Member Info for PrivateRyan

Thanks v m

Thanks barnacle- a very good read- I see they were supposed to finalise by 28 feb ! see page 48......slowly slowly we are getting there

Are mobileye big in dms?didnt think so but now they will be working with vw?all very confusing to this simple mind

https://www.mobileye.com/news/automated-driving-volkswagen-group-intensifies-collaboration-with-mobileye/

He made a mistake?

The receivables financing is I suspect a back up should cash get tight

**** off spammer

Was patients a pun IB?!we certainly are looking good now if two years later than we expected Nice to have a bit of excitement

I am certainly grateful we seem to still have a chance to exit this stock with some cash ,but I certainly wont be predicting what I will do on relisting as it all depends on what is happening in the future ,no matter how irritating the past behaviours have been. Thanks to those insiders who have had the guts to stick more cash in - I wouldnt have had but that said I already have a lot of these at significant cost . Whatever happens lets hope he gets in a decent accountant after the very critical audit report- may explain why the previous cfo lasted such a short time!

Good luck fellow investors !

THANKS FOR THAT AND HAPPY MOTHERS DAY !

ALIF I SUGGEST YOU DONT UNDERSTAND DISTRIBUTABLE RESERVES -THERE ARE NONE

Bought another 4500 at 1.20. Getting my confidence back ….

Maybe the reason for the spike. And looks like it is set to continue. I hope Tom can throw further detail at us on the implications. Looks like it’s happening chaps !

Investment of 3 .5 bn in nhs development and a focus on investment that pays for itself. Mention of digitisation and mention of national EPRs All looking good.

Watched it all again - liked ib comment about spreading the jam ! bought 10k just now in shares as i think the private breakthrough has been important ,plus the 300k pilot background he explained. will tom be right on timing this year re march and april...........?

Well thanks very much indeed for that excellent response geoffsh . I will have a look at those links ,and I think your email to CF was very good. If I think the issue is covered I will start to steadily build a position.

Thanks again

Looking at this for the first time and I have looked at a lot of posts and vkdeos.

It seems a great product and will be very much in demand I expect .

But bulls and bears below has mentioned my concern ie this is not just providing technology ,with little cost and recurring revenue. It is also providing a plumbing service .I thought CF looked a bit evasive when hedealt with ,saying thsat the plumbers neednt be employees .But so far we are seeing adverts for employment .

So three questions-how big that workforce needs to be in the medium term ,and how big an overhead will that be compared to the income ,and importantly will this impact the ability to scale at speed .

It is net income after costs we need to consider and I havent seen any real commentary on that eg how many plumbers would you need per 100k devices.

In other words this isnt purely an IOT tech play-it is also a service provider with labour overheads.

Can anyone point to where this point is addressed in a bit more detail ?

Cheers-it is on my watchlist now

Woody I have been invested on and off here for years. I am not wrong. The braveheart special divi was because they had enough distributable reserves at that time. They have none now. The phase focus has actually reduced those reserves further. This is the difference Don’t know will hunting. Btw. Cheers

Funnily enough the three faces of eve is on this Friday bbc 4. Have a watch tintin 😀

WOODY I REFER YOU TO MY POST ON 5 FEB -THEY CANNOT PAY A DIVIDEND-THEY HAVE NO DISTRIBUTABLE RESERVES- ITS ILLEGAL

Hope you’re right terrym. Some news would be nice !