Member Info for Spacerat

Athansius - that’s always been my take , although it would do everyone a favour if it now happened sooner, rather later. The product/tech is there for scale and the environment for significant urgency is now upon us. This product needs some significant muscle behind it. If it’s not AFC, there will no doubt be significant consolidation across the sector. It is now strategically necessary and I can see it be actively encouraged by governments.

AFC is certainly playing the tortoise role!

Typical trading pattern with Bango is that it releases good news the share goes up and then is oversold before the end of the same day!! Reverse psychology today - lol. Sold some other shares as a result to get back in. Always seen this as a very solid buy but always overlooked by the market. Hard to ignore on its current growth trajectory.

Just like cybersecurity I can see big sector gains here and in the USA as the market wakes up to the realities of the World. We have now moved on from Copp26 and the greenwashing ******x to the true reality of energy security.

Just like cybersecurity I can see big gains here and in the USA as the market wakes up to the realities of the World. We have now moved on from Copp26 and the greenwashing ******x to the true reality of energy security.

The war has changed everything. Hydrogen is now a defensive play at the very least. Countries will wish to develop their own discreet source of power. The drive for innovation will come to the forefront as history dictates it always has at times of conflict.

Profit taking time for the lucky few that got in recently. However, a lot of people still sitting on a loss and therefore this should prove relatively brief. Personally not many attractive alternatives to move money too anyway, with the exception of hydrogen and certain tech special situations.

Just didn’t want to miss the rocket ship that keeps on being mentioned. Boom boom!

Yep sorry I told everyone I bottled it. Plenty of other opportunities out there at the time and more than happy with where the AFC money went.
Sector sentiment has rebounded and ultimately AFC is about sentiment. Happy to give up 5p to have gained from other opportunities. Sorry to continue to express my feeling for the share. Could even start a love in with RampermcRamper now, although I dry much doubt it.

Disagree - back in yesterday because of the RNS and sector tailwinds that have left AFC flagging behind in the short term.

Well done Zappa. ITM has been my play since selling up AFC. Hydrogen/ cyber security will remain buoyant in the current environment; especially given the huge sell off since November. AFC is now looking a bit left behind - chips back in play as of today.

Unlikely that BA uses Darktrace. The description of the global airline renewal in January states, that it is a client that has nearly 1000 flights per day - BA is no where near this figure, post pandemic.

Please correct me if I’m wrong but don’t they have a seat on the board? Should know something about the business!

…….and when good news is probably not far away (28 Jan '22 Haggis Mc Ramp).

Too much froth over the last 10 months to get seriously involved but at this level and the current dynamics of the company/sector, this is the right play now. Just bizarre that the share price is lower than when KRR came in for more on 1 Feb.

Well it’s a pretty undisguised one “buy until this thing bankrupts you”. Shame ramping isn’t an Olympic sport.

Must be ‘bombed” out with enquires - I noticed the lights were on in the Cambridge office on Sunday. Could have been a cleaner though!

Something needs to happen, relatively quick. Cashburn will become an issue and at these levels a fund raise will not receive the same favourable reaction as last year - although I am sceptical that the chosen few that participated then did nothing but make a quick turn at the time.

Russian stock market down 17%. As mentioned earlier by another poster, today was hardly an escalation. Pretty relaxed myself, really don’t know where Russia is going with this but for sure they won’t invade. My only guess is that the rise in oil and gas prices is more than compensating them from moving their army around.

Just give the size of the order and perhaps the sector of the client. Works well for everyone else, where there are sensitivities. How much did that advise cost them!