Member Info for Weathergeek

haha, I like the hard in hardcore, more of a jungle fan.

You'd have to ask him DA.
I find it very suspect that wouldn't be mentioned when it was read. All about balance, looked pretty one sided of a view to me.
Add to that, clearly a group has decided to attack SYME and HWC with fraudulent fraud claims.

Cheers Hardcore.
Some old skool hardcore for you're weekend

https://youtu.be/L36m5sobhOE

Three scenarios.. Three projections. Short term, Medium term and long term.

Senario 1 Current business

96 companies at £1.3bn average of 13.4m
272 companies at £13.4m
£4,922m in inventory
6% of inventory which is £296m in revenue
1% of inventory which is £49.2m in profit
32,755m share in issue
Earning per share £0.0015
50% of EPS paid for Dividend £0.00075 per share
Forward dividend yield of 10%
@0.75p On those numbers forward PE of
10 = 1.5p share price
20 = 3p share price
40 = 6p share price

Senario 2 Current and pilot business estimate

96 companies at £1.3bn
272 companies at £40m average in inventory £10.88bn (was the reported average for self funding model)
£1 Billion in inventory from Abu Dhabi pilot
£500m in inventory from UK pilot
£12,380m in inventory
8% of inventory which is £999.4m in revenue
1% of inventory which is £123.8m profit
32,755m share in issue
Earnings per share of £0.003779
50% of EPS paid for Dividend £0.001889 per share
Forward dividend yield of 20-25%
On those numbers forward PE of
10 = 3.7p share price
20 = 7.4p share price
40 = 14.8p share price

Scenario 3 - 4 hubs into 2021 conservative

96 companies at £1.3bn
272 companies at £40m average in inventory £10.88bn (was the reported average for self funding model)
£10 Billion in inventory from Abu Dhabi pilot (Same as Europe so far)
£5bn in inventory from UK pilot (Multi billion companies approach SYME according to interview.
£10bn in inventory from USA (US deal in talks)
£37,180m in inventory
£2,230m in revenue @6%
£371.8m in profit @1%
Earnings per share of £0.01135
50% of EPS paid for dividend £0.005675 per share
Forward Dividend yield of 87% at todays mid price of .65
On these numbers forward PE of
10 = 11.35p
20 = 22.7p
40 = 45p

b) Show me where I continued to 'question it'. If you can.

Extrader, There is a 112 post thread were you are a main contributor. Do i really need to show you?

You are questioning the loan agreement but thought not to post an article you admit to reading stating there is a public attack on the loan company.

Give it a rest.

There is some contradictions there Ex trader.

If you were not stiring..

Why not share HWC's rebuttal?
Why continue questioning it, when you've said you read their rebuttal.

With politicians its not what they say, its what they avoid saying like you have chosen to avoid saying about the HWG rebuttal.

You have said you're not invested.
Why spread doubt on a board your not invested in?

I've never filtered anyone as I like to read all opinions. I am however not going to bother with responding to you as at worst you are here for sinister reason and at best I don't agree with your thoughts on the intentions of SYME and their BOD.

All the best

Weather

I will not be contributing to the "Inquiry" thread anymore after this has come to light. Lots of un active accounts and un invested accounts. Pure scare tactics.
GLA

I wonder if all these new posters and spread doubt posters who aren't invested are part of something more sinister.

Doing some research on High West Capital shows there is a campaign of fake news spreading against the company. You can find a post on Reddit where High West Capital have responded. The post and attacks time perfectly with their "loan" to SYME and it's clear we have some here in the UK calling for the SYME CEO to be in jail so I can see what's happening.

Reading the board these last few days you can see the tone here following these fake news claims.

Just a heads up to those getting panicked or unsure of whats going on.

Reddit article and reply as first post.

https://www.reddit.com/user/HoneydewSuperb/comments/iclwsp/securities_fraud_charges_loom_for_high_west/

Official announcement from High West Capital.

https://highwestcapitalpartners.com/press-releases/high-west-capital-partners-acknowledges-firm-is-target-and-victim-of-defamation-scam-campaign-issues-cease-and-desist-letters-to-numerous-sites-including-youtube-via-legal-counsel/

Feel free to copy and paste this list and share on other socials if you want to. Have a great weekend all..

March Float article..
https://www.thisismoney.co.uk/money/markets/article-8138543/STOCK-WATCH-Bad-time-float-Not-says-Italian-tech-firm-Supply-Me.html

Wallet investor ramp
https://walletinvestor.com/lse-stock-forecast/syme-stock-prediction

First Motley article
https://www.fool.co.uk/investing/2020/08/17/interested-in-the-supplyme-capital-share-price-heres-what-you-need-to-know/

Interview with CEO
https://ibsintelligence.com/podcasts/ep88-alessandro-zamboni-founder-chief-executive-officer-supplyme/

Securitisation
https://born2invest.com/articles/supplyme-capital-close-first-securitization/

Tech analysis
https://www.ii.co.uk/analysis-commentary/where-next-aim-newbie-supplyme-ii513246

Share buyers article
https://www.sharebuyers.co.uk/shares/supplyme-shares-going-for-growth-radical-shake-up-working-capital-access/

2nd Fool article - the hedge.
https://www.fool.co.uk/investing/2020/08/21/the-supplyme-capital-share-price-is-up-750-should-you-buy/

Directors dealing
https://www.sharebuyers.co.uk/shares/supplyme-chairman-buying-shares-director-dealing/

Inventory securitisation article
http://www.onc.hk/en_US/non-traditional-securitisation-inventory-securitisation/

Fintech Times article

https://thefintechtimes.com/three-interesting-fintech-partnerships-in-abu-dhabi/

In Business Article

https://www.thenational.ae/business/banking/italian-fintech-partners-with-abu-dhabi-company-on-scheme-to-offer-loans-1.1061822

Abu Dhabi article

https://www.crowdfundinsider.com/2020/08/165359-fintech-firm-supplyme-to-work-with-uaes-imass-llc-on-offering-lending-solutions-abu-dhabi-global-markets-also-working-on-financial-tech/amp/?__twitter_impression=true

Wall Street Journal article

https://www.wsj.com/articles/as-inventories-swell-companies-turn-to-novel-strategies-to-get-through-coronavirus-crisis-11596888000

UK Trading view - Long

https://uk.tradingview.com/chart/SYME/1sc0OMss-long-on-a-hunch/

II Most popular share

https://www.ii.co.uk/analysis-commentary/whos-and-whos-out-funds-trusts-and-shares-favour-ii513344

EPIC Article

https://www.proactiveinvestors.co.uk/companies/news/928276/supplyme-enters-alliance-with-italian-sme-fintech-marketplace-928276.html

Videos..

Company lists

https://youtu.be/lbDOgnOYRmM

Company presentation from April

https://youtu.be/DV3gC7wloLk

Risk manager hiring

https://youtu.be/o82at1g82_o

Self funding update

https://youtu.be/8_CfiQtFceY

Companies and partners we use..

SIA Payments

https://www.sia.eu/en/

IBM ledger

https://www.ibm.com/blockchain

Storm harbour for Securitisation

http://stormharbour.com

Gordon Brothers for resale of bad inventory if needed.

https://www.gordonbrothers.co.uk/expertise/assets/inventory

EPIC partnership..

https://epic.it/en

Switch to Thread view and read the Inquiry thread, This will make the board messier having more threads.

So lets run some calcs on the low end of Ex traders suggestion of £200m funding at the .7p price.
As always, these are projections and not fact. This is just for the stock loaning companies.
We are all discussing the future potential and trying to 2nd guess it so we are in early and make a fortune as Investors or as some seem to think, don't invest and risk losing your money.

Thats £400m of funding at 1.4p share price
Thats £800m of funding at 2.8p share price
Thats £1600m of funding at 5.6p share price

My first calculation on current business should get us to these share price levels ones its all in and onboard.

Senario 1 Current business

96 companies at £1.3bn average of 13.4m
272 companies at £13.4m
£4,922m in inventory
6% of inventory which is £296m in revenue (includes coupon to be paid to investor)
1% of inventory which is £49.2m in profit
32,755m share in issue
Earning per share £0.0015
50% of EPS paid for Dividend £0.00075 per share
Forward dividend yield of 10%
@0.75p On those numbers forward PE of
10 = 1.5p share price
20 = 3p share price
40 = 6p share price

I'd say this is looking shrewd rather that suspect.

Yes IraMil7. I think we are getting to the bottom of the genius of the deal. A few have touched upon it, as the value of the shares rise, so does the funding level if they are interested in doing more business.

I'm pretty sure some of these were sold straight away to de risk and so they will need to buy them back. Now @Savvy has been mentioning the solid .7 holding price.

Is it possible one or more of these lenders sold a few batches in the first month as per RNS. If you look at historic share prices and trades, the day after that RNS about the share loans, there was large sells and a 20% down day.

Now they are needing to buy back before this goes up too much. I would suggest someone has some very large buy orders at .7 or so as that is where the biggest demand is because the price keeps returning there. With the large amount of shares lent, this would be enough to move the market to order prices.

If this is the case, those three lending firms will now have far much more confidence in SYME and once they buy back those de risked shares, this will explode up.

CF for the win...

Maybe post that on the GSK or AZN board??

ORPH don't make vaccines, we tell them if they work, then who has the best one.

A small part of massive growing portfolio. Which also includes a super vaccine for flu that last 7 years.

That alone is worth more than our current market cap. That was from when Hvivo used to make vaccines before our current CEO came in and stopped the money leaks.

GLA

Hi Extrader,

I would say your calculations are a projection and a guess based off of your research and not the terms of a the deal.

The £200-£300m in lending facility you suggest, I think sounds like a great deal for a collateral of £4.5m

You are thinking this is the only funding deal going. There was 16 investors on board for the first coupons, this is another funding source. The 272 Banks are on the "self funding" model and the RNS yesterday will bring in more.

To say I am satisfied with your points now they've been worked through is an understatement. It's actually given me more confidence in SYME.

GLA

Link for a clip to the video just incase you missed it. Being cleared by Lawyers before the full interview is aired. Perhaps some juicy info in there! The clip is quality. One look at AZ's body language tells me all I need to know.

https://twitter.com/Share_Talk/status/1301958892298145799

Q1. "How you are pushing the business into the limelight to improve visibility for potential clients?"

A1. "We don't need light in order to push our service, the demand is huge, in each country, in Italy, UK, in US, in Middle East, the appetite for our service is huge"

Q2. How many companies can you take on board the system at one time, or per quarter?

TBC....

People will demand it once a 20 min test is ready. Why quarantine after a trip when a simple test can say if you need to or not. Makes no sense and is massively destructive to the country to have healthy people quarantined.

Cliff hanger.. Haha

Hi Ex trader,

Thanks for the apology, I'll pop a £1 in the next hospice i see. A politician is a low blow haha
To answer a few of your points..

- for IP 'worth' £ 225 million, SYME still seems to be in the developmental phase, sorting out 'teething problems' , like discovering that potential funders want a 'first loss' security margin. You'd expect this sort of 'nuts and bolts' issue to have been identified in the 2 x pilot studies...or at least aired in the 'fintech' community as an issue.

I think this has been identified and the 16 investors onboard announced in the trading update RNS will be those who buy the first storm harbour coupons from the what were the pilots. They will be paid a higher rate than first planned but this doesn't effect the SYME income model.

- as regards the 'value' of a pipeline of prospective business, I'm not clear how much they'll be able to execute if they stick to the development/implementation timetable of the platform, funded from £ 1.0 m of the net £ 1.4m Placement Proceeds, which has some features scheduled for introduction in mid-to-late 2021.

SYME has been generating working capital throughout June July and Aug and will continue to do so. This is revenue into the business as they are paid upfront for the service because the have executed the 3 year plan in 6 months. In fact with todays RNS they've potentially double the three year target in 6 months.

No bullying or bashing here. Ex trader called me a politician. That a massive insult!
I'm very suspicious of new or un active accounts that come bashing the board which is politely what you two have done. Albeit with an intellectual edge. But bashing none the less.