Member Info for Schlum

On p/e valuation terms, must be the cheapest of all the internet security companies listed. Due a rerate.

I would hope OSI can push through some significant price increases in this environment, as at present on current revenues, it cannot be overpriced.

Exactly. Our 1.5 m revenues are simply too low to cover operational costs.

A £4 million contract would likely see the sp back over 100p.

Market cap still looks unjustifiably low. Turnover, profits and dividends on the way up.
Private equity may be on the prowl. Shame really as the company has worked hard, to be on the cusp of significant progress.

Letting H and W skill base wither has been negligent in the extreme. The staggering tonnage of ships constructed in Belfast during the last national emergency in 39 -45, demonstrates just how shortsighted politicians have been. Shipbuilding is a national asset.

Cheers for keeping on top of this. Let’s hope Lsai can start signing up some new meaty contracts, as economies rebound.

Directors cash injection suggests they are optimistic.

Any announcement of farm in and it is up, up and more up.

Carclo can look to a brighter future.

People out and about after lockdown, may just be a tonic to the sp.

Fundraising complete,well done; but a step change in revenue growth is now imperative. The market will want to see growth accelerate substantially. 50% annual bookings uplift needs to be a minimum target , with an eye on positive cash flow.

1 trillion cu ft of recoverable gas equates to 150 million Barrels of oil . Ten per cent net interest would be worth 300 million dollars: approx. 20 % chance of success brings that down to 60 million dollars.
These back of fag packet calculations need checking, but do suggest Upland sp is undervalued.

PM must be searching for any good news on the jobs front for N.I.. ML or defence contracts announcement would suit .

Middle Eastern and Nigerian orders look closer to being procured after this announcement.
A boost to CC’s standing, no doubt about it.

As the economies reopen , the prospects for a return to significant dividends are high.
Would be positive to see director purchases.

AZN low, non profit price per jab, has put a bullseye on its back.

Need a clear picture of progress, towards positive cash flow.

Media stories abound painting AZN/U.K. in a bad light. Although later retracted, the damage is done. Scurrilous behaviour.

Suggesting forecasted revenue from Streams of £1.5 m for 2022 ? Impressive growth forecast, if my figures are correct.

Thanks Daisy. By the time you find it, we may be at 40 sp.