The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Chandley-1976
Yes record profits, but what about forward guidance? ...when the government just slaps your profits with a 25% tax on top. The fwd guidance with the quarterly could suppress headline record profits. Imagine a company saying they have 25% extra costs and their is no way of getting rid of those costs currently - hence my earlier question whether this is truly priced into the SP.
Objectively looking at 7Dig, one needs to ask themselves if the following substantiates hold in this company:
- will the exercise from home gig pro vale; will Apex gran market share, what revenue will that generate and over what period, and is that the only player in town for 7Dig?
- live music gigs; has the potential to be massive - can anyone point to any marketing/advertising of such events (incl ticket sales, or attracting artists) whereby 7Dig benefit? Are Mandolin, Twitch and others doing a better job here? are 7Dig (or the perform artists marketing team) going out to the major ticket providers and there mass databases to market?
- Triller / TikTok - has it all gone quiet on TikTok now that larger topics are at play in the U.S. such as stimulus package, presidential elections? Where does Biden sit on TikTok and China threat... to be seen (but we likely know not as combative as Trump)
- Triller - potential SPAC / listing; will it help? How is there market share / growth progressing?
- Secret company'X' - its massive but we can't tell you; how much do we really believe this, and could the company provide indication when it is likely to say who and when potential revenues from 'secret company x' will flow?
Many posters here seem to be expected the continued success story and easy money flow.
Unless we believe there is a home run here there are better places to be invested in my view. For disclosure I am invested at around 1.5
Interested for informed views on the above.
GLTAH
Spread is to big to trade. The MM's can go and do one if they think we're trading on that spread.
From where I am sitting its a really stupid deal. To pay a huge sum of money and effectively have one arm tied behind ones back. I struggle to think of another U.S. president so business savvy to step in [by that statement I am not advocated support for Trump] - but he's called out the 'deal' and I agree with him.
Surely any Trump intervention will play to Trillers advantage. Again the chess pieces are readied for a move but the rulemakers are watching over this, readied to intervene at any point. Until this plays out my gut says that the next chapter of the Triller thriller will not yet reveal itself - but ready ready to hold on to your hats!
Just bought.
This is like a game of chess.
Until the TikTok situation resolves itself major tech companies will be adopting strategy. I wouldn't want to be out if a major customer name reveals itself in-time - but we need the confidence that 7Dig will at some point reveal the name, otherwise its then not an investment but becomes more of a gamble. And the longer they keep it hidden the more a gamble 7-Dig becomes as opposed to investment.
My investment is enough for a good gain should this play-out as we would like, but also I am not at the tables of a Monaco casino.
In summary, its not the share price today or day after day right now - that is almost irrelevant. Instead I am looking at the behaviors of management and how this global game of tech chess plays out over the next weeks and months.
However, as investors we really need answers from 7Dig by Christmas.
So are you hold, buy or sell?
Facebook has set up a similar platform called Reels, where are they licensing from..?
For example 11k buy just gone through, and then traders double sequencing the same odd number of low volume sells. Fun and games.
America: Except the majority are all asleep right now.