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PJ.
1. When it was sixty the share count was a fraction of today
2. No they dont have more partners, customers, contracts whne they were 60p as they have lost some of these and not gained any
3. Fully funded for what ??
PJ
You know so much that you think the main customer is a Central European city.
The tsp did not prevent a follow on order under the master agreement, but would be an issue on third party supplies.
Anyone looking at charts for nano caps needs their head testing, just bonkers.
An interesting listen.
Basically following the standard software / SaaS business model (channel/renewal/direct new business)- but I feel with a very strong focus and a lack of ego.
Six sales people did surprise me, but the £750 x 6 would probably have an over assign of a group target of between 10-20%. But if you take the £750k over three years and even seasonality between the months this would give c £135k first year revenue per sales head in year 1, £810k for six. Monthly ARR increase at the end of the year would be c £125k and a contracted revenue increase from new business at the end of the year of about £3.7m.
Will be interesting to see how this rolls !
Truth.
Yes. A lot of AIM companies realising they cannot keep on coming back to the market every six months when they are simply not performing.
Stock and debtors still far too high, but % are better on increased revenue. Hopefully stock will decrease as it is used for income.
H2, apart from being backended, needed far far more commentary.
Real need to provide backlog and backlog movement backed by purchase orders rather than expectation.
Gemlotte.
Dividendmax is the best website. Search the ticket and it shows the next ex div, payment date.
As usual when there's a month or two with no news and trades shares drop, small top for me this week at these levels.
Interesting seeing Nicolas Slater on X noting the current share price.
Yet another post based on a lack of knowledge of ENET.
Key is not revenue, but absolute gross margin due to the revenue mix of the differential margins within the portfolio.
on the impact on share price key is not the value of any contract but the understanding of potential timing and value of repeat forward business. The problem with the two deals in TSP is that it was impossible to understand the forward impact for 2024 with any degree of accuracy.
Tricky. What is worth remembering ?
The court had nothing whatsoever to do with closing the arrangements on IP infringements, they do not have the specialist legal and contractual knowledge to deal with this.
An israeli court help recover debts from a Chinese company ? Forget it.
Important set of results.
Forget the general fluff on strategy - kmk have to show through the financials they have operational control of the business.
- Good and expanding gross margins
- Control of flat operating costs for leverage on higher revenues
- No stock / debtors write offs
- Stock and debtor turns down
- from the above a clear cash focus
Always thought kmk and basu considers the financials and operational execution a bit of an inconvenience, preferring just to strategise about the future and complain to the Times how downtrodden he is.
Key to me here is the management team following through on what they have promised in interviews and podcasts a few months ago.
So many AIM companies have Chairman, CEOs are all mouth talking a good game but really not delivering on the strategy, completely overestimating their own ability / risk / time to close and grow key deals - and then blaming "the market" for their own shortcomings.
Strategy appears to be followed by operational delivery.
Not a direct holder here, but indirect through Opti.
As with all small companies you're essentially investing in a couple of people. Whatever anyone says they will do in a presentation its all about execution, 100%. M&A seems to be an admission of defeat by the CEO, I expect results will be correctly segregated going forward to ensure existing and new business are correctly reported.
As others have said here ignore the buffoon that is TW, tends to forgot what he ramped / deramped to line his own pocket a day ago. As for Elrico, really not the sharpest tool in the business box and shameful that he has been indulged by the CEOs of both SBTX and OPTI for such a long period of time.
Good luck to holders here.