Member Info for HedgeHogarth

A small loss is the short/medium term is more unlikely IMO - as I still beleive this is priced to FAIL

So if like me, you don't think it will fail, it should prove a great investment

You may be right - but did not think that the offer peridod would stop Directors buying.

But - the City Takeover Code regard the founders and current directors as acting 'in concert' so if they buy they are very close to 30% whick may obligate them to make an offer for all shares

Dhton - fair cop

I think the difference here is that is would seem counterproductive for you to come on here and paint a negative picture if you are invested.

I understand and agree htat 'all is not rosy' in the MMAG garden. If it was, the SP would not be at 9p, valuing the company at less than £10m; the cmpany has debt at a time when interest rates are high, the company has struggled to turn Revenue into EBITDA, the company has seen it's heartland shrink over a period of years (hard media)

But takeover talks take time: 2-3mth of now news does not necessarily equate to bad news, its very likely and feasible that the company are talking to 1 or more interested parties OR that a MBO is being prepared.

My consistent argument from day one is that the drop in share price has been overdon - all the challneges and more are already priced in.

Maybe pick up the phone to Damian Hanson and ask why he has invested £150k in FY24 in this stock; to lose money???? He could quite easily get 5% in cash or more with equities that have a lower risk profile than MMAG. People are not investing here for the SP to go from 9p to 11p - there are gazillions of stcks that offer that opportunity. People are here fore 2-3 bags.

Dhton clearly has agenda

dhton seemingly suggesting he has access to insider knowledge

This is a good business - there will be interested parties

There you go again - pure rubbish

1) SP unlikely to shoot up until news on buyer - so nothing to see here

2) What news are you alluding to?

Ridiculous post - no basis for comment whatsoever.

It dropped last year, so it will drop this year!

Last year it was up 400% over 3 mths before dropping - its not this year

Ofcourse it matters.

You'll also find that I've also stated clearly many weeks ago the importance of the supply side. - We are in agreement.

The MNOs and OEMs have been doing trade-in for years - so the threat is not new.

Its BAU and MMAG simply need to be more innovative and identify new opportunitities to perform well in teh procurement side of their business.

I'd be looking at partnerships and adjacent opportunities to acheive that

Demand for refurbished mobile phones is up 36 per cent since 2021 according to analysis of GfK UK’s Tech360 survey

Nice write up on Mobile News

Be careful making too many assumptions about what are buys and sells

I agree that they look like sells

But when SP has already dropped from 200p to 10p - with up to 80% shares in safe hands, it is easy for the MMs to manipulate the price to make them look like buys or sells

You keep banging on about the 90-95% drop but some drop was always inevitable and to grow a company needs to raise funds and the big investors know that and would have participated in the raises

The comms are fine, very comprehensive RNS and decent, plentiful interviews. I know what I need to know here. The number will speak for themselves and if the market is caught napping, then so be it.

Maybe I could help out the derampers - and perhaps add some credibility to their posts (getting more frequent by the hour)

My mate at the pub told me last night that Unilever are going to sue the pants of SED for infringing on their trademark for Vienetta. They want Saietta to change their name

Neil really won't give up will he. What a smashing good samaitan he really is

Spot on Hikki - I am 100% aligned with everything in your post

What a load of utter tripe

You saw an opportunity to go short* and you are here to steer as many opinions as you can - simple as that

*or similar opportunity for you or your paymasters to achieve a financial benefit

Neil has a clear agenda here - beware

He admitted 'only turning up here' this week and yet he wants to constantly tell everyone how risky this is....Ummmm, wonder why

SED has been on my watchlist for over a year - I dipped my toe in shortly after the placing, but had second thoughts when the SP seemed to be in a holding pattern. (and sold)

I have dipped a couple of small toes in at sub 1p and will take my chances. It is risky - but extremely rewarding if we get some encouraging news

GLA

I agree HT

Lets also remember that where this may cost the small PIs a few hundred or few thousand pounts. It is consting Team Sandler - Millions of pounds.

Hence why, I believe that Vlad will have deduced that he thinks he has done this in the best long term interest of shareholders.

Time will tell - next funding event wont be too far away as CBR needs funding

If i was managing a fund, I would not want one of my stocks to go into administartion and show as a complete loss

It much smoother to sell down and just mention it in the small print as one of the worse performers

My two pence worth here....

Right now SED is priced to completely fail and go into administration with no vale to shareholders - current mCAP is a mere £508k vs £23m 2 weeks ago and vs £50m about 6 months ago.

From what i can deduce, there was not a lot wrong with the company apart from his clack of cash. There is some genuine value there with the IP, the operation and the commercial relationships / contracts.

My experience of these before is these things go down to the wire (a bit like football transfers during transfer windows)

SED do not need to have nailed a deal - but if they is genuine interest that could go soewhere I do not expect them to go into adminsration straight away. They talked about 'they may need to plan for administration' if no material progress.

We may not get RNS tomorrow as I can see potential talks carrying on right through the end of the week (incl the weekend)

The market only requires a sniff of genuine interest and for the company's next RNS to ssay that they are making material progress for this to do well. Time will tell

The SIPs is tiny and absolutely normal for employees to participate in this sort of scheme. I see no issue with it whatsoever.

The business is completely different to te one that was floated in 2017 - the SP may have been over £1 but the mCAP was less than half of what it is today. I don't what happened pre-pandemic as relevent here at all.

The business is completely different to the one back then. Its growing rapidly and profitably , its establishing great brand credentials, popular with customers and employees.

I respect your opinion - but for me I remain confident that there are no gremlins here.

Good luck Bline - I was just seeing if i could do the same but I cant easily free up the funds sadly.

We invested in the company - and the company is doing great things. We did NOT invest in the share price, which right now is hard to understand.