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what does TSI do? They have a few investments, what do the directors do to justify their pay on a daily basis? In the accounts they paid themselves £191,000 in 2019. To do what? Their twitter account is suspended. There is no email address to contact.
I fail to see why any of the recent news would cause today's drop ffs
And this share is so under the radar it makes the potential upside meaningful when the bandwagon arrives
I’m simply waiting for the identity of the provider of funding to WeShop to be revealed. Could be a very interesting week
I don't want to be guilty of eisegesis and start reading too much into the rises today and last week.
However, if the rise continue at a relatively modest rate and quite consistently, that would put us
in a good position for any 'blockbuster' RNS.
The interesting development is the undisclosed investor in WeShop, tbc. Guess we need to watch this space
If Brandshield IPO at say £50m, then that strikes clarity into the value of TSI's shareholding - If TSI have 20% then the value of their holding is clearly £10m.
Logically, the TSI share price and valuation will move closer to the Brandshield valuation as the holding can now be readily traded.
Clearly the other TSI Holdings will continue to have an impact on the overall valuation of TSI, but as they are to a large extent unknown then there value will be heavily discounted as they are today.
Question if there is an ipo what will happen to the sp and why ?
Holding 37m shares at 9.6p average. **** about to get serious here
Feels like i'm stalking JoeyD from the SNG board but i'm now in to the tune of 6,408,121 shares and i look forward to adding any relevant insight i can find in to this group
That shows a real confidence from the institution who are putting up the 9 million loan, they will have completed their own due diligence and decided this was worth taking a chance on.
I hope we are all well rewarded for our own investment in TSI
GLA
Finally looks like weshop is getting some life pumped into it after being dormant for so long. Good week in all for TSI
Time to read and digest, but funds successfully raised.
Yes Brandshield looking very exciting, I suspect having a delayed IPO but with more big brands on board will be worth alot more to us. So patience but we should have greater rewards )
Check the ZOE sp movement after the Spreadex purchase. Things look good here for a strong end of year.
Yep, given all that has happened in 2020 I can see an IPO being put back until early next year.
Don't let that worry you. Brandshield is making good progress and the recent RNS highlighted key metrics:-
- increase in new business signed in the first half of 2020, almost equivalent to the whole of 2019
- Approximately 10% of the client base are now multi-brand companies
- medium to large companies representing around 30%, up from 15% at the end of 2017
- Earlier this year, BrandShield announced it had neutralised over 150 phishing websites targeting the Levi Strauss & Co's brand
- pleased to announce its partnership with Trusted Global Innovator, NTT DATA
The key metric missin is 2019 revenues and forecast 2020 revenues. Being profitable is less important in such an early and dynamic growth period.
Expect an IPO in excess of £50m as research suggests revenues for 2020 may top £5m.
Good to see today's rise - hope it's part of a sustained upward climb.
February next year I heard. But who knows. Good RNS.
Good luck.
Great news Brandshield just keepson growing!
Gotta be very near the IPO now surely?
GL.
Kalahari Key gains approval - Great news and went almost unnoticed.
The partnership is no secret, was confirmed late last year
****************************/articles/two-shield-s-weshop-and-brandshield-enter-global-partnership-94adcbf/
Tight spread on the RSP.
12.25 bid for 15 million
12.30 offered in 2mn
There is no doubt that WeShop and BS are intertwined, but I do see them as having distinctly different businesses.
I sense that WeShop have hired BS for their cybersecurity side and that is good for TSI.
I also sense that Keren is a bright intelligent leader and thus asking him to join the WeShop board as a non executive works for both parties.
I see no joint IPO but I am pleased to see WeShop is alive.
Something seriously cooking here. CEO of Brandshield Yoav Keren appointed yesterday to WeShop board according to my alert from Companies House. Are we going to see Social commerce and online protection combined in an massive IPO, been rumoured for a while.
xxxx://beta.companieshouse.gov.uk/company/08223448/officers
Certainly good to get the update on BS and pleasing to see revenues 1H almost hitting the full year number for 2019.
Guessing 80% plus year over year growth can only be good news.
What the update did not tell us is the level of revenues now being generated and how close to break even or profitability BS may be?
That will derive the valuation...