Member Info for Syste

Once again Senx hit by bad timing out of it's control. If I like the presentation on Monday, I may add a bit more in the coming weeks.

They may have delayed the planned shutdown (and compression) in order to take advantage of high gas prices.

In some ways no news is good news. I assume the Moftinu compression went smoothly, no wells goes offline etc. I think the next operational news will be delivery of the pump to Tunisia, which we expect December in best case scenario.

covid cases in Romania possible dampner. Shouldn't affect us. I think we get update soon.

I meant the advantage Iron has over current BMN situation i.e. 120m MC. That is fair enough. Sorry if I phrased it poorly.

Dave, in your opinion what is the advantage IRON has over BMN in terms of their resource, that will see them get higher MC? Thanks

Good link OB. Its the last observation that gets me. How many shares are going to be in issue after the next placing?
Investors don't take too kindly to dilution spiral companies. We seriously need to start seeing conversions. Does anyone even know the conversion rate, or whether we've just been keeping folk on 'free' trials?

I don't see David and co selling now. You might want to sell when there is still great risk attached and someone comes with a decent offer. But when most of the pieces have come together and you are pretty much just waiting for the rollouts? They might have been approached in the past, but you can tell they take great pride in what this small tech company has accomplished.

Hmm maybe become research will tell people to sit tight, rather than bedwetting over daily SP movements? Ultimately what matters for LTH is where we will be a years time.

Problem is it also came at a time when general market sentiment is down. Probably me and some others jumped the gun in expecting a bounce last week. I have got some more lined up, I can't see a better risk/reward opportunity out there than this. I'm sure this placing was to assure prospective clients of Enet's future. Look at their products and tell me they are not going to be in serious demand.

It's pretty disingenuos to say they're allowing shareholders to take part, while basically cutting off the average punter. The only fair way to do these things is a fixed allocation per investee.

It depends how many shares you ask for. I don't think there's an upper limit per investee.

How long do you reckon before the open broker offer is filled up?

Good that they answered a lot of questions, but some of that comes across as a bit arrogrant 'It’s not for us to comment on the company’s share price.' There's no reason they can't make general comments on that. Increasing sales isn't a strategy.
I dislike overenthusiastic car salesman as much as the next man, but if I didn't have a clue about the product, nothing Mark said would engender anything like sufficient confidence to invest. I hope he just comes across poorly.

I thought the presentation Q & A was pretty dispiriting. I believe they will make good, but they have seemingly little interest in keeping current shareholders content. Nothing to say to LTH's here who have up to this point wasted their money. I have average ~1.75p like a lot of folks here. They think they've done a good job going from 2.5 to 1.4?

Yes I bought today, and immediate there follows a strange flurry of sells. Someone obviously doesn't trust my judgement.

True, you just don't know when 5g will be back with another dump though. If we do get another chance at 40p I will try very hard not to miss it.

NT all day.

I don't know what the rush is. My understanding is nothing much will happen until next year.

I belive Dallo was just using those figures for illustrative purposes