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.
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.
So Tradevol,
Any cogent new bear arguments from that report… ?
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.
Agree Bottmz,
That is a rather intriguing statement. If they can market/lease the software for a recurring revenue then that could be a brilliant cash cow…
Delighted to see no surprises in the results for yr to dec 21, expenses up a relatively minor amount in proportion to profit with margin improvement likely helping that.
It’s the current trading and forward statements that say it really:
‘ - A robust pipeline of additional AAA and independent titles in contract or in active negotiation stage.’
check!
Still don’t know who the initial AAA game is….?
Ah well Girdz, another stale bull on the filter, you’ll feel like such a fool in 3-6 months time.
TheeDuke
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.
But Jabber,
according to Girdz winning awards for excellence won’t help sales or make larger companies with £bil mcaps want to partner or consider even takeover of the company…
Life must be so simple if you are a stale bull - everyone a crook, every deal a sham, every step backwards!
And Share4 when such a small company by market cap wins an award it surely draws attention that there is a product/culture worth looking at - both from a partnership and a takeover perspective!
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…
Thanks Jabber,
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.
That’s Brand/campaign!
i’ve looked on bids website but don’t see to be able to find the brand/camping counts that folk kindly post in here. Could a kind soul please post a link please?
Thank you
Share4 Likewise. Great insight, thank you for your contribution.
‘ the reality of the financials will catch up with the market cap.’
Like that would reduce the mcap to below its current paltry £30m!
was
Nice…
https://mobile.twitter.com/HenrySundayHere/status/1497110131229835280
Yes, curious that it hasnt had more of an effect; perhaps since any project commissioned unlikely to be booked this year (though I assume the £750k will be). It’s all foot in the door stuff and I can help thinking thinking the govt are deliberately reinventing the wheel since we know the tech works… Ready for a fanfare next year.
Anyhow, bought plenty more myself, don’t leave it too long!
Ok excellent. So if built around 180 units, but crucially recognised as the way to make renewables actually viable without fossil fuels/nuclear.
Possibly enough to take us out of that downward channel!
Larry’s quote’ ‘8x the size of the Oxford superhub’
And at last a ministerial comment suggesting they finally get it: using renewables efficiency, decreased reliance fossil fuels and energy security.
I wouldn’t trust anything Helx says…
Yes Olly,
lots of ‘games’ going on here… Continued progress from the company. As commented very difficult to buy when the share price dips curiously…. Keep on accumulating while you can.
I know there is a lot of whinging about MMs, but dropping the bid/offer to 3.3/3.4 and then raising it to kill buying to 3.3/3.7 (ie 10% rise in offer with no change in bid) is taking the ****!