Ryan Mee, CEO of Fulcrum Metals, reviews FY23 and progress on the Gold Tailings Hub in Canada. Watch the video here.
Just thought some who are relatively new to the share might like a little view back from the past.
Well Dec 14th 2021
https://capital.com/what-s-next-for-darktrace-dark-as-it-exits-ftse-100
Hopefully we will be back in the FTSE100 soon, which will give another boost
Maybe the market doesn't like the board changes?
Can't think of other reasons for the drop in share price
Tim, Miriam and Jamie all done well in last few weeks!
I should have added more ... doh
https://presentations.investormeetcompany.com/investor-meet-company/SMART-METERING-SYSTEMS-PLC-Investor-Presentation?bmid=5230ae9510c2
ask them directly?
https://www.bbc.co.uk/news/business-64231473
another customer ?
Key points
· ILARR(1) grew 8% to £93.1m at 30 June 2022 (31 December 2021: £85.9m)
· Meter and data assets
· smart meter portfolio increased to 1.9m at 30 June 2022 (31 December 2021: 1.7m)
· secured a new smart meter contract win adding c.0.1m meters to the pipeline
· smart meter order pipeline of c.2.42m(2) at 30 June 2022 (31 December 2021: c.2.55m)
· continued growth in smart meter installation rates; no impact on meter supply
· Grid-scale battery pipeline
· first 50MW performing well ahead of management expectations
· total pipeline increased to 760MW(3) at 30 June 2022 (31 December 2021: 620MW)
· Continued progress in other CaRe products and services including recent strategic investments in EV charging infrastructure and energy data management
· Net cash position at 30 June 2022 was £38.6m
· FY 2022 underlying EBITDA and PBT expected to be marginally ahead of previous expectations; confident in medium term outlook
· Expected FY 2022 dividend of 30.25 pence per share, +10% year-over-year in line with stated policy
Must have been a leak a couple of days ago!
Picked up my holding at £8.48, and now one of the few showing good gains.
Definitely a stock for the current times
...and recent currency gains to boot
Nice to see Klaas and I bought at same time and price!
my purchase a little more modest
Market overreaction. £25m valuation now as cheap as chips (given price local chippy). Nice cash balance and sticky revenue means still relatively stable company. Bought and averaged down today.
"Lion trust buying more at this crazy price"
...well still falling rapidly, where is this share going to land....guess upwards movement is only going to happen if we get decent size orders or know a little more about the pipeline of M&A targets.
Ofcourse this could all change if they have been identified as a target by someone else? Any guesses?
Mine is Darktrace, small change for them to pick up a industry leading Cyber tech ID company.
Suddenly gone blue...news bubbling?
My buy is registered as sell, and I suggest plenty others are too.
Given cash generating and strong customer forward revenue visiablility maybe the BoD could consider dividends?
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Well ACT market cap of £63m - 130p
Cisco paid £543m for IMO with £170m revenue
Assuming similar business and profitability, should give us double current sahre price. But in the end it's all about growth
Found and listened to DP on current propects....
So fagpacketcalc goes like
$10 per seat, per month = $120 per year,
Sales pipeline 4 million seats, or $480m per year revenue
Say 10% of sales pipe turn to orders, so $48m per year revenue in a years time
etc. etc.
suggest massive uprating due in share price
Unless I missed something?
DYOR
https://news.sky.com/story/climate-crisis-mix-200-times-more-hydrogen-into-household-gas-to-cut-carbon-emissions-govt-told-12078438
Oppologies if this has already been posted
Sizeable buys of last two days....not much signs of movement...