Member Info for Theanalyzer

Looks like April is the next key date for major news update.

Not the promised RNS many were hoping for.

SYME are due to pay £458,000 on 1 January so the next loan note conversion is due.

At least it will be less dilutive at current share price.

So there will be some more shares for bulls to top up their holdings as Mercator sell off their shares and warrants.

Ii have just posted new corporate action do nothing and keep shares in private company or accept cash offer at 67.5 pence payment due on receipt.

Lanstead were always going to sell off as each months conversion arrived.

The good news is they are nearly out which means no more selling pressure from them and a bit more cash to pay bills .

Downside is that once Lanstead are completely out Neill will need to raise cash from a placing or other equity raise.

An 8 bagger investment with an IRR of 22% another great investment and realisation by the company.

£5.1 million cash now looking for next investment.

I am holding 115,000 of these shares and have no plans to sell. Why because of the following positive factors for the company
1 constant stream of new deals including one noted as £1 million
2 product and market expansion by existing customers
3 multiple new 2nd generation products under development
4 close to EBIDTA at plc level
5 significant value in SBTX which has already launched one product
6 no immediate liquidity needs and a relatively frugal board

So we have a company with multiple revenues streams in multiple territories which is growing revenue fast albeit slower than many initial hopes.

At present the conversion is still only a low percentage of shares in issue so the dilution is still tiny

Still no comment on whether extra £2 million loan was taken by SYME. This can be spun as a positive IM news is due soon which is why management did ask for the money or a negative SYME asked and were told no as it was subject to conditions. I think SYME should have commented on what has happened.

IM news could still land in 2021 if it doesn’t there will another conversion on 1 January.

Any IM news will I think render the convertible a non issue.

At current share price you at still getting Zinnwald shares at effective discount to market.

That will end at close of business today so it’s a limit opportunity only.

I don’t think being a private shareholder in a Chinese majority owned company is going to be that rewarding.

The new owners can easily try and dilute pis by calling for a capital raise as a private company to dilute holders down and if they get past 90% they can squeeze out minority.

I think they will get past 75% I just sold my very small stake.

Jadee You will get Zinwald shares in specie so the price at offer date or distribution is doesn’t matter in simple terms if you were due 100 shares at x p you will get 100 shares at x plus or minus p. You will only get Zinwald shares if you are a holder at close of business 6pm today.

Cash acceptances will remain open

Aviva already have sufficient scale in U.K. life post takeover of Friends Provident what they need to do is run what they already own better.

Selling the U.K. GI business is I think unlikely for a number of reasons. First no obvious buyers Allianz just bought LV’s GI business and RSA buyer will be busy integrating that business for a while and U.K. market is very competitive and so not that attractive a market. Second the GI business provides diversification of capital and strong cashflow to group.

AB will I think focus on hard yards of digitising business and simplifying systems and processes to reduce operating costs.

Not long to wait now.

Actually in reality if IM slips into early 2022 it doesn’t matter economically that much to the company.

Another six markets opened to Opti and more positive news to look forward to in 2022.

I suspect market will ignore or even mark us down.

MisterE

You worrying about a total non event as regards GM on serious loss of capital. All the Companies Act (it’s nothing to with FCA or IM processes) requires is that a meeting is held at which I expect SYME to say future IM will rectify the situation.

Why are the Directors taking this action, well because under the Companies Act it’s the current Directors who are liable to prosecution if they don’t hold the meeting.

Eight Capital Partners have just been through same process and the common link is David Bull who having been through issue at ECP probably simply asked question about SYME.

IM news could land before or after the General Meeting.

Elrico and Aquae

Thanks to both for detailed comments. I agree with Elrico that quality of debate is stifled by posters who resort to simplistic ramping posts, or simply abuse people with a different view.

I will think about signing up. As you say £35 is for an investor of any size is small.

Elrico. If your service provides insight and value people will use it. My concern with some of the others provider of interviews such as Vox from the ones I have listened to is that there are no real challenging questions to the Person being interviewed and information is just a repeat of the RNS which I can read for myself. As someone who hasn’t subscribed for your service what are the top 3 reasons why I should think about paying the £35 fee and is that per month, quarterly or annual amount.

I decided on reflection to make a small top of 25,000 shares.

In medium term the market will appreciate Opti’s worth.

Turing point for for me wish when Opti hits profitability at plc level ex SBTX stake as that they mean that Opti can be valued on PE multiple basis

I suspect we are only 1 year away from that point.

Opti has fast revenue growth just not as fast as many holders would like. SOH cautious approach to spending means that traction of products is slower than a faster spending rate might achieve. I suspect now that Opti is generating more cash and has SBTX cash he will feel able to increase rate of spending and hopefully that translates into faster sales growth.

I think that the last two deals announced provide further support for my investment.

Anyone who understands India knows that the middle class is over 100 million people who will have the money to buy the product. 4,000 is a just start and a proof of concept.

Am I frustrated with share price, yes, am I going to sell now, no way.

Unlike like many AIM shares, I can see growing revenue with new partners and multiple future revenue options and company gaining traction on new products.

Brass as opposed to your conspiracy theory isn’t it just more likely than David Bull who has just been the same issue at Eight Capital and asked question at SYME as NED given historic latest that had occurred?

People are over reacting to the RNS in a negative way.

Compared to the £220 million goodwill error in the Prosepectus this is a pretty minor issue.

I think this is down to David Bull who has just had same issue occur at Eight Capital.

Non event for current business, positive that Directors dealing with this technical legal issue.