000,000 
0.04 30000000 0.04 0.05  09:13:01 30,000,000 
0.04 30000000 0.04 0.05  09:12:39 30,000,000 
0.04 189125000 0.04 0.05  09:12:35 189,125,000 

Look at the chart, the old sellers were dumping at a loss. The recent sellers are selling at a profit. Share lacks support at the moment. Surprised we still haven't seen a TR1 update on who bought Helium's stake but maybe a poster was right when they said their purchase kept them under 3%. Lack of any news this year is not helping things as most AIM stocks need news flow to keep PIs interested.

C2H5OH,

Thanks but not everyone would agree I think.

RS is a visionary CEO, the team are amazing, the tech technology and partners are awesome but I have been there before with that kind of scenario elsewhere and it only takes one wheel to get a bit wobbly to potentially derail the whole train in the short term. Concerns about future money needs and the lenders intentions are not what we wanted to see and should never have come to the fore how they have. Not much they can do about it in reality other than to carry on putting together a world class service and just ignore the AIM market as that side of things is not within their control.

ps there is hope yet, if a total basket case stock like SYME can jump 26% today without an RNS, anything can with enough PIs buying it.

The AIM listing allowed the company to raise CLIN finances on buy now pay later scheme, can't do that if you don't have shares you can issue at a later date, hence keeping the AIM listing makes sense for the company to repay the existing loan and it's there if they decide to take more funds via the CLIN at a later date.

CEO is doing a great job getting HNWI with very deep pockets and a long term commitment to pay huge premium using the PMV valuation here. It's a great way of raising cash that goes straight to the business without huge dilution usually associated with discounted placings. Can't fault him on that.

Issue has been the delays and reduced funding from HNWI that finally arrived meant TNT really must have needed that CLIN money in a hurry at the time.

Now the continued uncertainty of the CLIN being exercised in what looks like a global financial crisis or wobble or storm in a teacup or whatever hangs over the shares.

Is what it is now.

Might also mean the clin provider may need cash return faster?

Into cash most likely

Nothing wrong with UK Investors, they are locking in easy profits from recent rises here, simple really.

Roughly 50% of NAV at £0.0295 per share = £22m

We got rid of Helium as the big seller here who we know forced the price way too low and now we have had a smaller seller(s) exiting daily at 0.58. Some PIs have zero patience, would love to know who they are.

Depends how much you need access to any monies held in tnt stock. Long term tnt should deliver amazing returns. However the UK uncertainty created by the clin has changed things in the short term . We all know the one big thing markets hate and punish is uncertainty. As Phil stated if it's not for you sell. I think that was great advice imo.

Another plc with recent clin and similar mcap and loan value to tnt.

Might be a useful guide ?

AMTE plc

No one really knows.

Take a look at others who have used clins as research.

One example is sae there will be plenty of others once you get going