Member Info for HorisM

09-Nov-23 15:52:41 310.00 50,000 Sell* 309.50 314.50 155.00k O

09-Nov-23 15:52:39 310.00 50,000 Sell* 309.50 314.50 155.00k O

09-Nov-23 15:35:33 310.00 100,000 Unknown* 308.50 311.50 310.00k O

09-Nov-23 15:35:23 320.00 50,000 Buy* 307.50 311.50 160.00k O

The company did release good news, they are expecting 17% YoY!

So looking profit around £80m to £100m for 23/24 period.

Against a MCAP of £157.31m currently.

Six Months Ended 30 June 2023

· Adjusted EBITDA1 £39.9 million (H1 '22: £14.3 million)

§ Significant new client wins, underpinning future revenue growth

§ Strong growth in proprietary network of nostro accounts and global liquidity providers

· EMPower Payments Gateway transactions increased from 9k to 41k, now serving 72 countries

Oh and the writers strike started on the 2 May 2023 when the share price was 713

Hollywood working overtime to get lots of movies and tv produced, Videndum can charge a premium and be fully booked for the next year to make lots of revenue.

Would be looking for this share to re-rate to over 800 in the next couple of weeks.

The actors strike started on the 16 July when the price was 600.

Hollywood will be moving fast to get all movies and tv show into production for cinema and streaming.

As such, I expect that Videndum can charge a premium and will be fully booked for the next year or more to cover the tons of filming happening to catch up and meeting run rates.

As such, expect this share to move back past 700 levels fast now that news of the strike end is happening.

You're a good soldier, choosing your battles

Pick yourself up and dust yourself off, get back in the saddle

You're on the frontline, everyone's watching

You know it's serious, we're getting closer, this isn't over

The pressure's on, you feel it

But you got it all, believe it

When you fall get up, oh, oh

And if you fall get up, eh, eh

Tsamina mina zangalewa 'cause this is Africa

Tsamina mina, eh, eh

Waka waka, eh, eh

Tsamina mina zangalewa

This time for Africa

US actors' union Sag-Aftra says it has agreed a tentative deal with Hollywood studios to end a months-long strike.

Sag-Aftra reached agreement with the Alliance of Motion Picture and TV Producers (AMPTP) in a unanimous vote, ending the 118-day shutdown.

https://www.bbc.co.uk/news/entertainment-arts-67364587

I could see the BoD raise funds to take this private again.

With stock in hand and channels set up the business is fully operational now.

If they do take private with an investment fund then looking at 60+ a share

Pinning down the price with small auto sells.

And then make bundle buys.

Someone is accumulating on the backend.

Would have been great to have a name mention in there BeardedDragon.

However, the good thing about the article is that its a positive for the sector that Naked operate in.

Seems that we are at a good consolidation level now, and expect alot of averaging will be happening.

I suspect the new MD Rodrigo Maza coming onboard was a wake up to what divisions were underperforming, and this lead to Delvin having to leave.

As such, I would venture that we are at the bottom, considering the global Online Wine Sales Market is poised for growth:

https://www.openpr.com/news/3218497/online-wine-sales-market-in-depth-analysis-by-trends-overview

Panic selling seems to have finished.

Would expect some large buys now to average down, and the BoD buying up to consolidate their position if they decide to sell the company to maximise their profit.

Strangely on the yahoo, that 2.77m trade is listed as a buy.....

Potentially it was shares gathered from the 40-50 region sold into someone...

Considering the price has bounced rather than come down further is another indicator.

On the positive side that just put 2.77m shares in to the market to buy.

Thanks for the fuel to whoever sold:

08-Nov-23 09:21:52 60.00 2,779,589 Sell* 59.90 60.80 2m O

Expect that the funds are waiting for the last of the PI that are in profit to sell, which is happening at the moment.

Once the they've done squeezing the juice it will be big bundle buy time and another move up.

EU to invest 60 mln euros in upgrading Uganda power plant

https://www.reuters.com/world/africa/eu-invest-60-mln-euros-upgrading-uganda-power-plant-2023-10-30/

EU funding to assist Nigeria in its green energy ambitions

https://www.esi-africa.com/finance-and-policy/eu-funding-to-assist-nigeria-in-its-green-energy-ambitions/

African research consortium awarded $5.3M by EU Horizon Europe program to combat epidemics

https://www.labpulse.com/research-and-development/funding/research-grant/article/15634530/african-research-consortium-awarded-53m-by-eu-horizon-europe-program-to-combat-epidemics

Good news for Naked Wines current holding:

"Poor weather around the world is likely to cause global wine production to drop to a six-decade low this year."

https://www.bbc.co.uk/news/world-europe-67343009

"Exports from UK financial services firms amounted to £97.2bn in 2022 and generated £75.6bn of trade surplus, according to new data published in the ONS Pink Book."

https://www.theglobalcity.uk/resources/providing-financial-services-world

If you do the maths, Cab are expanding to take a leading FX position in a market of 3800Billion.

So the money moving through them will be vast, and they will be making lots of £££££££

07-Nov-23 13:50:59 30.00 500,000 Buy* 28.95 29.55 150.00k O

The problem we face at the moment is short term living by PI, ii, and the market.

its why shares are dropping so far so fast with a breeze, as risk thresholds are too high.

with this company the cadence is a bit longer term, they are literally setting up operations to support countries, governments, and banks; as such once they are set up they have long term contracts and a strong business moat.

Please all holders that have weak hands with profit, get out, free up the shares and allow for the churn.

However, if you spend 20 minutes researching this company, and their links to billions of £ $ € of funds moving round Africa you can see that they will be reaping amazing revenue and profits for years to come.