Shorters hard at it over the weekend03 May 2022 07:52
Well Aldebran and Travedol have been working this weekend when we were all on holiday I see.
Travedol must be a fool or a liar: Claims to have shares he wishes to sell when sp reaches break even but spends all his posts ****ging off bids (a fool); Or more likely he’s just made up the above to try to persuade the gullible he is on their side (a liar).
I don’t read a lot of the negative posts since blocked, but this is likely peak negativity for the shorts, expecting more of a drop on results….Likely get bored/worried.tomorrow so start the rise by buying back.
RE: Placing date & amount details28 Apr 2022 06:53
To be fair to you, you are much better than most.
Whether money needs to be raised and how it is done remains unknown, but if it is I would expect either selling a stake to one of the big companies currently with vested interest (Azerion for instance), or a loan would be the preferred route.
If only since further dilution isn’t in the director’s interests with significant holdings.
Well it’s pretty likely over the next few days that because the SP action following results hasn’t quite helped the narrative the shorters are after develop, the accusations will become ever more frequent and vitriolic.
Seen it before, eventually they give up and move on to the next one when they realise other sellers aren’t providing the liquidity they need to exploit.
Buy some at 3.1/3 if it gets there if you’ve any funds.
Tradevol, I am also a significant shareholder. I gave up reading Helx and Girdz posts some time ago, but you seem to want to examine the bear case:
1) Revenues. As expected from last year, a significant improvement on the year before. The improvement in margin, removal of smaller titles where the margins cannot be maintained, clear improvement in the number of titles (also acceleration compared to peers), increased revenue against a relatively fixed cost base - which should be further improved by the Azerion deal.
I would expect they deal was made because though a proportion of the 36% of the $30m minimum dollars will go to Azerion, this is less than the cost of sales if Bids did it on their own, as well as revenue will be generated much faster.
What I would agree is that some indication of whether the azerion deal is active and an indication that some revenues have been generated/how they have started would be beneficial.
2) Transparency. We don’t know what’s in the contracts, but if there’s an NDA , they have to respect it. Nothing more to say, plenty of clues….
3) Salaries/options. You pay your money and take you choice. I have been impressed with the staff I have seen from presentations. There will be an industry standard to attract the best people. As for Draper I think he has learned in the job - now under promising/over delivering now having got this wrong in the past. I would accept that only comes true with the numbers over this year.
I’m sure you can up with some more. Do you wait until all this is clear before you buy? That depends on your risk appetite. Some will no doubt have sold pre-results hoping to buy back cheaper… Maybmiss the chance if they want any volume.
RE: BTC strongly targeting over $40k16 Mar 2022 09:01
I do wonder whether current events will play out similarly to the initial pandemic with regard to btc. There was an initial boost for gold which then stalled then btc took off above previous highs and ARB with it - the move from 6-7p to £1.20.
So Russia and Ukraine make a deal… Just leaving inflation/stagflation/commodity supply shock/recession… And the resultant need to park money somewhere it won’t end up being worthless.
Yes what I only really appreciated recently was that the ‘Paco Rabanne Ivictus’ ad only came up when you win a sports game… I wonder if you appreciate the subliminal nature of the ads/realise they are playing with your psyche…
yes saw the update from Dec, but there had been very interesting post comparing Bids relative acceleration in advertisers/campaigns relative to their peers… Just wondered where that data comes from, but may be a diligent poster counting the customers rather than a published number.