Member Info for Robertz

Announcement today has lead to the price rise.

I anticipate more rises to come in the next couple of months.

Monthly Staff purchases etc.

Staff accumulation of shares is very positive.

Lots if interest today!!!

Ahead of the Full Year Results ; which have to be out before the end of March 2026 : there will be one , possibly two, large buys under the staff purchase scheme.

From the last acquisition RNS:

'In line with other members of the Group's senior management team the vendor will join the existing share schemes and is expected to build a shareholding in the Group by purchasing shares in the open market subject to the rules of the Group's Share Dealing Code.'

Usually about £7K goes in on the 10th of each month.

Because of the weekend it was 12th this month.

Other acquisitions, good results ( I hope) and the monthly staff purchases will see this move upwards.

Managed to join right at the end .

It was stated that most of the staff were Camaroonians.

Excellent for relations with the Cmaroon government.

But civil war/conflict may be a problem? Yes? No?

From a BBC report in May 2025:

'The militants were - and still are - fighting for the independence of Cameroon's two anglophone regions in what is a predominantly francophone country. A near-decade-long conflict that has led to thousands of deaths and stunted life in the area.'

Hope the gist of the meeting will be posted here.

I am sadly giving up!

Joined the Zoom said I must reset my Zoom account which I have tried to do ,

But failed to get back in.

Will this presentation be on the company website soon?

I have copied this but am getting nowhere when I download it.

https://us02web.zoom.us/webinar/register/WN_Y5TIyJUER52FaTAby7spOg

If you buy today do you get the Fe

BUC's stated ambition is to become a 50 Million Share Cap company then a 100 million Share Cap company.

Changes to AIM rules late in 2025 will help mergers or acquisitions.

Full Year Results in March at the latest.

Monthly staff purchases firmed th SP a little yesterday.

10th of each month.

Maybe three more staff purchases before the Full Year Figures are published.

What is Phase 2 please?

Reportedly from Peel Hunt, an ADVFN post.

A “compelling opportunity” to buy 8% yielding Primary Health Properties

PHP was today flagged after a City firm examined prospects for the NHS landlord’s Assura AGR merger.

Peel Hunt lifted its price target by 10p to 120p, highlighting the potential for sector-leading returns backed up by one of the most secure income streams.

The planned merger with the fellow FTSE 250-listed landlord is on track to form the UK’s eighth-largest real estate investment trust (REIT), with each portfolio currently valued at around £3 billion. PHP holds 517 assets compared with Assura’s 609.

Most of Primary’s facilities are GP surgeries, with other properties let to NHS organisations, HSE in Ireland, pharmacies and dentists.

This means about 89% of rent is funded by the UK and Irish governments, whereas the equivalent figure for Assura is 65% of the rent roll following a move into private healthcare.

Both estates benefit from high occupancy of 99% and have a combined weighted average unexpired lease term of 11 years.

Around a third of income is subject to inflation-linked uplifts, with the balance being open market reviews where rents are currently rising at about 3.6% per year.

PHP shares today stood at 92.5p, down from 103p in mid-June and 5% lower since last week’s disclosure that it has fended off private equity giant KKR in the battle for Assura.

The offer has been declared unconditional with acceptances totalling 63% of Assura’s register, while Peel Hunt is optimistic that the Competition and Markets Authority (CMA) clearance will mean full integration by the year end.

At a 12% discount to net asset value, the bank points out that a return to PHP’s historical valuation rating would imply a share price upside of 25-50%.

It adds that the valuation remains attractive in the current interest rate environment given that the spread between PHP’s earnings per share yield on current net asset value of about 7% and the five-year swap rate of 3.7% compares favourably to the long-term average.

Peel Hunt said PHP boasts a strong track record, having achieved 29 consecutive years of dividend increases and a compound total shareholder return of nearly 11% per year over the past 25 years.

It points out that the company has consistently outperformed the broader UK real estate index across most time frames, with superior property returns compared to Assura in seven of the past nine years.

The bank adds: “PHP’s share price has approached its 12-month low, despite the anticipated benefits of the Assura transaction. With the shares yielding 8% for 2026, this presents a compelling opportunity for investors in our view.”

Smart Building Market Size & Share - Fortune Business Insights

The global smart building market size is projected to grow from $143.0 billion in 2025 to $548.5 billion by 2032, at a CAGR of 21.2% during the forecast period. Smart Building Market Size, Share & Growth Report [2032]

BUC are already a part os this growth area and intend to become a significant part of it.

Bear17: You refer to what are now historic figures. Why? When the Full Year Figures show room for optimism?

The positive current situation as show in the Full Year Figures:

'Trading recovery in the second half, with full year losses contained within the first half of the year

· Net debt down 88% to £253,000 (2023: £2.14 million)

Operational

· First sale of Smart Core Enterprise Licence for a six-figure sum, with ongoing support revenues

· Acquisition of ecoDriver business whose proprietary software identifies waste energy in commercial buildings

· Acquisition of the Vanti assets accompanied by a £0.425 million equity fundraise

· Launch of employee share purchase schemes - staff (excluding directors/PDMRs) now own around 8% of the company, up from 1% two years ago, primarily through continuing on-market purchases

Post period end

· Performance in the first half of the current financial year is materially better than in the year under review

· Launch of EDDIE, ecoDriver's Retrieval Augmented Generative (RAG) AI chatbot which links to users' own building energy usage data for highly tailored support on saving energy '

Interims will be out in June. The improved current trading will show a company transformed by acquisitions.

Staff Share Purchase Scheme on the 10th of each month. (two days time for April)

Further acquisitions are planned as mentioned at the Master Investor Show, which I attended as a a retired private investor shareholder for the second time.

This is my only non-dividend share.

'Performance in the first half of the current financial year is materially better than in the year under review.'

Built Cybernetics was delighted that its Chief Executive Nick Clark was invited to join a delegation of six Quoted Companies Alliance member companies at 10 Downing Street this week, for discussions on enhancing the attractiveness of the AIM growth market on which they are all quoted. The meeting, hosted by the City Minister, Emma Reynolds MP, and the Prime Minister’s Special Advisor on Business & Investment, Varun Chandra, brought together QCA head James Ashton and a broad cross-section of AIM businesses and others to address the opportunities and challenges facing AIM companies.

The discussions were further bolstered by the presence of smallcap investors Liontrust Asset Management, Octopus Investments, and BGF, as well as Marcus Stuttard, Head of AIM and UK Primary Markets at the London Stock Exchange.

As an innovative force in smart building technology, Built Cybernetics highlighted how trading on AIM can fuel our expansion as the newest PropTech firm on the London market, enabling us to drive innovation and grow our business. However, we also emphasized the need to streamline reporting requirements, ensure proportionate regulatory oversight, and take measures to increase investment in AIM companies. We noted that AIM currently has more companies worth under £10m than over £100m and urgent change is needed to make it easier for the smallest companies to achieve rapid growth.

With the AIM market approaching its 30th anniversary in June, Built Cybernetics supports the Quoted Companies Alliance’s (QCA) push for greater access to growth capital. Key initiatives discussed include ensuring pension providers are aware that AIM companies are quoted but not listed, and therefore can be used to meet their Mansion House Compact commitment to invest in unlisted equities, and adapting the British Business Bank to provide greater support for AIM companies.

With a rapidly growing need for smart infrastructure solutions, Built Cybernetics is excited about the future and remains committed to leveraging AIM’s unique advantages to scale our operations and contribute to the UK’s economic growth. We look forward to continued engagement with policymakers and investors to ensure AIM is a vibrant and dynamic market for businesses like ours.

upload.jpgA Cybernetics PropTech group

Interims in June last year . Only two months away if similar this year .

Speaking at the Master Investor Show on Saturday 29th March, Nick Clark intimated that the company is looking to get to £50 millions market cap: then £100 million.

Fill your boots before this takes off.

I have done and am confident in the future of this company.

More confident than ever after visiting their stands at: The Smart Buildings Show in October 2024 , and Anticipate London, December 2024 , both Excel exhibitions.

Half Year Results February/March.

Net Asset value still £1.03.

Repeatedly (including today) buying back shares to hold in Treasury.

Enjoy the dividends!

SP does not affect dividends does it?

Final day today of Anticipate London where the organisers facilitated Vanti's very impressive interactive stand.

Vanti is an important part of AUK's recently formed Smart Buildings group.

The group is now working well and I expect to see impressive results going forward!

Jamie Finnan's presentation at the Smart Buildings Show was well attended and very impressive. Purchases still showing as sales. Five purchases I made last week into family ISAs all showed as sales.

talk by jamie finnan

managing director

ecodriver ltd

thursday 10th october 11:30 - 12:15

'is your building energy smart?'

in the energy management theatre

'.....three critical topics that need to be addressed to achieve an energy smart building. we will also explain how to leverage dark data, ai & people, to maintain a building that is always energy smart - today, tomorrow, and in the future.'

speaker

ecodriver ltd is part of the aukett s****e group,

an even stronger buy after auk on hybridan's site:

'aukett s****e 1.675p £5.7m (auk.l)

the original architecture practice was founded in 1906 and recently it formed a smart buildings division whose first combined interims to march 2024 were reported on 28 june. revenue, including the new businesses, escalated to £9.45m from £4.56m but there was, however, an increased trading loss to £0.81m from £0.29m due to the process of transforming itself from professional services to technical services.

the recent trading update for the second half of the year to september 2024 is expected to breakeven with turnover of c. £20m, so the full year loss will be similar to h1. annual cost reductions of more than £2m are being implemented and a freehold property was disposed of for £2.5m, which including the march £425k funding at 1p for an acquisition will broadly eliminate net debt. there is a 25% holding in aukett heese gmbh, a german architecture practice, paying a regular £250k+ as a share of its full profits. this non core holding could be worth at least 3x the implied £1m profits a year.

auk is at a relatively early stage of providing smart buildings services. since march 2023, there have been four related acquisitions and further deals seem likely. two of the recent acquisitions are ecodriver, a consultancy services with proprietary software aimed at improving a building’s energy efficiency. it has monitoring software, provides iot sensors and other hardware to monitor environmental data on an easy to use dashboard. vanti was opportunistically acquired from administrators just before these interims and brings further software assets and an established master systems integration branded platform. it has already added over £2m of contract wins and seems a bargain.

comment: the bigger risk could be missing the predictable upside. '