Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Great post from bestsce on Stockopedia in response to the ShadowFall report. Would urge anyone concerned with report to log on to the site and take a look. Always two sides to every story and shows how someone can interpret things in such different ways depending on their bias. ShadowFall are clearly biased to the downside. Hopefully IQE will issue their own rebuttal tomorrow morning before open. This looks to me as the last attempt to drive the price lower. If IQE can prove they have done nothing untoward then I feel there could be a massive rush to cover shorts. We shall have to wait and see but either way it will certainly be an interesting few days! I will be holding until clarity is obtained.
A few people on here have mentioned that July instructions have kicked off slowly. Where abouts can you find this info? Is it on the purple bricks site?
Relentless selling, what's going on?
I posted this on the Boom twitter chat group but thought would post here for anyway not in the group that might be interested..... Rob talked about their new ad insertion tool on the last vox markets podcast, enabling them to insert up to 5 extra advertisements on many podcasts. I think this explains why available ad impressions has risen so sharply compared to UFR’s. I’ve also re read Stuart Last’s recent post about ‘why $10.85 is an interesting number for everyone in podcasting’ I’ve applied the average CPM of $10.85 to the available ad impressions generated in q1 17, and if we filled every available impression revenue generation for the quarter would be $3.3m (304.2m / 1000 x 10.85). Obviously not every available impression will be filled but with available impressions set to grow exponentially throughout the year, along with fill rates improving it gives a good idea of the potential.
I have to admit the vagueness of the recent quarterly updates do frustrate me. Fully understand that the figures are not yet audited but if they can't give an exact figure why not give us a range. I.e. We expect Q1 revenue will be an increase of between 10-15% on that of last quarter. This gives us much more of in idea of how the company is progressing and better information on how to value it. The market generally doesn't like ambiguity it likes cold hard facts and figures. I know the market has taken to this update fairly positively and it is a solid update but not the barnstormer i was hoping for, and certainly a bit too vague for me.
Looks as though a seller in the market here now spoiling the rise.
Question is, at what value are sports direct likely to be willing to pay? There is a lot of value in the brand but a lot of work to be done to turn things around.
Interesting.....
This was trading at 25p a share a few years ago, profits growing and a large cash pile and bod feel that 9p a share is a good deal!?Terrible work from bod here and I'm just hoping that someone else notcies this and comes in with a counter offer and starts a bidding war. If not feel we are getting a bum deal, when I saw the rns notification on my phone here I was expecting minimum 12-14p a share!
Share price is irrelevant when such little volume of trades, it will flit between 2.5 and 3 until volume picks up. The market already knew about this acquisition so we were never going to get a massive reaction in the sp. Regardless of that it's good to get the deal done and adds another usp to audiobooms offering.
Great update. For those that have been in boom for a while and understand it they will not worry about the loss at the moment, the key question was can we generate enough meaningful revenue, clearly the answer is an emphatic yes. Don't get me wrong, If the loss had increased without the exponential growth announced I would have been concerned but much happier with this scenario of a likely small placing and minimal dilution rather than the large Chinese fund investment with huge dilution. Chinese fund was for the purpose of growth. Seems clear to me that the company have decided they are better off seeking growth internally (hence additional acquisition costs) which obviously is the reason for the increased loss this year. The key is the q4 growth which if continues will put us way ahead of expectations for next year. If your not a forward looking investor this isn't the right share for you, if you are then this in my opinion is a fantastic opportunity
I wonder whether anyone can help me here, when investing here I looked at the submission document which highlights full year profit before tax of £2.36m. So when half year profits were announced at £0.7m I was a little surprised as this seems low given the profits stated from last year. I'm assuming the business generates the majority of its profits in the second half of the year but have been unable to find anything confirming this. Maybe I'm missing something but would appreciate if someone could point me in the right direction. Thanks
Canaccord Genuity Maintains GBX 528.00 Price Objective On InternetQ PLC (LON:INTQ), Maintains Buy Rating I don't think there is much further to say. Apart from, if you truly believe the company is a fraud then get the hell out. So far, the only reason to believe this is the company also happens to be Greek. Slightly harsh and short sighted in my opinion. If this is legit then this is the bargain of the year. Do your own research.
of what the naked traders views on this are......... 'I took up my rights for new ETO shares at 153p. Rights issues are a bit confusing - you get offered new shares in a company at a way lower price. But the headline price comes down quite a lot too. So while it looks like in your account you have a heavy loss you don't really. You can either sell your rights in the market or buy them. As I took mine, I will have new shares in ETO at 153p. Same thing happened recently with Optimal Payments - what tends to happen is the share price is depressed for a while but as long as it's a decent company it soon goes back up. With Optimal when I took up rights it all looked a bit bleak but a few weeks later, the shares have surged, the same I think will happen with ETO. A bit of patience and there is tons to be made, I think buying up Peppa Pig is a good move for ETO. I bet Mummy Pig bought some.... (Daddy Pig obviously is too stupid and would have sold his shares and not realised he had the rights either. Silly Daddy). (Thanks goodness I don't have to watch it anymore). With the price depressed, there is a chance I think of bid action too. Why not have a go at a lower price if you're a big media or TV company looking for assets like this on the cheap?' Now I'm not saying that because the naked trader has these views that he cant be wrong, but I think all can agree that this guy knows his stuff. He obviously gets it right more often that not. Looks as though there is a loy of support at the 220p level. Onwards and upwards from here.
correction - £12m !
Are you talking about the circa £8m worth of sells this morning? These were most definatelty buys being shown as sells by LSE. Anything that is below the mid price is automatically put through as a sell by LSE. If you look at the time those trades went through, the sp was dropped slightly just before in order to fill these orders. The SP wouldnt be up 13% if these were sells. If £8m worth of buys isnt good enough to reassure investors then nothing will be! Apologies if you was already aware of this and were talking about the selling yesterday.