FoggyIsle.XYZ | Market's view on Velocity Comp

There are discussions about a recent token purchase by the chairman of the company during a period when the share price is at a yearly low, reflecting potential caution about near-term big news.
Positive sentiment is noted with the upcoming confirmation of the FAI process by the end of the month, seen as a significant step for the company.
Concerns are shared about the company’s capacity to manage large contracts, with some stock watchers questioning whether taking on additional large contracts could be problematic.
The company has been described as having a strong competitive position (“big moat”) with few equivalent small businesses in its sector.
A general consensus that the company’s long-term revenue potential is promising, though patience is required due to the slow pace of developments in the industry.
Disappointment is expressed regarding ambiguous delays communicated by the company, affecting investor expectations about the timing of a second large opportunity.
The new CFO is welcomed, with hopes pinned on effective delivery and positive influence on the company’s performance.
There are mentions of a transformational pipeline of GBP 200m per annum, signalling potential high growth ahead.
Financial forecasts and guidance for FY24 are discussed, with some concerns about revenue warnings and shifts, but confidence remains in the EBITDA outlook.
Ongoing discussions with U.S. customers are highlighted as strategic priorities, though expected timelines for revenue generation from these customers have been adjusted.
The need for patience and long-term perspective is reiterated, with the company’s stock seen as potentially undervalued based on future contract wins.