Member Info for skid35

A couple of points from my view.
- Fully agree it's who you know not what you do which counts with this government, I hope any government contract are based on the scientific integrity of product rather than nods, winks and brown envelopes.
- The surprise at this appointment was that it is 100% uk centric.
- Understand this would not go through NICE as a regulatory body.
- I think OPTIs market is for people who can afford it without resort to state subsidy / giveaway. However we do have a grossly obese PM who does like pet projects.

Including or excluding holiday pay?

John.
100% incorrect.

01234.
Agreed, I do find it very strange now these thing move. As others on this board have said the value of a number of cash shells or even those with underlying investments but no real opportunity is incredible.
If this does happen I think most of the board will just watch and sit on the sidelines. I think the value of enet may only become really apparent in the market in 18-24 months.

Stbx now over £20m of the share cap and looks like it is still going higher.
With opti relatively flat this does appear a buying opportunity.

01234.
Completely the opposite, would rather the share price represented underlying business prospects rather than the reddit / share prophets idiots.
We could do with more interest but with informed investors, you can see over the last few months new posters who are getting involved, asking questions and understanding the opportunity. I still think most of the buying is top ups of the 10-15 longer term shareholders on the board together with these new holders who must now hold between 15-20% of the company, when we do get interest I don't believe this block will be For sale.

Uzbek, fully agree.
I have not invested in sbtx directly as a number of opti shareholders have, as I saw it I had exposure as an indirect holding.
Didn't really follow stbx much as it was a relatively small proportion of market cap, now follow it much more closely as it does provide a good base for the share price.

I hope investors don't loose sight of OPTI with the price of SBTX, which I have no clue whether it is overvalued.
Before forecasts, which are welcome, would be nice to have the actuals clean and communicated to really understand 2020

Dodge.
Q1 always a slow quarter for software businesses, but news flow is a bit slow apart from the partner announcement which will take to develop and execute a pipeline.
Agree, this does tend to find a low in the slow periods so a good time for a top up.
Best news would be a really large juicy deal through juniper, surprised juniper have not upped their shareholding.

Tracy, do you have the equivalent of investment trusts in israel. With so many tech companies coming out of the country and listed on nasdaq I would have thought there would be massive demand for such vehicles if purely from a patriotic perspective - as you say still may be problematic to access aim.

We are getting back to the days were we have a record ratio of messages posted to trades. Is there a leader board for that ?

Bid, sorry to be thick of just early, what is vsa?

Yes, I would have thought there would have been standardised monthly reviews etc. By refusing a meeting I think the relationship was broken beforehand.
As you say very valid concerns. Not that bothered on diversity, I just want the best people.

Try,
I must say really confused this morning having slept in it, and surprised with the share price reaction this morning.
I can see a shareholder with 20% needs to have a good working relationship with the BOD, by going public so quickly and aggressively there seems very little respect between the two parties.
As you say acacia doesn't have a great history and anyone still seeing Woodford as a future partner needs their head examined.
The current share price assumes ARIX, whoever makes the investment decisions, will not invest the cash they have wisely.
Seeing back to watch everyone throw little hissy fits in the meantime.

Aiming.
A couple of points from my side.
- No news on AROC restarting with associated benefit to working capital / cash, despite noises from the board and ST this was a very temporary issue and would soon be fixed
- Cash raise despite assurances it would not happen
- Small shareholders p####d off with their allocation and realising the BOD sees them as second class citizens
- General rerating of tech stocks
- No immediate news of any real note

Will rise on AROC restarting or a decent size order, will really soar if they can make this a financial success rather than ask for more money in 6-12 months time on promises of future profits.
Like many lth kromek has promised a great deal but delivered nothing, holding on here as I have in the past on great potential.

We do not need a "city" type, and certainly not a London city type.
Looks like a great cv who can lead the board and management team.

Now we have this out the way hoping RNS will be news related not warrants etc.

That came out of the blue.

Firstly surprised they took on this holding a few short months ago when they were not happy with the management team.
Not sure whether they now just see the opportunity for cash with the discount to nav, if there were a large dividend rather than reinvestment I think this would increase the share price immediately.
With acacia wanting to jump into bed with the idiot woodford, I have more faith in the arix board.

Wool.
Amazing. I think that says it all, no attempt to understand the company either when you bought the company or even now.
Just expected a one way ride with no risk.

Cambridge, this is just incredibly amateurish, I expected more than an extrapolation of a trend line from a very specific date.
What about all the b#####ks about candlesticks, head and shoulders etc.

Cambridge, please explain what you can see in the technicals ( of a company with an average of 10-20 trades at around 50 k per day) ?
Would rather understand the company itself rather than the chartist rubbish.
By the way of you want to buy back in I can't see this going below 30p.