Member Info for squadraazzura

Cheers For clarification.

Operations update due this week as it is given on the first week of each month. We could get another big boost and take the SP above 20p. (IPO price was 12p).

I cannot find any better opportunity under present market uncertainty and economic slowdown. In addition ARB makes money and profit (at less than $5000 BTC- price) with a 80% margin ! It is now introducing 7000 new machines. For the halving of BTC, it is every 4 years and is due next April. Expect BTC price to jump at least 300% more - affecting positively the value of ARB. Then add the effect of new machines to mine more with BTC unit price increase at more than 300%. ARB is without any doubt in a win/win position. The other factor to add is when the herd start understanding ARB business model and start massively buying. This reminds me of VRS hype taking the SP from 20p to 180p within a year. The only difference, ARB makes already plenty of money and profit ... So the conclusion to draw is very simple.

The next update for August/September and the progress in new machines will change completely the picture. This stock is not yet on the radars of many - Thanks God. A chance to position oneself before the herd arrives soon. Regarding any possible seller, he/she might re-buy it again at twice the present price in the next few weeks.

Interesting article. I am curious to know if ARB can keep "excess" bitcoins it mined if its revenues are above market expectation. Can they lock them in as a "reserve" ? This could affect even the number of available "free" bictcoins in the market, leading to shortage and thus higher market price. Any idea on this ?
hTtps://cryptopotato.com/miners-dilemma-sell-mined-tokens-fiat-invest/

One remark regarding the bitcoin restricted number. The less bitcoin is available the more its value will increase. so ARB will be in a win/win situation. Say 200 units at $10k will be equivalent to 100 units at $20k. So for ARB everything is balancing itself nicely. Then once all the new machines are running, they will significantly boost revenues. The pile of cash that will generated in the next few years will be huge ! All with a very high margin thus higher profit.

Automation as a Service Market Is Booming | (Automation Anywhere, Inc. ,Blue Prism Group plc )
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hTtps://www.marketjournal.co.uk/automation-as-a-service-market-is-booming-automation-anywhere-inc-blue-prism-group-plc/11560/
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hTtps://www.marketjournal.co.uk/automation-as-a-service-market-is-booming-automation-anywhere-inc-blue-prism-group-plc/11560/

The SP is so sensitive that any news say, of a tie up with a big company will take the share price to £15 very quickly. So it came down more than £5 in just a few weeks and could go back to £15 in the same pace. This is an unpredictable stock.
Very painful for both, shorts and day-traders but never to long-term holders.
In addition, PB expertise is sought in any economic cycle. In strong world economy to accelerate growth and increase production and in a recession to compensate for the loss of employees by creating efficiencies. So PB is a in win/win situation. Thus why I am a long term strong holder of this stock.

One of the positive immediate impact of Thoughtonomy acquisition by BP is the addition of its 270+ direct/indirect customers to BP client list. This will definitely improve revenues and will be flagged up in the next results. While Thoughonomy will play a parallel second line marketing tool to BP products, the merging of technology and R & D departments of PB and Thoughtonomy will accelerate new innovations and products leading to possibly a new killer product as rich and diverse expertise of both companies are complementing each other. So expect announcements of new products in the next few months as the integration of Thoughtonomy into PB will go from strength to strength. Thus why PB is a long term strong hold.
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Integra Global Solutions announces partnership with intelligent automation leader, Thoughtonomy (a Blueprism company), to help companies accelerate digital transformation. ------------------------------------- hTtps://www.globenewswire.com/news-release/2019/08/27/1907034/0/en/Integra-Global-Solutions-announces-partnership-with-intelligent-automation-leader-Thoughtonomy-a-Blueprism-company-to-help-companies-accelerate-digital-transformation.html-companies-accelerate-digital-transformation.html

If AI is a joke, why then customer base keeps growing ? I think there are very simplistic people who use some technical jargon to keep helping their shorts. Otherwise a joke of a company will never double its revenues ... No need to go on details.
I also belive that the addition of Thoughtonomy will help drive further the business and revenues within BP.

hTtps://www.globenewswire.com/news-release/2019/08/27/1907034/0/en/Integra-Global-Solutions-announces-partnership-with-intelligent-automation-leader-Thoughtonomy-a-Blueprism-company-to-help-companies-accelerate-digital-transformation.html-companies-accelerate-digital-transformation.html

A possibility to take it over ?

Already in the news this year as David Lufkin already pleaded guilty this year with no charge laid against the four. In any case Rolls Royce which was more serious settled quickly. "The allegation was made in a charging document filed in criminal proceedings against David Lufkin, a former Petrofac executive who pleaded guilty to bribery this year. The SFO alleges that the quartet of senior managers acted with Lufkin. No charges have been laid against the four executives, and being named in the indictment does not constitute evidence of their involvement or any proof of guilt."

PFC sitll very busy: hTtps://www.energyvoice.com/oilandgas/middle-east/204492/petrofac-jv-selected-for-offshore-uae-project-feed/

For those who like dizzy heights, Renishaw is a hidden gem. A high Tech company at the forefront of precision industry in every area of technology will release its results next week. IMO it is sitting now at the bottom. Check out [RSW] on the 1st of August. Also a good long term hold with a divi.

This is what is really interesting in the Trading Update: "The company said new order intake has stood at $1.8bn since the start of 2018, compared to $1.7bn last year.
Chief executive Ayman Asfari said: "We are well-positioned on several bids and tendering activity remains high with around $20bn of bid opportunities due for award in the second half of the year."
This is an order book better than last year despite the SFO investigation is still hanging. IMO once out of the way, two things will happen: - 1/ Blacklisting will be lifted from Irak and Saudi - 2/ A large proportion of the $20bn of bids will unfold into orders. All this will lead to upgrading their numbers for the year and beyond leading to sharp SP rise.

The only event that could throw a spanner into our moving wheels today is if Boris wins when the results will be announced in about 40 minutes.

IMO this is only a temporary logistical/execution issue. Once the warehouses are running on-line the share price should return to over £30. So I usually buy when a stock is really beaten like ASC is today. Next week could bring other analyst views too. So in the stock market sentiments change like the British weather. I also believe that due to previous PW in series, this time, management gave the worst case scenario to avoid any future glitch in order to cover every negative situation. So the share price we see today reflects the worse case scenario. Once a feedback on the fixing of the warehouses is given at any time, the share price could quickly fly to £30's. So we are buying into the worst case scenario on here.

FT is tonic water for Gin and expanding to other areas while BARR is mainly soft drinks. In fact BARR mentioned competition ... wonder from where ?

Interesting remark: Something positive that was not perhaps taken into account is the effect of pound weakness. FT reports in Sterling while 70% of its turnover is won in foreign currencies particularly US dollar and Euro. The pound is now at 2 year low against the US $ and also weaker against the Euro. In my opinion, currency fluctuations due to Brexit will boost FT numbers by at least 10%. All what FT earns in the UK remains in Sterling while anything coming in will be converted into Sterling will add 5 - 10%. Then if Brexit goes pear-shaped, Sterling will go to parity with the Euro and becomes very weak against the US $. To me currency fluctuation in the future will be a revenue booster to all companies reporting in Sterling but selling mostly abroad. FeverTree will be one of the prime strong beneficiaries.
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Example: . FT sales will translate into more Sterling as the other currencies such as the dollar or euro are stronger. Say if £1 = $1 (weaker pound or situation where we are now), then the amount of Sterling entering into FT coffers will be higher. Example: If FT sold $20 million in the US, then FT will bank £20 million when translated into Sterling. Whereas if the pound is stronger than the dollar - as it was before -, say £1 = $1.3 (you get more dollars with less pounds), then FT will bank (exchanged dollars) $20M/1.3 = £15.3M, a reduction or loss of earning of £20M - £15.3M = £4.7M or 23.5% less when £1 was $1. Therefore, a weaker Sterling will be positive for FT earnings as its earnings are in £.

Jongle - A logical point and I agree. The reason is because they have simply extrapolated and put FT as the same business with similar flavours to any other in the sector. The creative and unique FT side, including the way they grow and expand quickly is ignored or they don't simply understand the depth of FT business. Even FT idea of proposing specific mixes for specific gins is unique to its business. So IMO it is wrong to extrapolate FT business model to others's. Thus why they got it wrong from the start and thus why they will get hurt because of another big mistake, if their shorts are still open. I am sure their negativity is linked to those who have a trading interest in the stock - In this case helping "indirectly" their shorts ... FT SP has huge increments in both directions - when shorts open or close. So Just wait and see...