Looks like i have stumbled across a thread packed with shorters. Im not sure where constantly bashing down other investors on the same path gets you? One could only assume the negativity comes from an obvious shorter/de-ramper motive. Then again im not sure I would take someone who signs off their own posts seriously... |
 Cry baby cyberdyne1,
"What's wrong with you JakNife?! Only the $37M deal has been factored in. The Company nor Cavendish know the supply side figures, how it will build up, or can speculate on them as yet. So to be clear this side of the deal has not be rolled into the forecasts, only the $37m part of the contract. Once a line of sight is known, the forecasts will substantially improve."
I give up, what you appear to be saying is that the forecasts are wrong as they don't include all the hope and optimism that you've dreamt about every night since the Siemens deal was first announced.
However, since they were updated by the house broker (Cavendish) on the day that the Siemens deal was announced, and they explicitly state that they have been updated to allow for the Siemens deal, then we can still state as a fact:
At 5.85p, KMK still trades at a whopping 36.6x Kromek's 2027 fwd forecast EPS of 0.16p (*)
Where * is the house broker's current best estimate but it doesn't include your latest wet dreams!
JakNife |
What's wrong with you JakNife?! Only the $37M deal has been factored in. The Company nor Cavendish know the supply side figures, how it will build up, or can speculate on them as yet. So to be clear this side of the deal has not be rolled into the forecasts, only the $37m part of the contract. Once a line of sight is known, the forecasts will substantially improve. |
Cry baby cyberdyne1,
"I reiterate my point Kromek or the house broker have not put any figures (yet) against the supply agreement. This is not factored into any projections. Once the Company gets a time-line and order book for CZT tiles under the supply agreement they will be able to issue revised forecasts and issue guidance to the analysts at Cavendish for them to make their own projections. The one fact they we do know is the supply will happen, otherwise Siemens $37m will have been wasted."
FFS what is wrong with you?
Cavendish published their latest comments on 17th February.
This was more than two weeks *AFTER* the Siemens deal was announced!
The numbers are identical to those from their 30th January report, which was produced in conjunction with the announcement of the Siemens deal and the release of the interims. The report explicitly states that they have been updated to allow for the Siemens deal.
Everything can be downloaded for free from:
Please don't waste my time responding with your nonsense. Read the reports, confirm what I've written, and then come back and apologise profusely.
And let's not forget, you promised everyone 8p by yesterday but actually the share price is (now) down 14% from the 6.8p that it was when you first made your bold prediction.
FWIW, at 5.85p, KMK still trades at a whopping 36.6x Kromek's 2027 fwd forecast EPS of 0.16p!
JakNife |
I reiterate my point Kromek or the house broker have not put any figures (yet) against the supply agreement. This is not factored into any projections. Once the Company gets a time-line and order book for CZT tiles under the supply agreement they will be able to issue revised forecasts and issue guidance to the analysts at Cavendish for them to make their own projections. The one fact they we do know is the supply will happen, otherwise Siemens $37m will have been wasted. |
Cry baby cyberdyne1,
"Sorry to disappoint you JakNife but I have used the last week or so to accumulate."
1. I wish you the best of luck. But, as I frequently find myself pointing out, luck does not equate to an investment strategy, it is simply gambling!
"The forward multiples you quote are of course outdated."
2. Posting comments like this only serves to confirm that you haven't even bothered to read the most recent broker update. That's pretty shocking given that the house broker's research is available for free online:
The most recent house broker (Cavendish) forecasts are dated 17th February and take into account the Siemens deal. Read them and you will see that a profit is made from the initial sale to Siemens but that the profit then materially tails off:
Year PBT (forecast) EPS (p)2025 £4.9 0.772026 £2.1 0.342027 £1.0 0.16
Taking last night's closing share price of 6p and dividing by the 2027 fwd forecast EPS of 0.16p gives a PE ratio of 37.5x, ie exactly as I have posted above in post no. 7,416.
Don't you think that you should actually do *some* research before posting?
"The year end financials wont of course include the Siemens supply agreement income but the 2026 and 2027 and beyond will. This is a relatively medium to long term hold for me and always was."
I remind you that you arrogantly posted two weeks ago that longs could expect at least 8p by now. You also maliciously libelled me a month ago claiming that I posted "miss-information" - we find out now that you can't even be bothered to read a free house broker report to even know what the current "information" is.
What is a "relatively medium to long term hold" investment? A short term investment that went wrong!
JakNife |
Sorry to disappoint you JakNife but I have used the last week or so to accumulate. The forward multiples you quote are of course outdated. The year end financials wont of course include the Siemens supply agreement income but the 2026 and 2027 and beyond will. This is a relatively medium to long term hold for me and always was. |
Cry baby cyberdyne1,
Two weeks ago you posted:
=============================
19 Feb '25 - 10:17 - 7401 of 7412
Don’t write it off quite so quickly. I’m sure in a week or two we will be in the 8’s.
=============================
KMK isn't "in the 8’s", in fact it's fallen 11.8% compared to two weeks ago.
However, even at this price KMK trades on 37.5x 2027 fwd forecast EPS, which still makes it look expensive.
I assume that you've dumped your KMK and exercised a stop loss? What else does one do when an investment thesis fails? Let it become a "long term investment" (*)?
JakNife
* - A short term investment that went wrong! |
Jak,
looking forward to your post re 7402 .
Thanks.
QP |
hXXps://healthinnovationnenc.org.uk/new-chair-appointed-to-lead-health-innovation-north-east-and-north-cumbria-board/
it may be time to update Company bio's
all imo. dyor.
qp |
It's at this point that I highlight the century old quote from Mark Twain:
“It's easier to fool people than to convince them that they have been fooled.”
The bizarre thing with shares/investing, is that no matter how many times you point out that a company is run by a liar you will always face criticism for making the comment, regardless of its factual accuracy! (^^ see the last four weeks' of comments.)
JakNife |
You should also check out the market size and forecast of Kromeks biological pathogen detector market from a few years ago. Fantastical opportunity, huge sales, pivotal moment. Strangely I found myself buying more than the directors - thought it was a bit strange…. Luckily I smelt the coffee and got out after many many arguments with Que passa. Of course minimal/no biological pathogen detectors were sold to my knowledge. |
Market Size And Forecast
Full Body Scanner Market size was valued at USD 2.09 Billion in 2023 and is projected to reach USD 3.96 Billion by 2031, growing at a CAGR of 8.30% during the forecast period 2024-2031. |
Buy more cyberdyne! It’s at an almost record low, the rebound must just be about to take place! The same founder and ceo who today is left with a tiny share of the business must by now have it in the bag, all his bad luck must be used up by now… only sunny uplands are left for Kromek. A definite buy! The market just doesn’t get the huge orders on the way… idiots! 50p by the end of the year. Guaranteed. |
Thank you AQC for your warnings as a non-shareholder for taking the time out to let us know this important information. Do you offer this service on other company share boards? Anything else we should avoid where you have placed shorts? |
Buy more! It’s clearly a bargain! |
It fascinates me to see this company, with a proven comprehensive record of complete failure, keep pulling the same tricks… and some people keep lapping it up. I’d urge anyone to look through previous annual results, take a look at what was predicted every year by the ceo and what was actually delivered every year. It’s totally bonkers - especially the bit about the biological pathogen detectors in during covid. |
Cry Baby cyberdyne1,
"Don’t write it off quite so quickly. I’m sure in a week or two we will be in the 8’s."
Let's diarise 4:30pm on Wed 5th March to review. In between now and then you can take some time to think about why Kromek deserves to trade on a forward PE ratio of 50 times - which is what it would be on at an 8p share price!
JakNife |
Don’t write it off quite so quickly. I’m sure in a week or two we will be in the 8’s. |
Now that the rampers together with their sizeable short-term gains (I take my hat off to their skills) appear to have moved on to new vistas, normal service will likely be resumed on Kromek.
The Siemens money will likely be spent rapidly on supporting the ongoing egregious cash-burn and servicing/repaying debt.
Selling the family silver is normally the last resort.
ALL IMO. DYOR.
QP |
Thanks for clarifying what it does tell me is I need to do some further research into this vertical. Although I appreciate as you say this is a premium segment with the NHS having only (so far) invested in 5 of them, the growing purchasing power of the private sector should also be considered. Plus the application of AI scan analysis which needs very high resolution scanning technology to be effective. All this means Kromek have a guaranteed growing market, with their tech now being truly commercialised. |
PCCT is new and developing but still nascent - all CT manufacturers as I listed above will be exploring/developing their own tech. Any that use CZT or CdTe as their semiconductor of choice are likely to get it from KMK |
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