Member Info for jc1220

Apologies if this was shared at the time but I enjoyed coming across this yesterday: “between 22 February and 22 March, revenue from our iOS sales increased by 255%” ?? https://www.iq-mag.net/2020/04/together-electric-streams-inside-business-livestreaming/#.XtuoqBNKiiE

Also came across a youtube video Fall Out Boy dropped advertising Melody VR which now has 136k views https://www.youtube.com/watch?v=859ik3u3SgY

With the new Half-Life game also dropping a couple of months ago (and most likely encouraging more people to get into VR) it's looking like Melody have had a very strong first half of the year.

Hi all

Looking forward to the results + momentum gained from the Wireless stream. I'm hoping the line-up should be worth shouting about given the amount of skin in the game (Live Nation, Ally Pally etc.) The share price jumped from almost the exact price to 8p last year, and that's without the huge percentage gains in views over the past 2 months / general growth news which will come with the report.

Just wondered if anyone knows what patents Melody holds? I've tried to do some digging but obvs not very well and I'm slightly conscious of the 26 or so NextVR holds and how that might restrict growth/cause issues later down the line.

https://patents.justia.com/assignee/nextvr-inc

I really love ASOS but I can't get past the level of short and long term debt they currently have. Could anyone explain why their current level of debt should not be a cause for concern?

Perhaps it's more about looking long term and the potential for greater business, but short term is going to be a tough ride, surely?

Here's the Edison page https://www.edisongroup.com/company/keywords-studios/2119/

It seems silly to me to sell because one firm has suggested they're going to be less profitable for one year amidst a global pandemic. If you can't bear to see your portfolio drop then I'm not sure how you can bear to be in on any stock given market volatility, uncertainty, and how driven individual stock prices are by ETFs. If you've bought at a good price it's probably wise to not time the market.

From what they said KWS are in a great position to pick up extra work companies are unable to fulfil with a lot of their organisation able to work from home. They've got a strong balance sheet and the outlook looks good with the new consoles coming.

My concern would be if the latter are postponed (perhaps likely if there were a second wave?) but even then KWS will have work coming their way anticipation for when they are released. I wouldn't buy above £13 for now, but I don't think selling is the right option unless you're timing another drop.

Thanks for this. Useful links. I also think that, with the reopening being a steady process, it might neutralise prices as demand vs stock levels balance out. The trading update I was referring to was Q4 2019 released in Jan. I remember there being a negative reaction to the drop in margin (despite the record-breaking year) so wanted to test the water and see what others thought.

"We see a number of cost headwinds in the year ahead and expect these to be higher
than we have seen recently, as National Living Wage costs increase faster than
general inflation and the cost of pork continues to rise significantly. As usual we will
seek to mitigate as much of this as is possible through business efficiency, but will
also ensure that our prices continue to represent great value."

Does anyone have any knowledge as to how Greggs supply chain will be affected by COVID-19?
With sights anxiously being set on a steady reopening, I'm aware they forecast margins to be reduced slightly by a rise in global pork prices thanks to African Swine Flu - I'm wondering what prices/availability looks like in a post full lockdown but still not fully lifted world? Could be something to bear in mind that might hold Greggs back from taking off - even if things go 'back to normal'?

It reached approx £10 last week and then jumped 20% to £12/£13 so perhaps that's a buying price.

I would assume a mix between fear re: trading update, the bad press the ASOS warehouse is receiving, the debt they were carrying and the lack of cash.

Have to feel for them - felt like they were out the other side of the problems they were having only for this to happen at the worst time.

Hi all, does anyone know how Coronavirus is likely to affect global meat prices? I'm aware Greggs mentioned that the increase in global meat price due to Swine Fever is likely to have an impact on margins - I'm curious whether the Coronavirus will affect demand/prices in any way.

Hi all, possibly a naive question but is it likely the Coronavirus will affect Boohoo negatively - i.e. limit stock availability etc.? I'm aware a lot of production is based in the UK but I'm conscious I may be missing something.