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Saw Topinfos tweets so took a look and I took the plunge. Looks like it’s going to be an exciting future. Good luck all. Dyor.
3 big sales from yesterday gone through tonight
210,000,000 shares sold for £224k...
Guess the placing went to some serious ipo traders who have borrowed and happy with a 6.4% turn.
can't see many buys this afternoon. SP holding up relatively well.
I think one or two days for the churn to finish and then watch it shoot up.
My target is 0.30p short term as news gets out.
DYOR
Slowly ticking up every few minutes on little volume.
I think the MMs have to let this go soon.
Starting to move up now. The Bloomberg article seems to be slowly gathering momentum.
This is all about operational gearing - once the fixed costs are met further revenues go straight to the bottom line. Exciting times ahead and a higher sp.
I think POW will buy the mining asset.
Yoav Keren, CEO at @BrandShieldltd & John Taylor, NED Two Shields Investments (#TSI.L) video Interview Restoration – Proposed Acquisition of BrandShield Limited, Change of Name to BrandShield Systems plc @LSEplc
https://twitter.com/Share_Talk/status/1326525382472953856?s=20
0.10-0.11 was going to be expected on the news of dilution/consolidation.
This is definately one for the longer term though, Brandshield has some serious potential if its marketing is done correctly.
cheers for that they maybe worth a few bob in 6 to 12 months
Hi mags999, the TSI investments are staying within the new business.
It is to change it's name to Brandshield but the expanded business will continue to hold onto its investments into:-
- Weshop
- Kalahari Key
etc.,
Brandshield are quite close to Weshop and are already a provider so it is a revenue stream.
My guess will be that the mining interests will be sold over the next 12 to 18 months.
anyone have any idea what will happen to the rest of tsi investments
In many ways I'm not a fan of the way the deal was done, but it is what it is.
I think for buyers now, they could do very well, as I cna see this running up, but I do feel for the holders pre deal.
I entirely agree JPP.
I thought the presentation was very positive and revenue to end June was approx. $2.4m
Annual number was not forecast but 2H generally better for Brandshield so I have pencilled in $5m for the year.
As you say that is up from $1.92m so great growth.
New funds to be used to drive sales and to market the services.
All good for me and I prefer to be holding Brandshield than TSI.
Brands like New Balance, eToro, KTM, Levis, and AvaTrade are already on board.
Exposure through marketing and a stock market listing could exponentially grow this brand.
Well, the placing at 20p a share makes this equivalent to 0.010.. You can currently buy for 0.01106 so you're just over placing price once you factor in 200:1 consolidation.
BrandShields numbers look good...
Recurring revenue $570k year ending 2017, $1.92m year ending 2019, and as at end of September this year, that figure is already $2.5m.
The placing raises 3.2m so the operation is fully funded going forwards. The cyber crime prevention/protection industry is growing approx 20% YOY.
Todays SP is a buy for me.
it seems to me aim has just not had the opportunity to drop the SP on this one in line with what they have been doing with pretty much every other share on aim in the last couple days. i have shares in my portfolio that are 2:1 on buys and they have still dropped 10% -15%. I wouldn't worry about it to much let it settle and it will come back up . this is good news in my opinion it brings brandhield in the public domain so it can be traded.
Hi Gaz,
Guess a little disappointed but also not surprised as the placing was completed at 0.10...
Difficult climate to raise funds but they successfully raised £3.2m.
I think Brandshield is undervalued personally at £21m so very happy to be buying more in the coming days.
Hi @Roleybirkin Out of interest what are your thoughts on the huge drop in SP today?
Is this good for shareholders? I haven't got shares in this anymore but my brother has. Anyone provide a quick update please?
Although reading it again, the Deferred Shares are just smoke with no relevance unless there is a winding up - and even then will be worth nothing.
Consolidation 200 to 1 on 30 November
Not so simple...
Consolidation on 30 November
1 normal share and 19 Deferred Shares received
The Companies Act 2006 prohibits the Company from issuing shares at a price below their nominal value. As the price at which the Placing Shares and Subscription Shares are proposed to be issued is the same as the 20 pence per share nominal value of Ordinary Shares arising on the Share Consolidation outlined above, it is proposed that each of the consolidated Ordinary Shares of 20 pence be sub-divided into one New Ordinary Share of 1 pence and one Deferred Share of 19 pence, such Deferred Shares having the rights and being subject to the restrictions attached to them as set out in Resolution 1 in the Notice of General Meeting. The Deferred Shares will not entitle their holders to receive notice of or to attend or vote at any general meeting of the Company, or to receive any dividend or other distribution. On a return of capital on a winding up or dissolution of the Company, the holders of the Deferred Shares shall be entitled to receive an amount equal to the nominal amount paid up thereon, but only after the holders of the New Ordinary Shares have received £100,000 per New Ordinary Share. The holders of Deferred Shares are not entitled to any further right of participation in the assets of the Company. The Company shall have the right to purchase the Deferred Shares in issue at any time for no consideration. As such, the Deferred Shares effectively have no value. Share certificates will not be issued in respect of the Deferred Shares, and they will not be admitted to trading on AIM.
Suspended at 0.1425p so at the 200 for 1 consolidation that was 28.5p.
Raised at 20p.
I will wait to see where they settle but I like the opportunity.