Member Info for bluerill

Please explain how any issues at a company whose kit a customer is renting can possibly reflect back negatively on the customer. Quickly though, before your soul leaves your body.....

Schroders's value small cap legend, Andy Brough, has been a supporter of Invinity/Redt for years, backstopped the cap raise that funded the transformational RTO, and has now clearly stood his corner in the more recent raise at 175p. Good start

yes

For those of you interested in making money, please cut and paste my first 2 posts on your permanent reminder pad. For others: dssloan - one of my purposes here is to quickly and efficiently elevate this board so as to attract knowledgeable others, many of whom may already own shares, to share their thoughts. They are my target audience as it were and they, like me, think in full sentences and complete paragraphs. They, like me, don't have the time or patience for your cutesy little jabs about the possible wordiness of my posts when it is the content that is all that matters. If you want better formatting, go hang out on a poetry website. Meantime, I'll make the jokes.... A-dog - cancel your account. Everyone else - check back with you later

You might think that VHS v Beta is an apt analogy, but it is in fact a false premise. There is plenty of space for both technologies for the foreseeable future, and that's been adjudicated many times already both on this board and elsewhere. At this point, the key parameters that will determine success for IES and others in the space lie elsewhere including, but not limited to, executing on an ambitious sales strategy of already-identified business, and the continued acceleration of alt-energy solutions adoption in the developed world. If so, that will be more than enough of a backdrop to drive the shares to multiples of where it trades at now. At that point, you can worry if Vanadium-flow is VHS, Beta, or the PlayStation.

Sigh. i can see I have my work cut out for me.....TSI was an investment/holding company. There were no 'revenue assumptions' for the company, at least any in the conventional sense. Share prices in such companies are traditionally based off some discount (sometimes a premium if those investments are seen to be highly prospective) to the per share estimate of the net asset value of the company's portfolio of investments (Agronomics is an more successful example on AIM). In particular, as in a case like TSI where none of their holdings was material enough to warrant it, many of these types of companies are also never in a position to consolidate any earnings that the companies in its portfolio might generate, when they report results. That's why getting 'historical revenue figures' for TSI were 'difficult'; ie., they didn't apply. Now however, we own shares in a real operating business in Brandshield (as I've said, the remainder of the portfolio holdings are not really relevant) and so revenues and earnings WILL now be more immediately relevant. Of course it will be over a year before enough official financial results have been posted for the market to get any real data from the company. By that time of course, it will be far too late as early investors, who have the wherewithal to translate BRSD's current customer count - as well as the new customer wins as they're announced - into revenue (and then earnings) estimates, that will accrue the lion's share of the share capital returns for BRSD (same way it has gone for every new company on the stock market from time immemorial). As I've written previously, I believe the company's current client list is sufficient to justify at least a 40p price level (Optiva's price target from early November, before the Bristol Meyers win, was already around £1). Though I'm not prepared to share my detailed estimates and assumptions just yet, my - and Optiva's - bullishness is based on 4 key points: 1. the quality of company's product offering and the lack of direct competition; 2. the apparent early stickiness of customers; 3. BRSD's clear, early ability to land major companies as clients, which greatly enhances the Firm's profitability profile as large corps pay more; and 4. the scaleability of the Company's business model. This final virtue is particularly under-appreciated in the market currently and, in my mind, will drive the more parabolic share price returns in the months ahead. BRSD runs a business model of supreme simplicity: clients essentially pay a yearly retainer (a sliding scale based largely on the client's size and complexity) which, as those clients demonstrate a level of stickiness, will be seen in the market as the kind of 'annual recurring revenues' so highly prized in Software as a Service companies such as BRSD. Meantime, the costs of supporting that enviable revenue model is similarly impressive, creating gross margins near or above 80%; ie., the definition of scaleability.

In many ways, this sounds as if I wrote it. More importantly, I am pretty familiar with most of this list and it is constituted primarily by shares that Zak Mir has been associated with promoting their potential for some time now. BRSD is one of the few 'newer' names on this list and is therefore a bit more meaningful for that. Mir is a bit of a hack and his association with Tom Winnifrith diminishes him further, but I have to admit I agree with the asymmetrical potential (ie., 3x upside versus 0.75x downside) of many of the names on this list, and actually personally own 5 of them. I'm anxious to find out who in particular has been whispering in his ear on Brandshield.....

Certainly advances the cause of serious scholarship that. Whatever....Silly close on Christmas Eve + the sector remains on fire: IES def playing a bit of catch up today

valtree - brsd just completed a fundraise coincident with its re-emergence from suspension and the RTO of Brandshield into TwoShields to form the current company. skid - I will have a look at Enet. Meantime, you've hit on another of brsd's attractions. It is growing its client list, which we have seen includes Fortune 500 companies, entirely by word of mouth. That is clearly set to change as the company upscales its marketing dramatically, which I - and others - feel will result in a parabolic increase in customer wins. In fact, that was near a top priority behind the recent capital raise.

Meantime, you can dispense with '....My main worry is on AIM float prices and falls in the first year as they do not live up to the brokers hype....'. First off, there is no 'broker hype' around BRSD. Quite the opposite in fact, as this one is flying well under the radar which again, is partly why I'm posting. Second, the bit about 'AIM floats falling in their first year' is not an investment principle I'm familiar with, and should probably be retired along with 'I bought some because the price is low, below 1p!' and 'the technicals look good'.

Meantime, you can dispense with '....My main worry is on AIM float prices and falls in the first year as they do not live up to the brokers hype....'. First off, there is no 'broker hype' around BRSD. Quite the opposite in fact, as this one is flying well under the radar which again, is partly why I'm posting. Second, the bit about 'AIM floats falling in their first year' is not an investment principle I'm familiar with, and should probably be retired along with 'I bought some because the price is low, below 1p!' and 'the technicals look good'.

I'm not sure I fully understood your post, skid, but inarguably the most attractive feature of Brandshield's business model at present is that they have no pure competitor, so the idea that maybe 'this can be replicated elsewhere....' - particularly finding an alternative listed company to invest in - is highly unlikely.

well then, I guess its 1-120 'cause the news is gonna keep comin'

I hope to share some insights (mainly on the company's financial and/or corporate governance issues, rather than on AI/software developments as that is far from my wheelhouse) on this name over the next few months, but for now, suffice to say that I am long-term market professional and a relatively material shareholder here and I believe - without a lot of effort and so long as stock markets avoid another early-year major correction - that this name has the potential to top the AIM leader board in Q1 2021. For now however, I offer the following as early evidence that 'macro' trends are aligning just as contract wins like with Bristol Meyers become a more regular event:

https://www.thisismoney.co.uk/money/beatthescammers/article-9089481/Online-fraudsters-hit-lockdown-shoppers.html

At least TWJWS

go to the devil you flippin phoney

Would you rather have someone draw attention to your empty taunts, your fact-free insults, your sponsored stupidity, your shamelessness or your well-deserved status as a useful idiot? I could do that no problem

ha! I'm not his personal financial advisor but no, I don't believe a 'partial' fill is consistent with this type of privately agreed transaction. At least not yet. Rather, the RNS clearly implies that they will continue to pursue the original transaction, likely with at least some new lenders/backers, into the new year. Perhaps after a period of time where they exhaust all other available options, they might reconfigure their original arrangement, including possibly downgrading the amount. But I really don't think that is anywhere near front-of-mind right now.

QF - plausible. I continue to mini-obsess over this sentence fragment near the end of the RNS: '.....Both Mr Fanning and Toscafund continue to believe strongly in the alignment and positive backdrop that the completion of a share purchase such as this creates.....' Personally, I don't think this deal is dead.....Otherwise, you have the relative share price strength since the rns. Certainly not setting the world on fire, but it is now higher than before this mini-bombshell and on the kind of volume I've been waiting for for quite a while. As I noted yesterday, this is somewhat counter-intuitive and therefore a bit more exciting for that. [note: we had a big seller a month or so ago around these levels and the market absorbed it well with the price holding relatively unchanged. Some of those shares went to good homes but I'm sure that a market maker or 2 have held some in inventory and that's constituted the annoying 40/50k a day selling we've seen so often since then anytime the price pops up above the 22/23 range. I believe that the buying for the last couple of days - and probably for the next few - is finally taking out the balance of that inventory, setting us up nicely into the new year, at least from a supply-demand perspective.] net-net: I detest any kind of technical analysis particularly for small caps, but this time I will make an exception. The 22/23p range for sle has become very significant and if we can break convincingly higher into the end of the year - especially if 'confirmed' by continued higher volumes - I think we rally to the 25-27 range before any of the important updates expected early in the new year. If there is a structural short position in this name, which I believe there is, it sets up as a classic squeeze at that point....

https://www.londonstockexchange.com/news-article/SLE/director-s-dealing-and-holding-in-company/14803831

This is deeply frustrating, no doubt. Having Oisin add to his already large shareholding in such dramatic fashion rightly brought attention to this company and was a very public validation of the value proposition. However, while the transaction seems to be the victim of a post-covid world, the RNS seems to indicate that it may be a transaction delayed rather than one denied. Meantime, as per the RNS detail, there is no way on this world or any other, especially considering the circumstances, that Tosca/Martin Hughes would have allowed that press release to go out with Tosca's name plastered all over the place and consistently in supportive terms. Not a chance on earth. If the Company and its largest shareholder were at odds over what happened, the RNS would have been drier than day-old toast and Tosca would have been referenced in only the most perfunctory way. So, although our CEO has as yet not closed on the biggest personal investment in his Company in the history of AIM, at least we can have some confidence that our super-majority shareholder remains constructive towards the investment proposition as well as management. In the meantime, the share price is actually up so far today on pretty good volume despite the headline news - seemingly against the odds - lending some credence to that view. Perhaps buyers see only good news coming, so with Tosca comfortable with their holding, this could well look the perfect entry point. Meantime, bring it on trolls.. You may never have a chance to crow again.....