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That an ‘O’ not a zero for new comers!
There’s an interview on V0X Markets with Paul Hill and CEO Ian Strafford-Taylor. Not loading at the moment.
https://videos.***markets.co.uk/video/5648
Agreed, really solid, will be adding once initial spike over!
Any spreadsheet heroes have any considered view on SP forecasts for say 1 year and 5 years?
Glalth
Wow… superb set of figures from Equals. I’d be surprised if we don’t finish above £1
Be interesting to hear about the Acquisition of Roqqett in any post trading update interviews. I was a bit sceptical on the news but Paul Hill in the VOX interview seemed positive about it, (TW I’ve got no time for!). I would like to know more about the opportunities and where this fits in from the company strategy.
Update is 17th, I think (Tues). Hoping, like all of us, that £1 will be finally broken. We should get a turnover figure, but obviously, no EBITDA number. Should be some comment on direction of travel for current trading. Q4 2022 will have been 19 / 20m revenue, so even with no further growth, 2023 will be £80m revenue. Adding in something for growth, say 84m (plus), should hopefully provide the catalyst to get this over 100p ... ... say 110 to 120 range.
SNN, did a good summary, hopefully next week will get some good news, hopefully as you say break that £1.
Feel we could wait ages to cross £1. Getting boring.
And not one trade, seems all in the know are locked in. I added a few on the 3rd at 87p. Not long to the update.
https://www.youtube.com/watch?v=o5lnS4l3HSE
https://youtu.be/j-9H-I-jZPs?t=1217
Just in case any one has over looked these interviews.
On those figures, full year should be close to 69 / 70m revenue. EBITDA somewhere at 12m / 13m. Not quite sure what to make of it - growth a tad below my hopes. Can't see this trade over 15 times EBITDA, sp therefore about right pending full results. Market today mixed, a lot selling, but somebody is happy to take up all those sales (for now).
Q on Q growth appears flattish at around 1.5m and Solutions growth not yet taken off (Q on Q). Market forecasts are low for 2023 - 78m ish rev and 15m EBITDA. Mind you, original 2022 forecasts were 47m & 8.4m respectively. I need Q on Q growth of at least £2m, which if met will lead to significant 2023 upgrades. Solutions is said to have a decent pipeline, but a long lead time to build - I was expecting it show by now ... ... ... just trying to justify today's market reaction.
Continue to hold for now, but with one eye on taking some profits soon.
Reasonable growth when allowing for the economy slowing down. The Queen's death and funeral in Sept certainly reduced activity for a while. Perhaps it's time for an European office, Amsterdam seems to be a favourite option. Raqqett will require selling, if it is to become accepted Internationally. Surely better than from the UK alone. Then there is the USA.
Am not informed enough about the requirements for white label businesses in FX but wonder if this is a potential route for overseas expansion. Will keep holding and look forward to next month's update, we might get some indication of future expansion then.
Muted response so far. markets always ready to punish for underperformance. Maybe this will generate more background noise and a sustained rise. Or maybe not!
How nice to see a company exceeding market expectations, hope we can push through the pound barrier now and establish a new trading range.
Great figures looking forward to early Jan.
“It”! Wonder if it will break the 100 mark and hold.
I’ve got in pencilled in for Wednesday 7th. Let’s hope so.
TU next week?
Surely a positive one?
In relative terms I believe the price is cheap. Equals would have known what they needed to improve their platform offering through customer feedback. With increasing sales activity dialogue with potential customers, feedback is very informative. Even if, not resulting in new business immediately. With the Roqqett platform integrated into Equals' offerings. I imagine that this deal will be considerably earnings enhancing for Equals in 2023 simply because they have more clout than Roqqett.Simply in terms of more customers, a larger better equipped sales force and a good growing reputation.
Not sure on this, but I’m sure Ian knows what he’s doing. 2.25m for a loss making company cash and share dilution, app with 30 reviews on the Apple Store. The company had an average of 9 employees (2021) as stated on company’s house. Can’t find how much these licences actually costs (will do some more digging).
It will be interesting to see if we hear from Ian today via an interview on his thoughts or will we need to wait until the TU?
...and again the same at 15:07 although shows as 'unknown'
Over £40k buy again. Someone's accumulating "big style"
Looking at those large trades and the two highest blue trades, my feeling is that we have seen CrystalAmber sell their last chunk of EQLS. If the acquirer already owns stock we might well get a major holdings notice, revealing the name.
Regarding the Dec TU, will refrain from any optimistic guesses on the numbers but naturally full of hope.
Big buys coming through. Very nice.