Member Info for HedgeHogarth

Robswire - treat US with respect

If you are going to post the statement "Now their banks are insisting on a sale and nobody is biting"

Show us your proof or evidence

I've pointed to evidence that the Form 8.3 from a new 1% shareholder is proof of interest

As is the big increase in the turnover of shares

Your posts are highly inflammatory and without proof I simply don't believe them. The RNS suggest very different - e.g. compliance with covenants and a growing business

Apologies, I meant no ill respect - but you can understand why investors are going to react negatively to your posts

"

"Bottom line is, it's a different business and the carriers really do still have the clout to capture device volume. Trade-in houses scramble after the rest"

I do not agree with this statment.

Handset sales account for significantly less that 50% of carrier sales

What you are saying is like saying "we buy any car" is going to lose out to p/x to car manufacturers. I don't know the numbers, but I do know that "We buy and car" and "motorway" get more than the scraps

robswire - give it up with your ficticious insults. Show the board "proof" that noone is biting. Show us Proof that the bank is insisting on a sale. You cannot - we just had a tradining update and the covenants were fully complied with. Do you think taht the MusicMagpie board are stupid- do you really think they would risk non compliance at this juncture.

In terms of nobody biting - did you not see the Form 8.3 with a 1% purchase by a successful, northern based entrepeneur.

Robswire - you are a lying pest and should be banned

Cyrox - I get them from LSE. If you have the stock in a watchlist and make sure the "alerts are enabled" is switched on for that watchlist. They are pretty reliable

Ahead of the rise to 4p 12mth ago the average daily volume was 36m in the 9 days up to 4p

The current avg daily volume is just 8.5m

Lets see what happens next week

Regenersis sold their Recycle Business for 103m Euro

Hard to say, most businesses that are very similar globally appear to be in private hands.

I have a feeling that is the route MMAG is going.

Very similar companies include:

https://www.ecoatm.com/ (US/global)

https://www.mobileguruaustralia.com.au/ (Ausutralia)

Here's a post on Twitter that helps understand the trend on mCap - which for me represnets a better long term trend to have in mind ahead of the next RNS

https://twitter.com/Barneyboysrb/status/1748308769144971591

Old but relevent

https://www.247commerce.co.uk/insights/re-commerce-as-the-next-rising-trend-in-2023/

You can add these to that link as well....

https://www.britishbulls.com/SignalPage.aspx?lang=en&Ticker=HEMO.L

https://stockinvest.us/stock/HEMO.L#:~:text=HEMO.,-L%20Signals%20%26%20Forecast&text=The%20Hemogenyx%20Pharmaceuticals%20Plc%20stock%20holds%20buy%20signals%20from%20both,above%20the%20long%2Dterm%20average.

But there are other sites that focus on bigger and less risky equities that are not so bullish - mainly due to the size and the fact that they are pre-revenue

Guys - the number of rental customers will likely reduce.

Steve has said on the last investor call that they are prefering to use the Klarna/Paypal proposition instead

The rental prop has been popular - but they are only using it to acquire high quality customers like b2b

My gut feel is that Robswire is not shorting this

I think he come on here to suppress any buying, encourage selling to try and get the SP in a place that facilitates a an accumulation by someone. I imagine he is on the side of whoever is trying to fill an order for said 3rd partty.

AIMO -

There have been a few false dawns for the Hemo share price.

It has spent a long time in the rage '2-0 - 2.3p' this year and previously in Q2 2022 which suggests its a good indication of the how the market value it as a pre-clinical Biotech.

Its 'almost' certain that Hemo make the pivotal move to clinical in the next 3-4 weeks. This is a genuine milestone in the Biotech sector which will transcend the investment media and feature heavily in Biotech and Pharma circles. FDA clearance represnts a trigger and credibility that attracts new investors and is almost always accompanied by a significant re-rate.

It is nice to see the SP make a small move in the right direction - but I beleive the real movement will is yet to come. Some wil probably come ahead of the next RNS as investors speculate ahead of the announcement - and more will come when Hemo earns its stripes.

Good Luck All

The RNS speaks for itself - so I won't go into lots of detail.

I love the inclusion of the words 'exceptiona', 'very strong' 'delighted' and 'notable increase' are all words reserved for only the very besy RNS updates. These are audited documents and words matter

'strong operating leverage in H2 2023'

This effectivley says that their cost base stayed boradly stable in H2 but they were able to increase EBITDA / Profit by increasing revenue.

I've discussed on here before why I thought H2 would be so strong for this compnay:

Both brands will naturally be more in demand in Q4

Not only does footfall increase massively: (1) They can fill ordinarily quiet times with lucrative corporate bookings and (2) they can charge more for group bookings in Q4 because of the significant demand for Xmas parties.

Personally, my eyes are on the growing EBITDA performance.

However, I know some like to look at Net Profit/Loss. XPF made a loss of £1.5m in H1. But with H2 revenue up +38% vs H1 - I would expect them to show a profit for the 12 months. (As i expect the extra £7-8m to tranlate to £3-5m additonal EBITDA given the 'strong operation leverage statement'

Final comment - the success here is two-fold. They have two great assets in the Escape Hunt and Boom brands. But, for me, It's the people that make this business; (1)the leadership and head office have laid the foundations and (2) the amazing people in the field giving blood, sweat, tears, smiles, endless enthiusiasm and energy to their roles.

Well done Team XP

This forum goes from one extreme to another - before Xmas it endured the nagtivity and trolling from Robswire and co

Now - we have rampers who seemingly don't fully understand the opportunity here or the business

For Balance:

MusicMagpie is a going concern, its a really good company with a loved and trusted brand and has some great people

It has had to endure a tough few years of high interest rates, postal strikes and manage the transition of the business from physical media to consumer tech.

In parallel, the compnay had to skillfully manage its performance and financial outcome to remain compliant with Ban covenants.

There was a lot of scaremonegering from Bearish investors in the second half last year

A few key turning points for me though:

- FY23 Full Year Trading Update was solid and ahead of most people's expectations - It certainly shcoked the bears. They reduced Net Debt, Increaase EBITDA and showed H2 revenue growth in Consumer Tech which will increasingly dominate its revenue and profit

- 1% share taken by successful and ambitious entreprenuer at 11p

- Interest rates set to fall

- consumer confidence and consumer spending to remain under pressure - which plays into recommerce

I'm very confident that a £12m valuation is not a fair one and when sold it will be at a much higher level

Good point HT - so it would have been submitted last Friday at the latest.

Baggsie the 1st February

@redOliv3 - your guess is as good as mine

I remain confident that this is NOT a broken business and its market value significantly exceeds its current mCap. And the brighter outlook on interest rates is great news

I was encouraged by the 1% stake taken by Damian; you don't take a 1% share unless you are having or planning to conversations about playing a bigger role in the future ownership. However, I don't think he will be the only potential suitor.

But from a timing perspective - I have no idea when we'll get an update or when one of the suitors makes their move. That's why I accumulated early and happy to wait as long as it takes.

No surprise - the decline in physcial media is well documented.

MMAG needs to be congratulated for evolving to make Consumer Tech it's dominant line of business - It will account for more than 80% of revenue in 2023/4 and grew +7.5% YOY in H2.

Not in my book Billybamboozle.

I'm extremely confident in my research - and the recent LinkeIn insight was an added bonus

I think next week's (or sooner?) trading update will show that performance is ahead of management expectations, I think we may see a FY Profit and the revenue growth will be phenomenal

Really impressed with everything I've observed about people culture and I see they are massively increasing their field sales team to drive events.

The SP howvere has been a damp quib - but given the performance of the company I expect it to wake up soon and when it does I am hoping for big things.

At the current mCap - I see this company as a juicy target for Private Equity or a bigger competitor in the same or adjacent sector

Zealot - you are a complete fraud and mug

You declared you had sold, hated the stock, hated this board and had never made a better decision in your life

So why are you here? Why would you 'get a quote' to buy Hemo shares

You are a plum and the laughing stock of this board