Member Info for NicetoMichu

Empress reporting may well continue to be more plentiful on this than xtr's .. and it gives some decent reads across LittleWing.. so Cb may continue saying little on this subject as a rule, I guess.. (as perhaps little/no opportunity for exaggeration of expectations by CB on this one :-))

Not only no spin on what seems might easily be good more recent progress on Fairbride 'Ard andmillsy, but instead of quarterly updates which I would have expected now and which might easily be helpful to the s/p around this time, we get :

''We anticipate that the financial results from Fair Bride, where we have a 23 per cent. net profit share will initially be reported semi-annually."

(Just for my clarity can someone(s) yeah or nay if that means a next update from xtr re Fairbride 'Ard sometime after Q ending 31 st March 2023 btw ? ( as opposed to sometime after 30th June 2023 for eg ))

Another of the endless eg's of CB being a law onto himself imho ....and the thought of him feeling concerned about getting his wings clipped seems for the Birds....

I've found generally in this game that it's not as bad as you might think and not as good as you might think .. so somewhere mid groundish between the gloom and the glee might be a reasonable target here in my mind.. so somewhere in the 3 to 5p range for xtr in the coming months for eg

from playing the game fairly widely, other II block share sales exercise eg's make me think there are circumstances where Ii's are allowed some lag time before reporting ginodog.. (an ongoing meaningful block selling exercise might be such an eg)

I don't think this will go into the 20's p .. but sadly it can go decently into 30's I'm now gutted to understand.... But this doesn't have to go decently into 30's .. broadly speaking that's up to LOAM though, imho

(and some financial pain is the basis of learnings that stick in the mind.... so I'm learning the hard way here, and won't forget)

PS: I have a few of these tech innovators in my PF - Symphony Environmental and Verserian too - with smallish bets on as a rule .. - although I broke that rule here on Friday, stupidly - and the longterm bulls in such stocks are generally so far wrong in their s/p predictions that its farcical, is my experience .. but I still live in decent hope for an ok return, on average, across the three in the medium term

when LOAM decide to stop selling is the key short term question in my mind.. And I'm confident they're selling this morning and were selling hard on Friday: LOAM - not MM's - decide the market rate here now and for some time to come ( unless and until they go into single fogures per cent holding for eg )

Generally, I'm gutted by the way this is playing out.. and doubling my bet in the 60's was a dump play on a short term basis for sure by my.... very unclear if that's the case on a medium term basis still granted. (And my average was low on my original bet and so overall average of 50 odd p is not a big issue whatever.. and I'm happy to stay patient here..)

Ps; Some of the long term holders here have been and remain deluded as to the potential value of this share off the back of whatever Samsung imho...and indeed in the medium term generally, somewhat too.. and I've been looking in on this board on and off for a few years now

chillaxing for many weeks - or months even - to come here more than just the weekend might be a good plan, even.. but, altogether, things are certainly going in the right direction with zen.l... imho..

(and given how much credibility AC might easily have to build back, acceptance that it's an iterative time taking process for him to do this might be a good plan too.. and, in the round, he's doing decently at building back credibility, so far.. imho)

To you all, I also think the 55p ish at eob is plenty/far too low a s/p here now.. but £3 in say a year or more out far too high a prediction too....

Also if Lombard were to have a plan to dump meaningfully over many days to come then that might readily hurt this s/p further, in the short term

But we're entitled to our opinions .. and bet as we see fit off the back.... this is the game we play

or more relevantly Intrusive, that LOAM PM's might well not disagree with my own opinion.. and with them holding 20 ish % of this co. issued shares as of yesterday, what they might think might matter plenty

Very disapointing trading performance from nano.l in my opinion - at least - today.. but the race is long and I'm open to being patient..

My guess is LOAM dumped heavily today.. and that could be for various/combinations of reasons, of course.. But if my view on them dumping heavily is correct then I also feel it's reasoanble thinking on my part that their relevant portfolio managers do not have a £3 a share or anything remotely like view on this share in a 12 to 24 month forward horizon.. and I don't feel like i'm in any kind of an expert knowledge place to disagree with them .. but they're all just opinions...

Great news this morning.. And Congrats to all holders !

Medium/Longterm, I can't see how this isnt worth A LOT more than 60p ish as I type .. so I'm not selling any and indeed have incrementally doubled my small holding here so far this morning.. and am open to adding a bit more too.. but am looking to form a short term view re adding those more..

My guess is Lombard Odier AM are selling punchily this morning ... short term, a key question in my mind is how much they'll look to dump ahead of exact settlement details announcement.... if say - a nice middle ground number - half their holding, then that's 10% of total shares to be sold in short order..which my guess is will be taken up in days more than weeks.... but, bad case, could see this dip well into 50's p for a short while to boot.. ( of course they might look to sell less than 10% or more .. and buying of those sold could be very quickly absorbed, eg a broker to broker agreed block buy for a n other II at 60p ish could take a chunk in one go.. etc.. etc.. so all guessing.. but you have to have a view.. etc )

gutted this hasn't rallied more this week, so far.. somewhat shocked even, but not entirely so, alas...

...and if this doesn't rally soon, I'll conclude that the market seems to be saying let's wait and see smooth completion / implementation in Yemen and elsewhere, before we take this company seriously.. and a reasonable conclusion therefore might be that AC has meaningful reputational issues still to overcome in the markets eyes.. and will have to deliver strongly ongoingly for quite some time to change this perception ( not just signing new deals but the IMPLEMENTATION thereafter )

Hopefully his team can deliver ongoingly though.. and good implementational teams are assembled by zen.l in Italy , Yemen, Tunisia etc.. and TIME will be required.. (and hopefully self funded too, as there is strong revenue being accumulated ongoingly here now)

read 100p for 1p apols.. still stuck in pre consol mode here..
( although FK1 and NS might say i'd end up more correct with 'above 1p' instead of 'above 100p', granted )

My guess/instinct is that this share will be decently over 1p by this y/e.

Not much good for decimated long term holders, granted .. but anyone buying in early in 2023 might have a good year here.

BUT, please note a truely awful s/p history here and understand that any money put in here is high risk gambling only.

DYOR and IMHO

This has been an extremely tricky share for many years now.. as in text book jam tomorrow - aka next year, next two years ...etc.. - however I've kept the faith here with a half decent core holding for years - alongside range trading parts of my holdings too granted - and actually have this in my top 10 tips for 2023 list.

Also, I'm putting my money where my mouth is in topping up here a few times in recent days

IMHO & DYOR

pity I only had 3k gbp in this.. a low average at least.. but was that bored by this s/p inactivity recently previously that i'd half forgotten about it..

Added a bit more this morning .. will add a bit more again soon I expect.. this might be only just warming up, hopefully..

there's a glitch .. click on the full list of risers instead of just looking at the top 5 front screen list only

I'lll guess late Feb early March for re-admission here.. and total clarity / no loose strings - eg deal(s) mothballed/government(s) sign off for fully completed deal(s) etc - at that time too ..

...which is fine by me...

(As coming back with major uncertainty/ies still outstanding is absolutely not a good idea towards meaningful share price appreciation occurring here in short order after re listing.. imho...)

I've added some already and will add some more as we go through today.. this s/p was much too low before todays news.. much squared too low now..
imho&dyor

more interesting than I'd originally guessed it might be.. fair play zen.l !