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https://www.theguardian.com/business/2022/sep/06/go-ahead-cyberattack-bus-services-thameslink-rail
I agree on paper it looks cheap and that's why I will continue to hold half and see what happens. But my high conviction on the stock has gone.
The ARR multiple remains undemanding and they have some high calibre clients on their books. Fingers crossed no news is good news!
Either gets a big USA deal or gets bought out by a large USA firm.
The technology is good, it works it just needs scale increase.
Was a good opportunity to buy 'cheap' recently.
Sit and wait - see if they pull it off.
yeah but I don't think terry will cough up again, BRSD will get some big USA -Israel deal i reckon somehow
After 18 months holding, I've finally lost patience and cut half my position at a 50% loss this week. IMO we've not had a sniff of exciting news from the company in CY22. I assume they'll just keep tapping up William Currie & Terry Leahy for further rounds of funding. Therefore why bother entertaining retail investors with trading updates and investor roadshows. The silence has been appalling.
excellent post.
In terms of Brandshield doing something quite impactful, showing a stronger trend of new customer acquisition would be good.
They only managed to acquire 10 new customers for the Jan22-May22 period, which is only 2 new customers per month on average. This was disclosed in their RNS on 30 June 2022 for their final results.
If I had to speculate on why Currie/Leahy invested in Brandshield, I think they might have done a relative comparison of the valuations of Brandshield's competitors and viewed Brandshield as cheap on a relative basis. The market research on the size and growth of the brand protection market might also have played a factor. The specific competitor I think is of most relevance is Incopro, which is/was a British brand protection company that was acquired by Corsearch. I have not seen the purchase price disclosed, but it is possible that word may have got out within that level of investors and got people excited of the opportunities in the sector. There could also be information around on fundraises that other competitors might have done to gauge what their valuations could be. Currie/Leahy might not have been able to participate in the other companies, and Brandshield might have offered easiest access from a participation perspective to get invested.
Being cheap on a relative basis to your competitors is no guarantee of excess future returns, especially if the market was very frothy when the acquisitions/fund raises for competitors was taking place.
As an investor, I don't really want to keep hearing about how big the potential market opportunity is and how good your technology is, if that is not backed up with actual achieved sales. What makes it worse is when the cash burn and sales/marketing costs are ballooning with no corresponding proportionate increase in new sales. And for new sales I mean new customer acquisition, rather than cross and upselling to existing customers.
whilst Darktrace has been a traders dream, the smaller mcap cyber companies havent got going at all
totally feasible this or NARF or CCS could hit a big market cap but going to need to something quite impactful to do it
i doubt terry Leahy will keep bailing these guys out so they better deliver FAST.
Just read an article about a company called Marqvision, established in 2020, that has recently secured funding of $20m.
They also have an AI powered platform that protects brands.
Brandshield, established around 2013, has a current market cap of about $14m as of today.
Sir Terry wont have endless pockets, he given them a lot of money now, something must be close I dont think he will tolerate further raises
The last time there was an RNS for a new contract win was 6 April 2022, 4 months ago now.
Where are the new clients ?
If or when there is a new fundraise, will it be another message of funds being used to expand efforts in sales and marketing to take advantage of a significant market opportunity ?
How much will directors be awarded for their progress in 2022 ?
https://www.nbcbayarea.com/news/tech/metaverse-security-privacy-concerns/2966043/
Thank you Nicwe. I will know for next time if they do not release a RNS to make it clearer or more obvious for us.
On the Brandshield website, if you click through the "Investors" menu item, then under "Results, Reports and Presentations" for 2022 you will be able to find a notification of the AGM.
I note there is an RNS about the AGM just taken place but see no corresponding RNS announcing the AGM and as my shares were /are held in a Nominee account(who never announce an AGM) am somewhat annoyed to have missed the chance of attending if/as desired. Anyone find/see any prior notification?
Picked this up from amazon seller centre site Https://sellercentral.amazon.com/forums/t/bogus-copyright-infringement-complaint/892549 Not sure if brandshield are working with Amazon or this was a company brandshield acts for protecting its own brand, Interesting
I think things could be changing here finally
BrandShield
@BrandShieldltd
·
4h
This is what we call an exciting day - a surprise visit from our new partner Arthur Madrid, CEO of
@TheSandboxGame
, a leading decentralized #gaming world and a subsidiary of
@animocabrands
.
Stay tuned to see where this takes us!
#BRSD
The metaverse deals, the Israeli's tying in European and USA partners.
William Currie and Terry Leahy aren't mugs - they have obviously seen something they like here, i'm assuming their due diligence is more comprehensive than most of ours and they've just doubled down in the placing.
could this go large with more metaverse deals?
I think that might just allow me to break even!
Thanks Epuc and Draft,
Epuc, took your links and info therein and used on a tweet.
Thanks draft
Found this a few days ago
Https://www.9500.group/home Https://www.intelligenceonline.com/surveillance--interception/2022/07/14/anti-disinformation-specialist-intercept-9500-weaves-own-web-of-contacts,109799431-art Through its Alliance 9500, the Israeli specialist in the fight against disinformation brought on board several cyber specialists, such as Cstrategy and BrandShield, and signed a strategic partnership with German forensics expert mh Service. [...] (273 ;words) Issue dated 14/07/2022 Reading time 2 minutes