The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register 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.
Completely agree and had a small top up too.
I'm topping up here, see good a good return, soon.
The sale of CSS enhances the options open to Barkby to significantly scale their roadside business. My guess is a sale is close. The fireworks will start when they unveil more of their plans for the future.
This business could then have a market cap much higher than the 40 million it originally listed as. In short todays price represents a gift.
Spot on. When you get an RNS advising that "These agreements are expected to deliver 'significant' additional revenues to the business over the coming years", it's a pretty good indicator that things are about to happen, especially as they appear so confident: "Further announcements will be made as soon as practicable when these licences are signed". Not saying "if "but "when" these licences are signed. That's encouraging.
The really interesting messaging was that CSS is in advanced negotiations with "several" household names on "a number of new multi-year enterprise licensing deals" for the SleepEngine tech. Watch this space....
Good luck, Brighty
Totally agree. The catalyst for the rise the other day was skys piece on the sale and with such few shares in issue had to go up. I take skys piece with a pinch of salt but 25mill seems very plausible. If they strike a deal anywhere near that then can see 20p in very short order. That’s still a 20mll mcap so not pricing any of the pubs or roadside properties in
The reality for investors and prospective investors in BARK is that any day now this could multibag again:
* We know that CSS is in "advanced negotiations with several household names" on a number of new multi-year enterprise licensing deals for the SleepEngine tech
* We know that BARK has guided that "Further announcements will be made as soon as practicable when these licences are signed". i.e. it's very likely that when we get an RNS about one of these big wins the share price is going to have another big climb northwards.
* We also know that these contracts, if won, are "significant". BARK have been briefing that "These agreements are expected to deliver 'significant' additional revenues to the business over the coming years".
One to watch closely fellow BARK investors...
Good luck, Brighty
Hopefully we should get a string blue day today
32k investment is a good sign that someone recommends value. Clearly it took a while to fulfil which is one the points I raised. There is not a lot of stock in circulation as its held by long term holders who endorse Charles Dickson and the board.
Maybe that's the reason it's held up follow the money or not mmmmm
Even at 8p the market cap is less than 12 million. I am hoping shareholders may be in for a nice treat pre Christmas.
Full ask of 8p but can get no more than 50k yet we see an 8% drop. I reckon the top 23 holders of this stock probably hold collectively over 120 million shares out of the 144 in issue.
Trade it if you wish. You may miss out.
So do I and sooner than people may expect. The board announced plans to sell last year. They paused the sale because they new the deals that were in the pipeline would materially increase the value of CSS. Some of the press info is incorrect. They no longer own Centurion.
CSS is the last investment to go which is evident in all recent announcements. They've reduced the pubs to 6 and other than charging points for additional revenue I am not sure how this links to the synergies they have alluded to alongside their Roadside strategy.
Maybe they plan to open more pubs on their development sites ? But left field but anything is possible.
CSS to be sold with a potential value of GBP50 million .....i actually see this happening
Based on what ? Quality research, gut or just pumping.
Whatever it is I will be surprised if we aren't near AIM admission prices by December half year.
Rinse repeat I WAIT FOR 3P AGAIN . YES great news but never holds gains so play it
Is my opinion these were 22.00 two year ago and we have seen a decline......i call this is the bottom now and this is the beginning of the share bounce back up
We will probably see a pull back until there is more news flow.
For anyone that has been here long term they will remember the excitement when this first listed on AIM and the follow on Midas tip in the Mail.
The pandemic has knocked the stuffing out of the share price but in my opinion offered an excellent route in. I've been adding all the way down. Don't underestimate the holding David Holdsworth took last year when his original holding was less than 500k.
The company is clearly going to be significantly larger when it announces its Roadside update. CSS and the pubs are both sideshows. My guess is Charles Dickson and the board will have a plan to raise the profile similar to 2020.
The valuation placed on CSS is above what I expected but that's what generally happens with SaaS based companies. Its a real plus if they get circa 50 million.
Getting media coverage and expect more people coming in:
https://twitter.com/i/status/1701302033985233319
Deacs1970....DYOR and invest in what you think is best....I can share my opinion.....its up to you what you do with your money.....but I am Happy to be here and would love for the group to sell CCS and if bids come in for the business....that would be fabulous for me and other shareholders
RIA, you should be banned my friend. You have no idea like anyone else what will happen. You are a typical pumper for personal gain. You must have done this umpteen times across various boards!!!
Lol
Are you now barking petroinvestor.......lol
Non-stop pump by one person here lol
Goodluck all and don't fall for the trap.
Start coming in .....i would love a few bids to come in for the CCS side of the business .....well above the 20.00s