Member Info for SpectralBlue

Perhaps Napthman but after the July warrants

Best interview to date. Timeline highlights 2 weeks more drill results, 4 weeks further drill results, July warrants cleared, Mostaza P4 towards end of year, he alluded to resource tonnage announcement likely after the Mostaza after the P4 results. So 9 months from here we should be sitting pretty!

In last months FY trading update, Kromek reported that MOD framework agreement procurement was slower than expected which impacted divisional revenues. Not a massive surprise when this Government is involved. However, it is expected that a new funding plan for defence is to be announced next week. This should (with luck) trigger a flurry of procurement announcements which were being held back by lack of funding, and with this contracts for Kromek which we all thought a couple of years back would be substantial (at least the framework agreements were.)

Truth is good drill results give confidence to existing LT holders but only exceptional results will provide enough momentum to overpower the warrant selling that comes with them. When we start to see RNS released estimates of tonnage by location is when this will fly

Positive start. Think we have experienced the new floor

I will use the current dip as a buying opportunity. No change to the fundamentals of this proposition

We are all agreed on this. News is overdue and needed to restore and build sentiment for us to re-rate

We have a great potential investment here. Let’s keep to topic and remove the cross forum fallout. Doesn’t make a great read

This is what I suspect. Lots of spinning plates. One will come good in the next few months. Granted not quick enough for some on here, but I have no doubt that a major new strategic partnership will occur

What this shows is that the underlying business (excl the Siemens agreement) is solid. There was a question over this before that deal was announced. However we do need another blue chip agreement to get the share price in the mid teens. Must be close

Pleased to see business and trading continuing as expected with both divisions performing. This is a good position that any fresh enablement agreement would only significantly improve

Thanks Mike looking forward to the link to assess Philips current thinking. The deal with Siemens was such that it allowed contracts with competitors. A even better deal could have been done if the contract was exclusive. Hopefully speculative ‘positioning’ reports liked you shared will hurry Philips and along to make a formal enablement agreement. We all want the same thing but as I said yesterday timelines are frustrating

Agreed helped by rising copper and silver also

Despite what a random AI report spouts we are still inline for two blue chips, Spectrum Dynamics and Philips. The frustrating part is these deals are years in the making going through proof of development, new product development, trials etc. Once they do come on board however the commitment is very solid and long term. Hoping for one of these to be announced (finally) this year. The SP will respond vigorously as you could expect

Buys will no doubt outstrip sells tomorrow

Mike33 thanks for sharing. Do note this is purely a AI perspective and includes no original research. Personally I would be seriously surprised if Philips ditched CZT technology after investing so much time in this next leap technology. What would be the motives for this type of report to be generated you would have to ask

Pleased to see Kromek ‘s share price is in a strong holding pattern whilst we await the next deal news. It should be said a new contract announcement is well overdue!

Laura I am sorry the decision went this way as I fear for business continuity, however wishing the best for the company. Pleased to see the rise here, hoping it continues

It’s a short blast down the M4 for me. Wonder how many are going either pro or against. Probably a reasonable turnout considering the importance to business continuity

I beg! to differ. There are many who are still not aware of the action, and hold through intermediaries. They need to be given a chance to vote, either for or against. A democratic decision. With much going on with peoples lives they need to be given ample opportunity