Member Info for Seewhat

Wow good info.

Ducks are lining up.

If this was Nasdaq listed landing the sort of data centre contracts they have done recently then this would already be a £billion company, they are pioneering a new frontier when it comes to reliable and efficient battery systems for AI.

Huge opportunity?

I cant believe this did not jump to 50p on US government news.

Imagine if they land UK cap and floor contracts soon has 100p written all over this.

Blackrock soaking up the stock whilst retail sell.

So releasing news about being in the same room as exxonmobil and others is now considered bad, got it

How is it a waste they just announced this - “ Appearance at Alaska Legislature Special Session”

Alaska slope heating up.

Alaska looking like the place to be, big things happening.

And farm-out deal complete in next 2 months? Huge.

Laughable the amount of derampers here now on a company that did not have one post a few months ago.

Good times ahead, probably a £billion company at some point.

Keep the faith ignore the noise.

As the groups of derampers try to attack IQE you can probably tell everyone is looking for a cheaper entry. Most of these accounts can be ignored.

They are trying to attack IQE on numbers already known to market which is their fatal mistake, bullish forward statements around photonics is why we are here.

IQE is the cheapest company you can buy if you want to get involved in the mega bullish CPO AI buildout that will take place over coming years.

I am even more confident with MTSI on board.

They reiterated what they said in trading update last month but with Ebitda figures.

20% growth year on year and Ebitda looking to triple to double digits.

RNS now says targeted 2031 not will hit 2031 which is concerning.

Aligns with Grok statistical data that there will potentially by more multi year delays which makes sense as it is a very large technical project.

What rumour? They done a trading update last month do will be the same.

Very positive.

Big opportunity here.

All US companies spiking hard on China news, RBW yet to move.

Camkite they have quite an easy runway to become a £billion market with data centre build out.

Few things need to go right but potential is exceptional.

Crazyherse they have over £20million in the bank and previous raise was done by two institutional cornerstone investors.

They will not raise anytime soon but if they do I think it will go down well if big funds invest as their AI focus ramps up.

Blue skies ahead.

You have a chance to buy what looks to be revolutionary tech for data centres and price is relatively near lows.

If management scale this correctly they will be in a very unique position, do your own research and come to your own conclusions.

Shake out the weak and rerate over coming weeks, way too cheap here.

Cap and floor announcements are nice but are people missing the biggest takeaway from todays news? They are landing massive AI data centre contracts, do you know how much that is worth in this environment.

ITM for example is close to 10 bagging from their lows and they do not look as near as impressive as IES.

Grok puts potential value over £1billion in a lot of circumstances.

And that is just one contract, imagine what happens when more land.

Grok puts the estimated value on 2.1gwh system at £550m-£1.2billion.

Incredible really.