Member Info for raharh

I don't post a lot on these boards but when the Farm In RNS lands I would expect it to get busy. I remember the crypto rush and those boards. You will always get the Facebook crew when things take off who will have opinions in either direction but love to post a gazillion times.

I will carry on lurking in the background and reading the knowledgeable posts and await the next news as from what I have read and researched this is looking very bright.

Each to there own!

If only Capita actually still owned the Payments software .... sold some time ago ...

Ok. I will say it as it will be posted at some point.

MMs playing games and collecting shares. When they have enough they will let it go to the next leg up. 30p this time next week 😁

But seriously, staying long with a sub 20 average as only jumped back in before RNS and a few after. Shame I convinced myself O&G would be a good idea …. This is keeping me level.

Lots of typos there. Sorry. But you get the idea.

Don’t use the phone for long messages!!!

JL had one of two ways to go. Services business or software business. Software attracts higher multiples but it is harder to exit the services side with a great deal of revenue (but lower margins even if run efficiently).

Jo chose the services route and without any choices ce that is the direction for AH now and the die is cast.

Personally I would have preferred a leaner software business but those contracts in services are long and difficult to exit so I understand the direction of travel.

The job now is to streamline and make the services side more efficient.

I am long now and think there will be upside in the direction of travel but before anything he trashes JL just remember he set the direction and started an execution and the recent disposal was on his watch, no one else. It just happened on process later.

Easy to batter the ex CEO. This was not an easy turnaround and there is way to go yet

This will not result in a divi. This was in play long before AH and so is just the clear down of software assets to become fully service based. Multiple paid is slightly below market rate which would be closer to 14x - 15x ebidta I expect but that is because it is another asset sale so that would have been priced in.

Market would have priced this in I suspect but we will see - it is more encouraging to me that they have got the sale away at a reasonable to good value.

I would not put too much stock in to the current EV of 250m versus a sale of a 200m asset. This is clearing down the debt. The key for CPI is to get the service contracts profitable and if they do this there will be a re-rate.

I am in and long and worked in the PS software arena for over 20 years and battled CPI many times in business - they are undervalued but the recovery feels months off now not years which is good news.

Weird trend about taxes here. Highest taxes in years are here mainly because we have to repay a massive debt due to borrowing in COVID for furlough and all the other measures. Neither party would have faired well in the last parliament with Covid and a war on Ukraine. These things are beyond any party but I think there were major mistakes in the last parliament and the PR of these was really bad. It just looks old the country is going to change for change sake and it does not matter what people think. It will happen I believe.

Labour will, if history repeats itself, tax more the higher earners under the guise of redistribution and spend more on public services.

That latter will benefit CPI in my view so I do not think it will be bad for CPI. Whether it will be bad for the country I think we can save for other message boards ….

I always take shares. Can sell if needed and I like to support the price. A bit high at the moment but that’s life.

Hi all

Been reading up over the weekend on some new potential additions to my new ISA allowance and have been looking at SQZ. Can I just ask a question on the buy back and get an opinion. It looks like there is a maximum of £15 set aside which will be about 8m shares (original RNS mentioned more but then had a cap on the amount to be spent).

I can see buy backs of about 1.6m so far which will be held in treasury (500k transferred out today for employee options).

So a few questions / opinions.

Treasury transferring shares out for employee options - I can see this as good as prevents any further dilution - thoughts?

When buy back completes - which may take another 3 weeks at this rate - do we expect SP to drop a little as the buying is supporting the share price at the moment?

Why not pay dividends as opposed to buyback ? Do not quite understand the tactic unless it is to prevent dilution when options are exercised?

Not looked at a buyback before and the underlying reason so just interested in opinions.

It has been interesting reading all the comments - none of which made me want to buy or sell as I will make my own call based on the company and the same goes for all my investments.

More amusing the number of times people feel the need to post - either positive or negative - none affect the SP, none make people invest (please do not invest based on comments on this board or any other!) and the vast majority are not really factual / anything new / anything to do with discussing the Angle. People just have time on their hands I suppose judging by the number of posts by some users.

What I would say is that some of the comments get personal and that is not needed and the internet is a lovely place of anonymity for keyboard warriors hiding behind usernames. I wish people could live and let live and take a break - more important things in the world.

Anyway - I am invested and will remain so as having read up on everything thus far I think the company has good potential this year. I did not buy the share for today (or tomorrow) and will lurk in the background on the boards smiling and posting if I need to ask a question of the board or if I have a thought.

No - I do not see revenue figures.

No - I do not see a takeover.

No - I do not see immediate commercialisation (next 3 months) that creates momentum.

No - I do not see a fund raise imminently.

Yes - I am interested in the progress in Parsortix to commercialisation.

Yes - I think the Eisai contract is a good step forward and want to know if others are going to close

Yes - I am interested in the results from the end of the BioView project

But I could be wrong on everything above!

Good luck to everyone who is holding, I wish nothing but a prosperous time at Angle. For non-holders then decide if you want to or not - it is your choice.

And that @Sangijuelas1 is why I was asking about Brett and peoples views. He seems to have a pedigree that matches the needs.

Ok - so on Bioview - if it was around April 23 then we should see some news soon if it is well progressed - next 8 - 12 weeks.

And looking at Brett I think he has been brought in with the remit of commercialisation so if his pedigree on LinkedIN is accurate (coupled with his military background which will make him target driven by nature) then he can hopefully move things along.

Trying to get this back to a discussion board about the company and plans!

Looks like the CMO they recruited in May 2023 has a pedigree (based in California I think) - does anyone have a view on Brett Swansiger because for me commercialisation is the key driver now. The technology needs scaling and marketing.

In terms of the Bioview collab - it states the 12 month project is well progressed - when did this start? The revenues will obviously help with runway but more importantly the success will also help with marketing.

Does anyone know if the ETFs are going to be available on HL?

Yes - I was invested in Argo at the time and it really was a whoosh. The BTC pump was a real catalyst for that and ARB a very different company now. It will all depend on exposure and potential monetisation of the research results but time will tell. Will see what is said on Thursday but with a long runway on cash then there is plenty of time to continue the development and partnerships.

DOH - My Bad - Sorry - More reading required!

@Mozax

Been quiet on the board and have quietly built some in the background. I like a good pharma play (and crypto one!). Are there plans to list on OTC in the US? Dual listing helped some of the crypto plays - but just checking that isnt a wish or is there an RNS I can look at it on dual listing.

As far as Thursday goes - generally I think it is an explanation of the RNS and time for Q&A. Another RNS may or may not drop - but I would not count on it. Depends if the audience like what they hear or it is a parade of known knowledge. I personally do not expect anything new but it may enlighten some who have underestimated the potential which would be positive.

Thank you everyone for the insights - I have not found another Crypto stock like this now and it is tucked in my ISA and will look to build a larger position over time. As I said - I could not see red flags before but it is good to be on a board with people who post genuine opinion.

And no - I am not in the others (I traded one recently) - but the UK market is short of real Crypto opportunities and there are only two I am now invested in.

GLA - let's see how the year plays out!

Is this not because they are a seed investor for startup chains and therefore it will always look unbalanced in that way? This is the point of KR1 is it not. So very light on BTC compared to others but they do seem to know what they are doing as the NAV outstrips the SP at the moment.

Am I missing something in your question?

@Hexam @ian I always find your posts balanced.

Having stepped out of shares for the last two years and just getting back in to them now (I am a hobbyist) I don't think I have ever seen you de-ramp (or ramp). These boards are for discussion. I was a lucky one when ARB was 10p and ride to £3 - I did not get out at the top but certainly made a good chunk of change. This time is really different with the state of ARB finances and the number of BTC they hold / EH they have / debt they have but I think fundamentally the SP will get carried on the BTC wave. It will just be a matter as to how long people want to ride the wave who are still in (I only re-bought recently looking to catch a little of the wave).

Sometimes it is not about holding on for dear life to get back above water - sometimes you do need to call it when you think the road has run out. I can easily see the current trend pushing this to 50p maybe more - but 300p with increased shares in issue and the debt is not something in my wildest dreams I see happening with ARB.

The next few weeks will be interesting and probably no one wants to see an RNS notification before the end of next week at the earliest.