Stefan Bernstein explains how the EU/Greenland critical raw materials partnership benefits GreenRoc. Watch the full video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
£690k over 3 yrs equates to £230k of recognised revenue a year. Doesn't really move the needle yet. Key is another win like this for the sales team. Momentum in this line of business would be exceptionally valuable.
I guess there’s negative news on the horizon and the people who are in the know have been leaking information. This share just continues to fall.
Seems the MM’s are maintaining an entirely false market in these shares. At the reported bid and ask, you can buy large quantities of stock, but cannot sell even the smallest amount. This really shouldn’t be allowed to go on. Who is supplying the market with shares? Is it a person with managerial and thus inside status? If so, why are the sells not reported? Leaves a very poor taste.
Most unusual move - in my experience this has happened because a hidden hand has wielded the axe. The chances that Ian woke up one morning and thought this up is remote - it is a small company and the last thing they need is a bureaucratic board room. I am not saying it will not work - I wish them all masses of luck - but I think we should keep a careful eye on matters.
They've recently had to take out a loan at 9% interest and don't make a net profit, I can't see a share buy back being appropriate
on the cards here. Valuation anomaly thrown up for the smart investor
Ian's statement really concerns me. I used to like ECSC and am a long term holder but the company now can't hide their poor performance, they're loss making and have been unable to grow revenues for the last two years in a rapidly expanding market. They're the right size, apparently have the right skills and are in the right area yet are completely unable to convert that into success. If the CEO believes the company's worth £50m and is turning down offers daily, what price is he turning down? In his eyes £20m would be underselling the company but to investors that's a 4x return. Regarding their tech IP, I'm utterly unconvinced that they've developed proprietary AI. The best AI researchers make £1m+ per year which ECSC clearly aren't paying plus they haven't demonstrated their AI to investors which is a red flag in itself. Ultimately I think they're using buzzwords to appear more advanced than they are. At this point I think Ian's got too much personal attachment to the business and isn't looking out for shareholders best interests.
Not showing at 66.50
here you go DARKTRACE are on a shopping spree
ECSC could be next.!!!!
maybe they'll offer 450p in line with the previous acquisition.
https://www.prnewswire.com/news-releases/darktrace-acquires-attack-surface-management-company-cybersprint-301488289.html
lots of delayed trades suggest all are buys.
we have a background buyer
Dark trace recent buy a cyber security company for c£54M
is ECSC on the list?
https://www.cnbc.com/video/2022/04/21/businesses-are-rightly-worried-about-russian-cyber-attacks-darktrace-ceo-says.html?s=09
The free float is tiny here around 4 million, management own ca.25% and its IT security with the new Cold war era
CEO did mention on one of his interviews that the ECSC tech is worth 500p which is £50M Mcap, currently £6M Mcap
that's 900%, hence sp moves on small buys.
Cybersecurity is sector is getting hotter by the day!!
seriously don't want to be out of this over the next few weeks!!
well done for highlighting this
https://twitter.com/richardjp87/status/1519967220545249281?s=21&t=WzwCnRS4z1bHLES6U-IHaQ
look at what CEO said "we get offers all the time"
maybe with Russian Cyber attacks on the horizon,
we could see a big offer coming ECSC way soon.
That would make things a lot more interesting
trendz
wow! takeover being said by the CEO!!
how many offers they going to ignore before some company will do a hostile bid.
this gets even more interesting!!!!
Yep - this is what made me buy in last summer
https://twitter.com/richardjp87/status/1519967220545249281?s=21&t=WzwCnRS4z1bHLES6U-IHaQ
crafty mms showing delayed trades yet again today like they did yesterday.
£13.5K delayed printed
very much under the radar and undervalued company, CEO also mentioned in the below video.
watch full video, or if short on time Listen from 10min 30 sec onwards.
Dark trace is mentioned.
https://youtu.be/F6NGEG325Vc
watch full video, or if short on time Listen from 10min 30 sec onwards.
Dark trace is mentioned.
https://youtu.be/F6NGEG325Vc
what is fascinating about these two cyber security companies is that both do similar thing like
-Manage, Detect, Response MDR,
AI Artificial intelligence
-Cybersecurity
-Deal with threats before it gets through
However one of big difference is
Dark trace Mcap is £3.4Billion
ECSC Mcap £6m
Dark trace Mcap is £3.4Billion on Revenue of £276M (that's 13X the revenue)
ECSC Mcap £6m, revenue £6.4m,Mcap not even not even 1 X the revenue
had #ECSC had similar PE to Dark trace the Sp would have been 500p (£60m Mcap)
most likely ECSC will do 10 bags from current position
Does have a lot going for it especially at this sp
all ECSC needs to do for explosive growth is get a tender from www.bidstats.co.uk under section 'Cybersecurity services'
seen huge contracts to give away
£40M
£800m these are some of the value of the Tender offered