Member Info for xviolet

For now the business is about what?

the £ nick can take re the last placing.

fair payment for all the great investor comms he made last year when things were going really bad. I really respect the way that no matter how bad things got Nick always turned up, showed himself, did interviews and did his best to tell investors, who had given him £, that he was on the case. and its so good that he's still there, at ARCM. you know you are in safe hands. and its those safe hands that may have contributed to today's miracle - a resolution of a long standing conflict and no massive payout to the other party...its a miracle. they should have released the RNS closer to easter. or halloween.

So some people have been here for years. So SEED's basket of investee companies hasn't really changed. But their marketing has shifted to robotics and AI. Which is a smart move. And SEED has enough money to make very small investments in AI and robotics companies. I dont know if those investments are large enough to produce impressive returns. But they will produce more marketing and PR noise.

Interesting post N. Thanks for that.

you need friends

they can help you in this life.

Well the comp remains funded from the Jan raise - and no warrants attached to that one - so lets see how it all plays out.

"The Placing will fund a significant 2026 work programme: including ground and airborne geophysics, mapping, and up to 4,000 meters of reverse circulation ('RC') drilling"

And one more RNS imminent - long, very very long-awaited results from Stonepark

Also...Group 11 (Stonepark JV partner) seem like reasonable people so I would imagine the time-line for this and that RNS could well be known and kind of managed by Arkle. Make of that....what you will....but one more to come. And that could be a really significant RNS in terms of value to the company.

MCW/IBAI

we know that IBAI and IQAI develops and 'licenses' tech from MCW.

you are worried you are getting ripped off?

but MCW must have been paying wages, lab costs all kinds of stuff for years?

perhaps this is something we should ask IBAI to help us to understand. its funny i've been researching some US AI/defence/tech companies linked to Nick Land's theories - the mcaps are like 500 million to 1.5 billion. This company is very small.

it doesn't help that TB has some detractors who see reputational issues. ideally the company would move in a way that confutes them.

This would be a very daring moment to release good news

people are rightly scared re war/inflation etc. but for all that, no one is releasing hot news and there's £ on the sidelines....

Acc to chat GPT not 2 many warrants left.

anyone done the maths on the warrants or used a better AI assistant?

warrants must be something to bear in mind. but not much mention here unless I missed those posts.

Tyke

that is really interesting. that is great. well done, thank you.

Be good to see the results from stonepark

see if they are good enough for what john teeling was talking about ages ago.

us/china not helping the markets tonight but we get swings and roundabouts and sometimes we get lucky with enthusiastic buyers.

Why is sp up...

I think its because some people think P140 might save people from hantavirus

obviously if you have done your research into auto-immune condition and P140 you would know what to do.

Breakout vs warrants?

think some expire in may...really should look it up on AI...

i'm sure some here have done that...so please share any thoughts on outstanding warrants

quite a few I think....outstanding...

Been quite good. no shortage of news.

think there's more to come from west coast?

shame sp a bit lacklustre. but...that could change in a flash!

If people start buying

might see some fomo

there's a trade just on that. never mind all the other cataylsts

This rabble. very un-impressive.

here we are in the midst of conflict. on the edge of a major market correction. and poor old England in need of multi-decade type investments in infrastructure, energy, resources etc. and a bunch of people are having pointless arguments about a few percent on a smallcap. do you need the passive income that badly? very unedifying. and not a good sign if that is the way people in the UK think. we need to do better.

Go team IMM!

Go LSE crew!

Market/volume

despite charts etc there's always some volume here which isn't bad considering the macro re war/inflation which is probably the worst looking macro since covid.

to date Tim has been able to generate tremendous volume and interest on news that wasn't super material (it was the patent that created the rush) - so if he can do that on a patent it will be wild if he gets some real news to play with.. people are very critical and skeptical - which is a good approach to manage your finances... but y'know...keep watching.

Tyke

thanks for the work generally

thanks for the work on my question/enquiry

Size of holding....there's a few accounts here and there

but one of them has 400,000 in it.

so add that to the pot.

Tyke

I have one question.

Can IBAI please breakdown the sources of revenue according to percentages. So if 50% of the revenue is coming from MCW please let us know. Please let us know what the figure is. Similarly with regards to Eastern Alabama Medical Centre - what percentage of revenue comes from that license. I would like to see a breakdown of revenue according to customer.

I have always assumed 90%+ was from MCW which is why I lose no sleep over the trial sponsorship details.

So I would like to see a breakdown that tells us what percentage of revenue comes from what source - MCW, Eastern Alabama, Blackford etc.