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Loads of buys printed in red, 1.29p are not sells.
With a mcap of just £8m at present, this provides a real opportunity for profit whether by merger/takeover by Tangent or by natural revenue growth as it increases its revenue by full monetisation of all of the social media sites it uses to promote its' clients . With its last year turnover of £15m, its current mcap is IMHO way too low and the profit-taking today gives a great chance to invest/add.
Hopefully not.. hopefully start streaming firms and attracting subscribers to follow their interests on a global scale, advertising on more main stream but who knows.. I got a million shares for 2 years at higher than they are now don’t see going bust so all good fill your boots bwtfdik x
Are people hoping for a takeover here? New to this board and just wanted to know peoples opinions on where this is going. I of course will do my own research but looking for opinions aswel
Hi uNkwn , thanks for that ....looking forward to it :-)
surprised, you've been a faithful holder here among many, something big is coming our way.
Either I'm reading to much into this RNS or it's pretty much spelling out what is happening or about to happen! It's worded differently than any other Board Change RNS I've ever read before on any share imo.
that may be so .. but ... this sticks out ...She has resigned from her position as Finance Director at Tangent and the Secondment Agreement with Tangent announced on 5 February 2020 has now been terminated, but she remains a director of Tangent for a short handover period. Additionally, Norridge has worked on various acquisitions and mergers of marketing services businesses including Profero's acquisition by Interpublic Group of Companies as well as the subsequent acquisition and integration of the marketing agency, 101. ... now if take over talks are indeed underway Norridge cant be on both sides as its a conflict of interest
either way it's a massive vote of confidence going forward and clealry the bod have been strengthened by all the recent moves...so takeover or simply just under 30% investment in the future prospects at BBSN all positives from here :-)
Maybe Oli Green and Tangent are happy to sit just below the threshold and let the "immense potential " play out.
but tangent own 27% of BBSN oli green is from tangent also .. its all there in black and white
https://twitter.com/surprised_trade/status/1257924792709251072
Significant move here in expected takeover
More like we take out Tangent .... clues in previous rns about acquisitions
Dont know what others are thinking. But for me todays rns is almost a nailed on confirmation tangent will take us out
Oliver Green, Chairman, commented: "I am delighted to be fulfilling the role of Chairman at Brave Bison. My time as a Non-Executive Director and Interim Chairman at Brave Bison has further highlighted the Company's immense potential and I look forward to being part of the next stage of the Company's growth and success."
Thanks Vectran. I agree that the levels of growth in BBSN at present are very impressive.
I’m afraid I think you are getting it a bit wrong with how BBSN are remunerated for their online content though. Your discussion about engagement rates is true for a lot of types of online advertising, but not the video type that BBSN specialise in. For static ads, engagement is a big factor, but I’m afraid the calculation is not engagement / total views, like you said. It is a factor of views and engagement combined, so either or both going up would have a positive impact. Your calculation would see remuneration go down as total views go up, which isn’t the case.
The remuneration for video ads (e.g. those playing before, during or after an online video) is a bit different. It’s has a direct correlation to viewing numbers and view times of the content video, both of which BBSN have shown to be increasing dramatically. The engagement in the advert is much less of a factor. Viewers only have to watch the video ad for BBSN to get paid. They will get paid more if the viewer clicks on it, but the majority of remuneration is just for them watching it, in the same way that TV adverts work.
So I’m afraid my own view is that your analysis into engagement rates is not as appropriate for BBSN, and the impressive increases in viewing numbers and times is instead what investors should be focusing on. These should have a very positive impact on BBSNs revenues and profits going forward, but to what degree is anyone’s guess at the moment. For what it’s worth, I’m impressed with your desire to look into it more and try to work it out, but I’m not sure engagement rates will help you too much. The viewing numbers and times should be a better guide, and the rates of growth BBSN are showing in them do allow for a bit of blue sky thinking, so it’s looking very positive at the moment for investors.
Sorry for such a rambling message. A bit rushed at the moment. If you’re holding here then I think you will do well. We should see a steady rise towards H1 results RNS in the summer, which will hopefully surprise us all. It seems to be shaping up to do so very nicely so far...
Sorry Sonic80, didn't see your update post just arrive. I am in 100% agreement that management statistics will be much better and more reliable than what I (or anyone else) can find online independently.
My intention with the online statistics was to be used to understand how the brands are tracking ahead of any announcements and ultimately give a view to valuation of the business. For instance we could look at the VTRND brand; revenue is driven by advertising which is a function of engagement rate, driven by number of followers (public info), look at engagement rate (public info estimates) and monetisation rate (can use market estimates). Then look across the platforms the brand operates (FaceBook, Instagram [monetisation to come], TikTok [monetisation to come]) to understand the revenue potential of VTRND.
Thanks - appreciate the constructive discussion.
The 0.25% I quoted below for 2019 is across all FaceBook properties and is NOT representative of BBSN properties.
The 0.44% engagement rate for Hook Group Instagram cannot be compared to FaceBook engagement rates as is a different platform. You can verify these numbers online: https://kicksta.co/instagram-engagement-calculator and google search to find what a 'good' engagement rate is.
The RNS is very useful in understanding the great growth BBSN has seen recently. Monetisation is a function of engagement rates (engagement / total views) [see more here = https://sproutsocial.com/glossary/engagement-rate/). Most web advertising is based on engagement (ie clicks) - such as Google AdWords, FaceBook Advertising etc.
The RNS does show that views are increasing (i.e "the number of video views over 1 minute increased by 351%") and engagement is increasing (i.e. "engagement including viewers reacting, commenting on or sharing content increased by 136%."). However it does suggest that engagement rate (engagement/total views) is growing, but perhaps not in the direction as one would expect from headline stats.
Am very impressed by the business and the growth this year, just trying to understand, where the business could go (to the moon?)!
Just to clarify my last post, BBSN will definitely expect to see a significant increase in revenues when Instagram and TikTok monetise their platforms, which is due to happen later in 2020. It is certainly an announcement to look out for because it will have a very positive impact on BBSN, and is likely to increase interest in the company. I just don’t think Vectrans stats should be used to predict how big that increase might be. The official figures from the company would be a much more reliable source to base analysis on. But either way, needless to say that the increases in revenues are now looking even better with the acquisition of The Hook Group than they already were before. Lots of factors coming together very nicely for BBSN, which is why the rise in share price is looking so strong going forward, and is expected to steadily continue from here.
Vectran, I think you’re missing lots of points here I’m afraid. Please reread the RNS. I don’t think anyone will be trusting your figures over those in the RNS. Yours are completely contradictory. You said that in early 2019, BBSNs engagement rate for their Facebook pages was 0.25%. At that time BBSNs Facebook pages were bringing in around £1.5m / month in revenues. Yet you think that The Hook Groups Instagram engagement rate being 0.44% would be poor? If you’re stats are correct, then BBSN would be in for a bumper increase in revenues when Instagram monetise their platform later this year, but unfortunately it seems your stats and analysis are way off. The figures in the RNS are the ones you should be concentrating on. It’s all about views and viewing times for remuneration on social media platforms, and BBSNs growth in those is off the chart.
Launched in 2014, The Hook Group has grown rapidly into one of the largest youth-focused media groups globally, partnering with industry-leading brands such as Samsung, Universal, Apple Music and Boohoo.com to create engaging content.
With over 14 million followers across social media, The Hook Group’s entertainment and comedy channel, The Hook, is focused on popular culture.
Listed social video group Brave Bison has acquired The Hook channel and related intellectual property, including a number of websites and media channels on Instagram, Facebook and TikTok.
What is it with these 1 post idiots that come on here and try to make a name for themselves. Idiots
Vectran just opened an account and with his first post on BBSN....well done
Re read the rns...bloody deramper...acting all innocent
Has anyone looked into the underlying quality of The Hook audience? Lower engagement = Low monetisation
For instance on their Instagram profile:
0.44% engagement rate (this is poor - potentially bot/fake followers?)
Declining number of followers (virtually no net-add days in last six months).
You can confirm this with any social media analytics tool - IGBlade, HypeAuditor etc. Both of these have free trials.
And then in terms of their existing brands (i.e VTRND, Yellow Teeth etc), does anyone have a view of their leading brands?
I ran a quick report (using socialinsider.io) on these two facebook pages:
- VTRND: Engagement rate per post of 0.003% for last month (this is low and trending lower by 5% pcp).
- Canvas: Engagement rate per post of 0.055% for last month (this is low and trending lower by 9% pcp).
Engagement rates for Facebook videos were about 0.25% in early 2019 (see socialmediatoday.com)
If you are to browse the FaceBook pages of these brands you can see these engagement figures do not appear unreasonable.
Am I missing something? Still digesting the RNS today.