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The run up to Christmas should have been good in both the UK, Germany and Austria.
In Germany, The new Trading Agreement with Multi, opened up the prospect of an additional 10 venues. They are also looking to expand into other neighbouring countries, so again, good potential for overseas growth in this area.
There is also an 'endless demand' for Rock Up and Pop Up, and the company were in going to 'more than double' the RUPU offering in H2 so this should again increase revenues.
They are also looking to grow the Network Rail business, so I can only see this relationship strengthening.
Moving forward, bar another pandemic, I can only see revenues continuing to grow, profits increasing, and as you say, at a Market Cap of only £1.14m the shares look extremely cheap......
I'm expecting a positive trading update.
I feel that both November and December were excellent months...
Revenues and a trading update due soon.
Guidance was £6.5m and a small profit.
The valuation at £1.2m looks very low.
Https://experientialspace.co.uk/a-selection-of-2023-christmas-activations/
I was lucky enough to have a one on one with the CEO and CFO yesterday morning and I got the sense that the book of business for Q3 and 2H is going okay...
It has been tough it would seem with brands switching from booking in advance to booking at short notice due to the changing retail sales market, but recent numbers seems to suggest that is changing back also.
The company seem positive in hitting the £6.5m of revenue and a move into profitability as does the Zeus Broker Note produced yesterday...
I will wait and monitor the social media posting which is increasing of late!
Just watched the Investor Meets presentation.
Slightly underwhelming as per the results and even the CEO looked a bit bored.
They did answer the questions in some detail though which was nice to see (and hear).
Hopefully H2 will get us to a small profit for the year.
I hope you mean 65p?
very disappointed with results; back to 0.65p for next 4 months and another gamble at full year update. again and again and again **** business it **** business.
Zeus broker note out today.
Reiterates target of £6.5m and a profitable year...
Good to see Germany performing better and UK expected to have a stronger 2nd half...
Retail numbers better in Q3 leading to higher charging.
Finally, pleasing to see bank debt lowered by 25% or thereabouts.
Overall, I was disappointed to see revenues just 5% up and the company now have to deliver that £6.5m and profitability.
Numbers much less than I expected especially on bottom line. I was waiting for this set but looks to be going no where fast ie growth needs to be propelling much faster to get market buy in imo
Very underwhelming update IMHO.
Similar to last year in terms of loss in H1 which will hopefully be reversed in H2, and growth in Germany has been offset by a reduction in the UK.
Still very lowly valued so happy to sit and wait.
Like the "Rock Up Pop Up" concept but they need to step up the numbers.
Just had a quick read and still loss making? Outlook seemed like a much better second half, though will that be enough to have an overall profit for the year?
You would have thought that The London Stock Exchange would get their data correct, surely not that difficult....... Anyway, looking forward to Monday.
21-Sep-23 13:16:36 99.00 2,020 Buy* 85.00 100.00 £2,000
Here is the trade that London Stock Exchange have as £200,000...
London Stock Exchange trade reporting site is incorrect - it always has been and they have been told for years.
That trade was for only 2,020 shares and the value field is incorrect.
Looking at the London Stock Exchange website, there seem to be a huge trade of £200,000 which went through yesterday at a price of £0.99, is this correct, and if so why no change in share price?
For comparison H1 last year was £2.4m revs and a £300k loss. So £3m rev would be a 25% uplift.
Just getting to breakeven would also be a decent outcome as H2 is always the larger weighting.
IMHO anything above £3m and a small profit would be an exceptional performance.
Don't forget the train strikes will still be having an impact.
This is updated on May;
Your business is a strongly cash generative one which has limited capital expenditure needs and, as I noted last year, we will look to return to paying dividends at a suitably prudent time when reserves permit.
Some dividend, you will see this £2.5 per share -
Currently mcap is less than what cash in hand ….
To be honest; i am looking to 3.8 million which is the level of pre pandemic revenue. However, I want to see profit; that’s where we see £2 per share.
Even above £3 million still okay.
Looking for £2.9m in revenues
Interim results are out 7am on Monday
We are £1
Looking for results this week or next week
Today for SAL and BARK, Fabulous to see the extension with network rail
Good update/ results.. confirmed profit… see this £1.7 in very short time.
Normal update/ results.. confirmed profit… see this £1 in very short time.
Bad update/ results.. confirmed profit… see this 80p.
Its a no risk investment
And my guess is there is a decent sized order to fill…
Bid raised to 76.55p from 71.5p and bidding for 15,000 shares or thereabouts.
Offer is full ask of 80p in just 500 shares…
Time to be buying.