Member Info for topscot

Folks

Electronic dealing can always be switched off at anytime for a variety of reasons.....However the whole point of the Normal Market size NMS which is displayed on level 2 or best BId/Offer on level 1 allows you to buy 20,000/25000 shares at the quoted price by telephoning your broker and dealing.So there is never anytime that an order cannot be placed in this manner....I appreciate in this day and age speaking to a human maybe somewhat alien to some people but thats how you can get an order placed at anytime at the given spreads up to the normal market size......Most cases they can deal well above that size and within the spreads..(NMS in TUN is 20,000/25000 shares )

Very convenient to delay your TR1 holding if your offloading ahead of the auction day knowing it will generate significant interest...Strategic investor right enough buy and offload strategy :-)....

Anyway i wouldnt be buying currently and assisting them until the matter regarding holdings is confirmed...Worth dropping an email to the NOMAD i think

If the seller is the strategic shareholder hes making 50% profit from the 1p placing shares so dont feel sorry for them!

Pretty convenient the lack of any TR1 to date!

I suppose they can dump at will until its convenient to isssue a vastly reduced holding notification...I suggest holding off buying forn now until some clarity on the recent high volume day and the strategic investors holding position is confirmed.

Dont get played into assisting the offload!

Needs immediate clarity on the recent placing and subsequent TR1 placing & notification...Lets just say delaying gives certain advantages to individuals regarding holdings and until this is clear i think its a huge weight on the current shareprice!

Thats a worry??

Results for Year Ended 31 March 2025

● Recurring revenue, rose 80% to £2.5 million. (FY24: £1.4 million) Annualised contracted recurring revenue reached £5.9 million by year-end, underpinned by new partner wins and programme expansions, particularly in the United States.

Results for six months ended 30 September 2025

Annualised contracted recurring revenue reached £6.0 million by H1, underpinned by programme expansions, particularly in the United States.

Only 100K increase in the last 6 months??

Extract from Small Company Sharewatch in Feb.HTtps://www.scsw.co.uk/issues/february-2025/inspecs/

Meta deal.......EssilorLuxottica and penned a 10-year deal with its Ray-Ban brand, which having bought Nuance Audio can incorporate hearing aids into the frame (pending FDA clearance). These look just like any other pair of spectacles but a device inside the arm of the glasses can isolate speech sounds in front of the wearer. In the UK, Essilor’s £40m-cap rival, Inspecs (SPEC; 41.75p), has been busy. Its Norville lens division has been working on smart glasses designed to assist workers in Amazon warehouses and even surgeons in operating rooms. Until now CEO Richard Peck has been preaching patience but the expectation is that current consultancy agreements will convert into firm orders. Established in 1988, Inspecs started its journey as a supplier of corrective eyewear frames to retailers, like Specsavers. For years, it sourced acetate frames from China but evolved, shifting from low-margin, own-label products to high-margin branded frames. By licensing popular brands, such as Caterpillar, Barbour and O’Neill, Inspecs found a way to add more value to its product offerings. But the real game-changer came with the acquisition of Eschenbach, a German wholesaler that gave Inspecs access to 80% of independent opticians in Germany and 40% in the US. Eschenbach added Titanflex (No.1 brand in Germany) as well as the new Optaro smartphone lens attachment/App to enlarge text by up to 15x, offering assistance for users with visual impairments. The company has turned to vertical integration, which will push gross margin and ebitda margin up from the present 51.4% and 8.7%. In FY24, the frame factory in Vietnam was completed (nameplate of 12m frames) and it has begun to shift production in-house, initially acetate frame manufacturing from third-party suppliers in China. Not only do factory workers earn 60% less than Chinese counterparts but Vietnam also isn't impacted by Trump’s tariffs, a point not lost on US buyers. With 45,000 optical stores in the US versus 5,000 in the UK and 6,500 in Germany, Peck says FY25 has started well. Peel Hunt forecasts EPS of 6p rising to 7.3p next year, dropping the PE to 5.7

As i mentioned in my last post background buying continues with norwegian fund taking a starter position of 5.2% or 5,289,163.....

First Seagull AS operates as an investment company, specifically classified under the industry code for "investment companies/funds open to the general public" (NACE 64.302). It is an independent, management-owned Alternative Investment Fund (AIF) focused on generating long-term returns for its professional investors. The company’s investment strategy centers on special situations and turnarounds of smaller publicly listed companies in Europe and the UK, relying on its own independent research to identify opportunities with low risk and potential for significant upside.

Update by the Newlands on their holding shortly??

picked up a few myself today hearing things going well at SPEC!

On the 9th January 2025 The Dixon Family held 30,000,000 shares or 13.82% (As per FTC website Investor relations) they have reduced down to24,750,000 or 11.3% a proper TR1 notification should have been issued not a statement!

Trendz

From the other place :-)

Re the previous RNS about advanced discussions, I asked the Company and was told the following last week;

‘We have numerous exciting opportunities, some of which are at an advanced stage of discussion, but the sales cycle in markets such as aerospace and defence and “old space” can be relatively long. We would hope to have converted some of them by now, but it is quite standard in these markets for discussions to drag along unfortunately.’;

Https://www.elystandard.co.uk/news/24785618.cambridge-firms-forefront-radio-frequency-technology/

Hi Jimzi thank you for your excellent research to date.I am trying to find out the value attributed to the procurement contract.Its over 3 years commences September 2023 to September 2026 so spread over 3 years.

No where can i find the valuation of 400-500 million dollars can anyone point me in the right direction???(https://sam.gov/opp/d37a3d9ba51241d7a54110ce30b3e6b8/view)

Spike I remember these being suspended due to potential H&S issues with the current well drilling.
It was in one of the earlier podcasts I will try and find it over the weekend and post it.

Hi Folks joined the party today bought 2,213,827 this morning. 2 x 1,000,000 at 2.05 & 2.03 maybe should have been slightly less enthusiastic and got them cheaper later but im in for the long term.Aviva out and now profitable... a definite turnaround story here. Good luck all holders

Spot on Guys from the report that was the only question mark that pricked my ears when reading..... "During the construction phase, the Company intends to explore facilities to fund working capital requirements during the commissioning of the plant."

Baht looks like my assumption last week of those large trades was correct. Nice to see an institution buying when things are quiet....Funny isnt it that the private investor will only buy once the shareprice takes off when their chance to buy at descent bargain basement levels has gone :-)

Nobody notice the institutional buying at the end 2 buys of 50k at 49p and one 460k at 50.25p premium to the offer 😀

The King and Queen of Spain have just finished the first Spanish royal state visit to Britain in more than 30 years. Amid all the pomp, there are serious issues to discuss, not least the social and commercial ties that bind our two countries. In its own small way, Berkeley Energia is one of those ties – an AIM-traded company developing a uranium mine in Salamanca, just a couple of hours from the King and Queen's royal residence in Madrid. Midas tipped the stock in October 2016 at 47p. Since then, the group has raised $30 million (£24 million) by placing 54 million new shares with investors at 45p. Chief executive Paul Hatherley has beefed up the board, adding Nigel Jones, the highly experienced former director of mining giant Rio Tinto, and veteran fund manager Adam Parker, co-founder of investment firm Majedie Asset Management. Berkeley revealed this month that construction costs at Salamanca would be lower than expected, and last week a 45ft-high crushing unit arrived – proof that the mine is on track. Yet the shares have barely moved, ending the week at 45¼p as investors wait to hear how the firm will raise enough money to bring the mine into production. About $60 million is needed and it is likely that it will come from three sources. First, Berkeley wants a strategic investor – a company or investment firm with deep pockets and a long-term time horizon. There are names in the hat but nothing has been confirmed. Then the group is keen to sign 'offtake' agreements, receiving money upfront for future uranium delivery. One has been signed but talks are ongoing with other potential clients. Berkeley is still likely to be short of cash, so a limited fundraising is anticipated via the issue of more shares. The uncertainty places constraints on the stock price and the uranium price is stubbornly low, at about $20 a pound, down from nearly $50 four years ago. But this is not a stock for the short-term investor. The uranium price is widely expected to rise over the next few years. Production costs at Salamanca will also be among the world's lowest, at around $15 a pound. Midas verdict: Uranium is crucial in the creation of nuclear energy. Three-quarters of the world's uranium is produced by poorer countries such as Niger and Kazakhstan but two-thirds of demand comes from developed nations, including most of Europe. Berkeley Energia, based in Spain, should therefore see strong demand once it moves into production. Investing in early-stage mining projects is always risky but Hatherley is determined to pull it off and is an investor. Existing shareholders should hold. New ones should keep an eye on the financing arrangements – expected within weeks – and buy on any weakness.

It seems to me like some future grand plan of a sale lock stock and barrel...But reserves base needs to be further proven... Not suggesting anything prior to us going into production but seems the ducks are being lined up????

level 2 looking good seller appears to have finished now moving on on relatively small buys long may it continue :-) 1 Vs 2 3-3.25...being quoted .03037 for 100k sell