1. My views on the Company and its current position are well known - most recently via my posts 'informal report - shareholders meeting 160712' posted 18.07.12; and 'lux deal' posted 19.07.12. There has been a massive amount of water go under the bridge this last week or so - but in summary, those posts indicated the mood at the meeting as 'significant optimism', followed way too soon by 'lets wait and see the facts' after the funding rug was unexpectedly pulled out very shortly after. Sheesh. As I do have another life outside this Forum, I haven't been around for a couple of days. So it has been interesting to catchup with various other thoughts now as many of us ponder things while waiting for tomorrow (wednesday) morning - hopefully a much needed informative announcement and hopefully a trading recommencement? Just a couple of thoughts on recent forum inputs:
2. My impression is that Routine and humpy8000 are in the same camp, maybe with oneclip making it a trifecta Heh Heh! I for one absolutely agree that we NEED diverse views on this Forum, so well done boys with some interesting reading. I noticed the big post from Routine appeared to be a good one in that it was evidently from someone who has some inside knowledge of the company and its engineering. However upon further looking about, I note that Routine is largely regurgitating a heavy push he made in 2010 on this Forum - it's worth you having a look. Without covering all the points in an essay, this push seems to suggest a recycle agenda to bring back MOD. While this doesn't invalidate the trifecta's views, and while wishing MOD all the best - I reject that old concept, and frankly it seems puzzling to recycle this right now.
3. There also seemed to be a view that the Company's change in direction to product emphasis on non-lethal (instead of lethal) was a mistake - I reject that concept too. Frankly I don't understand why this would even be discussed again now at 5 mins to midnight. My clear understanding from several papers at the Land Warfare Conference November 2010 (which I attended) was that the whole game changing electronics thing (at the wider systems network level as well as individual weapons levels) was poised in our faces, even then a couple of years ago. More recently go back to the non-lethal Reports that have been posted in the last year or so - the non-lethal weapons are simply a mega, mega industry demand for now and into the next decade - and MST is expected to be right there with the game changing capacity including MPM to drive progress right there. As we know, the good news is that the likes of the MPM (and Maul at a different operations level) can be kitted out for lethal as well, BUT irrespective the mega money trial is clearly in the current global demand for non-lethal. I still strongly believe it cannot be denied it was OBVIOUSLY a correct decision to focus buckets on non-lethal as there ARE markets willing to pay cash for capacity there NOW. Please consider the world demand for lethal sales NOW is presumably cool, but just not in the same mega ball-park as the non-lethal demand, which covers military AND the much bigger (?) global enforcement/policing demand. That's my view, anyway.
4. On another matter, the wedge sealing debate from oneclip was fair enough, I reckon, especially his post at 13:07 today. However - one point - I recall the relevant patents for the 'older' wedge sealing still don't expire until 2014 - so there is presumably time to seek further clarification for a while yet before then?
5. With regard to the bloody inconvenient funding pullout last week - well that was worthy of much frustration. Still, I remain hopeful that something good will come - we only have one more sleep before some news either way - so might as well stand firm and hope for the best rather than speculate?
Good luck to all.
1. My views on the Company and its current position are well...
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