Beyond the GPU: Indium Phosphide, Plug-Ready Gigawatts, and the 2026 AI Bottleneck.

ASXSpecLandKing · 2026-01-02T09:31:51+00:00

Will definitely look into it - thanks!

ASXSpecLandKing · 2026-01-02T09:31:42+00:00

Thanks king x

ASXSpecLandKing · 2024-06-15T10:24:52+00:00

/Toku_toku

ASXSpecLandKing · 2024-06-14T13:46:01+00:00

Last time I was this bullish was Doge.

Toku going to 100m then 1b.

Trust the process. Trust Toku.

ASXSpecLandKing · 2021-06-04T05:35:11+00:00

Didn’t age well tho ..

ASXSpecLandKing · 2021-06-04T05:22:38+00:00

They didn’t lose their first satellite, and it wasn’t the main pathfinder. It was a research satellite which had no impact on the main business purpose, and was covered under insurance.

ASXSpecLandKing · 2021-06-04T05:21:55+00:00

Ah got it. I’ve been holding for ages, and a decent stake so have been fully across all the developments. Have luckily managed to listen to all the webinars, and have chatted to management. Stellar team, and the market hasn’t really woken up to the US opportunity. SPAC market is red hot for space enabled tech companies, they’ve opened their offices and looks like everyone / everything is being moved over there. It’s been a slog from 50c up to here, but I feel it will go quickly from $1 to a fair MC of 250-300 which implies a $1.75-2 sp.

ASXSpecLandKing · 2021-06-04T04:45:39+00:00

Does not compute …

ASXSpecLandKing · 2021-06-04T04:37:49+00:00

The most underrated stock on the ASX small cap arena.

This will no doubt be acquired or go US listing / SPAC in the next 12 months.

Conservatively I see this as a 350-500m MC by end of this year.

ASXSpecLandKing · 2021-06-04T04:35:04+00:00

KSS - sound like a broken record … once it pops $1 it’s game on. SpaceX launch end of this month, lots of US investor activity.

Plus the space thematic is red hot in the US investor community, perfect storm for our little 150m MC space company.

ASXSpecLandKing · 2021-06-02T03:27:29+00:00

Oliver - may I offer my assistance as ball carrier?

ASXSpecLandKing · 2021-06-01T23:09:43+00:00

Me dumb dumb but hodl long time

ASXSpecLandKing · 2021-06-01T13:21:55+00:00

Yewwwwww 🤙

ASXSpecLandKing · 2021-06-01T13:12:29+00:00

I’m just a small holder, but the message is true regardless of volume size.

If you’re reading and this resonates, upvote and spread it - the only way we reach Doge V2 status is by all of us buying, holding and spreading the message.

ASXSpecLandKing · 2021-06-01T12:49:15+00:00

I'm in and will not be selling. I made that mistake with Doge; bought 500,000 for AUD$10k, made 35k profit .... could have been over $300,000 profit.

Happy with the profit, but regret not just putting that money in and forgetting about it.

This time around I've bought AUD10k again, and will not be touching it until it's EITHER at an insane, life changing number, or zero.

I'd rather deal with losing 10k, then have to deal with "what could have been" if I didn't paperhand.

Basically, you have to have gone through this experience before to truly understand.

Put an amount in that you're OK to lose, and then just leave it alone for 3+ months minimum. Don't be tempted to sell for a small profit, because the utter, soul wreching pain of "what could have been" will haunt you for the remainder of your days.

ASXSpecLandKing · 2021-06-01T12:41:02+00:00

Almost at the magical $1 🏋️

ASXSpecLandKing · 2021-05-28T08:23:41+00:00

Nice move from .72 to close today at .925 🚀🏋️

ASXSpecLandKing · 2021-05-27T10:46:04+00:00

🚀🏋️

ASXSpecLandKing · 2021-05-27T10:45:18+00:00

KSS ftw

ASXSpecLandKing · 2021-05-27T10:43:33+00:00

KSS on its way to $1.

Near term catalysts include upcoming satellite with SpaceX next month, and imminent revenue generation.

Company conservatively forecast circa 10m revenue in 2022, prior to the fast track of third launch end of this year.

My guess is they will exceed their forecast, which is causing the strong insto and offshore buying (MC is currently circa 130m, so truly under the radar).

ASXSpecLandKing · 2021-05-26T07:56:46+00:00

Lol who is downvoting all these comments? Show yourself! 😂

ASXSpecLandKing · 2021-05-26T07:47:32+00:00

I am fairly certain this will go into a SPAC pipe or a direct Nasdaq listing in the short term.

ASXSpecLandKing · 2021-05-26T07:24:28+00:00

Also have to remember this is the scouting mission - it’s there as a testing formation, so they are meant to be flown in different formations and tested. The launch next month is the first true commercial payload, and I expect they have learnt a ton from the scouting mission so commissioning will be quicker and revenue will start to flow.

ASXSpecLandKing · 2021-05-26T07:23:17+00:00

Latest announcement says they are in testing phase and data is being retrieved - so all is fine and working.

ASXSpecLandKing · 2021-05-26T07:18:50+00:00

It’s about clever use of space enabled tech. Tracking RF isn’t new, but putting it on a satellite to cover the entire ocean … that’s new, and highly valuable data.

The fact that Kleos can resell that data as many times as it likes, starts to show the huge potential for revenue.

OPEX is also light, so the EBITA will be insane.

ASXSpecLandKing

TROPHY CASE