Insig Ai Share Discussion Threads

[hazl] 03/3/2024 14:54

ESG APPG
@ESG_APPG
·
Feb 14
1/2 ESG in Manufacturing report published by @MakeUK_
and @Lloyds
. Key takeaways from the survey of 150 UK-based manufacturing companies include:

🔍 76% of the SME manufacturers polled said they are receiving ESG-related requirements from their customers.
ESG APPG
@ESG_APPG
2/2 🛠️ While 77% of manufacturing firms are receiving ESG requests from customers, less than half feel adequately resourced to meet them.
📈 62% of manufacturers are now setting ESG targets.



Richard Bernstein
@CrystalAmberRB1
A case study of how a lack of corporate governance and alignment by a controlling shareholder better known for being the largest shareholder in Oatly, has cost minority shareholders. Without shareholder protections, this is the outcome. #verlinvest #toluna

[judijudi] 28/2/2024 22:06

🤣😂
kumbuka28 Feb '24 - 19:31 - 4656 of 4658
“Never anything interesting, useful or upbeat to say”
🤣😂


🐔Womble
What’s your view on Insig?

[kumbuka] 28/2/2024 19:32

Does your wife know how much you have lost bully boy ?

[kumbuka] 28/2/2024 19:31

Never anything interesting, useful or upbeat to say yes moan moan moan bully boy failure pj.

[kumbuka] 28/2/2024 19:30

As usual moaning from the serial moaner and complete FAILURE bully boy pj.

[pj 1] 28/2/2024 19:15

''In August, we forecast that the Insig AI business would continue to achieve
increases in revenue in the current and following financial year and for
operational profitability in the current year and beyond. As we approach the
final quarter of our financial year, taking account of proposals with
prospects, our pipeline and the status of our strategic discussions with
potential partners, we remain of that view.''

''The board continues to closely monitor the level of working capital. Based on
our expectations for new business wins in the coming quarter and beyond, we
believe that the business has sufficient working capital. However, the board
would consider an injection of equity should a potential partner wish to take
a strategic equity stake to fast track growth.''

''Since the period end, the positive feedback from our newly launched
Transparency and Disclosure Index ("TDI") is translating into a much broader
list of prospects. In the coming quarter, our mission is to convert several of
these positive trial results and current client proposals into substantial
revenues. Our ability to meet or beat current year revenue and profitability
estimates will depend on this success.''

Just a month to go and-

No conversion of proposals or potential partners

No new business wins

No conversion of positive trial results.

Therefore, if so, they cannot meet or beat current year revenue and profitability estimates, which can only mean they are now not funded to operational profitability?

[hazl] 24/2/2024 13:32

The past and what you bought at becomes irrelevant.

Deal with now, with what you believe the future 'might' hold for your investment decisions.

[pj 1] 24/2/2024 13:15

So you agree the 'Management ' have taken in backwards and not forwards as it is 'priced' much much lower than the RTO??

[hazl] 24/2/2024 12:31

Is it priced at a point NOW where it is worth the speculation?



That is for the individual to decide.

[hazl] 24/2/2024 12:29

Shares are about the future.

[judijudi] 24/2/2024 11:39

No matter what side of the fence your on it’s not looking good is it
Despite the previous huff puff and guff from the company we are obviously struggling in my humble opinion

[pj 1] 24/2/2024 11:23

Im not really getting your point, but I would say that INSG have never had any positive(market?)sentiment since the RTO, and as they do not have any 'sentiment' currently, then how has that sentiment changed? It hasnt?

The bottom line is we are burning cash, revenue growth has been predicted by INSG to be ''slow'' and any new business is referenced by 'discussions are going well'' or similar wording.

The last placing basically covers 12 months director remuneration did it not?

All in my opinion only

[hazl] 24/2/2024 11:15

So you blame the management for

1. Not seeing this change of sentiment coming?

2.For not getting contracts when clearly the industry is still finding it's feet?

You do not blame yourself at all I note for not seeing this dip in sentiment as the industry evolves?

Did you risk too much do you think?
Is that something to consider?

[hazl] 24/2/2024 11:11

But you referenced Mercedes further up PJ1 so you must have seen it's relevance!

Chuckle.

[judijudi] 24/2/2024 10:56

😂🤣

[pj 1] 24/2/2024 10:48

In the other news TODAY it appears that INSG have developed a long list and bank of phrases that no-body wants to use unless its free and promoted by the FCA.

Back in 2022 the company was re-assuring it's investors that Insig AI's revised business plan forecasts revenues of £2.4 million for the year to March 2023, rising to £6.2 million in the year to March 2024, to £12.5 million in the year to March 2025 and to £19.0 million in the year to March 2026.

Today the stark reality is much different, where it is recognised by astute and common sense Investors to steer well clear of the continuing cash burn and disappearing hopeful contracts whilst it's Directors assures that ''discussions are going well''. Off course the detail of these discussions remains hidden from the stakeholders in the Company, who must also by now increasingly alarmed of how the company will be funded in the short term, given the apparent failure to also hit its own cash flow and then downgraded operational profitability targets. Appointing strategists recently hints things have not gone well and the original business plans, promises and assurances, are now defunct.

Meanwhile, no doubt the Directors continue to claim expenses and drive in the Mercedes' referenced above, whilst its stakeholders conserve their equity by driving 2015 plate Ford Cmax and equivalent.

All the above is in my opinion only and can we please keep on Thread as I honestly have no clue what Mercedes has to do with INSG.

[hazl] 24/2/2024 10:04

There is a shift in other industries as well.

'The boss of German car giant Mercedes-Benz has said it will make petrol cars “well into the 2030s” as it watered down its targets for electric vehicle (EV) sales. Ola Källenius, the group's chief executive, said the era when EVs would cost the same as an equivalent petrol car was still “many years away”.2 days ago

What we have to decide is whether it is temporary or not.

Knowing how much money is behind this I suspect it is temporary but only time will tell.

[judijudi] 24/2/2024 09:18

Of much more interest/concern

[hazl] 23/2/2024 09:29

Nils Rode, Chief Investment Officer, Schroders Capital, says:

“The AI revolution is driven by venture capital backed start-ups, so venture/growth capital is the place to be for investors who want to get direct exposure to this mega theme.

“Additionally, we expect the impacts of AI to have second-order impacts on the real estate and infrastructure markets.

“The substantial data processing requirements and the production of even more data through AI is giving a further boost to demand for data centres, creating tailwinds in this area.

“Furthermore, AI’s massive compute appetite needs substantial energy resources, that we see as an opportunity for infrastructure investments, particularly in renewable energy.”

[hazl] 23/2/2024 09:27

“The rise of populist politics has meant that populations are less willing to allow migrants to come in and fill roles, so companies are having to think of alternative solutions to the labour shortages.

“The shortage of workers will force companies to begin to make greater use of robotics, automation and AI in order to manage their rising costs.”

There are many uncertainties around the investment implications, not least due to the speed of change.

Where previous industrial revolutions took decades to create large scale impact, AI-first companies are registering that impact in months.

But investors are seeing some clear “second-order” impacts from AI trends which are set to touch many industries.