Member Info for smkr

Alt time is coming. Ethereum is telling you

Should be taking a little look at Mast now they’re fully funded at £6m cap. assets incoming now

Investment conclusions - MAST.L provides investors with leveraged exposure to UK flexible-power infrastructure at a point when contracted cash flow is about to inflect upwards. Catalyst path: Upcoming milestones-Hindlip EPC launch and further acquisitions-should compress MAST.Ls valuation discount. Valuation and upside:

Applying an FCF terminal valuation (TV) multiple of 14x to a funded 150 MW (50% of the current MAST programme) implies an EV and equity value of at least £ 116m (MAST

is effectively debt free at the date of this note.

You guys should be taking a butchers at Mast now it has the funding complete. big upside coming

Investment conclusions - MAST.L provides investors with leveraged exposure to UK flexible-power infrastructure at a point when contracted cash flow is about to inflect upwards. Catalyst path: Upcoming milestones-Hindlip EPC launch and further acquisitions-should compress MAST.Ls valuation discount. Valuation and upside:

Applying an FCF terminal valuation (TV) multiple of 14x to a funded 150 MW (50% of the current MAST programme) implies an EV and equity value of at least £ 116m (MAST

is effectively debt free at the date of this note.

It’s time to get a shift on. Funding complete, assets incoming, MW per month increases. See you much higher soon

Still time to tuck a few away… once the news begins.. it’s game on

Rodger what happened to;

All fair points. I’ll come back in 5 years then and see how the plan is working out. If people decide to stay in then I genuinely hope you’ll all manage good exit points. Don’t want to see any pis lose money really, other than Tom Winnifrith and his cohort of course.

Didn’t last long did it.

In the last week. TIA 21% up, RED 21% up, ATOM 12%, DOT 18%, LDO 25%.. probably the most undervalued treasury there is on London.

Damn right MAJ, it’s in all their interests to try keep the herd in SWC for at least 12 months until those locked in and the outstanding loan note 2.5p warrants can convert.

Page 10 tells you how many A & B loan note warrants, page 22 tells you who owns them mostly *cough* Tyler

https://investors.smarterwebcompany.co.uk/investors/_img/pdf/shareholder-circulars/AdmissionDocument.pdf

Https://www.smxtech.com/about-us/clients/

“Most recently, Ian led a new studio venture for US defence contractor SMX, where he applied commercial gaming and AI-enhanced technologies to strategic defence simulations.”

Client list anyone?

https://www.smxtech.com/solutions/cloud/gov-dod/

Yeah, BoD directors definitely don’t have experience of technology that could apply to this project. Dear me.. open your eyes ..

Defence Holdings PLC

("Defence" or "the Company")

Proposed Board Appointment

Former Microsoft Wargaming Executive and

True Anomaly Space Defence Executive

Joins Defence Holdings PLC

Ian Yarwood-Lovett brings a unique blend of experience across gaming, strategic wargaming, and space defence technologies. A former Microsoft executive with decades of experience in the gaming sector, he co-founded the BAFTA-winning Fable franchise, widely recognised as the first fully reactive gaming world, and held leadership roles at Soho Studios, pioneers in interactive TV and game streaming; Studio Alpha, known for innovation in strategic gaming; and IndoPacom's digital wargaming initiative Stormbreaker.

Most recently, Ian led a new studio venture for US defence contractor SMX, where he applied commercial gaming and AI-enhanced technologies to strategic defence simulations. Following nine years in the United States, Ian recently returned to the UK as a dual citizen. He currently serves as Creative Director at US-based space superiority company True Anomaly, where he is responsible for designing immersive, mission-ready experiences that support operator training and decision-making in contested space environments.

I think old Roger is missing the point.

They aren’t acquiring military hardware. The 5 year plan clearly states they’re looking to build ai algos that can manage fleets of drones, gps, Ai agents for battlefield strategies, logistics, cyber defence and more.

He says no directors have experience.. But Andrew McCartney ex Ceo of Microsoft Ventures also founded WhiteSpace.

Not sure if you’ve looked at that, but it’s Ai for regulated environments, and employs over 100 very talented developers.. Things will get tasty. Andy won’t be putting his name to something public without decent execution

Whitespace: https://white.space/

Also Known As

Whitespace Global Limited

Operating Status

Active

Company Type

For Profit

Founders

Andrew McCartney, David Raskino, Nick Magliocchetti, Paul Jenkinson

Roger, take some deep breaths into a brown paper bag mate. You sound like you’re having palpitations. It’s a nice day, try get some sunlight.

There’s always a Roger on every Lse board isn’t there

Group on the tweet

https://x.com/smackeraim/status/1943421167710409159?s=46

Defence Holdings: Intersection of AI, Drones, and Critical Infrastructure Protection.

https://www.baystreet.ca/articles/yahoonews.aspx?id=3790

Quantum Computing and AI-Powered Drones are Fueling a $355.55 Billion Opportunity

The drone industry is just starting to take off, creating a unique opportunity for ZenaTech (NASDAQ: ZENA), AeroVironment (NASDAQ: AVAV), Leonardo DRS Inc. (NASDAQ: DRS), Palladyne AI (NASDAQ: PDYN) and SEALSQ Corp. (NASDAQ: LAES).

Not only are drones essential for the U.S. government and defense, they’re also essential for multi-billion-dollar businesses involved in construction, logistics, agriculture, oil and gas, public security, deliveries, and even weather forecasting with the help of quantum computing.

Companies such as ZenaTech, for example, just announced the successful development of its first quantum computing prototype framework for the rapid analysis and processing of large datasets for its AI drone solutions.

In fact, using weather forecasting algorithms as part of its Clear Sky project as a test case, the company created a precedent framework for real time analysis of massive amounts of data that can be captured through AI drone sensors while in the air.

Moving forward, ZenaTech envisions using this for commercial applications ranging from highly efficient precision agriculture to predictive energy infrastructure inspections.

Also for defense applications which include enhancing real-time battlefield decision-making with faster and more precise threat detection, reconnaissance, and advance electronic warfare capabilities.

Probably time to be tucking a few of these away. i’d expect them to deliver on some of the news now

Sleep well David in the knowledge you dumped at the lows

While David plays with his broken calculator, this continues to rise

You’ll soon see. Believers will make big gains here soon