Member Info for guygad

Looks like they beat guidance across the board. Cash position better than the Cenkos model. Outlook positive. Management disappointed in share price perforce so they will look to options—hopefully a US listing or Daily Mail puff piece.

Does anyone have any insight to other food tech names—I’ve an outsized position in PCH and want some diversification? (Cenkos lists Eden, B.R.A.I.N. Biotechnology, Biotalys and Croda but I’ve nothing but shallow insight into these.)

I've not looked at Bidstack for a while, so haven't looked at the balance sheet. Do they have any money to invest?

Forgive the lazy question, but where you see the source of the Thursday presentation?

Mucho thanks in hope

I'm not sure i've seen such a gap between opportunity and management incompetence as w this company. (And I write as someone who bailed out of this stock more than once.) Even if they start to turn it around and sign a series of contracts, shareholders will take months and years to have faith in the stock. What a waste.

Complementing Draper for a series of ever more dilutive capital raises is like complementing a man on the quality of his punches as he’s beating you.

At best this is a calculated risk. No one, even those on the inside, should be looking at this with any confidence--management has no credibility, there's little clarity on the quality of revenues, litigation is in process, weak balance sheet (in a market that's offering additional capital to loss making companies only at huge discounts), consistent record of significant dilution current share holders, etc.

Not to be a doomist, but if Simon Thompson at the IC announces that he's fed up w this company and is dropping coverage, this thing could plummet. (I don't hold the thing, for what it's worth.)

Do you expect this to be higher than 2p tomorrow?

https://www.investegate.co.uk/kazera-global-plc--kzg-/rns/delay-of-results-and-trading-update/202212290700061298L/

Bidstack is a small company defined by automatic, software defined, processes so updating the market with first half results in the last week of the year is to be expected. I'm sure there's nothing to worry about.

Alex Walker chatting on the Dig Deep podcast:
https://www.youtube.com/watch?v=BzaJo7feTc8

It the usual info download but interesting that the company is starting to lift its skirts, wrt PR.

Kind of you to make an Ad hominem response, so let me respond with an appeal to authority-- I've got 15 experience in advertising. I've got clients scaling back budgets in the UK, US and Australia. I consult with M&A in the US.

Please address the points I made, to advance the dialog of all present.

For what it's worth, the only thing that's working for any UK based company is the weakness of sterling, which will boost revenues when overseas contracts are reported domestically.

A worldwide recession is coming. Ad revenues (volume, rates and margins) will fall across the board. There will be no special pleading that new sectors will be immune. Platform scalability has reduced value in a competitive market. Bidstack's first mover advantage has long since evaporated. Any buy-out will be to the advantage of cash rich.

If the thing gets to 10p, it will be trading at 5x (house broker estimates of) 2023 revenues. Alternatively each share you own will be represent 2p of 2023 revenues that will be announced in April 2024.

I'm starting to think that the stock is a risky play.

Simon chatting to JW on his podcast today--I am right in thinking that the first time?

It's going lower.

"long suffering, wishful thinking"
well i know that story. I'm sure you know better than I the quality of the IP and the pipeline. In any case, thanks for not taking personally my way past my bedtime comments above. Mucho sorry for any offense.

You think it's bottomed based on what? The IP and tech, the MOUs, the potential market, etc., are irrelevant at present, given the cash position of the company and the market's appetite to fund cash short companies at anything other than a sharp discount. I'd love to buy into the name but not until the above is settled.

That noted, a takeover wouldn't be a shock at this level.

Genuinly hope that JW doesn't get behind the stock--don't want the stock to become a pump and dump and definitely don't want this board to become a zone of rancid moose ****.