The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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.
Impatient AIM i think.
Bottom of RNS states "Both parties are keen to work closely and continue the commercial pilot, in which Satago will develop further integrations with the Bank's infrastructure and drive additional reach through Lloyds' regional sales network."
Further integrations with the bank's infrastructure. This is why it is a positive IMHO
"More positive than negative."
Unfortunately the market doesn't think so...
If it was a sure failure they would have had easily enough to sack us off. So a positive. May want to see how we do in normal circumstances. More positive than negative.
pilot extended for another 6 months. Seems a positive - maybe covid has impacted roll out a little so an extension seems sensible. Surely you wouldn't extend something if it wasn't providing value
Would not expect huge revenues from the contract, remember it is a pilot, proof of concept. All that matters is that Lloyds continue. Then the finance structure will ramp up fast and cash will hit bottom line in an enormous way, as it gets rolled across their platform.
Also if it works for Lloyds, it's going to be working plenty for banks internationally. A thumbs up will absolutely turbo charge this business revenue wise and profit wise. Growth can be exponential. Our CEO is ex Merrill and SAC, they got institutions to take the capital quickly on the last raise. Plenty of interest in stock when the concept has been proven.
We also got the gaming business Mortal Shell 2 hitting and the in-game ad business. Our CEO should be able to monetise their offering much more smoothly and proficiently than the BIDS team.
re Lloyds 6 month deal signed on 11/12/20 i'm guessing there will be some lead time to incorporate the software into Lloyds systems. I was expecting this contract to run from early 2021 however thinking about it this integration could easily take 3 or so months so the actual start date could easily be March (ish). If so we might not hear about progress for a bit longer.
Looking at financials for YE 31/12/20 i'm guessing not much of this contract, if any, was included in these figures which in a way is good as it will make 2021 numbers even better (and 2020 revenues increased by 100% anyway).
I will tell you one thing you certainly have failed to live up to your name if you bought at those prices.
This is a mini conglomerate in the making. Plenty of financial fire power behind the company with the arrowgrass boys.
Many areas of growth especially in the games area. If they can get the in game ad business working for them in a better way than Bidstack have done they could literally fly up.
Hi All,
We should have an update on Lloyds by the end of June. No rumours of the trail not going well.
Next serious event as I see it will be the release of Mortal Shell 2 .Should sell at least 500,000 .What would that do for the share price ?
I was lucky enough to start buying at 18 p and now have around 130 k shares.
Hang on in there !
Everyone waiting on Lloyds. Plenty going on behind the scenes.
Company has been far too low key to date.
Tremendous potential.
Must be someone with deep pockets that jumped in, lets see if we get a big late reported trade
Yeah maybe that's the trigger too, the timing is accurate... Blimey.
Mentioned TRU heavily in a video over the w/e; finally catching the reaction here but there is no news, or am I mistaken is there some other reason for today's massive hike?
Super nice price action there! This is all I can find thats happened... an interview:
https://audioboom.com/posts/7852748-james-van-den-bergh-trufin-ceo-answers-investors-questions
True to your name cynical.
5th May onwards
Other stocks which have risen significantly since he's tipped them are ORPH, ARB, DVRG and POLX to name just a few. His track record is phenomenal.
you say that but the evidence it to the contrary....
I have:
ESC +156%
GFIN +40%
POLX +81%
its impossible to follow JW into a position, its already too late imo. What you want is him to invest into a stock you already own, then sell into that near term strength.
JW is always completely open and honest about his stock picks and the rational for his choice based on a carefully selected set of criteria. His track record is picking winners is undeniable. However he always states that you must always do your own research, not just blindly follow his suggestions.
Or they could place it off market any moment.
Arrowgrass Capital Partners 59,663,945 - figure they originally had.
They sold 43,507,00 in the placing. This left around 16,000,000. There has been some large sells, since the announcement already.
As i say just a guesstimate of around 10 mill left imo.
ukboss, how did you work out the 10 million?
Can we trust what Justin Waite says in his videos? Everyone buys when he has a video out and then there's always a big sell off. Just look at Brandshield. It's dropped 50%