Member Info for pablo_escobar

Fed would be floated on the Nasdaq and 10-20 x revenue valuations are common. That really is how it’s done. I hope orbital follow the same route. They also are projecting high double digit revenue next year so the same would apply for them.

If they hit the 100m target revenue over the next year then it floats and 10-20x revenue. That makes it a billion dollar company and based on fed alone valuation over 6x current sp.

Anyone got an idea on what Saba capital are up to? Slowly looking like they are aiming for 30% and therefore activating a compulsory take over. Question is why ? What are they seeing that nobody else seems to ?

250mill

Very bullish capital markets day presentation. Both federated and orbital targeting $100million revenues in 3 years. High double digit millions in the next 12-18 months. Looks achievable and then makes them $billion companies if those figures are achieved. Bridgecomm promising. Single digit million $ revenue for 21 and double for 22 onwards.
Spin not dead and a proposal being made by arm and applied. Value in the ip also.

Just on announcement of farm in partner for chudditch. Santos have a $240 mill drill programme on the adjacent field. They would lap it up

This is the AIm casino. Timor really is the only prospect going for them. I do not see it as red/black or 50/50. The sp must get to 0.2/0.3 pre drill. Take out your stake and ride the rest. The real money is on the success of that.
If you are talking conventional casinos then 10x for red or black is compelling.

Negativity surrounding a raise is understandable. Nobody likes it when others have an opportunity to enter at a lower rate. This however is one of the most exciting opportunities I have ever seen on AIM. There is over 2 tcf of gas(confirmed by shell )with the potential of up to 5. Shell also had the COS at 100% and recovery rate between 50-75 %. (Note that modern extraction methods are far superior to 20 years ago)
So in a nutshell 375million barrels of oil equivalent is worth around $2.25 billion. There is strong potential this could be double that resource. But take $2.25 billion at 100% COS and 50% recovery (low balling) and you have $1.125 billion. BOIL's mcap is £6million. Do the maths. If you can't see what a crazy opportunity this is then you should not be invested in shares.

https://www.satellitetoday.com/imagery-and-sensing/2021/02/08/orbital-sidekick-finalizes-constellation-plans/

The asset is huge. 3.7 bcf of gas is worth over $1 billion plus there is oil plus a high cos. I know of no other quoted stock with such transformational potential. Of course there are big ifs, starting with getting seismic access sorted. Upon that there should be a massive re-rate.
How Baron/Sundagas even got the license baffles me as the Timor government bought back the field from conoco Philips for $350 million. Some jiggery pokery at play I am sure. I’m not complaining though

The spin ambiguity still confuses me. Reports over the last 6 months have be positive. The last company presentation (never rns’d) on the 29/10/2020 also confirms this and confirms a working product :

https://ny-creates.org/wp-content/uploads/STT-MRAM-Technology-and-Applications-Pinarbasi.pdf

There is a lot of complex data but concentrate on the last 12-15 slides.

In September the following article :

https://www.eetimes.com/spin-partners-with-arm-applied-in-mram-manufacturing/

December :

https://www.eejournal.com/article/spacing-out-with-spin-memory/

https://electronics360.globalspec.com/article/16072/bringing-us-domestic-chip-manufacturing-back-part-1

https://electronics360.globalspec.com/article/16092/legislation-key-to-accelerating-us-domestic-chip-manufacturing-part-2

Also in December Thomas Boone was appointed Vice President of defence and aerospace for Spin

https://blog.executivebiz.com/2020/12/thomas-boone-elevated-to-defense-aerospace-vp-role-at-spin-memory/

Then in January Alm report liquidity issues @ spin ( understandable ) but funding required at a significant down round from previous rounds. How is that possible when they now have a working prototype and developed their unique technologies?

What a load of ****e

I am with Echo. Really disappointed with the latest news regarding spin. Spin was and still is my primary reason for continually buying followed by Fed. I can somewhat understand why chip testing was postponed and hence delayed. I can not understand however why any more funding would be on a down round since all other communication out of spin over the last year has been positive. This needs clarification.
Federated is coming along and the tie up with Amazon web services is big. People think of Amazon as being all about ecommerce, delivery and now streaming content. But the real money spinner is its network and its cloud services with AWS.
In regards to delisting my understanding is many institutions cannot buy or hold aim shares. Alm is around 80% held by institutions so how that would work I have no idea.
The bod really are a nightmare and their influence and package is joke. Joe Pignato needs to go and I hope Amber will try to initiate this. I have over 1% holding in Alm. 6 months ago my tp was £2. I still feel fair value is £1 all day long. I’ve been wrong before though ! Gla

Fed have nothing to do with the auction. Cbrs is not possible or permitted without the inclusion of Feds technology. Google and commscop also. My understanding is Feds is the most advanced

It will probably be Amber again. Bernstein needs $ to buy back the shares in CRS which he is doing fairly regularly atm.

They were bought in auction

There appears to be a large seller over the last week or so

https://www.iiotconnection.com/orbital-sidekick-helps-ipipe-consortium-with-pipeline-monitoring-project/

Try iot, ai and edge computing

You can look on their website