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.
Https://www.xrtoday.com/virtual-reality/us-school-district-to-lease-transfr-vr-headsets/
Catching on elsewhere in the US at least (for now)
Evening JDF
Meta has only just released voice to Ai and Engage already up and running I can’t find another platform that has it.
The Ai builder I feel will be a big asset for education and enterprise and a good reason for customers to use Engage instead of other platforms.
OT, are you kidding?! I know it's a rainy day and we all want our spirits lifting but come on!!!
Sells @ 0.80p of nearly a grand and buys of 5 quid @ 0.90p lol
Says it all and where this is heading
Placing ⚠️ 📢
As far as Generative AI is concerned it looks like Engage is leading the pack .
https://www.linkedin.com/feed/update/urn:li:activity:7249047830055518211
Back to 0.80p I see and no volume
Will drift back to 0.60p I'd expect
Cash on hand could be an issue too
Https://www.xrtoday.com/virtual-reality/north-dakota-school-districts-sign-multi-million-dollar-vr-learning-contract/
Not specific to EXR but good indicator for wider trends
......Meta boosting Quest 3S headset production in Vietnam 2025......suggests they are expecting more take up than planned.....News on Director buying.....orders.....we give strong traction to sp.....Bullish Reg
"If you're going to make offensive comments, at least have the backbone to stand by them. Don't be a jellyfish."
Karlvonwise x
I think it's a stupid post. No offence.
I thought the post was extremely clear , are you sure you want me to answer it or is itt early morning coffee still
Karlvonwise x
FYI.
One would hope they are planning for a big sales future.
https://x.com/Reuters/status/1840993837210059145
Is this referencing an article/research at all? Thanks
The future is here—will Engage XR continue its upward trend or stagnate? Is it worth considering for a long-term hold, or should it be avoided? My approach is simple: if the directors have bought in within a year, it might be worth getting in, as long as your buy-in is lower than theirs. However, this isn't financial advice—just my belief in holding long-term. Anything can happen.
Not encouraging to buy.
Karlvonwise x
You are spot on.
I am seeing investors focusing on past results and ignoring company-stated outlooks despite major improvements already confirmed. It is a very odd environment but I solemnly believe that there are big wins to be had for those that are brave and sensible enough to cut out the noise.
EXR still has stuff to prove but they are signalling confidence in their growth prospects so I am prepared to sit and wait because I feel there's a few 100% here when it clicks.
BigBiteNow I agree it was a good update and did show the potential
Seems like all the markets want to know is what revenue it generates NOW..m no forward thinking at the moment in LSe
The market doesn't like anything at the moment so the reaction is no reflection on EXR. I have several companies that have reported good numbers today and none of them have reacted. It is a sign of the times. But like them, EXR just needs to keep delivering starting with FY revenue expectations and I trust a positive FY25 outlook. Then let's see where we ard. There is a very big win to be had here I am sure but patience is required not only on EXR progress but also wider market activity.
Looks a decent update and clearly potential for income but the markets don't like it by looks of SP
The LSE is becoming less and less attractive
Update released
https://www.londonstockexchange.com/news-article/EXR/update-on-school-of-ai/16689240
Now live and good to see it’s free should bring in more educational customers with a fee for customers requiring Ai builder .
https://www.linkedin.com/feed/update/activity:7245462900109172736?trk=viral_share
According to The CEO plenty of publicity
From LinkedIn
“In past years, Meta Connect often spotlighted gaming, but this year saw a decisive shift toward enterprise and educational applications—both on stage and on the show floor. Our platform, ENGAGE, was prominently featured, showcasing our innovative use of AI and our focus on education, training, and development, which are now key priorities for Meta and its many distribution “
I had expected more publicity for EXR. Didn't see any refs to School of AI (unless I missed it).
Got it !
This is the wording on the Meta education site.
"The classroom of the future is yours to create with Meta Quest 3S
From fully immersive training simulations that transcend classroom walls in apps like Bodyswaps, to blended virtual and real world environments in VictoryXR, the possibilities for learning are endless. Students from all over the world can learn and collaborate as if they’re truly together, or even talk directly to a digital Neil Armstrong or Cleopatra in ENGAGE’s School of AI. Experience the future of education at an incredible price with Quest 3S."
Direct reference to School of AI which I would hope will also get a RNS related launch and associated PR.
Here's my thread on it with the link and a screenshot of the Meta page.
https://x.com/BigBiteNow/status/1839201846851674279
Make Better Investment Decisions
Register for FREE