Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Yeah? I like it too! LOL.
Seriously, LSAI has got a lot of potential. The more due diligence I do the more convinced I am about that potential.
Will they deliver?
Hopefully, but the market is out there, waiting for them to jump in.
If it's not LSAI someone else will succeed. It's that big.
Or LSAI will get approached by someone not willing to start from scratch and thinking they can do a better job.
Anyone giving this share and the market opportunity 10 minutes of their time will see the potential.
Take a good look at the "Back to Business hub" from JCDecaux.
"Welcome to the JCDecaux Back to Business hub. As the nation slowly begins to emerge from lockdown, we will provide usable slides, actionable information and data intelligence. Keep checking into this collaborative hub, as we all continue to get Back to Business."
In collaboration with LSAI (yes), lots of interesting pdf's using LSAI's data.
Really worth a look and showing work has been done by LSAI while we were in some kind of hibernation.
The return to some level of normality.
https://www.jcdecaux.co.uk/back-business-hub
Fine by me, I'm very willing to increase my holding at even lower prices. Let's see how low this will go.
I do feel LSAI should not wait for anyone else to develop the 'where's the crowd?'-app but should be proactive and develop that app themselves.
Sure that'll cost some money, but think of the media attention it'll get, the raised brand awareness, the created goodwill etc. etc.
Don't know about that as they were never on the passenger list anyway (at least not officially).
People are not ready (yet?) to be tracked by the government, too much of a "Big Brother is watching you" feeling, not even in the Covid-19 era.
Obviously the company has suffered because of the Corona lockdown. But that's only temporary.
The outlook for LSAI's business has probably never been better because of the Corona pandemic.
Everyone (businesses and people) has become more location aware (it's more in their minds and thought processes).
Businesses will be interested in people's location. In the past only because they looked at people as a target for location based advertising. That market hasn't changed.
Businesses will be interested in people's location for an additional reason as well. Protect your customer (by law or voluntary). You don't want your shop (or public transport or ....) to be overcrowded. Knowing where people are is needed to be able to protect them..
What definitely has changed and is rather new is that people want to know where other people are! You want to know where there is risk to get into an overcrowded situation. You would hate to drive off to the beach, parc, town or whatever only to find out it's overcrowded. People need to know where other people are. A whole new market!
good investment?
Maybe this will answer that:
(...) in 2019 marketers spent $ 265 billion on location based ads, a figure that’s expected to grow by more than 40% by 2022 (...)
(...) 94 percent of marketers plan to use location data (...)
(...) with only 24 percent [of marketers] using location data as a measurement tool, there is a huge untapped opportunity (...)
Source: https://thelbma.com/wp-content/uploads/2020/02/In-Modern-Marketing-It%E2%80%99s-All-About-Location-Location-Location-1.pdf
Hope ;)
Hm LSE could improve by using your last stated opinion as the standard one.
I’m pretty sure I’m not the only one forgetting to use the opinion drop down every single time I post.
Good and valid points. One will never get 100% of the location data from people. But you would get a lot of insight of movements of (specific) people and that could be very helpful on itself. Where are or have people been gathering too much or where will there be a risk there being too many people? (Using statistical analysis, a.i. and others)
That itself is very useful. How to prevent people from going to a higher risk place? Intervention needed? Or, given, when and where people have been where to most likely expect an outbreak? Improving logistics. You know where medical staff, equipment will be needed mostly. That could be useful if dealing with limited resources.
I don’t think total control over people’s location data is needed.
But one sure could do anything possible to improve on the data collection meaning meaning that people just use there phones as they’ve always done but there will be no opt out for regulated data collection by the government for Covid-19 uses (for as long as it’s a threat).
Meanwhile I’ve adjusted my opinion from strong buy to buy.
I agree with you, it could (should) have been more inspirational.
Yes.
Well with people not being mobile, staying at home, it’s no surprise location based advertising isn’t happening right now. We knew that.
They’re in talks though with relevant people (also public transport, government) with regards to providing and interpreting mobility data. It did not sound like they were in talks with the real decision makers, but it’s a start.
This is an unknown situation and no one knows how Covid-19 will influence our lives in the (immediate) future. So, yes, he can only be cautious.
It’s clear though that if we regain mobility we’d probably be more locally focused. This does make locally targeted advertising more important. And requires that information about peoples location is accurate. LSAI’s Verify will benefit.
If we can’t get Covid-19 under control with help from the current Bluetooth app, I’m sure people are going to have to give up part of there privacy, if not voluntarily then by legislation. That would be beneficial for LSAI. I do hope it doesn’t get to that point though and that we can just turn to our normal lives soon.
The interview is reflecting reality. We know the circumstances we’re living in right now and we know it impacts LSAI’s business. The business outlook improves with every day that passes. Location based advertising will grow and so will LSAI.
Check out this article! LOL
https://t.co/YlK6ripkTi
1,000,000 ? There’s showing faith! BOL!
Sorry for the double post.
As consolidation is going on in the sector this should be an excellent time for predators to try to catch the LSAI prey.
Share price near all time low, while having a bright outlook.
Being a shareholder only recently I like that prospect.
People that have been investing in for quite some time might think very differently about it.
I’m not whining, merely suggesting and I have not brought up this subject I believe.
And giving reasons for directors not adding.
Things are looking brighter, I’ve repeatedly said so.
While consolidation is going on in the industry and LSAI’s low valuation could’t LSAI be an excellent prey for predators?
Being an investor that just recently got in I like that prospect.
Investors that have been in this share longer might think differently about it.
Now might be a great time for directors to add to their holdings. Share price around all time lowing. Showing faith in the future of the company. A sign the company is undervalued. And could turn about to be a great investment for them.
But, once again, I don’t know their financial situation, maybe they can’t afford it.
Also, maybe LSE rules are standing in the way.
I’m not sure if your responding to me, but anyway I feel that a director holding slightly over 1% of shares issued isn’t that much.
If possible, can’t look into directors pockets, I would like to see larger directors holdings.