Member Info for PrivateRyan

Great call below Bunsen burner ! Don't cross ramp again please ! Down 70 percentage so far today

SBDS is my main pick. Can see a breakout there soon. With customers like Apple and Mars, a market cap under £5m with over £10m revenues and being cash generative for the first time in their history end of Q2, you’d like to think there’s room to move significantly higher! 20% growth too!

Yet more delay Tom ? Care to update your investors on the impact given your previous comment about the adverse effect of the revolving door for heath minister ?

I would also add that Martin I've again tried to explain the above and it seems pretty conclusive to me that any payments under the guarantees are not just cash timing differences but absolute extra profit which does not get recovered on any later exceeding of target volume against the schedule. So all good and it means statutory income will be higher than volume times a s p ! And the deferred tax asset may also boost pat in f y 2026 and later years. ..... watch this space ....

Martin I've proactive

New video. Very quick out of the blocks. Guardian ' frustrating' but should pick up next quarter. Very positive that the loan will be refinanced in full before end of June with this quarters ramp helping their credit worthiness.

Funny how we never go up when sentiment is good. ? I don't think a little share like this moves on anything other than its own news or lack of it .

What ? This could reverse any time. It was 6 p recently and what happened then Don't celebrate too soon and jinx us . 20 p send that post please not now

Thanks. I am now concerted - to nearly quote p g Wodehouse re disgruntled ! Fingers crossed for kpis this week or next

How many other competitors are going to appear. ? What happened to our moat of 20 years real time driving and resultant ai And Paul thought there were only going to be one or two providers if memory serves ? A bit disconcerting?

🫢😂

And frankly what a time to reward a new incumbent when shareholders are hugely underwater and recently further disappointed. Poor judgement

Yes and no. One big contract and 20 p should be blown away. As Tom said at 20 p there's never been a better time to invest in Fdbk ! It's a shot to nothing Sorry maybe I am a bit tetchy but we have had three years of hype with no reward and someone walks in and hasn't done much except blur the facts. It's too early

A reward for obfuscation on the cash position which continues Ridiculous. She is not a big hitter.

I agree with you but if you can see another share you like in the meantime it may pay to switch. Apart from anything else the market doesn't like a share where you have to wait a long time for news. On top of that there will be a discount on an equity raise and I think that is likely. The share price today tells the story.

I hope it all works out but I am out for a while exploring other shares. Good luck.

Just filter him. You cannot wait till tell these people within a couple of days. Just tiresome.

Barnacle it was mid 2027 before. Again they have not given a figure for latest cash balance . I fear now this 6 to 89 month delay will see us having to raise cash by the end of this year You cannot wait till the cash balance is down to nil . Also they could have been clearer re the contract extension values

So Tom again has shown poor judgement on his expectations and another hyped deadline has been blown away. This is all not going to plan

Great research as always. But seems to concentrate on buildings not software as not recommended by Tom? No

Mention I could see of bleepa from a quick scan

So

May cdcs already around ? How many use bleepa. Starting to think they. A survive without it ?!

I'm afraid as I had mused a while back that all this has spilled over Tom again misread the situation and hyped 31 March as a real deadline despite our history And as usual he has not communicated what the delay is and revised timescales. Very disappointing. And cash continues to flow out We do indeed need news of deals soon to avoid another equity raise. Tom has let us down

Casper's does your son have a view on the latest joiner to the dms world. Ie Mobileye and their new technology which they believe is world leading ?

And maybe you should filter him Casper's instead of wasting your time responding and our time reading.

This board never used to have these people. So tedious.