Member Info for skid35

Legin post from last night so brilliantly timed with its inaccuracy and 100% lies. Show up as a complete fraud.

Clearly no conversation with DL.

Any such conversation would be a breach of stock exchange rules as it contains inside information. Anyone who has spoken to DL knows he cannot structure a conversation into 3 easy to understand answers.

Where DL does provide updates in RNSs, from history these show he is unrealistic in timing, deluded in the products place in the market and simply does not execute.

Backwoods is a nice gin, but the packaging and branding is about the worst on the market - completely outdated and zero shelf appeal. The old stubby bottle from 3/4 years ago was much better.

There is a real market between the £18 Gordon's and the £25 plus more premium end, if they can refresh the packaging.

Knowitall.

Just seen your X note on a Gartner peer review.

This is for another acuity, not ACRM.

SGD. agree with oldnbald.

Compared to the rubbish on other boards its great seeing other people with insight and digging stuff up.

Another large buy from me just now, sold some safe investment trusts.

Unsure whether these are trading or medium term hold, lets see how the next 6 months pans out.

No they are not

Trickey.

1. You don't really know what will be in the bank after they have to pay creditors.

2. Multiplying Q4 cash by 4 to give 2024 revenue doesn't count as analysis. Most of the income for Q4 is a one off, not repeatable for the whole of next year let alone quarter on quarter. With the Chinese deals seemingly dead and unenforceable ENET go into '24 with some backlog from a licence deal of $300k, so effectively zero.

3. No understanding of the various elements that could possibly make up revenue, it's fairly irrelevant as ultra high margin due to a shift to licence is more important.

Listened to the interview on the way home. Clearly Angus expecting far more than my £15K addition to monthly A R R from deals closed end of August to March 24 (excluding the three known about).

So probably £190-200k ???

Just did my maths on year end ARR growth to monthly £112k end 22 (27%) and £139k end 23 (24%) growth.

This moved to £150k at the end of August (so £400k of orders if 3 year term), the three large contracts add £16.2k plus if you extrapolate the very conservative run rate of April - August 23 of £2.2k per month (*) this adds a £15k. With the high retention rate I'm already at a conservative £180k - 30% growth. With year end the £2.2k should be much higher and there is the impact of channels and my expectation that average order value will increase.

There have the classic SaaS business model nailed, the share price just hasnt caught up.

Down into the threes.

The problem with having a CEO and senior team who have failed to execute for such an extended period without a break, no news is taken as a bad sign.

Perhaps the overpaid CEO and board would show the way by digging out their piggy banks and buying.

A bit more thinking last night.

Result is a 250k buy at the bell.

DD.

1. The poorly written bit is the £955k orders, with just the first 12 months of the order value taken. Clearly a mix of new and renewal business and as such relatively meaningless.

2. Top level pipeline numbers again need further detail, weighting and pipeline with a close date in the current year are better.

3. Overall impressed with progress, well run operationally with a clear focus. Key problem with a lot of AIM companies is a need for dilution in a difficult market, acrm doesn't seem to be in this category.

4. Arr % growth seems to have accelerated.

5. Despite the moves from perpetual to SaaS models across the market, so much gets closed in December. When I was with s/ware companies selling perpetual enterprise software 34-45% of the year was in december, SaaS still back ended as CIO s still used to decisions at the year end.

Flava - either youre on the wrong board or got your numbers wrong.

Nice rise but p****d off a few have been given so much at the lower share price.

Anyway I hope 1. the "base" business is now back on track after the go to market reboot and we have knowldge of new launches as this industry seems to have four year fads 2. The distillery isnt a vanity project

Rooney, really hard to buy / sell in any volume (even a few £k) without moving the price.

Bought £2.25k last week and worried this morning the price would go up as have another £2.5k for the end of Dec.

How has the share price not reacted today ? Who is the seller, I cant see any reason to sell here ?

A great win and interesting to see the closing ARR at the end of Dec.

Interesting that it is 5 years, usually 2/3 years and pre priced for extensions. Clear and low cost strategy of low hanging fruit on extensions to existing customers.

Manifesto.

Bergen want to be in and out with a few %, they simply and correctly don’t trust DL to run a company.

As far as anyone else is concerned any company seeing value could take this over with small change. There are much smarter tech minds in companies, specialist PE and VC who will have looked over this and not taken this further.

We know there will be a Tarana order at some time - key is not just how much but the time period over which it will be used. So the third of the three functioning contracts with the other two being rnsd and with limited contribution to 2024 in margin and hard cash.

So it now business on products since IPO where the money has been spent for effectively zero return - the "no brainer" products which sell themselves. DL has been far too bullish / arrogant / deluded on timetables and pipeline conversion here, anyone who says the market hasn't quite developed with open ran / 5g has missed the point as DO doesn't seem to have a toe hold here.

Unless DL can show progress here I think it's him for the placing. Question is 1. how much time has the recent cash given him before he needs to come to the market, or has the cash already been swallowed up 2. Can he get the share price higher in the meantime (or does a low price suit his personal objectives) ?

Quantum, you've made the fatal mistake of presenting a reasoned opinion backed with knowledge and facts.

Every time young Mickey posts it has no context, understanding and intelligence that there are so many unknowns, even what might be more solid any follower of DL knows not to take anything to the bank.

Posters who say "our" as if they work for the company.