Member Info for skid35

As usual from distil, these are enablers . While welcome they actually need to get the stock on as many shelves / websites and actually sell the stuff at leasst the breakeven point - something they have failed to even get anywhere near in many years.

The core business (not the loan) needs to wipe its face. As I've said before I haven't a clue what the CEO and marketing director / bar person actually do on a day to day basis to even cover their costs.

As usual from distil, these are nablers . While welcome they actually need to get the stock on as many shelves / websites and actually sell the stuff at last the breakeven point - something they have failed to even get anywhere near in many years.

The core business (not the loan) needs to wipe its face. As I've said before I haven't a clue what the CEO and marketing director / bar person actually do on a day to day basis to even cover their costs.

Steve, unfortunately royalties per unit are in the low single digit $ and doesn't even cover DLs bloated salary. Anything else just refer to previous rnss, just DL being DL and not having a clue.

Siouks, yeah, thought you were smoking something when you posted it. I am surprised opti has not an all time low, the problem is SOH has zero credibility on operational delivery.

Thought with SOH and the cfo, sorry book keeper, buys there might be some good news in the pipeline.

Globo was interesting. Pretend sales to a company, company then invoiced them back for "R&D" which they then capitalised.

It's a bit similar to OPTI where Wallbrook, in writing, told me SOH has never spoken to TW or Elric (even though OPTI was sponsoring his paper round). This should not be part of a vaguely professional investor relations strategy.

The lack of any RNSs on customer wins is poor.

Angus has done a terrible job, naive in the extreme. The new CEO had a hard job moping up the arrogance of Angus thinking everything was great while nothing was happening, hopefully there are some contracts underneath here.

What are you on about - expanded on plant?

They have enough stock to last ages, they are clearly underutilized on equipment etc. They just need to sell.

Https://moneyweek.com/investments/605633/share-tips

Martinu, come on now, someone with his "background" and "history".

As the pied piper said "...why I think SBTX is a ten bagger from here" and SA as "not a bluffing promoter but, I believe a sober and grounded chap". Why people believe these idiots in and then say they've done a great job shouting on the way out when they've made a loss - he's not related to Liz Truss is he ?

One off external events are understandable.

In this case the board really do seem to have been asleep at the wheel, or the fund manager has not been providing detailed enough board papers explaining the risk and opportunities through models and probability.

Looks overdone today.

Part of my role is in the space sector. ICEYE a fascinating and incredible company, one for the fituree.

Flightman - as usual you haven't answered the question. What type of deal are you expecting, it has to be in the next 6-8 weeks before another raise if they can get another one away. Why haven't they closed in in the last two years (or further back) when they were bleating about the new improved strategy, which has changed about 4 times since.

Flightman.

Honestly, what are you expecting to happen here - a contract I presume ?

From ENETs history what makes you have any probability it will happen, what do you know about their offerings that their customers have rejected year after year after year after year.....?

Nothing to listen too. Paul Scott had the understanding of a two year old on tgp.

Just had the usual Thursday Paul hill / Scott pod load, haven’t listened but has tgp on at about 70 mins. Of all the investing pods I rate the two Pauls, admit they’re fallible and make mistakes, change their minds.

Flightman. 100% correct - this will multi bag on a contract, the problem is they will not get a contract as has been seen from the history of complete failure.

If they had any decent tech for the 10 of $ms they have spent, they would not be where they are.

Just look at any RNS since float, just full of complete lies.

Listened to the CEO on a podcast about 6 months ago, difficult to gauge from this but clearly an attention to detail operations man as well as strategically good.

Very impressed with what he appears to be achieving. Key is hitting the current year expectations without the usual "market conditions have changed" excuses I see from other CEOs. Backlog and forward visibility increasing.

With the lack of movement so far this morning I wouldn't be surprised if we have a bit of director buying today, be nice to see the new CFO top his ISA / SIPP up as well as the CEO.

Late buy, saba?

If you go on their website and the h1 investor letter this is mentioned, clearly just bought some more to get them.over the %.

Anyone out there ?