Member Info for triumph1

Happy days will you please stop comparing mediazest to bloody multi billion dollar ftse companies. Such idiotic comparisons you cannot even begin to dignify with a response. If you are so confident, where is your tr1? You could have got one for 24k last week. We all know you don't actually believe what you say and are just ramping to get out of this dog. At least that's what i hope it is otherwise you must have a serious impairment upstairs. You remind me of Mr lithium over on MTV. Any relation?

Taverham- please tell me who would privately fund mdz (external from directors)if they werent backed by the ability to continuously dilute sh by a placing and went private?? Why do you think this company still exists on aim....To keep the music playing and the directors pockets lined! Let me put it this way....would you lend mediazest money if they were a private company? No...no you wouldnt and neither would anyone else. They would cease to exist!

I don't blame mdz doing this...there are always mugs out there that will invest in the doggest of the dog shares and still attempt to justify its dismal existence even after 17 years of dire, dismal, dilutional dissapointment. Remind you of anyone here?

Jeez just admit you are here for the pump and dump and stop trying to justify the unjustifiable performance of this horrendous outfit.

Come on taverham. As rocka said, this company is parasitic in nature and survives off the back of shareholders foolish enough to believe the drivel they come out with. How nice it must be to have access to funding whenever you need it regardless of whether you turn a profit off the back of foolish shareholders.

Granted they have done this for 17 years and that is quite an achievement in itself. Other than that, this is nothing more than the directors keeping a salaried job for themselves.

If LSE did something about companies such as this and delisted them, I give this company 3 months before the administrators are called.

Happy days is right about one thing which I have never disputed, and that is its nanocap so a contract win could cause a massive spike in SP on very low volumes. It could be worth a punt purely for aim mechanics at sub 1m mcap.

But let's not kid ourselves the company is actually decent. It is a train wreck of a company. Any spike will be immediately sold into. If you play it smart, you could make money here.

Yawn, more cheap talk from the management of MDZ. Nice if you can time it to capitalise on the 1 hour wonder traders (by looking at the trades all lost money), but then that isn't investing.

The only thing that talks in business is money....unfortunately, mediazest make a graveyard sound like a rave when it comes to talks of profit.

Jointhedots, you agreed with me without realising it.

I am not questioning the cloud telephony market and 100% agree there are opportunities in the segment they want to transition into. I am questionning the current management's ability to capitalise on the opportunities in this segment.

It is all about the management's ability to capture a slice of this market now. Do you trust them and their ability to successfully transition? By the sounds of it you don't, and a piece of the pie won't just fall into loopups's lap as the migration is not as natural as you think; they have to work for it.

Management must prove themselves to see value here. Only one way to do that, and that is pipeline conversion.

So in this sense, it is a complete punt. You are purely betting on the management's ability to transition and provide growth. Odds are small as competition in this space will only increase and management's track record isn't exactly great, but reward is huge if they pull it off, I'll give you that.

The price is cheap, so risk/reward is fair for a punt to nothing at these levels. But until there are signs of momentum in terms of contract commitments, it's currently only worth punt money for me personally

And also requires you to buy a fundamentally sound company pokerchips. I don't think loopup ticks that box just yet with the numbers they are coming out with.

Loop is now nothing more than a punt where you are simply betting on whether the management can achieve a sucessful transition. It is now binary....transition or die. Sure, if they make it you could 10x your money or more....but the odds are stacked against them and management haven't exactly wowed given the last 2 years which has been a boon for the industry.

At 21m mcap, it might not now be the worst punt in the world, but a punt none the less.

NCYT have had a great week but prudence and a level head is still required. They have a lot of work to do yet to shore up the SP such as sorting out DHSC dispute in the companies favour, a successful launch (meaning with orders) of their LFT products and growth in H on H private sector PCRs. That and a serious roadmap of diversification from covid products, not just diversification from covid product revenue sources. A cheeky FY upgrade wouldn't go a miss too which would ooze confidence.

If NCYT make inroads into the above, then even the most ardent critics *cough prudent investor* would be forced to agree that a material rerate would be on the table from current levels.

As things stand, the 40% rise this week was nice but wouldn't expect too much more as the company still have a lot to prove to investors. lets hope the company can capitalize on the recent momentum and release some timely updates.

Although saying confident regarding future growth, not confident enough to upgrade full year revenue ex-DHSC but only reiterate, which will leave H1 vs H2 growth flat?

Lets hope SH are pleasantly surprised with a revenue beat in H2

Yes. The sales contract with NHS is fairly immaterial, but quashes concerns regarding a complete breakdown in relations with DHSC which was a big positive to take away. Also nice to see come confidence on forward growth in the private sector.

Seen a couple of false dawns in the last couple of months, but certainly takes NCYT up a DEFCON level.

Indeed. Not long now before this company is noticed as one of the best plays to capitalise on recovery in aviation.

As things stand, AVAP is materially undervalued despite asset writedowns which should begin to tick up again as the industry recovers. A bag or two to be made from this level.

Continuing to build a position here

That video did nothing to disprove allegations made by boatman. He just said a list of things with intangible value that he knows he can get away with saying because it is very difficult to put a price on an appraised piece of land and that the land was paid with shares (duhh, how else would the company fund it without asking SH to fork out. Interesting the link between SP and texas purchase...someone has been selling!). I was half expecting him to say at the end we paid X because the previous land owners mowed the weeds for us....laughable really. This is exactly why land purchases are the bread and butter of funneling companies money....everyone has a different interpretation of value and if the company values a straightforward planning permission worth 100x base land value and no one can prove funneling SH funds, they get away with it and later just comes down to "poor market judgement" if all goes south. Its almost impossible to prove illicit intent with this scheme.

There is more than a smoking gun here, and DPNs shareholders, the holding co for the piece of land must be investigated for links with argo prior to deal completion. Also the padding out of benefits such as promising double the acreage acquired plus a 100m debt facility which never materialized was not mentioned. These two were clearly said to bolster the offering in attempt to justify to SH paying such ludicrous price and textbook in how these funneling schemes dupe SH into parting with their cash. If this is not manipulation, i literally have no idea what is!

What has this comment made about a month back when covid stocks tanked got to do with anything blubay?

I can assure you i have no financial interest in ARB and never will. I do however have interest in the crypto space in general and reports like these with some huge claims. Instead of going back over my posts, go back over what your director said regarding acquiring 320 acres of land as the deal was going through; most probably to divert attention away from how much they are paying when in fact they only acquired half on the quiet!

Some serious circumstantial evidence in that report that outlined the components in place in order to funnel money out of the company. By no means fact, but certainly makes you think and definitely needs clarifying/investigating.

K3VMC: you think a relatively straight forward planning permission on a piece of scrub-land in the middle of nowhere will increase land value some 10+ fold? If you got planning permission to build on land in the middle of new york central park, it wouldn't increase the land value 10x. A laughable justification tbh. 10% increase MAX on land base value.

Comment of the year with that one calamari. And not in the good sense.

Yeah, lets ignore allegations of large SHs funneling money out of the company via a hyperinflated land deal and forget about it. Why waste money on a forensic examination of these allegations? Kind of sums up ARB trader mentality. As long as they get their 10% or whatever next week, couldn't care less if company burns the week after once they sold.

Pertinent questions every serious SH should be asking:

Why did the buyer make the previous owner of the land sign a NDA regarding sale price for an insignificant piece of land?
Who were the owners of the piece of land before purchased by ARB?
Explain the insane discrepancies between valuation of the plot of land and the surrounding land vs purchase price?

Stinks of a money funneling operation by large shareholders and has all the hallmarks of it. The company has to respond to this report. Will be very interesting to hear what they have to say.

All i see is the same traders rubbishing the report for the fact that it shines light on some very questionable dealings. What part of the report is rubbish exactly? Everything they say has been referenced.

The land deal looks very suspect indeed

Sounds like mediation and potential settlement to me.

sorry guys, but the writing was on the wall here since the RNS that was released last year which sent the SP tumbling 60% in a day.

Not to say that they can't pull it off, but the odds are certainly stacked against them considering that they will probably never get a better opportunity in the future than they had last year and early this year. The SP has an uphill battle from here

This drop has nothing to do with pending results. take a look at the markets! Its clear why this is happening. How low will she go; thats anyone's guess as now we are on the precipice of discovering the true effectiveness of the vaccines in keeping deaths at bay. This had to happen at some point, and for once i actually think Boris is doing the right thing.

Saying that, anyone who is thinking the results will give this a lift; think again. Regardless of what the results are, its the forward looking statement that is going to be under the microscope....and given the last month with cases soaring and another lockdown not ruled out, i cant imagine any forward statements being particularly upbeat and comforting.

That being said, those buying now are 99.9% guaranteed to be in profit at some time t in the future. The value of t, thats whats up for debate as there is a rather big gap down to mid 70s ; the day pfizer announced that they had an effective vaccine.

sure would be stevev. And suddenly, just like that, Novacyt doesn't look like the worst stock in the world to be in right now.

Run with the momentum GM, you have been given a second chance.

This is my sort of market, a hunting ground for bottom feeders to swipe at bargain basement stocks whilst the herd run around like headless sheep. Given my high cash position, am very well positioned to capitalize on any short term crashes.

Panic creates opportunity for contrarians. RR firmly on my radar along with many other cyclicals.

Certainly looks like the market is indiscriminately selling off again. If this went anywhere near 250, it would be an absolute steal let alone 215. I doubt it would be driven that low unless there were serious supply chain issue that will have a material effect on sales.

Best strategy if you believe in the company....gauge volatility and then top up small amounts depending on predicted % movements. I.e. this has moved 10% in a week. Therefore volatility is high so top ups can be made further apart ect...