Member Info for stock_sensei

Agree here, this feels like short term pain for long term gain. Benefit is that income from disposals will be reflected in the bottom line which should lead to a very promising 12 months.

There seem to be many not satisfied with the Siemens deal and think its a one off - I am of the opinion we will get more lucrative contracts, like the Siemens deal this year. Once we do, it will be hard for bears to argue that Kromek is not undervalued as they will no longer be able to play the "one off" card.

Have some patience, we rallied 60%+ on the back of the Siemens deal. Pullbacks are normal as people take profit but it is clear that we will get many more positive deals this year. Nobody expected us to land a whopper like Siemens, expecting the next one to be just as bullish!

Very important news that the $25m has been received from Siemens, sooner that expected! This now confirms that Kromek is profitable for this financial year, something not many expected a few months ago. Very impressed with the deal the CEO has landed and looking forward to many more.

Looks like we are hovering around the 7p mark with a bit of profit taking today. All we need is another positive announcement and we will be back above 10p.

Echo Tradewizards comments here, it seems the announcement was a turning point for Kromek sp and investor sentiment. If we see a continued push from senior management with new contracts being won then I would not be surprised if we see 10p+

I think the change of hands so to speak that Andii mentioned is very important. A lot of new believers replacing those who were looking to sell on pumps which is very positive. As institutions begin to open a position in Kromek over the coming weeks I could see us trading above 10p

I am sure future large contracts are in the pipeline otherwise they would have signed an exclusive deal. Should be a good 2025 for all of us.

I wouldn't say this is a small step, licensing agreements with Siemens is a big deal and likely just a catalyst for many more deals to come.

Very difficult to enter into a multi year deal with a giant like Siemens. As a market leader, it would not surprise me if the smaller companies follow suit. Clearly states that the agreement does not restrict Kromek from pursuing additional collaborations with other OEMs so expecting much more to come. Hats off to the CEO for getting this deal over the line, a true game changer for Kromek.

Seems everyone is expecting forecasts to be missed which puts us in a good place. Either forecasts are missed (as everyone seems to expect) or forecasts are met (which people clearly don't expect) and would result in a significant increase in share price.

I am expecting the forecasts to be on target. You don't make aggressive forecasts if you don't have anything in the pipeline. My guess is there is a lot being worked on behind the scenes which will become public over the coming months. Just a waiting game for now.

No israeli agreement yet but it will definitely come, better to frontrun the news than to be buying after

Rights issue or not I see lots of potential here. IMO this is a good place to be accumulating for the next 12 months. All depends on your time horizon personally I focus more on LT holds than quick flips

Battletech, think you spend too much time watching the chart. Touch some grass, Kromek isnt a short term play imo.

Agree, feel like we have found a solid floor at these levels. Im confident that patience will be rewarded with Kromek. The potential is definitely there.

Agree with this, the potential for a huge sp rally in 2025 is there, just need the team to follow through.

I hear what you are saying Ironknut. Ultimately we will find out over the next 12 months but it seems like people are massively discounting the positive results in October and the promising potential contracts coming from the US next year. Time will tell but at these prices a position definitely makes sense in my opinion.

Yep been a better past 5 days for the sp, up 15%. To me the negative sentiment I was seeing here was clear we were near a bottom especially with the solid results. I think 2025 will be a great year for Kromek and hoping for some exciting contract news.

I don't want to speak for James but I can imagine there was more detail on the great set of results Kromek had in October as well as some insight into some important contract which could be closed over the coming months (without giving away too much info ofc!). Looking forward to hearing James' rational.