Member Info for Randommatt

Not sure on Nexeed, it has all gone very quiet from Bosch. I suspect they will update the TDL140 with new tech within the next year. That is just my educated guess.

I also think there was a bigger reason as to why they did not cut R&D spending.

If they still haven't bagged any vaccine transport deals in 6 months time then I will agree with your point. I suspect they will though. Also dont forget that the Korean government mentioned Contguard as a possible solution.

Ticked up. Good buy if anyone got some under 0.90, think this will end up flat or slightly up today.

Problem is the shipping industry live in the dark ages. I see this first hand all the time, hasn't changed in decades.
It will change at some point, however you'd be a brave man to predict when.
Khuene and nagel use Va q Tec for Europe, these boxes are nothing to do with Starcom. So that leaves South America, India and Africa who are somewhat behind the curve with the vaccine, this is where Starcom will get their business. Especially last mile vaccine carriers. See VST solutions stuff that has been posted on here before.

IG won't give me a decent buy price! (0.92) lol

buy in price. Bottom of long term trend, RSI under 30, bad year out of the way, Israel vaccinating their way out of this mess at a rapid pace.

Was reading that most of Africa will not be vaccinated until 2024, so legs in that side of the business if they can get it over the line.

How many of those 700k CLN left to shift? Seems a few going through today

Nice to see! Hopefully there will be a few more

Thankfully I don't make my investment decisions based on a ****ty message board. If I did then I would want the board to be quiet as it means that share was still relatively under the radar

The large block sells are suspicious.
Not sure I agree on the cash position as they receive high margin SaaS each month and I expect that has grown. The CFO runs a tight ship and their cash burn was pretty good.
It's AIM so a placing at some point this year is always possible . I may be wrong but personally I cant see one in the short term.

Nice! So starcom will do well outside of the wealthier European countries. I would also not expect these countries to really get their vaccinations moving until the second half of the year. I see a decent H2 here in 2021 and H1 in 2022 for this alone.

They have always been conservative! Too much so in my book as I agree that could have been subject to an RNS-R.

A large part of their problem is how resistant to change the shipping industry is. Not much has changed in 20 years from what i've seen (still paper CMRs, plastic seals and crappy non GPS padlocks) I do however believe that things are slowly starting to change

I hear Tik Tok is all the rage! lol

Probably do you good! A lot of negative stuff on twitter, gets me down at times

New account using different email? Just for reading maybe.

What are you going to do with your day now?

https://industrywired.com/top-10-agritech-companies-revolutionising-the-farming-industry/

I guess it is better that they sell now whilst its flat and not into any rise on decent news. Lack of selling pressure could see the share price spike pretty hard

Nothing from IG yet

Decent volume to kick the week off! Bodes well for 2021!