Member Info for Rhaegar

Hi Shareminator. The NAV RNS will be the value of the portfolio at 31/12/13, so I haven't factored in any of January's rises. Today's price will be a fair bit higher, Arrowhead flying. Yes that's a good point about the trading element, if they sold into the rise and bought back as it dipped the overall value could be substantially higher. I'm not really sure what their attitude/strategy is in relation to trading current positions. I think it looks a very solid bet throughout 2014, could easily be 20p a share returned to us in cash come November. I still have my original holding and will add throughout the year, but personally only on the dips...tried and failed to get in this week at 13p. Don't know what was going on with all of those Colin Lee RNSs, the guy started buying up tons of the company as the share price rose, only to sell it all as it dropped! Bizarre!

I've assumed that the other non major holding haven't changed. Looking at a very similar NAV to last time, with the gains on Arrowhead mitigating the loss on Summit. Arrowhead has since continued to increase, and PLE and SUMM appear to beginning to recover. If anyone else calculates it differently, I'd be interested to know. Management fees were due by not deducted from the last NAV by recollection, which should leave the NAV close to identical.

So, provided the holdings haven't altered (error factor here), at 31/12/13 I have it at: PLE 12.62 £958,111 7,598,031 SUMM 11.5 £869,248 7,558,681 ARROW $10.85 £1,046,702 159,176 SYNERGY $5.63 £332,913 97,568 AMP $0.50 £198,326 654,477 OTHER £2,076,834 GBP - USD 1.65 £5,482,134

With the NAV at 31/12/14 due in the next week, I've had a go at calculating the NAV that will be announced. I've based this by looking at the NAV at 30/09/13 and working out how many shares were in each major holding. The exchange rate at 30/09/13 was GBP-USD 1.61, which I have factored in were appropriate. I'm not sure this will copy well from Word, so other holders may wish to copy it back into Word to re-arrange the columns: 30/09/13: Price Value No. shares PLE 12.75 £968,749 7,598,031 SUMM 17.75 £1,341,666 7,558,681 ARROW $5.69 £562,557 159,176 SYNERGY $4.57 £276,949 97,568 AMP $0.51 £207,319 654,477 OTHER £2,076,834 GBP -USD 1.61 £5,434,074

Not checking in here for a while, has there been any further hints regarding the new product launch? Seem to recall some indication that would be early 2014? If so, could well coincide with the trading update referred to by Scarlett.

Excellent update, progress each half, what more could one want from a growth company? Surprised volumes are persistently low here, should tick the boxes for many. Mos - none more relieved than me! I was dithering over a small top up on New Year's Eve that would have lowered my average by about 4p, concluded it would leave me a bit over exposed. C'est la vie.

Should be iminent. I'm sure the below announcements would not have been made unless the product was ready for launch, and I they'd probably aim to have it released before Christmas for those people with new phones. "The Group, which is incorporated in Jersey and headquartered in the UK, already has a significant service footprint in the Philippines, Indonesia and Malaysia and near term launches are planned for the UK (before the end of 2013), followed by mainland Europe, Indochina, Myanmar, Singapore, Pakistan and Bangladesh with a planned launch of the Group’s service in the US over the next 18 months." (http://www.syqic.com/index.php/investor/FirstdayofdealingsonAIM) "the company is launching in Britain in coming weeks" (http://www.telegraph.co.uk/finance/newsbysector/mediatechnologyandtelecoms/digital-media/10455896/SyQic-to-float-on-Aim-market.html)

Seems everything over 80p is a buy then? So most of today's trades...

Yes- I'm not normally one for conspiracy theories, but that would seem the only logical explanation for delaying such a large batch. Looking forward to watching events unfold once the frustrated IPO participants have filled their boots!

*determine

So many late reported buys from yesterday! All coming up in red now of course. You'd think they'd determined buy sell on spread at the time, rather than that 30 hours later!

Good stuff. Noted they have rule 26 info up on site now: 75.16% held by BoD and iis.

Yeah I had rang at 8:00am on the second, once I'd got through security it was 8:01. Then spent 5 minutes on hold before eventually buying at 79. Blood boiling whilst listening to lovely weather for a sleigh ride together.

10:25 post recommended. Good to have you onboard. Think I clocked your buy the other day.

That sounds interesting, thanks. Always looking to learn more. Will check it out next time I have a few hours to spare.

Thanks for correction Ian, seem to keep missing things on there, I'll blame the dodgy font! The process seems very involved so understandable to have weeks/months between announcements - I hadn't appreciated before I invested here that the tender processes are so detailed. Hopefully soon though yeah, trading update should help volume pick up a bit in meantime. Mos - yeah I suppose I'm quite junior by LSE standards! Spoke to langyy once months ago about a large buy, he has a superhero style 6th sense for them (or fancy software)! Not looked at his posting history but remember seeing there was a very large number beneath his name!

Just checked the update website, I see that they have asked companies to consider whether they could deliver the project in a shorter timescale, and how this would be achieved. In light of this urgency, I'm hoping for an announcement sometime soon. All parties tendering are big competitors (there's a list somewhere), but I like to think our strategic partnership in the tender may give us an edge.

Mosbowgo you must have spent some time trawling for that! Spot on though, 38.85p - buying tomorrow's growth today! Optimistic about making at least 10%.

Yes, looking forward to that now, as the owner of possibly the most expensive Simigon shares ever traded!

Ha, thanks. Began to understand how Scarlett must have felt! Anyway, whichever way we look at it, it's good news. Onwards and upwards...