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We are due a trading update anytime. Perhaps posters should calm down and let what figures are released do the talking. This is not the only AIM company with cash flow problems at the moment, the state of the market makes cash raising very dilutive.
ZOO's share price was above 200p before the recent strikes. Now the disputes have been resolved you would expect the price to recover somewhat. I do not believe there is any other explanation, it was oversold in a big way.
Dimply because many of ZOO 's customers would not be too happy eith their products being distributed via a Netflix subsidiary for example Netflux could give priority to their own productions. The business is better as a i dependent.
The problem is that it is not just capacity. They are having trouble filling their existing capacity. They have said £10m turnover will see them into profit, however they are well short of this at the moment. I am not sure how much hard chrome plating is out there to replace. Also airospace applications require extensive trials with little volume to follow. What they need is a new contract for a high quantity, small size product, but I am not sure that a product of this type would have used hard chrome plating in the first place because of cost. It is a long time since I did any serious reseach on this Company so I could be wrong here. My holdijgs in this company much reduced over the years. But I suppose things are looking a little better at the moment, but it is all relative I suppose.
I wonder about the capability of their business model to be able to generate enough revenue to provide for a return to shareholders. There is much competition in the home delivery market these days from the big supermarkets, Ocado etc. The business model seems to rely on a quick turnaround thus allowing the purchase goods with a smaller 'sell' period than say the large supermarkets. Whilst this allows Huddled to negotiate better terms from suppliers how scalable is this model? Apart from perishable goods and farm produce, which Huddled do not sell, you would expect producers to match their output to their orders from the large distributors. and supermarkets. You would not expect a large amount of surplus for Huddled to buy. Or am I missing a trick here?
It is a huge decision for a cement company (ot any other company for that matter), to change fuel and supplier. I do not expect a commercial decision on Morroco without further trials. Trials are relatively risk free, so are an easy decision to make, a way of kicking the can down the road as it were. Successful trials unfortunately will not necessarily lead to adoption, see Maersk. There needs to be a huge commercial advantage to offset the supply risk. Valkor is different, they really need Quadrise technology for a viable business model and product. The issue there, is whether they can suceed in commercialising the process and find customers where Quadrise has failed.
Why would three directors have sold shares at 24p if prospects going forward were so good. Doesn't make sense. Perhaps NGR could explain. Afterall if they wished to reduce their holdings for personal financial reasons they could have done it at a less significant time.
Pokerchips
Thank yuo for your response. I was concerned that Google might be entering the Elivate market. It would appear not the same product at all. That is not to say one of the big boys are not looking at the video editing space. They could of course buy us out, if they would be allowed too. Hopefully Blackbird will get a move on now they have a product to sell.
All of the major vendors have been looking at ways to use AI to help customers develop creative content. On Tuesday at the Google Cloud Next customer conference in Las Vegas, Google introduced a new AI-fueled video creation tool called Google Vids. The tool will become part of the Google Workspace productivity suite when it’s released.
“I want to share something really entirely new. At Google Cloud Next, we’re unveiling Google Vids, a brand new, AI-powered video creation app for work,” Aparna Pappu, VP & GM at Google Workspace said, introducing the tool.
Does the above impact Blackbirds video editing offering. Comments.
It is quite normal to release software for free for a period of time to new users, it allows the users to try it without commitment. For example see Figma, a company with a disruptive product like Blackbird which Adobe wanted to buy for $20 Billion.
Gallat
'Re-assuring me of no raise.....' You are unbelievably nieve what makes you think he was going to give you personally prior warning of a raise. You point me to a CEO who as ever done that. I am begjning to think you are a paid de-ramper.
The only one certainty within this scenario is that it was designed with the director's best interests in mind. If we start from this premise, we are more likely to anticipate the subsequent outcome. Ever since the ridiculous Samsung settlement it has been self-survival mode for the lot of them.
Surely the problem with all these schemes us the infrastructure costs. How do you link the heating pipework of thousands of existing houses together? The ideal solution would be to use the hot water to generate electricity, but you need much higher temperatures for that than obtainable from old coal mines. I think it is a case of green zealots clutching at straws. Fracking was and still is the answere to the UK's energy needs and energy security, if we only had politicians with some backbone.
Surely if the company knew that signing of the MSC/Cargill or Morroco agreement was imminent, it would have made sense to done the fundraise afterwards as the share price would have been higher with less dilution. This would have been more beneficual to LTH's.