The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Thanks Jackunion, it's just a case of simplifying the explanation so most people can understand the science. Way too many people try to sound clever when what's needed are simple explanations to get the truth/facts across.
Look at what M300 shared about being seriously allergic to Gliadin. M300 has to confirm everything consumed including the inactive ingredients in medicines does not include Gliadin, the same as anyone unlucky enough to be severely allergic to peanuts has to confirm they aren't accidentally consuming peanuts.
M300 is probably at no more risk of a severe allergic reaction to a vaccine as I am, but since there's been a severe allergic reaction before it's a sensible precaution to inform the people giving the vaccine of the issue and to be in a location where advanced medical treatment is available: safer to be in a major hospital vs say a pop up vaccination site on a Tescos car park manned by the Red Cross.
That's a commonsense approach and easy to understand by most people.
The mRNA vaccine includes a lipid (fat) bubble (for want of a better description) to 'hold' the mRNA safely: think of it like a capsule with paracetamol within.
It's added to the fat bubble to protect the mRNA as it's really fragile and won't survive the bloodstream etc... Inside the fat bubble is the mRNA with other ingredients for stability, there's nothing unusual, but a small % of people are allergic to mundane ingredients.
The 2 NHS workers who had a severe allergic reaction are highly allergic and carry epipens for when they have a severe reaction.
It's like people who are severely allergic to peanuts, if they added peanut oil to the mRNA vaccine they wouldn't be able to use it on those allergic to peanuts: they don't add peanut oil to vaccines, was just an example.
So it means those 2 people were allergic to either the fat bubble (unlikely) or one of the ingredients in the liquid. There's speculation it could be an ingredient called PEG (Polyetheline Glycol) which is an inactive ingredient used in a lot of injectable medications.
If you don't have serious allergies there's very little risk. I have pollen allergies, but they aren't severe so I'm not concerned. If you do have allergies and are worried I'd suggest having the injection at a major hospital, that way if you have a severe allergic reaction you are in the right place to be treated ASAP.
Billions are going to be vaccinated, there's going to be severe reactions in a very small number of cases with so many people being vaccinated. You could theoretically die from a nurse injecting you wrong causing an infection, but you take the very small risk because the benefits outweigh the risk.
Had my back not totally fecked up at Uni I'd probably be a research geneticist who'd spent 20+ years working in HIV research by now: not unlike what BioNTech is working on. I understand this area of science.
mRNA vaccines are nothing to be concerned about, there are so few 'moving parts' there's little which can go wrong and it's far less risky vs catching Covid-19. With other vaccine tech the immune system can attack the viral vector causing reduced efficacy and there can be other issues.
mRNA is just a message which our cells normally process (every cell in our bodies produces masses of mRNA) to make a protein, that's all it does.
In simple terms you send a short-term message (mRNA, the m stands for messenger) to a small number of cells to produce a protein (a spike protein) found on the surface of the Covid-19 virus. For a few days our cells produce a small amount of the spike protein, then the mRNA degrades and it's gone for good. The spike proteins are picked up by our immune system like it would if we were infected by Covid-19 and creates antibodies etc...
The difference is with the vaccine all that's produced is the spike protein, with the virus masses of viral particles are produced which are covered in spike protein and our bodes react in a way to shed the virus to infect others.
So whether you take the vaccine or get the virus your cells will still have to deal with the same mRNA and the spike proteins, but if you catch the virus your body will produce a heck of a lot more of that spike protein mRNA and other mRNA messages and will produces masses of Covid-19 viral particles which you'll be shedding where every you go making others ill and risking their lives.
I understand this tech, although it's the first approved mRNA vaccines there's lots of mRNA vaccine trials been done over the years. BioNTech who developed the first mRNA Covid-19 vaccine has a pipeline over over 2 dozen mRNA treatments related to treating various cancers. The idea is to boost our immune systems against a cancer by producing an immune response to proteins found on the cancer. It's such a eloquent concept and will probably be the future of personalised cancer treatments in the future.
I'd have taken the mRNA vaccine 6 months ago, right after they'd figured out what the best dose was to give.
danl90 the data available is partial, so it's best to use it to determine relative changes vs absolute. If Boohoo opened a new marketing channel last month say like town criers became big in marketing :-) it wouldn't show up.
Boohooman is showing in in-game advertising a relatively new media, you might expect an ad in a game that's not clickable would require the user to search for Boohooman, so Google Trends might increase for Boohooman if they spent a lot of cash on in-game advertising.
A lot of social media engagement requires the user to find their way to the site because there's no direct linking. Go to https://www.instagram.com/boohoo/ and check out some images, there's no direct link to the product, so a potential shopper has to search for it.
For example this image https://www.instagram.com/p/CIstcgtrfIt/ lists the code for the product as FZZ43667 search Google for FZZ43667 and it gives us these 2 links:
https://us.boohoo.com/bandage-rib-one-shoulder-cut-out-waist-mini-dress/FZZ43667.html USA
https://www.boohoo.com/bandage-rib-one-shoulder-cut-out-waist-mini-dress/FZZ43667.html UK
They won't show up in Google Trends for the Boohoo search, but that type of engagement could generate a mass of traffic with 7M Instagram followers. Then there's individual influencers with millions of followers, there's no easy to way to track them.
We could see a lower interest in the Boohoo brand via Google Trends, but an overall traffic increase.
So there's a lot of variables lacking data.
I'm looking at big picture and for the most part the big picture tracking all Boohoo brands looks good. PrettyLittleThings was the only one which stood out as different, doesn't mean it's struggling, only there is something different there and lower than expected traffic recently resulting in the need for a 99% sale made sense (could be wrong though).
I'm tracking the 2 mRNA Covid-19 vaccines (I'm invested in BioNTech) and though there's going to be bottlenecks in production it looks like the US gov is trying to get involved to speed up production.
Since they are both around 95% effective for all adult age ranges with manageable adverse side-effects and it looks like the more traditional vaccines are going to struggle to hit 90% efficacy I think it's only a matter of time before we see a serious ramp up in mRNA vaccine production.
The BioNTech vaccine is being tested at higher temperatures, so there's a very good chance they won't need the low temperature freezers in the New Year.
I think countries like the UK, US, Germany etc... will be getting back to normal this time next year. Even if a country only gets to 50% vaccinated with a significant % covered being the vulnerable will have a major impact on the R rate and more importantly the death rate.
Been out of Boohoo for 2 months as I expected the SP to struggle to breakout above 300 until now, so planned to invest about now IF it made sense for the January trading update. Planned to invest if traffic looked good: lots of traffic should = increase in revenue.
Been looking at traffic trends for the group and it looks good for the most part, have 2 concerns.
Boohoo Google Trends (this is only for the main website) isn't as good looking as I'd like for August to now, the peaks are lower vs last year: could suggest lower interest. Though traffic estimate sites and Alexa rankings suggest good traffic growth.
The lower Google trends though could also be due to less interest in the slave labour news rather than a drop in shopping per se.
PrettyLittleThings Alexa rankings shows a dip over the past 90 days, it dips right in the middle and recovers to what it was 90 days ago: suggests a traffic dip overall. Similar with Google Trends, suggests they've struggled recently. Traffic estimates looks good though.
Google Trends only tracks the main brand name (Boohoo, PrettyLittleThing etc...) so could be wrong: a lot of traffic to a site has nothing to do with brand searches and like I said the Boohoo drop could be less interest in the slave labour news (that's potential good news).
I'm tending to give the main Boohoo site the benefit of the doubt, but the PrettyLittleThings 99% off sale adds to a possibility they've had a traffic/sales dip. If they had a dip in traffic, but planned for a rise they'd be sitting on unsold stock which they might have dumped on Black Friday for pennies.
Anyone know if they sold a lot of stock for pennies?
Other brands look good, Boohooman in particular looks really strong.
My plan (if I buy) would be look for a big intraday dip (16th could be the day) & buy to hold until the trading update: would sell then, weirdly the SP tends to drop on or after a good revenue update.
Got any feedback on the above or research on traffic/shopping trends etc...?
What's interesting about the story is that's the advice for cabin staff, what are paying customers on the flights supposed to do?
You'd think the people creating the rules would think this through: they are saying aeroplane toilets aren't a safe working environment for staff, but fine for paying customers. That's an obvious negative spin the media could use to create a few clickbait stories.
What will be particularly interesting is revenue growth month on month as that will set the tone for 2021.
From seeing what's shared on Bidlievers and the odd Twitter account it looks like December is a very busy month.
My educated guess is we get an RNS next Tuesday with guidance. If they are way behind or way ahead they'll know by Monday and with the £1.5M expectation being a relatively old prediction with so many moving parts it's unlikely to be £1.5M exactly.
If they share nothing this year it's not going to go down well with shareholders even if they are on or slightly above target: they can't be that clueless to leave us in the dark when they'll probably have to dilute sometime next year and the sooner the SP rises (a slow steady rise is best) the less they have to dilute.
I'm a new Bidstack holder (1 month holding at 5.5p average), so not carrying the baggage from the past like some are: not having a go, sucks to lose money.
There's not enough data available to be 100% certain, but with all the different brands advertising in some reasonably high user games and in different countries the ad revenue must be adding up by now.
I'm feeling quietly confident revenue will be on or above target this year, so looking forward to revenue guidance which I suspect is imminent.
I'm looking forward to see what Bidstack will do next year.
deepjoy If you want to pass on what I've said I'm OK with that. My past experience is it's a waste of time, but feel free.
davie_b it's the norm for websites to have poor technical SEO, those in charge (CEOs etc) don't understand the technical side and those who should be doing the work lack the skill to do it or don't want the extra work.
One of my sons is a skilled software engineer and works for a small education software business: he's the CTO. He rebuilt the businesses main software a couple of years ago and I tested it for him (for free), also ran a few performance tests and the results were poor! Explained it all to him, he understood what I explained to him and he has the skills to fix it, but he didn't make any changes despite there being bottlenecks. Made lots of excuses.
A major bottleneck is the software is used by primary schools and their Internet connections aren't very good so every MB counts. Had he followed my free advice the software which runs in a webbrowser would run faster, schools would get a better user experience which would reduce tech support issues and increase the likelihood of paying for another year: business makes more money.
It's a nobrainer to improve performance of anything running online (think about mobile devices on slow connections), but that doesn't mean they'll do it. If you do the research you'll find websites are getting more bloated despite more people accessing the web on mobile devices: developers are building website like everyone is on a Desktop PC with a superfast broadband connection!
deepjoy Like most here I'm invested in Gfinity (10% of portfolio) and invested before looking at how good/bad their SEO is because pretty much every site I look at SEO wise isn't particularly impressive.
Few webmasters understand technical SEO and even less have the technical skills to modify a server for performance optimisation.
To put things into perspective Gfinity is an eSports offering, SEO isn't their area of expertise, so you wouldn't expect their SEO to be the best. You would think digital marketing agencies (businesses which sell SEO services to companies like Gfinity) would have awesome performance results. In January 2020 I tested 6 agencies to show how good my site was, here's the results:
Mobile Time to Interactive Test Results
SEO Gold Homepage: 2.0 seconds (my site)
Passion Digital Homepage: 14.6 seconds
Impression Homepage: 11.1 seconds
Koozai Homepage: 10.6 seconds
Coast Digital Homepage: 7.4 seconds
iCrossing Homepage: 14.2 seconds
DPOM Homepage: 28.4 seconds
Some of these are large agencies, yet the time it took for their homepage to be interactive on a mobile connection was pathetic.
In comparison just checked Gfinty and their result is 31.2 seconds which is slow, but they have Google AdSense ads which are a major performance issue: each ad block is the equivalent of loading an extra mini-webpage inside the main webpage. None of the agencies had AdSense like ads, so should be faster.
Gfinity could make significant speed improvements, one of my old sites https://classic-literature.co.uk/ has Google AdSense ads and it adds a few extra seconds to time to interactive (comes in at around 5.5 seconds). With decent performance optimisation Gfinity might be able to bring the time down to under 10 seconds which can improve SEO rankings and give a better experience to users which can increase sales etc...
If Gfinity read this the way to tackle this is look through the Google Lighthouse issues and try to fix as many as possible. For example there's some large JavaScript files (2MB download) related to Connatix (something to do with videos), can this be replaced by a better performing service, if not can they only load the JavaScript on webpages which use the script??? Fix issues one by one and it gets better overtime.
This is not a reason to be concerned as an investor, if it was I wouldn't be invested and looking forward to significant profits.
I really need to stop reverting to SEO expert mode, I'm supposed to be researching shares to invest in! :-)
"DL - well done you, what do you a oat on the f*cking back ? That post actually makes you sound line TW; a c*ck !"
Exactly mattynix7, when it came to generating SEO value (money) I was a c*ck like TW, that was my point. Had the BNP/UKIP supporters completely ignored my election site it wouldn't have done half as well SEO wise (I'd have made less money). Over the course of one general election they made around 30,000 comments (these were real comments, not SPAM) on my site, that's how obsessed they got.
Similar for TW, ignore him, don't give him credibility because that sends DeepVerge investors and potential investors to his website where they have to pay money to read the questionable research. I bet some people reading this paid for access so they were fully informed.
It's not rocket science to understand why TW is obnoxious, when a business engages with him he wins, it makes him money. Don't engage directly, you can't win.
Kdogg Takes about a week to do a proper SEO review and they have multiple sites, so a lot of work. I've wrote a fair number of SEO reviews for free and they have all being for the most part ignored, so a waste of time: I'm not looking for SEO work since I'm looking to stop offering SEO services to rely on investing.
It's also time taken away from researching shares, so not good use of my time considering I have a significant chunk of cash at risk in 10 companies right now. Gfinity is 10% of my portfolio and they can still grow considerably with less than perfect SEO since almost every other website online is just as bad or worse.
See for yourself, go to my homepage https://seo-gold.com/ put in any website into the Live Google Speed Test form and you'll see how bad most websites are. That Lighthouse tool was created by Google to help webmasters improve their websites based on Google guidelines, those results aren't my opinion, those are Google's opinion.
So don't worry too much about this, would be nice if companies had better SEO, but since most are poor it sort of balances out.
mattynix7 I specifically added DIRECTLY for a reason, it's possible to fend of an attack without DIRECTLY engaging with someone like Tom Winnifrith.
I've made a living online for over 20yrs (SEO consultant which is pretty much marketing) and to promote clients (small businesses) built hundreds of my own websites. Annoying people generates interest which results in free traffic to a website, I've used the sort of technique TW is using to generate traffic, it's easy money.
I had a top ranked general election website (millions of visitors) and I generated the early buzz by ****ing off BNP/UKIP supporters. They are VERY active online and it's easy to annoy them, they'd then go sharing how much of a disgrace my site was on the BNP site, various right-wing forums etc... and I'd get lots of free backlinks which drives Google SEO. I then used the SEO power from their links to boost my other sites and my paying SEO clients business sites. Kerching
It was very funny, they thought I worked for the Lib/Lab/Con (they think they are all in it together) when it was a simple case of generating SEO backlink power while enjoying political debate.
Could have done similar during the Brexit period, I started a Brexit politics Twitter account which generated 10s of thousands of followers and millions of impressions a month: didn't monetise it though, that was a hobby.
Don't engage directly with idiots like me or TW online, you can't win.
Chesh Have to admit FOMO was/is kicking in.
I bought yesterday at 24.88p expecting it to go lower, but with the CEO being active on Twitter/here and an expected revenue guidance update early 2021 and other stuff in the works it's only a matter of time before more interest kicks in and for a long-term hold 25p looks like a very good entry price: when the SP hits £1 it will be really easy to work out how many bags :-)
I do have a very strong tendency to buy in about a week too soon, just before a bottom. 3 out of 4 other recent small cap shares I've bought was just before they hit the bottom, had I waited a few more days I'd have got a better price: FOMO wins again.
My 20p target wasn't exactly 20p, but heading towards 20p which is what is happening now. Unless something disastrous occurs I'd see anything close to 20p as a short-term opportunity to buy. Got half the shares I want, so my FOMO pressure is reduced, can wait a few days to see if the SP goes below 23p to buy the rest.
As a new shareholder (bought half of what I want yesterday) please don't directly engage with people like Tom Winnifrith, it comes across badly.
For example go to the #DVRG hashtag on Twitter https://twitter.com/hashtag/DVRG?src=hashtag_click and the top Tweet is the idiot sandwich Tweet. It's funny, but not what I wanted to see as a potential investor doing early research on DeepVerge.
You played right into his game plan and would have made him extra subscribers/cash whilst temporarily damaging the DeepVerge brand. That exchange is easy to spin to the CEO is a hot head who makes rash business decisions.
That exchange delayed my decision to buy in until yesterday (was obvious the SP would drop before recovering) and can still see TW coming back for another attack since the last one got a reaction from the CEO and that drives traffic to TW's website making him money. That's why I bought half of what I want, the SP could still head closer to 20p before 30p even though it should be above 30p now.
What I want to see is more information about what you are doing now and what might be coming in the future. I understand you have decades worth of untapped innovations sitting on the shelves, I want to see it commercialised in the coming years.
Kdog, I used to review websites (for free) to build content on my SEO business site, example https://seo-gold.com/camping-world-rv-sales-seo-review/
That would have taken about a week of my time to research/write etc... and even though I know the CEO of Camping World (HUGE business worth $bns) has seen the review (he follows me on my business Twitter account and we've exchanged DMs) the last time I checked not a single SEO issue had been fixed! Some of the SEO mistakes are really bad as well!
Wrote a review of the business one of my sons works for (he's a software engineer and the CTO now) . Again took about a week to research/write and listed lots of actionable SEO issues. Was taken as an attack by those working on the site and the FREE advice was ignored!
I don't do fluffy, I say it how it is and it doesn't go down well with those responsible for doing the SEO: I'm treading on their territory and since I'm better at technical SEO than 99% of those in the industry I guess they see it as a threat to their jobs.
Most people tasked with doing SEO are total pants at SEO, it's part of why I've put my SEO business on hold for a year to trade shares, fed up of dealing with people who don't listen and just want flashy presentations.
A 5 minute look at the Gfinity site and I can see their SEO's aren't very good.
I can look at almost any webpage and find 5 SEO failings:
https://www.gfinityesports.com/article/6412/call-of-duty-black-ops-cold-war-season-1-release-date-maps-weapons-warzone-battle-royale-road-map-pass-spec-ops-missions-patch-notes-ps4-xbox-one-pc
1. Long title tag: Google truncates long titles.
2. Useless meta and Twitter descriptions: it's supposed to describe the article, it's 3 words!
3. First text link back to HomePage has terrible anchor text: NEVER use Home for the first text link.
4. Image filenames like season_1_cod_jxSOzuh.jpg aren't SEO friendly.
5. Alt text of images (this is text to describe an image, important SEO wise) is missing for most images. Including alt text is SEO 101, it's as basic as it gets.
Scroll to the bottom of the article with heading "New Map Images - 7th December", below are a lot of images. Those images COULD be indexed in Google image search for relevant searches IF the people adding them had optimised image filenames and added descriptive alt text. The images have random filenames and no alt text, to Google image search those images are pretty much invisible. It's a lot of effort to rename image files (before upload) and add relevant alt text, so I tend to find most sites don't bother!
On that page there's at least 142 alt tags, only 10 have content, 132 are empty! Not only is that an SEO fail, it's also failing those who need alt text to appreciate their content, so many websites forget blind people do visit their websites.
Those SEO issues took me less than a minute to find, this is completely normal for the vast majority of websites.
SEO expert mode off, b
H-hi You do have a point, there's a lot of things Gfinity could add to their websites.
They are still a relatively small business and growing. I guess we will see how they improve their sites over time.
My main area of expertise is SEO, based on a quick look at their site via Google Lighthouse https://googlechrome.github.io/lighthouse/viewer/?psiurl=https%3A%2F%2Fwww.gfinityesports.com%2F&strategy=mobile there's significant room for improvements.
Speed/performance is very important, this is what a perfect result looks like https://googlechrome.github.io/lighthouse/viewer/?psiurl=https%3A%2F%2Fseo-gold.com%2F&strategy=mobile that's one of my websites.
I see problems as a positive, means when fixed the offering is even better. If everything was already perfect there's no room for improvement and that makes it harder to increase traffic.
I've seen far worse websites SEO/performance wise than Gfinity, what you see in their Lighthouse test is pretty standard for most sites: slow on mobile, works great on a decent Internet connection. If they improve they'll be better than the competition which would help with Google rankings.
I'm not an expert on eSports, but have worked as an SEO consultant for about 20 years and most traffic to a website doesn't start on the home page. there's only so much you can (and should) put on a home page.
That being said if the list of popular eSports here https://www.lineups.com/esports/top-10-esports-games/ is accurate they do appear to be missing quite a few popular ones like DOTA2 (I've tried playing DOTA2, I'm rubbish).
No idea why they don't cover them on the main sites home page, you can see via this Google site: search (a way to search a domain for specific phrases):
https://www.google.com/search?pws=0&gl=us&sxsrf=ALeKk00ynY_i6KWsd84-f9-0R2NAOX7N8w%3A1607444112848&ei=kKbPX9GkM9C_gQbQrrTIBQ&q=site%3Ahttps%3A%2F%2Fwww.gfinityesports.com+DOTA2&oq=site%3Ahttps%3A%2F%2Fwww.gfinityesports.com+DOTA2&gs_lcp=CgZwc3ktYWIQA1DruyFYw88hYJTVIWgAcAB4AIAB0AGIAYYKkgEFMC41LjKYAQCgAQGqAQdnd3Mtd2l6wAEB&sclient=psy-ab&ved=0ahUKEwjRrN76477tAhXQX8AKHVAXDVkQ4dUDCA0&uact=5
DOTA2 is covered, though based on this site: search (limiting time frame to July to now) https://www.google.com/search?q=site%3Ahttps%3A%2F%2Fwww.gfinityesports.com+DOTA2&pws=0&gl=us&biw=1279&bih=618&sxsrf=ALeKk01kqzCL7kSqeT6XrAvW4GXSm4qqRA%3A1607444805967&source=lnt&tbs=cdr%3A1%2Ccd_min%3A7%2F1%2F2020%2Ccd_max%3A12%2F8%2F2020&tbm=
it looks like they aren't covering DOTA2.
That's a lot of potential free Google traffic they aren't covering, I wonder why? Maybe they don't have the people to write the content for those games.
Clearly revenue is above 2019 levels (that's going to look good to potential new investors at the next update), but what if it's a little below the £1.5M expectation, say £1.2M to £1.3M, what will happen to the SP?
If there was revenue guidance this week they expected £1.2M to £1.3M and the SP didn't react too badly giving you time to sell, would you sell?
I'm recently in at 5.5p and see this as a long-term hold for a multibagger, so I'd be OK with the above, means waiting longer. I suspect £1.2M to £1.3M would keep the SP between 5p-6p short-term, so I'd be OK. Can understand many holders have been holding big losses for over a year and would be really annoyed.
From what I'm seeing on Bidlievers and Twitter etc... I can see revenue beating expectations. In principle one of the games with a few decent brands going big for Christmas could smash through the £2M mark, BUT with such limited information (screenshots from games, Twitch videos etc...) it's really difficult to be sure.