Member Info for barnard

Sunsets not a bad un really , I think the SP will keep him happy.

Sunset has been singing! Ha ha an early Brandy? Must be a good day..GLA.

Some early panic sells across quite a few of the stocks I'm watching which of course the MM's take full advantage of..no major sell off tho after Boris announcement. The FTSE going north..

Whoppers those Fraryan..great to see.

Good post mufc,also add in the US and UK market where Richard Lee when interviewed (it's on you tube) said revenue is strong. Plans to roll out in China with Veative and maybe the other 20+ countries they operate in..
The profit taking is to be expected,I'll be happy holding this level until the next leg up.

£1b MC is £2 per share (c500m shares in issue) with revenue of £100-£200m being valued between 5-10x revenue for a SAAS company. IMO but it's just my opinion.

Another reason why I believe #DEV will get to a £1b mcap. What @dev_clever do is quite unique, unrivalled, scaleable, hugely profitable and ripe for a takeover.

Money is pouring into #Edtech !!

https://t.co/iogfpVFguH

Yep I've seen him mate he can be pretty good TBF. But fundamentals can over rule the chartists. He said he is holding some long..£2 would be good.GL. .

Hes still buying..GLA.
Entry at 1p at start of the year and bought consistently since all year paying 1p 2p 3p 4p 5p 6p 7p 8p 9p 10p 11p 12p 13p 14p 15p......taking holding from 3% to over 9% on the journey.

I would finally say if you are on Twitter (not everybody's cup of tea)..follow Alan Duff,Robert Johnson,Chris Akers (all large shareholders),Veative,Dev Clever etc and you'll find some great info and links to the Global edtech world.

From my understanding it is different levels of subscription. Byju offer different levels of subscription service from free basic to premium as do many SAAS depending on budget etc.
I posted their figures as a comparison yesterday.
Maybe contact Dev or have a search around online.

Beatrice!! Veative website. Bloody auto correct.

Taken from the Veative website ,old news but worth remembering China as well.

DEV’s initial focus will be to deploy its platforms across both India and China where Veative is already present, representing significant market opportunities for both companies.

Derangedbob, if you read the RNS ,website,look at peers working in India, market size,Veative,Lenovo etc you can see we have a world first. Nobody would have mentioned per student sales because it's never happened and I'm glad you've highlighted that..

Also, as part of the new agreement, the trio will further bridge the careers gap in India by integrating a world-first direct-to-consumer subscription service. The service will offer advanced functionality and invaluable careers development content at the click of a button, on the fly, and synced to every device. Accessible anywhere, anytime, anyhow; nurturing India’s youngest minds in their own homes.

Moreover, the service aligns with Launch Your Career and is the perfect opportunity for parents and schools alike to maximise the potential of India’s student base.

Byju have £370m revenue to March 2020..a market cap of $10bn with 3.5m subscribers..as a comparison. That's why some of us are excited about the future here. IMO.

I think if you look at the calculation based on £5 per year which seems low, 25% of the full market..(which is achievable due to our world first direct to consumer launch which enables anyone to access it ) software company's average P/E ratio 20, but again go under 50% at P/E 10 with EPS at 0.1 based on £50m revenue gives a shareprice of £1..I think!
SAAS company's can be priced 10X revenue so that with c£50m X10 with C500m shares is £1...
That's not including USA,Canada,UK and the other 20+ countries Veative are working in.
That's where the £1b MC comes from eventually I believe..which is a price of £2 per share..all my opinion ,I'd like to see Robert Johnson's and Alan Duff's working out . They have both been talking about running numbers and have been buying more on the outcome..

Bang on, I'm not going anywhere. I'm sticking with Dev..the story unfolding is huge.

There isn't much selling just the odd trader but the buys at 13.5 have been consistent this morning,it must go soon.IMO.

RJ tweeted that he's happy buying these upto 40p as it stands now..sees the company being huge.

Some pressure on the ask at 13.30..