Member Info for Taser

From memory wasn’t the revenues from the interims Revenue circa 8m, PBT 1.4.

The prior year didn’t see an uplift in H2 so there doesn’t seem to be anything highlighting a bias to H2 figures unless I am missing something. All I can say is I wish.

So SP opens 0.42p down and we RNS a contract win.

Great that they realised a RNS but again there is no reaction in the market as there are no commercial terms attached. SP opened. 0.42 down. II get that quantifying the benefits in this business is difficult but there must be internal projections about the economic benefits and usage numbers that could be used as a guidance to investors.

Normally upon release of contract news SPs react but they come with metrics.

Anyway good news.even though no idea how good!

Opened at 26.25 from this point who knows

The closing price was the last sale price. If you check the price on IG that has live and correct real time prices and not on lse or adfvn then you will see it open at circa 26.8 (given no market sensitive news prior to open)

Hi, I am not sure of that logic but you are right the next RNS may give us the details we need.

I understand the closing price on Friday represented a ‘false’ close and it will be blue first thing Monday morning but SP performance is pretty muted here against a recovery in small caps at the start of the year.

Answering my own question about the disconnect between the SP and numerous LinkedIn announced contract wins is

1. RNS get a lot more targeted interest and therefore should be the preferred method of distributing company news (and yes new contracts most definitely fit this methodology)

2. There are no values attached to the new contracts. Investors need metrics to make their decisions. Most company contract announcements are combined with a value element and information on their impact. I understand that there is an element of confidentiality but there most be some scope to advise us? It is resulting in a subdued SP

It seems the company will however officially release news about a number of off shore conferences which Sound great for employees but again there is little newsflow on the benefits resulting from them. Maybe a petty point but it does seem their priorities, in terms of investor updates, are questionable.

Don’t get me wrong I am a holder because I see value in a company that should be able to drive significant pnl gains from new business without incurring the equivalent increase in costs due to the nature of the business model. The next announcement is key to seeing this in black and white. Whilst I worry about an increasing cost base driven by inflation any prove of an increasing net operating profit will see me a little happier. Good luck

It is getting rather frustrating watching this bounce around short term lows and the end of day shenanigans.

It seems some posters on this board promote its achievements better than the company themselves, who seem adverse to any RNS highlighting contract wins.

The metrics are also hard to get a handle on. It just seems they need to be more transparent and up their game in terms of investor engagement.

We constantly hear Slingo is conquering Europe and the States but that doesn’t seem to tally with any share price momentum. What am I missing?

Can you enlighte Me on the ‘big seller’ and volumes to support your point? Most of the shares are held by two main parties. No RNS holding notices have been issued

What’s changed? The fact that the installation licence promised last year is again on the back burner awaiting the indigenous study then regulatory approval.. A proposed limited workaround to truck available ore to Palito helps a bit but costs at Coringa along with historic low production at Palito, leading to enormous AISC costs has limited the upside.

The JV may make a headline but no true difference to the bottom line until results which will take a year from commencing

Mgmt screwed up and continue to remain in place. It’s uninvestable in current state

Big buy trades going through all morning and not a jolt in the sp

Have you looked at the 9 months figure. This is only going one way and that’s down

Thanks for your comments.

The change in EBITDA margins from prior year are minimal. I was expecting something a little more significant with the signing of new contracts and operations in new territories. Maybe it is not going straight to the bottom line. It will be interesting to see their next financials.

I didn’t say Slingo was a risk I said there is a risk of being so reliant on it. The way to stay ahead in this sector is innovation, customer engagement and retention. Slingo is the company’s headliner but we need to keep one step ahead in terms of development, which I think they are aware of.

It is all very well posting these frothy articles and contract news but how does that convert to the PnL? This share has been bumping along short term lows when others received a bump up on a mini rally a few weeks back.

There seems little from the company itself and whilst they cannot reveal their margins they could indicate that each contract enhances the bottom line as fixed costs make up a large percentage of company costs.

My worry is the margins are under pressure or too minimal to lead to a rerate. I like the business and the potential, although the reliance on slingo may be seen as a Risk, it seems unable to get the market’s attention

Getting increasingly annoyed here. What is the company’s plans for organic growth, cost controls, increasing margins? Sitting on some intangible assets and calling that a strategy is just crippling to see.

Also amazed that this can fall 15% on results day when we all knew the result weeks if not months before. Granted the scale of the opposition was large but irrelevant to any future proposal in 2024 which will be better targeted and alliances made.

Not sure I can hold but reluctant to crystallise loses based on management inaction in a sector that consistently hits high margins and is ripe for consolidation.

Post a RNS and give us a corporate strategy that shows you are actually working!

Lots of info on contracts coming through but what operating margins are being achieved? Seems to be drifting on little news in the public domain

The daily movements here are bordering on bizarre. Up on good results and back down again on macro economic news indicating the Fed will stand fast - no surprise there. However, the volatility is through the roof and one place where that is welcome is here. So why the weakness?

Wow your luck has just changed - well done all

Roy Hodgson is manager of Watford maybe you mean Mike Hodgson but it be interesting to see who is sacked first!

So when this years production guidance was given many thought it was a matter of under promise, over deliver but it seems the rather underwhelming production figures of 33,000-36000 will be met.

The concern for all here is that qtr 1 was 16% ahead of budget, by qtr 2 it was 6% and then on budget for quarter 3. Again the expectation was that based on the work required in the first half of the year that production would bounce back to 10,000+ a quarter for H2. The 9,000 for qtr3 was below expectations but described as ‘excellent’ in the accompanying RNS. MH stated in his latest interview that qtr 4 production was ‘stable’ I am guessing high 8,000s. Therefore something is amiss. The drills are not working to capacity probably due to supply side issues.

It therefore begs the question how can they maintain this years guidance of 45,000?

Well we should know more next week but although the sp is showing signs of live I will refrain until the next update.

Good luck all

Just sad to see the person supplying the news prior to the RNS being seen as the issue rather than the news itself. I know it is frustrating but get some perspective. Thanks Minetracker.

There was also a cease and desist notice issued a week or so back. The second one. I sold out over the last week. Maybe nothing but can buy back in. Good luck but transparency is lacking