focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
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Exactly
Acuity on share talk penny stocks for 2024.
Interesting most of the others are dodgy mining companies.
Per TR1 holder message in TG:
Important things to remember
1. Owners & BOD’s have 50% of the share register
2. BOD’s happily let the historical warrants past the deadline date and expire
3. They raised funds for the RTO with no warrants
4. They have no interest in diluting their holdings
5. New revenues move this nearer to profitability
6. New contracts / renewals bring in cash and reduce the need for funding
7. SaaS multiple valuations are high
8. RTO was at 6.75p with minimal free float
9. Sales pipeline £4m +
10. MCap only £5m
I'm in.
Have seen this tipped elsewhere, and after some research have taken an entry position. Looks very promising and a good price. GLA
Looks to me as if we are now attracting buying interest after testing the low 4p area. It's bounced 4-5 times from the 4-5p area to go to 8-10p area. In my mind time to buy/add is now, plus ACRM has now even less downside risk but higher reward potential as revenues are growing and probably reaching £2mio this year vs £5.5mio mcap. Remember the majority of the shares are in strong hands which limits free float. DYOR
The next ONDO style move with news.....
Bottom looks in.
No debt - CLN’s/ warrants.
Don't get fooled those 250,000 trades are purchases. Added another 250,000 at 4.25p today. Like the risk reward even more at this level DYOR
Agreed, probably one of the best deals around if you look at market cap vs actual revenue and growth potential. Not surprised there are buyers after such pullback. DYOR
Agreed, low 4's is tremendous value for mid term perspective.
No debt - CLN’s/ warrants.
▶️ 2.4m sales
▶️ 4m contract pipeline
▶️ Renewal rate 96%
▶️ Renewal value 124%
▶️ Close to 60% share register held by BOD or TR1’s
▶️ RTO Deal price 6.5p
£5 mcap / 4.2p
Still early - 7/8p 1st target 🎯
Expect few more contract wins and maybe business update ahead of y/e.
About 60% of the shares now owned by the BOD’s / TR1 holders
Way oversold and illiquid shares tend to drift overtime on low volume and then move back up quickly on news and with buyers
This story is only at the beginning
Follow the money
Small cap AIM shares always going to be up and down.
On contracts key point of note from the interim is the monthly ARR of 88,112,139 at March year end and then to £150k at the end of August. Add in an additional £7k from two contracts plus I assume further amounts from smaller contracts - hopefully get up to £175-180k plus at year end showing continuation of run rate.
Agreed with various comments, but contracts have been executed and revenue is increasing vs a very low market cap. Actually surprised we are this low and considering adding some. DYOR
Glad to have sold just before the drop taking a big profit.
Maybe fundraise incoming. The number of contracts haven't been as forthcoming as was anticipated imo.
What on earth is going on with this share?
Constant flow of new 3 year contracts with further bolt on possibilities, what’s not to like. Well done
Another nice RNS.
Another great interview by Kerry https://youtu.be/-ZoMD-MCfjw?si=ToZSZKkUtbG3O8qL
Circa 650k buys printed / 100k sells printed
So 531k WH Ireland to sell today = 631k sells in total so we're pretty much net.
Yet nearly 10% down - expect a few buys early next week gets this back up quickly.
It's also why Drumz has a legacy shareholding in KCR too. Back in the day KCR and Energiser had inter-related directorships or shareholders (am thinking Dominic White). KCR seem to have got their act together and I think that business is definitely going in the right direction at the moment; energiser and kcr and inland, at one point, had inter-related investments in inl (think they bought a hotel in bournemouth that was then sold back to inl..............but this is a long time ago and memory is hazy). Some shenanigans anyway. But now that inl has gone you might see the legacy shareholders take themselves off the table here.
Just a quick one on this - Drumz was energiser which was a vehicle for the directors of Inland Homes. Inland Homes went into administration last week so don't be surprised if there's some selling here (as perhaps the directors of INL need some money). Just a thought.
#ACRM - bit of a firesale as WH Ireland were issued 531k stock for services as part of RTO and have dumped today, so great opportunity for those looking to get in early.
Notes for reference and recent interview:
✅ Biggest opportunity is North America (NA) - building pipeline, mostly from partners (circa 6 months sales process)
✅ Partner manager appointed last year to build NA partnerships
✅ Partners in US similar to UK but also introducers with 150 FTE sales force
✅ £5.4m assets with plans to grow assets but primary driver on revenue (SaaS companies valued on multipliers of revenue)
✅ 5 or 6 x multiplier of rev for reasonable valuation
✅ Promising contract due in Q4 - inference akin to recent £450k contract - plus others
✅ Expects to win orders in US within next 6 months
✅ 1.8m Rev / 4.2m Pipeline
£5.75m mcap / 4.75p - seems cheap to me.
https://x.com/stockboxmedia/status/1708861432719188392?s=52
Taken from ADVFN
Bennett was a director of inland homes which has delisted.
Looks like he's retiring from the PLC game.
Wish him well and looking forward to the building up of revenue here.
6M cap is an excellent entry point.
An illiquid stock , we will move up just as quick on small buying.
The sell volume here has been tiny
Well, my comment on small contracts not being rns able aged well.
Actually surprised they on this one as the ARR is small, but might be an opening for expansion in other divisions / geographies ?
Great new contract win, keep them coming. Well done as usually long term revenue and potential of expanded deals with any new and existing client.