Member Info for The_Paladin

Bonzo73.

From the information that I listed, yes. It is obvious that most investors are by now discouraged by the constant onslaught of share sells in recent months. Some have stated that they have already sold their holdings at a loss and presumably moved their capital elsewhere?

It would now be useful to receive an encouraging update from the company. By early 2026, we should have an indication of the progress made via sales and revenue figures? Should these be favourable, it will bring about the start a share price recovery. This company is very early stage, and investors like myself will need to remain patient, and see what develops?

Please cancel my previous request. This is what I discovered about CapAI warrants. Is there any wonder that we have experienced such extreme shares sales this year? It is surprising that warrant holders, who cannot be identified, didn’t keep their shares once the warrants were exercised? They obviously didn’t believe in the future prosperity of this company, or were too impatient to wait for it to happen?

As of March 12, 2025, capAI plc issued a total of 687,500,000 "Fundraising Warrants" as part of a capital raise. It is important to note that many of these warrants have since been exercised. Here is a summary of warrant activity:

Initial issuance

March 12, 2025: The company announced it would issue 687,500,000 Fundraising Warrants. These warrants entitle the holders to subscribe for new ordinary shares at an exercise price of £0.0008 per share and are valid for one year.

Warrant exercises

April 23, 2025: CapAI received notices of exercise for 110,728,300 warrants, resulting in the issuance of new ordinary shares.

May 2, 2025: The company announced a conditional exercise of 400,000,000 warrants.

September 4, 2025: CapAI announced the exercise of another 102,100,000 warrants.

Remaining warrants

Based on a Notice of General Meeting filed on September 16, 2025, the expected number of ordinary shares under warrants was 151,487,619. This number reflects the warrants that have not yet been exercised.

Most LTIs are currently sitting on a loss. Congratulations to everyone, who invested in this company at a very early stage, and remain in profit. I was fortunate to be in a similar position with CITY eight years ago, and eventually more than doubled my initial investment.

I currently hold 450K CPAI shares at an average buy price of around 3p so that I am well down for the time being. Had I realised the dire position here regarding warrants, I would have postponed my re-entry point, but am fairly relaxed about the current situation. I still believe that we have every chance of reaching a successful outcome. This of course depends on an investor’s definition of the latter? Mine would be a selling point of 10p+.

If anyone has a short reference to the warrants situation for this investment, I would be thankful to receive that link on this forum.

GLA.

Thank you MissSmith for a fair summary of CapAI’s growth potential. Most reviews that I have read are probably AI generated, and lean towards fence sitting mostly based on CapAI’s share price performance in recent months. The following report is vague, and typical of what is currently out there:

“capAI presents a highly speculative investment opportunity. While the company has taken steps to pivot towards the high-growth AI sector, indicated by new leadership and a new strategy, it remains unprofitable and unproven in this new direction. Its financial performance relies on the successful execution of its AI strategy and partnerships. The stock's volatility and weak fundamentals, combined with its high-risk nature, should be considered carefully by potential investors.”

Thanks Goodlife. It is best to remain optimistic until updates emerge from the company.

I didn’t anticipate the infestation of sellers that have continued to relentlessly reduce the share price for so long. News on sales and revenues is needed to attract new investment and reverse the current downward trend.

I have seen this kind of situation in past investments. Not all have come good subsequently, but I believe that Capai will eventually recover and thrive. It is difficult to set a target short to mid term selling price. IMHO a range of 10p - 100p depending on the quality of the information that emerges in the coming months? GLA.

Nothing is ever straightforward when AZ is involved. More slippery than an eel would be an apt description.

“The directors for the US company Nuburu Inc. (BURU) are Co-CEOs Alessandro Zamboni (also Executive Chairman) and Dario Barisoni, along with other key executives and directors. The company appointed a dual-CEO structure in October 2025 to lead its transformation plan.”

According to the RNS statement earlier this month, Richard and Charlotte Edwards already hold shares which approximate to 20.239% of the company’s value.

Their commitment is unequivocal.

I agree that some measures are needed to halt and reverse the share price decline. I believe that patience will bring its rewards, although investors’ patience is being severely tested at the present time.

From a recent RNS statement:

“They continue to hold 75,579,365 Ordinary Shares comprising: 35,320,000 Ordinary Shares held in Richard Andrew Edwards' trading accounts; 2,580,000 Ordinary Shares held in Richard Andrew Edwards' ISA; 14,850,000 Ordinary Shares held in Richard Andrew Edwards' self-invested pension plan ("SIPP"); 450,000 Ordinary Shares held in Charlotte Anna Edwards' trading account; 10,400,000 Shares held in Charlotte Anna Edwards' ISA; 6,900,000 Shares held in Charlotte Anna Edwards' SIPP; 5,079,365 Ordinary Shares held via Coat Capital Ltd, of which Richard Andrew Edwards and Charlotte Anna Edwards are the ultimate controlling persons on a 50%:50% basis.”

1.45% of CapAI shares traded so far today.

Sells : Buys = 5 : 4

Share Price drop = - 9.23%

I am envious of anyone who is buying a stake at the current share price. How was this drop from the price ant consolidation allowed to happen in the first place? Couldn’t the company have done more to protect the share price?

The 2.60p close is false due to a tiny UT at the end of trading. We experienced a similar 2.72p close last week, and the share price quickly reverted to 2.60p the following morning. Sadly, I expect us to be at 2.50p early tomorrow unless there is a positive announcement meanwhile to propel the share price upwards.

It will be a good development when the warrant holders are finally flushed out of our trading scenario. Then we will have a more accurate idea of where this investment curently stands.

I remain optimistic about the future but remain somewhat perplexed by the persistent selling that we have endured for what seems a long time.

Good fortune to all CapAI holders.

I also suspect that some warrant holders are still disposing their assets. When this process finally ceases, growth should then be re-established.

I find it odd that some contributors to this forum are adding negative side issues to the discussion? Should they need reassurance, they should read Crownos’ balanced and highly informative comments. I have learned more about this investment from Crownos’ insights than from the other sources that I have consulted, and thank him/her for these detailed comments.

Most of this morning’s trades to date are buy’s. I have just bought 200K shares, followed by a smaller trade of 6,500 - both @ 2.59p. I did the same as our directors last week in that I sold other assets within an ISA in order to purchase these shares.

Nothing is guaranteed with any investment, but this morning’s purchase will be an indefinite hold whatever happens in the near future.

“With regards to today's news - I am slightly too dense to fully 'get' the RNS”

I don’t think so. The information was not communicated clearly, hence my comment about waiting for the market reaction. That quickly told us all we needed to know.

404x’s comment sums up the situation for me perfectly:

“You cannot have a situation where a plc becomes a dumping ground for dead assets that benefits holders of a different plc. Fiduciary duties matter.”

Most holders expected information on progress made with the GaM trial, and with the sales of IBAI’s market leading technologies. Many investors thought that TEB’s shenanigans were in the past. Yesterday’s RNS showed us that they are still ongoing to the detriment of IBAI.

Sadly Tyke, your header says it all. Nothing has been added to create value for IBAI today.

Phil recently mentioned that, as part of his role, it was Brett Skelly’s responsibility to ensure that shareholders’ best interests were met. In today’s RNS, he signed off an initiative which, to my mind, will undoubtedly have the opposite effect? It was disappointing that AM and MS were also in agreement. This company will never flourish as long as TEB is CEO. All the gains from a recent promising partnership may well now be lost?

2m shares dumped in 5 minutes! Just when the company was making some progress.

Thanks again TEB. With a CEO like you, who needs enemies?

My sole interest in this lies with any benefit if any that it offers IBAI? Surely the company should be fully focused on fully analysing the results of the GaM trial, followed as soon as possible by the next steps? The collaboration with Vivian Therapeutics, about which I finally received the subscribed LinkedIn post by e-mail earlier today, and the sales of our market leading technology, should also be of primary importance in the company’s “to do”list ?

I don’t see any sense in this latest “development” if we can call it that? Surely, “Stone checker”, which is hibernating in IBAI’s portfolio could have been reawakened if MS et al needed another challenge to complement an already busy workload?

The market will inform investors this morning whether this is viewed as a genuine opportunity or another of TEB’s “manoeuvres”, which will bring no benefit whatsoever to IBAI?

I am surprised to see negativity creeping in to this forum, when there was much optimism very recently?

I learned a great deal about the company from an investor, who I believe went by the pseudonym of “Chronos”? I haven’t seen much from him/her recently and wonder if their opinion of the company’s potential remains the same going forward?

We are all awaiting news of further developments on many fronts. The sooner we receive an update to settle investors’ current concerns, the better it will be for all of us who have invested into this company’s enormous potential.

Mostly selling again this morning. Investor interest has dwindled considerably since last week’s consolidation, and update from major shareholders.

The recent negativity concerning the future of AI may be influencing some potential buyers? That shouldn’t bother us though? A bubble first needs to expand to its maximum size before it bursts. We have barely begun.

Capai remains at a very early stage, as investors await promised news about developments and future revenues. Unfortunately, until we get further clarification, the current situation will prevail.

My understanding of Hub71 is that it is a bit like Dragon’s Den but on a much larger scale? Any confirmation of our direct involvement with the Qatari investment hub would be a huge reassurance for me, as an investor.

Tyke’s question yesterday had a huge personal resonance. Nearly four years ago, I held on to an investment which was well in profit, when it might have been wiser to sell? Just two months later it collapsed leaving me with a massive loss.

That is where the comparison ends. That company’s failure was mostly due to the catastrophic failure on the part of an incompetent CEO, and an equally inept CFO.

iMHO, IB is a lean undervalued company, with enormous potential both with its technology, and its involvement in a trial with massive future possibilities. As an investment, it is still very early stage after nearly two decades. Perhaps it needs the assistance of experienced investors with the right contacts to take us forward?

Personally, I am hoping that given its potential, it will be sold on to a larger entity with the means and expertise to take it forward more rapidly than is currently achievable. Like everyone on this forum, I look forward to finding out whether last week was the start of an improvement in the company’s valuation? It has been a long wait for many investors, like myself, who have continued to believe in the company’s potential.

Nearly 2.5m shares bought to date today at an average price of > 1p. Is this a response to the recent Hub71 message, which max kindly shared with this forum?

IBAI are surprisingly slow to react to excellent news which might well benefit us. Vivian Therapeutics responded quickly to Hub71’s post. There wasn’t a similar response from IBAI when I last looked?

Similarly, our website is not being regularly updated to include potentially beneficial news? This could be achieved in a matter of minutes, so why aren’t we doing it?

Tyke has a very valid point regarding the lack of publicity. Would more of it have a positive impact? Unless we try, we won’t know?

Hub71 is based in Abu Dhabi

“We are a vibrant community of innovators. A thriving, diverse ecosystem of corporate trailblazers, national champions, and active investors all working towards the same goal: to shape a future that knows no bounds. Welcome to Hub71.”

https://www.hub71.com/

Their apparent interest in IBAI’s partnership with Vivian Therapeutics could awaken all sorts of possibilities? Could this be a genuine opportunity for IBAI? They will announce something should this prove to be the case.