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Maybe you should be the negotiator !

What’s a couple of years in a maelstrom-I think it was 2017 when I invested first in SCE.What a horrible ride!

Meantime, look at my views on AMTE, DGI, Blur,Minoan,NNN,Syme.All dogs but very easy to spot.

EUA is different-it’s got assets for sure but Putin makes it valueless until he backs off-that’s the punt and has been for 4 years

It’s completely unsellable at the moment and has been for 4 years now

Been in this for 7 years—I’m not quitting now

Nissan is practically bust mate-the taxpayer has just guaranteed £2bn of debt for them

We already have a £200m contract with GM-who are our saviours in my opinion.

I’ve been in this for 9 years-the issue has always been operations and the ability to manufacture mass volume efficiently-yields have been too short of target, largely down to a chairman who thought he was smarter than anyone else.

We have a new chairman, a breath of fresh air, and supportive customers.We also have new kit coming on stream.

We aren’t out of the woods yet as the balance sheet needs some repair but we appear to be in a much better place than 3 months ago.

This is a fantastic product-just need some proper management and a bit of luck

As always, in this market, the upside AND downside are overplayed.Buy on lukewarm, sell on BS

Feels like PC are being rather pedantic to me-and the legals a bit loose.

Good opportunity to buy as I wouldn’t read too much into it

The taxpayer has provided £2bn of guarantees to Nissan-unbelievable!

I heard Hansen but might be fake news-whatever, it’s gone and that wretched Telegram group led by Long should hang their heads in shame

Solid numbers and solid balance sheet-unfortunately this market doesn’t value solid

Good company which really doesn’t need to be a plc

Quantum Base (QUBE, £16.4m CP 25.6p, TP 53.2p) – Initiation report is published

QUBE offers a unique technology for product ID and anti-counterfeit, which is unbreakable, cost effective and readable with a mobile phone app

The company has a major commercial production contract in place with a world leader in tax stamps, and a second contract with a brand security player. During the remainder of CY25 the company is well positioned to progress these into material revenue generation and to convert additional pipeline opportunities

FY26 (ending April 2026) is a ramp-up year, with revenue forecast of only £0.8m. Based on the two current projects and assumption of two pipeline conversions, revenue reaches £8m in FY27

On FY27 forecasts the shares are on 5.6x P/E and with a multi-year revenue growth trajectory ahead of it, with 95% gross margin (it’s a technology licence model) and minimal capital requirements.

Good note mate-a few of us with sector experience tried to offer our services only to be rebuffed by the ex chairman who had created an illusion around him which which was holed below the waterline by reality.

He’s now gone thank God

Hi Bagpuss-you know my alter ego!

If there was a Placing, the directors wouldn’t be able to buy as we know.

Well I’m a big holder and have been in every placing the last 8 years-nothing seen on this front.Im hoping the new ovens are working and yields are up

Usual fluff about pipelines-they need to convert

I said this was a dog years ago-got slated.

It’s still a dog-a valueless dog

I had heard one of them was trying to do a pre pack-if that has failed too, it highlights the amount of capital required to get to full production.I suggested north of £10m-you know who suggested I was an idiot.

A pity as this company and tech had a chance but only in the right hands.

I would repeat all the warning signs but no point.I don’t normally wallow in others’ misfortune but with Long and his disciples,may I indulge in a brief moment of schadenfreude?

Another Cavendish disaster-too small to list and seaweed?Come on