Member Info for helloDave

When are they expecting return on investment for the Disko project?

I suspect that as the director bought a lot of shares recently that they are expecting some great news soon.

Looks like the mining results will be good, in which case they could sell the licences for multiples of the current MCAP

It appears all the negative news, is now out, they would have release it all in the "Update on Current Trading" of 20th June 2024 to clear house.

The forward statement for FY25 is very pragmatic and clear that they have a handle on the situation.

As such, the current price based on assets (which indicate fair value of £11) is very good.

Director wouldnt have put in £100k if they expected another drop.

and this current market any negative news is causing oversell.

as such i take what is know as very positive

Everything looking good for a rerate back to the 8's

Looking at the trading it appears the drop was a long term holder getting out, I expect they mad a ton of profit and take final stakes.

appears that any major selling is done, expect a nice bounce in price back to 9 to gap fill

I see this as a takeover targte.

can see a few adtech companies would love to take this over now to gain clients , market, and remove a rival

At the moment the share price is consolidating.

the fact that the company are still on track to have a profit of £44m is great news, however the current markets drop at the mere sniff of less than great news, so it was oversold fast and appears that funds algos were triggered into dumping.

the good news is that the share dropped to 440 on the open of 20th June with the news and has settled to 415 since then, and major sells have stopped now.

This is the time to start loading and holding for the nature move north, and with only 115m shares, there is very limited available free float, so this will move north fast

Your maths dont stack.

The company has issued 115.88m shares.

current total short position is 1.19% = 1.36m shares

The driver for the shorts to close will be any big buys or adding TR1 statements

At the floor, the last shakes kept popping up and no big sellers left.

plus no TR1 statements, so no major holders sellers.

Time to start loading and holding for easy profit

While the price is here its open to a takeover. the whole tech and adtech industry for the past 2 years has been takeovers and mergers.

At this price I would expect a takeover to happen fast, could see an Ad-Tech or AI company snap them up to integrate.

Trading at 62.1% below our estimate of its fair value

Earnings are forecast to grow 29.17% per year

It never made sense for Shein to float on the LSE.

I wonder if Asos and Boohoo will move fast to capitalise or continue to drift, the fact that the majority of the population are much more poor nowadays should be a driver for cheap fast fashion again

Keep in mind that YouGov acquired KnowledgeHound this year, so the cost of that would have had a material affect on costs, however that engine will now be revenue making.

Company in profit, and business already pivoting to become even more revenue driven.

Buying on the way up to make a nice return as price balances back to where it should be.

The down trend has been based on waiting for results and now they are known.

Looking at trading it appears that only about 10% of the company was traded, so the bulk of holders have stayed in.

secondly to that, for any big sell there is a big buy, so appears that shares are being rotated rather than just dumped into the market.

thirdly, the share price dropped on open to 480 and has settled at Friday closing around 467, so it appears the major shake was one movement and hit a stable bottom and consolidated very quickly.

Fair value for the share based on profit, market embedment with key contracts, and brand is around £1.15 billion, so ££9.92 a share

Lots of upside from here :)

Looking at trading it appears that only about 10% of the company was traded, so the bulk of holders have stayed in.

secondly to that, for any big sell there is a big buy, so appears that shares are being rotated rather than just dumped into the market.

thirdly, the share price dropped on open to 480 and has settled at Friday closing around 467, so it appears the major shake was one movement and hit a stable bottom and consolidated very quickly.

Fair value for the share based on profit, market embedment with key contracts, and brand is around £1.15 billion, so £$9.92 a share

Lots of upside from here :)

Actually, this would be a good takeover by WPP.

wrap them in to remove competition and gain market.

I think the best outcome now is a takeover bid for £8 a share by an AI firm that can fast track roll out optimised systems.

Yougov has the brand, client base, market integration, and database that an AI company would dream of getting their hands in and using.

in the new competitive AI world, have revenue streams and a client base build would help them to scale to integrate for long term dominance.