Member Info for Bentley43

https://www.newscientist.com/article/2223621-ai-is-digitally-pasting-products-into-your-favourite-films-and-tv/

I love the comment could soon expect this to become main stream in this article.

hxxps://in.mashable.com/tech/7678/tencent-shows-the-future-of-ads-will-add-ads-in-existing-movies-tv-shows

Update soon I hope for a re-rating of the stock.

https://twitter.com/mbrennanchina/status/1184114082804158464?s=21

https://martechseries.com/video/video-advertising/francetv-publicite-launches-new-video-advertising-solution-partnership-mirriad/

https://www.standard.co.uk/business/business-news/market-minnows-mirriad-is-soros-brand-for-product-placement-a4189956.html

https://www.gigabitmagazine.com/ai/report-predicts-ai-spending-reach-almost-98bn-2023

Very worthwhile comparing BIDS market cap versus cash and turnover to see how dramatically undervalued Mirriad really is.
Next weeks results should highlight this.

Imagine what the price action will be when the next big contacts are announced.

Does anyone on this board hold MIRI as the next big AI play?

https://www.youtube.com/watch?v=iJ54YCyQby0

Start the thread with latest reviews to see Koovs back on the up.
Lets hope the hiccup hasn't had too much of a negative effect on this next trading update.

https://play.google.com/store/apps/details?id=com.koovs.fashion&hl=en_GB&showAllReviews=true

Whitman Howard Corporate
Koovs*
Prelims and 1Q Update | On Schedule
Koovs FY/1Q results/update showed progress on both a transactional front and in terms of re-establishing the differentiation given by its branding that should underpin longer term prospects.
1Q trading has been encouraging with the yoy increase in visits 148% particularly impressive in the context of the disruption to the model over the post 2016/17 period. Other metrics also look positive and we expect further progress as the business moves forward on a properly funded basis and quarterly updates are provided
The resumption of a more normalised model has been allowed by management’s success at re-capitalising the model. This in turn has benefited from renewed investment from the HT Media Group and the new investment by the Future Retail Group through its FLFL apparel business.
The Indian e-commerce market remains at a very early stage with major potential. The 2016 de-monetisation and 2017 introduction of General Sales Tax (GST) highlight the un-even nature of early-stage market development. But we believe that government measures are generally very supportive of the development of the market and are supported by major private and public infrastructure development.
As an early stage sales-growth-led online retailer valuation comparison is difficult. We have adopted the view for now that a premium valuation of sales (around 150% of 3/22E sales) balances the substantial upside potential with the challenges of being a small player in a market where significant market forces need to be negotiated. Our Price Target is maintained at 20p.
Retail |25 July 2019 BUY
Summary Financials
Year to March (£m) 2019
GOV 12.8 Revenue (Inc services) 8.5 EBITDA -12.9
EV/Sales 3.9 EV/EBITDA -2.3
2020E 2021E 2022E
22.0 48.0 124.3
13.8 29.2 73.8 -17.2 -19.5 -8.4
3.1 2.0 0.9 -2.3 -2.9 -8.0
TARGET PRICE
20p
SHARE PRICE
7.85p
Market Data
Ticker
Market Cap (GBP m)
52 Week High/Low (GBP p) Avg. Daily Volume (3M m) Shares in issue(m)
Free Float (%)
Net Debt (inc bonds, deposits 3/19)
Next Event
2Q IMS date tbc
Analysts
Tony Shiret
+44 (0) 20 76591228
t.shiret @whitman-howard.com Sales
Mark Murphy
+44 (0) 20 76591236 m.murphy@whitman-howard.com
www.whitman-howard.com
PREVIOUS TARGET
20p
UPSIDE
155%
KOOV LN 31.5 17.3/5.8 1.03 401 46 1.2
This document is a marketing communication and is not independent research prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to a prohibition on dealing ahead of the dissemination of investment research. Please see disclaimer for further information. Please see penultimate page for additional important disclosures. Whitman Howard Limited (“WHL”) is a foreign broker-dealer unregistered in the USA. WHL research is prepared by research analysts who are not registered in the USA. WHL research is distributed in the USA pursuant to Rule 15a-6 of the Secur

If the warehouse move had been managed and conveyed to shareholders properly I’d say it would have been a good move. However with the recent barrage of complaints on social media I’d say Koovs are now unfortunately going backwards once again.
This coupled with the fact they have been unable to complete on the second tranche of fund raising means they are yet again left vulnerable and as the stock price indicates priced to fail.
I am a long standing shareholder and have finally given up and will be selling out.
I wish everyone well.

This article mentions Koovs and really does highlight the serious money flowing into India from very credible companies.
https://economictimes.indiatimes.com/industry/services/retail/future-fashions-250-million-deal-with-blackstone/articleshow/70388218.cms
Surely we are due a re-rating before too long

The catalyst for a re-rating is surely the completion of the funding which cannot be too far away now.
The price now is the same as it was last year when Koovs had no funds and the business was on hold.
Now we have improved margins massively improved sales coupled with ever increasing social media exposure.
Let’s get to fair value at least please.

Some posters should consider spellchecker before posting it may add some credibility to ones post

In India, the e-commerce market is growing at a rapid pace, says a report by Deloitte India and Retail Association of India, which predicts the sector will account for $84 billion by 2021, from about $24 billion in 2017.
Koov's will obviously benefit from this as the knowledgeable people within the country that have invested realise.

Certainly the end of the price being in single digits for sure

Notice of Annual Results
Koovs plc (AIM: KOOV), the Western fashion experts for online Indian consumers, will announce its audited annual results for the year ended 31 March 2019 on Wednesday 17 July 2019.

Very positive results out so quickly