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Will pay dividends to be a long term holder ;)

Thank you @Aim2 for challenging and making us all learn more re SYME and the model. Through discussion we can get to the bottom of things and all have a better understanding. It's so new there is a lot we are all learning. I think its the confusion in areas that is a perfect example of why some are still very cautious and others very optimistic.

I've got to crack on this afternoon. If anyone wants to work the different projections/timeframes/renewals etc. Go for it!
Don't forget the EPIC RNS stated finance and clients.
Then there is self funding.
I've got a fairly big email being prepared for investors@supplyme
Each time RNS have come, I've just done workings for them. I haven't yet put it all together yet. My email will be for clarity on what needs to be put together to do that.

@Aim, I will email and get my answers to a few questions I have. From who Ive been talking to, it looks like upfront payment.

A lot were asking for other ways of looking at value so I did those just on the dates and numbers given. I'm being conservative with that.

There will definitely be renewals, probably not 100% but i would expect over 90% in this sort of business. It's a sticky thing to get into.

There will also be self funding which the first of should have news coming this Q.
There will also be growth in other funding areas.

Thank you Mick. No rush.

This is my notes on him..
A massive reason for my investment.

Enrico Camerinelli

Sr. Research Analyst Europe
Aite Group
Jul 2010 – Present 10 years 3 months

Member of the Italian delegation
UN/CEFACT
Oct 2015 – Present 5 years

Supply Chain Programme Development Area
United Nations Economic Commission for Europe
Oct 2015 – Present5 years

Vice President
Council of Supply Chain Management Professionals Italy Roundtable
Sep 2015 – Present5 years 1 month

Consultant Editor
gtnews
Jun 2010 – Jan 2015 4 years 8 months

Subject Matter Expert and co-Author
Euro Banking Association (EBA)
Jan 2012 – Dec 2013 2 years

Senior Analyst
Celent
Mar 2008 – Jul 20102 years 5 months

Consultant Editor
Finance Director Europe
Sep 2007 – Jun 2010 2 years 10 months

Plant Manager
Arvin Exhaust and Lear Corporation
Jan 2005 – Dec 2008 4 years

European Director and Chief Analyst
Supply Chain Council
Mar 2005 – Feb 20083 years

META Group
?Vice President and Research Leader?Feb 2001 – Apr 2005 4 years 3 months

Member
Supply Chain Council European Leadership Team
Feb 2001 – Apr 2005 4 years 3 months

Couldn't have said it better @Elon. I won't filter any view, just ignore it if its discussed and we differ yet the negative FUD continues.

@Mickluv, "Full values repeating annually"

If you care to explain Im all ears as this is one of the last questions I have i may have missed.

I got you @Aim2
It adds up to £120m either way. This is what I'm saying email investors to clarify payment timing etc.

What I am saying is the profit won't work out like that, as renewals need to be factored into 6 year projections. Its a 3 year term max. There is no way 2026 will see just £5m profit.

My calcs are just return on investment calcs for sp/market cap now, based on just that RNS. It may take 2 years with some, 3 with others, renewals will also happen so Im not predicting anything other than that RNS.

@lyndhurst,

Being bought by......

http://www.theavantgardegroup.it

Minimum 2 year term @aim2.
3 year standard.
By 2024, 2020 & 2021 will be renewing.
I'm seeing this as a rolling contract. Earnings will be way more in 2024 than you project.
All my workings are projections on just the figures given. It should be a lot more. I'm trying to give myself a room for error.

@Midlandgate.

If BG was alive and well in 2020. Do you think he would have opened his mind to new technology and innovation which causes market disruption and reduced the need for overheads and costs?

I think he may have had a thing or two to say about modern high tech cash cows with no EV on a 100 year old investment style.

Will SYME have stock? No
Will SYME own plants and property? No
Will SYME have a huge human resource pool? No
Will SYME need to spend on huge resources needed for the business? No
Will SYME have low costs? Yes
Will SYME have low staffing? Yes
Is SYME's IP in it's small board of experienced finance experts? Yes

See if you can ask BG in your dreams tonight what he thinks.

Why would it take 6 years to get payment from a 3 year term @Aim2? I'm not following

Try giving the investor email a shout, I'm sure he could clear that up.

@Aim2

I still need clarity on that to be sure. I'll fire an email off later to investors.

This is my take but may be wrong.

I think its a three year term, Minimum 2. There is a calculation of current stock and projection of stock within that period. This becomes the amount of the "contract". That contract is then split into annual payments which are payable upfront and at the start of each annual payment date/renewal.

No worries Raj, Hope you find it helpful!

I'm not a de ramper, In real life I earn from teaching another subject. I like to pass on knowledge. This was always going down after dilution. I hope some people learned a lot and didn't lose too much.

He's telling you to buy. Its way too cheap. Thats the thing with new things. 90% don't believe them at first, then it drops.

No worries @Mick,

Feel free to share and credit @weathergeek from LSE. As can anyone. If I am wrong anywhere you won't take the fall.

As for the actual share price, Well thats open to how much people value returns like that. As time goes on, those getting in later and later, will have less attractive returns.

This is a lesson to me playing out, I want to know what the market will value SYME at and how long it will take. I'm way ahead of the market on this one. Awaiting feedback and results to see and help me in the future.

Even now AP,

Open to a £50k BUY. Buys piling in, down 1%
3 sells

Ask me in a month, Ask me again March 2021.
Why can't I speed up time? I can't..

Because they are awaiting to see it in accounts @Angus, a lot won't even look here till a few years of accounts are there. Risk/reward is higher for those who can project accurately.