Member Info for NGC001

Thank goodness Brundle has gone, this has the very slimmest of slim chances now at least...

I have to agree with you @TheBasher

After reviewing Prof Nag's illustrious and long career in AI I thought I was backing a winner.

I will continue to hold as no point in taking the loss at this stage, and you never know one day we may end up being pleasantly surprised, but I won't hold my breath.

Happy with the progress, very solid performance and solidifying a strong development strategy for the future.

This is a slow burner but patience will be rewarded here in the long term.

Strong vote of confidence from Mr Packwood…

Looks like they sold again???

So UBS sold their holding and then just over a week later bought it back?

Looks like they were told something positive coming down the line?

Looking forward to momentum building here over the course of 2026, looks like they are in a strong growth position going forward.

Very disappointed in this company, had really high hopes with Professor Nag involved, but looks like it’s in a death spiral now…

Https://www.linkedin.com/posts/rc-fornax_defence-smecommunity-futureofdefence-activity-7441910273969606656-4w71?utm_medium=ios_app&rcm=ACoAAAej4C8Bw80i5cJn-I74n10PBQemPdsjxFE&utm_source=social_share_send&utm_campaign=copy_link

@FeverRay I agree with you, this is basic marketing, something they seem to struggle with, which is surprising for an explorer.

Let’s hope there is a reason for the low key approach being taken. A nice surprise would be very welcome at this point.

Perhaps they are testing a new trading app/system?

What is going on, it's started again from 9...

Have to say I'm concerned right now.

The incredibly fast pace of AI advancement we are seeing means CapMedia products will potentially be obsolete/left behind before they even get started at this rate.

Speed is of the essence here I believe, so something needs to start moving very quickly.

Let's hope Prof Nag has a rabbit in the hat!

Extremely positive about this company and the management.

They are definitely going places!

The Aurora Engineering Partnership (AEP) is a strategic collaboration between QinetiQ, AtkinsRéalis, and BMT, serving as the UK Ministry of Defence’s (MOD) primary, default route for procuring engineering services via the Engineering Delivery Partnership (EDP). It provides rapid, efficient engineering support to DE&S (Defence Equipment & Support) and Front Line Commands, utilizing a wide, agile network of over 250 specialist, small-to-medium enterprise (SME) providers. As of late 2025, the partnership is undergoing a provider network refresh to further enhance UK defence productivity.

Broker Cavendish, reiterating its 50p price target, said: "We maintain our existing forecast expectations, with the shares seeing an encouraging uplift from recent lows, with further significant upside anticipated on the back of future potential contract newsflow."

Very encouraging indeed!

Here’s an interesting take on AI, which in fact completely aligns with capAI and the thought process happening in capMedia right now…

https://x.com/forrestpknight/status/2012561898097594545?s=46

This is extremely positive and very welcome news. I had written this off completely up to today.

I love the bit about Strategic Investment and Leadership with the joining of Nick Bridle and Mick Cataldo who have defence and national security expertise at a time when critical mineral resilience is a government priority. Diversification of activities looks in the pipeline here? Also their willingness to invest £350,000 personally at a small premium (not discount) to the suspended trading price and join without immediate remuneration signals genuine confidence in the turnaround potential. We just need to get rid of the deadwood you know who's asap!

Excited to now see where this may go...

Think work has been going on in the background and we will see some medical news very soon. This is the most exciting part for me…

https://www.linkedin.com/posts/ronjonnag_ai-insiders-healthcare-biotech-luma-activity-7414939326431584256-WC59?utm_medium=ios_app&rcm=ACoAAAej4C8Bw80i5cJn-I74n10PBQemPdsjxFE&utm_source=social_share_send&utm_campaign=copy_link

Feels like it’s a coiled spring at the moment.

Fingers crossed for some excellent results 🤞