Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video 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.
ive no idea, but i took a look about it does seem quite a popular channel but not massive. its only one of many prongs the company has though. when you look at the multitude of big name customers and channels of income its really quite shocking how low the share price is here. surely there is decent profit in these contracts or why bother. im going with very strong trading update and profits at next announcement. does anyone know when we are due an update or results ?
Killing it, nothing going wrong here
I don't know where we can find this info,
I'm only a newbie to this share, after having a bad year in 2020 with shares, I want a safe bet to invest monthly, and brave have turned a page last year so good going forward
Anyone know what the revenues of The Hook were prior to the acquisition (Apr '20)? Would like to wok out the YoY organic growth in H2. NFC reported a 1.5% decline but their shares are near all time highs. Did BBSN see organic growth?
Going into this, what's everyone opinion going forward
Looking a good trade - they seem to be 1.35 - 1.44 now
The 500k @ 1.29p were mine :)
Finally waking up to the progress the company is finally making.
Lower costs and managing revenue growth.
Great to see a Q4 profit and the key to it all is the 2021 forecast.
Trading update due any day?
I wonder if news is on the way as volume suddenly increased and somebody paid 1.40p for 450k when the Ask was 1.35p........
Adjusted EBITDA (before exceptional items and share based payments)1 is expected to be not less than positive £500k, compared to negative £658k for H2 2019 and ahead of the expectation, reported in the Company's Interim Results announced in July 2020, that the Company would become EBITDA breakeven on the same basis during H2 2020.
Looking good for a re-rate upwards now,,,
We know its it's undervalued, but what as kickstarter the rise. Is a trading statement due?
News is out there if you look for it:-
21st December 2020
We partnered up with The National Lottery to promote their National Lottery Awards and their Good Causes initiative across our media brand, The Hook.
We’ve been working closely with The National Lottery team to promote content from their National Lottery Awards across The Hook’s Facebook and Instagram channels.
17th December 2020
Brave Bison worked closely with Accor Hotels to create a regional video campaign that promotes some of the hotel chain’s top restaurants and bars as the perfect venue to host celebrations that have been missed due to COVID-19, such as birthdays, engagements, graduations, and other milestones.
Accor have 5100 Hotels worldwide.
Agreed cminhinnett, Oli is also running a much leaner company, reducing staff by 15 and saving annually over £1m. From what I can gather they are doing well, even got what I believe to be their 1st TV commercial, here is some details.
The Accor Hotels, "Missed Celebrations" campaign has been such a success that the assets which were originally only meant for digital distribution, have now been re-licensed as a TVC for Indonesia.
Agreed kitlow, I did put on it that it was from the middle of last year. I wanted to highlight the immense potential that is here at BBSN and didn't have the chance to update the information, although alot of the numbers I believe were from the YE accounts that we are not due to see for a couple more months I would think. Ultimately - totally undervalued
15th December 2020
Brave Bison was enlisted by Japanese agency, MetroAd, to plan and execute an influencer campaign to help launch the new BoCo Peace TW1 earphones.
These are headphones with state of the art bone conduction technology, perfect for safer outdoor exercise as well as taking calls, listening to music and all your favourite podcasts.
Unlike usual headphones, the Peace TW1’s bone conduction technology does not use the eardrum at all, which also makes it especially useful for those with hearing deficiencies.
cminhinnett, good summary but some of the figures are now very outdated. BBSN is priced rediculously low, less than 6 months current revenue! The Hook acquisition is already revenue generating, Veritone partnership revenue generating, Panasonic revenue soon to join the party, we smashed the Voxi Vodaphone partner targets. Oil Green already runs another profitable media company, says it all really! I'm guilty of the odd 250,000 buys.
Brands used to licence third-party space for this kind of marketing; I argued in my digital trends piece for 2020 that the businesses that can help brands leverage these communities were in for a bumper year. Certainly for Brave Bison, a social publisher X digital content studio that I invested in via Tangent and recently became Chief Executive of, business has never been so fast paced
Great summary cminhinnett
https://www.tangent.co.uk/idea/digital-trends-2021
What Oli Green said recently.
Research summary from middle of last year:
Brave Bison (BBSN)
Online content company.
Owned and operated content.
Revenues directly linked to online viewing figures.
Client list for operated content includes the likes of Lego, P&G, PGA tour, European tour, World chase tag.
Market cap £8m
Cash £4m
No debt or other borrowings.
Revenue £16.8m
Small loss in 2019 (EBIDTA £0.4m) due to external factor of Facebook policy change costing them £7.3m in revenue. That’s now sorted; all the Facebook pages are remonetised, and the company is experiencing rapid online growth across all platforms. Positive cash inflow expected in 2020.
Impressive levels of growth, even before lockdown:
YouTube management revenues up 66%
Snapchat revenues up 484%
Facebook video view times up 283%
Now growth is taking off even faster because of the increased online activity during lockdown. Viewing numbers across all their owned and operated online content have jumped up by a further 20%, and followers of their online channels are up by a further 56%. These figures are growing all the time, and with revenues being directly linked to online activity, they are set to have a very significant impact for BBSN going forward.
BBSN are also expanding their online content into Instagram and TikTok, including a recent strategic acquisition of The Hook Group, which massively increases their footprint on these platforms. Another big jump up in BBSNs revenues will be due when Instagram and TikTok roll out their monetisation plans later this year.
Their recently appointed chairman described BBSN as having “immense potential”, a view shared by many other investors. And it’s not just words. He has backed that up by buying 27% of the shares. Massive show of confidence in the company, and great to have the chairman aligning his interests with those of other shareholders. Several other institutional investors and high net worth individuals also have >5% holdings. As a group, they now hold 70% of the company, and many of them are still accumulating. Strong takeover target, but with large shareholders having previously bought at much higher levels than the current SP, any offer would have to be at a significant premium if it were to even be considered.
Prospects really look excellent for BBSN going forward. Massively undervalued market cap, strong financial position, rapid growth company. Very few companies offer low risk investment, yet still retain genuine high reward potential. BBSN is one of them.
Looks like somebody has been busy over the last week or so, slowly and quietly picking up 250k shares at a time, ignore the colour of the trades as the MMs were running a crooked book for some time and therefore the buys were showing as sells. Decent bounce off 1p and always the potential of a takeover here, cash rich, strong business - one to watch for 2021 I feel.
Yes been in and out several times over the last couple of years but back in a few months ago and hanging in there!
I guess you still held through the worst! I've bought quite a lot in the last few weeks and for good reason.
That would be a step in the right direction :-)