Maestrano Share Discussion Threads

[myn0k] 15/7/2021 08:10

Yes I'm happy to hold this one for the long haul also. Interesting how the market reacts to this today, but good news seems to react negatively anyway of late!

[srpactive] 15/7/2021 08:06

All

Yes it will take time to get scale but I have plenty of time,
if it takes years that is no problem for me. The main
point for me is the company itself is improving and grinding
up. I started buying into ent ( old gvc in 2006 ) that has taken
years to get to where they are now but worth it.

dyor

active

[myn0k] 15/7/2021 08:02

Hi Srp, Future,I'm also happy with these results, good growth whilst also having their fingers in all the right pies. Things should gradually branch out to other contracts, and the more track they analyse, the more data they provide for their AI, making it a coveted product for any railway.

[itsthefuturenow] 15/7/2021 07:51

I’m also positive about these results. Great to see the high level numbers and direction being taken.

[srpactive] 15/7/2021 07:21

Morning all, decent trading update with revenue virtually doubling
and costs only increasing 44%, shows we are heading in the right direction.

I continue to increase little by little as I have mentioned.

dyor

active

[toffeeman] 14/7/2021 13:06

Tripple bottom?

If so and it doesn't bounce next stop 10?

[srpactive] 09/7/2021 08:53

Yes good post and thoughts, technology leads to change and we
are in a very special place.

dyor

[myn0k] 09/7/2021 07:49

With these pilots being carried out, assuming they will be successful (can't see how they wouldn't be) then one would hope we should start seeing some confirmation of contract announcements dotted across the year and beyond. I imagine that news also travels fast in the rail sector, and one successful use case of the tech will spread to another railway quite fast. These are my hopes and expectations anyway!

[toffeeman] 02/7/2021 16:27

How are they falling short? - they don't have anything they are required to say, otherwise they would say it.

[jlhj] 02/7/2021 16:24

The contracts will come and we have to be patient but as far as keeping the market updated they are falling short and probably why we are drifting downwards.

[myn0k] 02/7/2021 15:34

Re reading the latest RNS again, I feel this is a very, very positive position for them to be in. Pilots, yes, but hopefully these will also lead to more work as they are on the books now, fingers in the pie. I don't understand why investor confidence was shaken by it, other than perhaps the fact that no revenue potentials were listed.

[srpactive] 28/6/2021 07:42

Morning all, another.

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MAGGIE PAGANO: Every cloud has a silver lining and this one could see a renaissance in freight being transported by rail instead of by lorries

Before the

[srpactive] 27/6/2021 08:00

Morning all, could help.

dyor
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Mail on Sunday: The Government has held private talks over plans to channel tens of billions of pounds of pension money into infrastructure and start-up companies to boost the economic bounceback.

[itsthefuturenow] 25/6/2021 08:16

It does seem very promising to me - so much scope for the great technology that MNO has.

I recall prior communication referencing the activity in Japan, UK and Australia all benefitting from each other’s insights and activity. So it will be interesting to see how that is leveraged and matures with the USA contracts too.

It would be helpful to get an update on the other international locations soon.

In the meantime I believe MNO have done a lot to be setup for success in USA. Time will tell of course.

DYOR.

[srpactive] 25/6/2021 08:10

Yes agree although I just use the quiet share price as a chance to increase
as I have done recent at 12p and 13p as I have mentioned.

A decent opportunity which is normally unheard of, a super contract
with the massive USA and you have the opportunity to increase at
a lower price than before.

dyor

active

[myn0k] 25/6/2021 08:04

That's the news we've been waiting for. Agree more frequent interim updates by the company would be good to help keep the share price healthy

[srpactive] 25/6/2021 07:46

Financial Times: Joe Biden has secured a deal on an infrastructure package worth about $1tn that would allocate billions of dollars to upgrade roads, bridges and broadband networks over the next eight years.

[jlhj] 24/6/2021 21:54

If we’re lucky maybe we can get some news on other fronts - definitely potential here but they could be more generous with updates

[myn0k] 24/6/2021 21:43

Yea quite possibly. Either way I wouldn't be surprised if this rebalances to 14p next week.

[srpactive] 24/6/2021 21:01

m

I do not mean anything to worry about going on, but
maybe just sorting funding out. Big USA order big
funding possibly.

dyor

[myn0k] 24/6/2021 17:12

The thing is, a signed contract is set in stone unless some random clause gets them out for whatever reason. The market is insane at the moment, I've seen share prices go up randomly on stocks that have seen shareholders fleeced with dilution and poorly timed warrants, and share prices plummet at good news like this. I don't know if it's crazy times/crazy market or, as Srp says, behind the scenes shenanigans.

[srpactive] 24/6/2021 16:08

j

Possibly something going on behind the scene's regarding the USA contract.

dyor

[jlhj] 24/6/2021 14:51

It baffles me… can’t see why we’re dropping in what can only be interpreted as good news IMO. Joys of the market

[srpactive] 24/6/2021 14:38

This is a little disappointing.

[srpactive] 23/6/2021 20:29

Yes mcap of £20m, plenty of upside, I remember buying gvc now ent
at 79p when worth around £50m, now worth £10bn.

I am a very long termer.

dyor

active