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Really interesting to see the impact that Vidacos selling has had -
They held 21m on 30 Aug 21, they sold those down to just 7m by 3rd June 22.
Their sells accounted for 39% of ALL volume over that period. If we assume that 39% ratio continued since 3rd June, they will have sold out of all of their holdings on 19th October - the day we got the JV news.
Their impact on the sp is well known, but to put some clear numbers out there -
Share price on 31/8/21 = 19p
Share price on 3/6/22 = 9.5p
Share price on 18/10/22 = 4p
The fact that they will be out provides a clear route for a massive re-rate; any news and increased sentiment should really drive it skywards.
nice buys
Nice posts lately Candlestick, keep going
Just looking at the SPAC deal.
TETE acquire all shares of Super Apps, equal to $1.1bn.
This is split into 2 -
$235m paid at Closing
$865m paid based on earn-outs over the next full 12-months
The overall target is to generate $87m each quarter to get 21.625m shares. If they over-earn, the quantity goes up as a ratio of (Achieved/Target) x 21.625m shares.
This target that MBO have to hit is approx $30m/quarter, so there is an incentive for all parties to achieve that revenue target.
It really does have the capacity to be huge
As if by magic....pop!
Book looking strong - Can't buy at 13.5p & only 1 mm sitting at 14p
Super apps with digital wallets also make it easier for the users to stay in the super app ecosystem, reducing their dependence on cash and credit cards.
Owing to enhanced brand reputation and influence, Super Apps may gain greater financial and payment leverage over traditional authorities like banks.
https://www.openbankingexcellence.org/blog/the-rise-of-super-apps/
https://blog.kms-solutions.asia/what-is-super-app-and-why-it-is-taking-over
I see this still as way undervalued 12 million market cap is puny, some profit taking and some stale bulls getting out which is fair enough I am still accumulating when i can. Gutted i nessed this at 5p
My god, you’re obsessed. Who cares unless you’re trading it yourself. Just hold it’s undervalued
He still looks to be trading 2 x 25000 buying in and selling out none stop 1 second apart. Much easier to buy and hold and make real profits.
Trading212 have significantly limited how many of these you can hold in total. Is there issues anywhere else?
Got that horribly wrong!
Should have gone with my gut instead of my head and bought them when I first read the news - but been caught out too many times before
Well done to those who are holding - respect!
Anyway, put that behind us. I’m me, not tops. Byegones etc
This has great growth potential so it’s a decent hold now
I’m not “pally” with tops at all. He’s simply someone who tweets stuff and occasionally I’m in the same share. Not that often but occasionally.. dear me.
You’ve been on advfn board on this since last year dave. You can’t kid a kidder
Fyi smacker I was buying this in 2020 for 3.25-3.5p, for months I was alone, not one person would touch it. The one day it spiked from 5p to 55p and I sold all the way up from 12p to 40p. I love MBO it certainly transformed my finances that day and I'm glad it's recovering for all the long termers. Still makes me laugh your mate claiming baggers when he sold out for a £50 profit. Anybody pally with him including you I could not possibly trust, you are day traders and will sell out on the quiet.
40% up
Pretty sure dave was pumpin this at these prices early this year, so yeah his long suffering followers can breathe easy now lol
Yes if you completely ignore the new partnership
Grow up dave. I’ve been buying bits since the super apps rns. It’s a great deal at the cap.
Still at least long term suffering shareholders will get a exit chance now. At 4p awful but 12p is a lot better.
Still it remains a extremely low margin business but good for trading
I was wondering what was driving this, the pump and dump squad have arrived lead by smacker !
Let’s not look at Alipay or Wechat, they are the cream at the top of Super Apps. But a similar - leading South Asia Super App “Grab”.
“Grab is Southeast Asia's leading superapp. It provides everyday services like Deliveries, Mobility, Financial Services, and More.”
“In 2021, the net revenue of Southeast Asian technology company Grab Holdings Inc. amounted to around 675 million U.S. dollars”
Who knows where this could go. 40% of transaction revs MBO, non exclusive as someone mentioned. Huge low risk growth potential.
Astonishing is the word…
https://twitter.com/candlesticks18/status/1585350483404722176?s=46&t=hY2Zvlfe_m75VVoD8aDiDw