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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.
Wassap - it was a pre-pack admin sale to Brave Bison and as such will be at a 'cheap' price for what they had.
the hook just missed out ... the monetisation just didnt come in time for them ... but this is good for us .. we have a healthy bank balance as per Oli green statement last week
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Oli Green, Interim Chairman of Brave Bison, added: "I am delighted that The Hook has joined our Group. Their media network gives us a ready-made audience on key social platforms and solidifies our proposition around social video and digital content. This transaction represents great value for Brave Bison and will be instrumental in developing a growing and profitable digital media group. Despite COVID-19 and the resulting impact on the global economy, Brave Bison remains in a good position to acquire more strategic assets due to its healthy balance sheet and global presence."
Thanks for that. If the Hook has been doing relatively well I do wonder why it chose to sell itself for such a low price. Obviously great for BBSN.
interest in the beast that is bison has increased .. still very much under the radar tho ... and i think if it wasnt for C19 the sp would be plus 50% today on those numbers
Love the rns.....things are looking up....now that’s what you call a well run company...only a matter of time before it goes on a run imo....
Had a chance to research BBSNs acquisition of The Hook Group a bit more and am very impressed. Looks like a fantastic acquisition to me, and very well suited to BBSNs onward growth and expansion. The Hook Facebook page is already bigger than all but 3 of BBSNs current pages, with their videos regularly achieving several millions of views, even within a week of being posted. One that was posted 2 days ago has already had 3.1M views. That’s massive. And all the revenue from those videos is now just going straight into BBSNs pocket. The Hook Group have also impressively expanded into Instagram and TikTok, which is an area BBSN are targeting. Those platforms are not monetised yet, and it looks like for The Hook Group, they targeted them early, but couldn’t quite sustain their lack of income until later this year, when both Instagram and TikTok are expected to be monetised. It was unfortunate for The Hook Group, but for BBSN going forward, the timing looks to be perfect. BBSN now have a ready-made audience on these platforms, all set for monetisation later this year.
From CEO report in 2019 final result RNS, 15 April 2020:
“In the meantime we are also driving more content on to TikTok and Instagram, growing our audiences in advance of the platform's anticipated monetisation in 2020.”
CEO comments from The Hook Group acquisition RNS, 30 April 2020:
"Brave Bison creates, manages and distributes engaging content to a global audience. The acquisition of The Hook assets is an important step in that strategy, massively increasing our social footprint across next-generation platforms such as TikTok and Instagram. Combined with Brave Bison's existing audience on YouTube, Facebook and Snapchat, it will help drive stronger results for our brand, creator and platform partners".
Looks to me like the plan is coming together very nicely indeed. Onwards and upwards. Thumbs up
Brave Bison reports six-month growth in user metrics following roll-out of new publishing strategy
London, 4 May 2020: Brave Bison, the social video company, has experienced a sharp rise in channel KPIs including 1-minute video views and engagement, amongst other measurements of success, following the adoption of its new publishing strategy.
In October 2019 Brave Bison rolled out its new Facebook publishing strategy and original slate of content across its portfolio of owned and operated channels including Mutha, VTRND, Bluntly, Canvas, Super Crafty and Yellow Teeth. Since rolling out the new strategy Brave Bison has seen a sharp increase in the channels' daily KPIs from 1 October 2019 to 31 March 2020, including:
? the number of at least 3-second views for videos has risen 272%;
? the number of video views over 1 minute increased by 351%;
? the total amount of minutes viewed daily increased by 283%;
? the amount of new followers gained each day increased by a staggering 1,231%; and
? engagement including viewers reacting, commenting on or sharing content increased by 136%.
The growth across several of these KPIs for Brave Bison's original owned content can be attributed to the full strategy evaluation and refresh, investment in original content, the creation of a production unit working from development to delivery, and deeper data partnerships and usage. Additionally, Brave Bison has undertaken the restructuring of its wider Publishing team over the last year, including the appointment of Ben Sinden as Managing Director of Publishing in August 2019 with experience as Head of Visual Communications at Netflix EMEA. Ben is well placed to lead the charge on publishing at Brave Bison after the Company faced a challenging year, given the demonetisation of Facebook channels. Brave Bison's reliance on Facebook pushed the Company to branch out into other platforms, including driving more content and growing its audiences on TikTok and Instagram.
Brave Bison has led the push for "quality content over quantity" and over the past six months has been focusing resources on key channels. The Company has reduced the number of channels that it is investing in from 20 to 6 and is taking a proactive approach when testing new content formats and platforms. Through focusing on these key channels, the Company has been able to achieve deeper engagement by diversifying platforms and continuing to steadily progress e-commerce and branded content, connecting global audiences and reaching over 135 million followers. Brave Bison's aim is to grow strong business across rights and channel management and continue to establish itself as an expert in social media growth and cross-platform brand strategy.
Although the full effects of Coronavirus on publishing are unknown, with people now consuming more content from the comfort of their homes, Brave Bison's owned and operated brands remain resilien
Those figures look good
Brave Bison Snaps Up The Hook From Administration For GBP15,000
Fri, 1st May 2020 14:25
(Alliance News) - Social video company Brave Bison Group PLC on Thursday said it has agreed a deal to acquire entertainment firm The Hook Group Ltd for GBP15,000.
Hook launched in 2014, and quickly grew into one of the industry's largest youth-focused media outfits, Brave Bison said.
"With over 14 million followers across social media, The Hook Group's entertainment and comedy channel, The Hook, is renowned for standout original content covering all core areas of popular culture.
"Brave Bison has acquired The Hook channel and related intellectual property, including a number of websites and media channels on Instagram, Facebook and TikTok."
The company had sunk into administration, Brave Bison noted.
Shares in the company were 7.5% higher at 1.29 pence each in London on Friday afternoon.
By Eric Cunha; ericcunha@alliancenews.com
Yes. A nice steady rise. Nothing wrong with that at all. 10% rise a day will do me any day of the week (exc Sat & Sun).
Hard to beat a nice steady rise like this - almost every buy see's this tick up. If there is a takeover I wonder what the agreed price per share will be