Member Info for Numptypi

Seize, don’t quote me but I understand that the number of models that we are expecting from GM has increased a number of times and currently we expect to eventually be in all 29.

They had stunning success with the Cadillac ct6 released Nov 18? but then lost all their momentum, almost as if it caught them off guard and unprepared for the hugely successful media that followed the release., They appear to be trying with gusto to rectify the situation.

Numpty pi

Https://www.youtube.com/watch?v=22dIkWYUAxQ

Seize, During the “Italian job” investor talk he said that if we haven’t been taken over in two years (nov 2024) you can add a zero to the valuation, the presentation has since been removed. That’s where the reference to 70p in 18 months originates.

I think that the title of what’s going wrong should really be thought of as “with all that’s going right, what’s holding back the sp.”

We are a niche, aim listed, pre profit company that nobody outside the industry has heard about. Don’t forget that there’s a huge difference between price and value, Our price is low but our value is high, (at the moment).

We’re not wrong, just early. Someone who commands a great deal of respect hereabouts called me a bl***y fool for getting in so early, but in the same breath called me a visionary for having spotted the opportunity…I’m in good company as there’s a lot here that would apply to.

There’s lots of examples but If you consider the recent Collins contract, how do you put an accurate value to it without having a great deal more information. If we can’t , then what hope for casual investors who are looking at hundreds of companies.

Not wrong just early.

Firstly our hearty congratulations to everyone involved in the contract with Collins. It’s clearly been torturous finalising the details, well done!

Whilst we clearly don’t expect to compromise our position hearing about the financial minutiae, but there are many questions that now need to be addressed. Hopefully there will be a proactive interview to expand on the new situation shortly. The obvious first question would be how does this now affect the other aspects of the aviation division.

Does this also now mean that we can post without having to avoid using socially awkward words like imminent, immediate, soon and shortly.

Https://www.lse.co.uk/rns/SCE/hardman-co-research-on-surface-transforms-sce-a-major-quantum-production-ramp-up-now-secured-rp6imvd71ss95wy.html

If Magna insists on patent protection to the extent that TLS indicates, then they must be pleased with progress, and planning on selling our technology in their mirror long into the future. An initial two year deal in an industry first design is surely just the beginning of some very lucrative business.

Courtesy of TLS an aviation clip / film
https://youtu.be/kBoi6tYmruc

Yorkshire polyhalite mine progress

https://www.insidermedia.com/news/yorkshire/anglo-american-sets-out-changes-to-woodsmith-mine-to-improve-prospects

This is the recent presentation
https://www.youtube.com/watch?v=H4DOtiz0IlI

There was a note from research tree highlighting an Hardman talks investor zoom meeting starting 10-30 today but I wasn’t able to attend, does anyone know if this is recorded for future reference. There was nothing on the website earlier but it might be too early as yet.
Numpty pi

Whether or not a new poster is indeed a renamed member of the green blob brigade, it’s undeniable that they have achieved the repeated use of a headline that is clearly intended to destroy value in our shares…15 times and counting.

https://www.insidermedia.com/news/yorkshire/anglo-american-sets-out-changes-to-woodsmith-mine-to-improve-prospects

Kevin Johnson CEO said: "We regard the progress made on resolving all the production technical issues to have been a major strategic breakthrough for Surface Transforms. In combination with the progressive implementation of the capacity increase, we are now confident of the timing of ongoing profitability. In our cash flow forecasting we have assumed that the shortfall in the first half of 2023 cannot be recovered in the second half. But even with this, hopefully prudent, assumption we are still expecting to have the cash to maintain the momentum of our three year capacity installation programme, and to fund our 2023 working capital need.



During the strains of recent months, we are particularly pleased that our customers have understood the issues we have been facing, noted the progress and have continued constructive discussions on future programmes.. The expectation of both parties, throughout this period, has been that we would fix the problems, which we have now done and install the capacity, which we are doing. Our order book (£290m) and prospective contract pipeline (£300m) are unchanged."

The Company will be reporting its results for FY 2022 on 17 April 2023. The Company will also provide the opportunity to hear from, and ask questions of, the Chief Executive on both this announcement and the full results for FY 2022 on a webinar to be hosted by Hardman and Co on Friday 21 April. Shareholders who wish to join this webinar should follow the link:

https://us06web.zoom.us/webinar/register/WN_dGojxPYZQ6yAebGhfx3eow

Sipps1, have you clocked the date…

Close of play Friday 31st March SP.

Hyperion 6.2p
Red Rocket 7p
Urban Space 7.15p
Chris H 7.25p
Congratulations to Hyperion for winning the shirt, if you could please send me a private message on telegram with an address, I would be delighted to post it today.

Terrym, re your post yesterday about a legal professor podcast, (using see as an example for her legal students). I contacted her and included a few links to highlight some areas where I differ from some of her comments…she’s done another podcast which clearly demonstrates she’s done some research…I thought it might be of interest to you.
https://www.youtube.com/watch?v=fJjNW5VJfPQ
Numpty pi

If the two front runners are see and seye, and each according to their broker are each expected to win 40% of the market, why have we been hiring engineers in such big numbers, while they have been cutting back staff by 10%… clearly only one of them will have the ability to cope with the work load.
The pr from seye is and always has been far better than ours, however the caveats from their broker are becoming ever clearer.

Forgetting to switch back between user accounts is a school boy error but it’s proof of obvious and blatant manipulation, worthy of being banned…Some people have no moral compass.
Anyone who is new to the game might actually believe that there could be grains of truth amongst the garbage being spouted.