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Keep buying the dips! Big winner over the next few years

20% off the highs. Expect to see this start to find a base and move back up. The signalled contract win RNS will see it move up fast IMO.

Looks like the buyers are back in as predicted Joe. Perhaps somebody knows something or perhaps it's just too good to ignore at these levels. Either way won't take much for this to head back towards 70/80p

Company has done everything right. Buying opportunity here. Try using Email us: enquiries@skillcast.com instead of mistyping the address then I am sure the team will respond ;-) Looks like Joe looking for a cheaper entry lol

The market cap and tradeable stock is so small that this really could go ballistic

Another £5m contract win today, a support contract for 12 months just pops in under the radar. Great company. Hugely ambitious to build a £1bn company. Profitable with cash. Right sector - technology driven civil defence company.

Once people discover and understand this company better it will absolutely fly. High conviction.

Market perceives AI threat wrongly for Skillcast.

Watch the Investor Meet presentation here as they address that misconception.

https://youtu.be/q3tUcGUngDw?si=24axb1QBeT6UwWku

Also check out Cavendish research note. Excerpt below. I feel this is a massive buying opportunity below 70p.

Skillcast remains excellently positioned as regulations, standards and compliance requirements become stricter, costlier and increasingly complex, with no appetite for AI-driven misinformation. 90p TP reiterated, equivalent to 3.7x FY27E EV/ARR with +15% growth and 4.2% FCF yield. At CP 52p, SKL trades at 1.7x FY27E EV/ARR, 10.3x PE-ex cash and 7.3% FCF yield.

Based on market analysis from August–September 2025, SatixFy (which was acquired by MDA) is used as a valuation benchmark to suggest that EnSilica (ENSI.L) may be significantly undervalued.

Here is the analysis of EnSilica’s valuation in relation to SatixFy and similar market players:

Valuation Comparison: Analysts pointed out that SatixFy was a "pure-play" satcom chip company, commanding a high strategic premium. In contrast, EnSilica is a more diversified ASIC design house, with only ~15% of revenue from space, making it harder to apply the same "satellite multiple" across its entire business.

Undervaluation Argument: Despite the different business models, some commentators argued in late 2025 that EnSilica was significantly undervalued, with a Price-to-Sales (P/S) ratio around 1.5, which was roughly half the average of its peers (3.04).

Acquisition Potential: Observers suggested that if EnSilica continues to grow its supply revenue in the satellite and automotive sectors, it could be an acquisition target at a significant multiple (potentially up to 13x FY26 revenue), similar to the high valuations seen in satellite-focused deals.

Company Position: As of early 2026, EnSilica has moved back into profitability, reported higher revenues, and is growing its footprint in the space, automotive, and industrial sectors.

This £10m raise is very significant for Ensilca and shows that the company is attracting serious interest from big investors willing to back the story at the market price. A key part of the RNS is the line 'to support anticipated contract wins'. The additional liquidity will remove the ceiling on the SP IMO as the strong balance sheet will build confidence. 100p incoming

Kenya. Should be better with funding this time and gaining knowledge of how best to execute all the time. Great news and so much upside still to come with interest from governments increasing in the wake of the ME conflict

Gut feel says £1+ share price incoming. If you read the latest broker note everything is hiding in plain sight...

Reiterated FY26E and FY27E forecasts exclude any upside from new contracts, which could deliver strong operational leverage and therefore benefit profit and cash. In context of £1.8bn visible contract opportunities, key near-term upgrade catalysts include: 1) the contracting and financing agreement confirmation of the new $200m System project (notification of contract award received Sept-25), which could lead to PBT upgrades of +£14.0m in FY26E and +£27m in FY27E, depending on commencement timing; and 2) a further significant £200-£300m contract, following management commentary of “good visibility” of conversion over £500m worth of Systems contracts in the near term. TP 122p reiterated.

It's clear to see why there has been persistent buying in the high 90's. Inflection point has been reached. Well done all at SRT. Looking forward to the years ahead.

What a brilliant company this is. They have done everything they promised since IPO and still very much under the radar. Superb model and leadership. Highly defensive stock and high percentage of recurring revenues. Will see this going over 100p in the 1st half of 2026 IMO.

Very strong update and med to long term outlook extremely positive.

Makes me wonder if something a bit leaky here...? Bid in the works perhaps? Hopefully not at these low levels

Boom! Monster trading update.

Key phrase: Additionally, we have continued to develop our validated pipeline of new system contracts which now has an estimated value of approximately £1.4bn, from which we expect further closures in due course.

I would genuinely say one of the most underrated stocks on the market right now. Just consider the value to a bigger operator of the technology, know-how and growing customer base. I get the feeling there is probably more going on than they are even talking about openly. I really feel anything under 100p is superb value here.

All the trades showing as sells at 75.35p amd 75.40p were buys.

Take a look at the PLC Board of Tailis.

Ian Smith - Cofounder and CEO of MXC Capital...

Matt Riley - Founder and chairman of Daisy Group

Matt is a heavy hitter. Interesting games being played here. Matt and Ian will know the underlying value of CLCO is much higher than the SP today.

The CLCO Ecommerce business may serve as a platform for other businesses Tailis have acquired or plan to acquire. Trying to take it out on the cheap. Should get to 2p+ if a takeout on the cards. Just about to get interesting. Then perhaps sone cash and some Talis equity.

What a ride from 100p as Shellshock to a combined total of ca. 830p. Congrats to Lord Ashcroft and Alex Dacre as well as the other top leaders behind this story. The ride continues with Optima Health and now Mitie. Vamos!

And FPP has gone through the roof on AI strategy. It's an area which companies know they need to embed but most don't know how. AI consultancy is in hot demand

Currently exploring new areas for expansion, particularly in consultancy and investment, to broaden our revenue base and accelerate the path to sustainable profitability

AI Consultancy is my guess...