RE: 1p+ 2025. 3p+ and 5p+ after4 May 2025 10:42
Feels a bit fingers crossed at the moment janoz. Need good news on dmh and dmv 3v sales they were expecting in 2025 and hopefully are on track for breakeven fy2026. The Continental contract is also due to restart.
It's still quite early into all the new partnerships and whilst January was up % wise bookings was quite a low value at only 281k. If the bookings haven't increased significantly it will be difficult to achieve breakeven. Something breakthrough is needed to really get this going. They said they're working on data centre, power station and ev projects but with no rns to confirm contract wins these won't be in the numbers.
Smt sales were anticipated to start in 2026 so will need positive news on testing progress and design ins.
Until one if these large deals and smt is achieved I don't think we're quite there yet for b+ & parkez valuations.
Be great to be surprised on the upside for a change but that never seems to happen with cap-xx I'm expecting modest numbers and quite a lot of jam but the jam needs eating in 12months otherwise it's gone off.