Member Info for Walkley

With 40% of the business gone and no sign of new contracts you should be grateful that the market cap is still over £20m!

On the contrary the Wandisco numbers did lie. The FSA investigation must surely be concluded soon.

"and the rampers are claiming to be winning." have a look at Cirata, Wandisco as was -55% down on the year and they are still saying buy!!

Rather than selling GMET, if nothing better to do with the money, why not give us 1 share in GMET for every 10 Power Metal shares held.

"Why would they buy shares having sold much lower?" Because the shares were offered at 60p and Guardian Metals share price this morning is 67p.

And Guardian Metal (the company getting the grant) has issued another 25m shares. has Power bought any?

Why have they issued 132,899 shares to Rio Tinto worth about AUD1m to satisfy a AUD350k bill?

Would be happy with 2.5p - Bought as a recovery stock at 10p but happily averaged down to 1.4p

The latest RNS says the presentation is on the web site when it isn't .I know making disks is the important thing but having an effective web site is also important!

"GGP said week commencing 28 July" -where did they say this?

The DevOp part of the business was 40% of last year’s revenue - about £2m and has been sold for up to £2.5m. How much is the DI business with revenue last year of about £3m and even in 2025 H1 only had bookings (some multi year) of £1.8m and on going costs of £8m pa, going to be worth?

Astonished that are any buys above about 5p (£5m market cap). The deals expected at the end of 2024 have now slipped by over 6 months which suggests that they weren’t real deals. The only significant deals have been renewals and it is much simpler to keep with your existing supplier. No major company is going to commit to a supplier on life support as Cirata is with a share price 70% down on this time last year.

On Google Finance put GGP.LON - can have both on your portfolio/watchlist there.

Regarding the $1.3m due, Pearls, yes of course it will add to the cash but whilst waiting for it Cirata will have outstanding bills to pay - just like any business. You cannot count money due without also knowing how much money is owing, which the RNS omits to tell us.

The 40% non DI business is revenue . The bookings figures quoted will become revenue spread over 2 or 3 years.

I expected bookings of about $1.7m but in fact apart from the $0.7m 2 year booking announced in an RNS there were only $100k worth of orders in 3 months.

I don’t see how a business with costs of $12m pa and sales of less than $4m can justify a £25m valuation.

Pearls, Pearls, the sold off bit was about 40% of revenue, cash at the end of June was $6.1m not $7.4.

Plus 1 million warrants exercisable at 0.225p

Astonished that can still sell for 23p. Have the MM read the RNS?

Market cap. last night was £36m - what will it be now having sold the "legacy" business for UP TO $3.5m. How much is the DI business worth?

Slightly surprised that Pearls hasn't posted that the reason for the delay in producing the Q2 booking figures is that there are so many new contracts that they needed to get a new calculator from Rymans to add them all up.

Either that or they are putting together a placing from major shareholders to keep the lights on

March quarters report announced on 14 April which was also a Monday. Will the June report come out at 10am Sydney time tomorrow?

It is fairly simple: Guardian has proved to be worth about £25m to Power (£9m cash plus £16m worth of Guardian shares) add on something for the other interests including FDR if the IPO works another £3m. And should get to at least £35m double the current market cap. Be patient the market will catch up soon!