Member Info for Weathergeek

I've been posting them for two weeks since the price was 96% down on the year at £0.0005p
I emailed the CEO to see how far off my first calcs were and I was close so refined it and this should be closer.
Now I've been in quite a few shares that have issued RNS's due to social media and online speculation.
I've been posting this for weeks now and I haven't had one post deleted or challenged. If i was really out with numbers, I would have thought I would be guilty of misleading others and may run into trouble. I mean if I did this on the UKOG board, I'd probably have the FCA looking at me.
I am basing all my calculations on public info and as crazy and hyped as they look, they are based on fact and are very possible to achieve over the next year or two.

Morning all, LTH hold tight till next news, they will try scare you and take your shares, if you can, get more on dips. So after having a look at existing business and taking into account the Abu Dhabi MOU, The huge demand from the UK and the current negotiations in the US market. I've done a new projection for 2021.

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

Here are the previous projections..

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

GLA

Yes Kop, I blame auto correct and mild dyslexia ;)

Always a prompt reply from AZ, love this company more every day!

Sent an email regarding the USA deals and got a reply this afternoon which basically said..
"The USA deals are being structured with Lawer's and will be RNS'd in due course"

Italy is in the holiday month of Aug so things are a little slow this month.
Expect things to pick up pace come Spet/Oct.

* 2014 — Business originally founded as part of the AvantGarde Group. ?
* 2016 — First pilot project, inventory monetisation for an electronic goods ?distribution company ?
* 2017 – 2018 — Second pilot project, for a major Italian meat processing ?enterprise ?
* 2018 — Supply@ME established as a separate entity within the AvantGarde ?Group via a NewCo structure ?
* 2019 — Partnership formed with SIA SpA to extend the technology ?platform and completion of the new legal structure focused on a scalable ?securitisation framework ?
* March 2020 — Supply@ME attains a UK stock market listing via reverse ?takeover deal with ABAL Group.
* April 2020 — Supply@ME engages StormHarbour Securities LLP to manage the distribution and placing of securitisation notes.
* May 2020 - Initiation of research by Proactive
* July 2020 - Directors increase holdings
* July 2020 - Senior Management appointment of Stuart Nelson, former S&P senior director
* July 2020 - Trading update, 2023 target beaten. 97 companies and 273 companies on self funding. 16 Funding Investors found. Multiple banks in talks, UK pilot launching.
* July 2020 - directors loans shares as collateral to help business
* Aug 2020 - MOU signed with iMass LLC Abu Dhabi
* Aug 2020 - Directors increase holdings
* Aug 2020 - 4 hubs - London, Abu Dubai, USA & Europe announced in interview, UK Multi billion £ companies approach SYME

To be continued.. :)

Not a bad comparison.. Was hoping for more of a retrace to top up more but its holding strong.

Check the ZOE sp movement after the Spreadex purchase. Things look good here for a strong end of year.

Better to set a sell order at 16p ;)

My thoughts..
I once read on these boards LSE "Tesco don't RNS every sale" Did make me laugh.
RNS's cost the business to issue to the market.
If we look at the last update, It had info on hundreds of new clients worth millions to the company.
We will not get small RNS's, they will update with lots of new news each time i feel.

Imaginatik - Abal Group - Supply@me

The history of an AIM PLC until the SYME RTO of Abal Group and subsequent listing on the Main Market. Nothing to do with these two past companies have anything to do with SYME.

SYME History..

* 2014 — Business originally founded as part of the AvantGarde Group.
* 2016 — First pilot project, inventory monetisation for an electronic goods distribution company
* 2017 – 2018 — Second pilot project, for a major Italian meat processing enterprise
* 2018 — Supply@ME established as a separate entity within the AvantGarde Group via a NewCo structure
* 2019 — Partnership formed with SIA SpA to extend the technology platform and completion of the new legal structure focused on a scalable ?securitisation framework
* March 2020 — Supply@ME attains a UK stock market listing via reverse takeover deal with ABAL Group.
* April 2020 — Supply@ME engages StormHarbour Securities LLP to manage the distribution and placing of securitisation notes.

Since that post, Our volatility and spread have been getting better showing more people seeing the price as value. This will move up once orders have been filled.

@White-Wolf, My thoughts exactly. Huge buy orders are being worked every day with SYME. I posted this last week, but will again so people can understand the dynamics.

Big orders and big money are the only thing that can control a stock price. Look at the Directors buy yesterday at .7p. If a MM comes in in the morning to an order for 220m shares, that is his priority that day. If its only a sets order, that's the machines priority for the day. Orders that big can move a market. So many huge trades come through, this is just consolidation before the next move up.

Think about it, A share goes up 1000% in 2 weeks. Everyone hears about it, no one now wants to pay top price, they look at the charts, see Gaps. Then just put in a huge order at the price they think is achievable. Lets say after the rise to .8. 100's of millions of orders would have come in from more serious investors who've now spotted the opportunity. They will not put their order in above price. It will be below, the MM (AI or Human) now has to try and make a market with huge orders at prices under where it is. If no large sells come from the high price its at, the market maker then views the majority of buyers think this is worth less and will take it down to test the value the market will find the sellers to match the buyers.

It always looks like manipulation but its making a market really. The more volatile the stock price movements and order amounts, the bigger the spread the MM (machine or human) will add to cover the risk of big movements and being left with stock.

Sounds like that one holding back has a big order to fill.

Have emailed investor support. USA contracts will make a big difference to these projections..

Senario 1 Conservative

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%
On those numbers forward PE of
10 = 1.5p share price
20 = 3p share price
40 = 6p share price

Senario 2 Ramp

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

Where exactly was "two RNS promised" ??

I may have missed it but thats pure speculation. There will be plenty of news as it comes, it is a time consuming process to do due diligence and get a company into the system. Expect a real business update in the end of Sept results.

You will have noticed AZ mention how it falls within the standard accounting procedures. SYME is a Unicorn with a magic wand for balance sheets.

Morning all, So yesterdays interview was the first I had heard about any deals in the USA. I know our risk manager has S&P and also JP Morgan employment history, but other than that, I've read nada. Does anyone have any info regarding any USA deal?

Crystal ball says.. "Yes"
I've worked it out to be a forward yield of 10% if you can buy for .75.
Would expect by the end of next year paying or at least announced.

Busy this avo so will miss the Interview.. was hoping for a morning one..

Here's the calcs corrected as there was a few typos and errors.

Senario 1 Conservative

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%
On those numbers forward PE of
10 = 1.5p share price
20 = 3p share price
40 = 6p share price

Senario 2 Ramp

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