Member Info for jimmydarko

It would be interesting to see an infographic showing respective MCaps of some well known AIM companies, with the value of shares held by directors/family for comparison..

Be careful people. I wouldn’t touch this with someone else’s barge pole when it’s getting ramped by the usual social media suspects..

Brownadder: what’s your point re Investec?

Are you serious Z? Best announcements so far, by far

Max, like I said previously, I may be wrong. I didn’t like the delays though, and the MC is on the rich side. I saw this week as the cut off point for them pulling something very big out of the bag. They’ve certainly done that with BOTH announcements. I’ve bought a small holding. I Still have concerns about VR getting to mass market. But, with regards monetisation, the new CFO appointment says it all. I’m starting to believe. I tell it like it is, even when I change my mind.

That news couldn’t be any better. If you had to pay an influencer with Liam’s following to promote your business, it would costs 6 figures

Sam. The market has had 60 mins to get convinced, and it’s a market in free fall. I’ve spent a considerable amout of time researching this business and decided against it early this week. Until today’s twin announcements. If I hadn’t done all that research, I’d have to do it right now before buying, as will many other people.
The company needed this. Even if MCAP is high, I see better where this is going now. Fans don’t even need VR to stream this, it’s an option. The fact that LP is promoting the brand, and the former international CFO of Universal has joined, tells me that the revenue potential is there, otherwise they wouldn’t be. Simple

Well JimmyStocks, I just saw that RNS and I’m happy for you guys. That is the news this business needs, its huge. Now Oculus need to get selling headsets

If ever you needed convincing about how deeply corrupt share dealing is, the movement on FLYBE today should do it.. engineered panic on no news. Big hitters able to benefit while weak holders sell up low. All on no news. Just goes to show you have to decide what you believe when you hold a share, and not change it without good cause.

Mayfield knows what he's talking about. Bravo

How much Evercore can leverage is another question, but it's one hell of a caste study to watch unfold

That calculatoin comparing the value of a Spotify - bear in mind Spotify users are using the product Daily so generate huge amounts of data and advertising opportunities. Your comparison is way, way off. I’m saying no more. Not my problem

jimmy, I haven’t followed this share as closely as you. I didn’t deem it worthwhile doing so because I see the product as fundamentally flawed and badly timed.
I’m asking questions because i don’t t rule out that I’m missing something. given that you’re trying to support this business, I thought you may want to enlighten me, but so far you haven’t.
Again I may be missing something here, but you say someone is paying for MVRs advertising? Do you mean Facebook are waiving their fees, or is someone somewhere actually digging deep?

I may not be warren buffet, but I’m smart enough to avoid companies that are overvalued, have shorts outstanding, aren’t going to make money for a very long time, and who’s directors only sell shares, even when their shares are down 80% in value. I’m just a pragmatic investor who doesn’t like high risk with low probably reward.

The way I see it is EVRH have something the typical user may pay for once a year. Even if you have a million people doing that, you aren’t , making much money, and besides it will be long time before you can dream about 1m active users. AND, because the users are unlikely to repeatedly use the service, like users of Spotify do, advertising potential and data capture are low.

One day in 5-10 years time, with more dilution, perhaps this business will make money. For now I believe it’s an experiment for Facebook. They testing the water here. If you believe they would need to spend £1.2bn to buy this company right now, you sir, are truly deluded, and simply not worth any more of my time.

Good luck with this one.

Ps. You do realise this stock makes 2018 look like a good year for Bitcoin?

JimmyStocks: flagship app? What do you even mean?! Are you implying the focus of the campaign is Melody VR?!

The campaign is to try to shift headsets because currently they are not mass market. No body MVR are working with are exposed financially on this project. MVR just have Rev share agreements, so their big partners can’t lose, making. It fairly easy to get licencinb agreements. And that’s all they are.

As I’ve repeatedly asked people who support this stock, and it s a very simple question:
what % of headset owners do you expect to pay to view MVR materials?, how often and what cost? This business has a relatively huge market cap, and I’m failing to see how they’re going to generate the huge revenues they need to justify it.

Have you actually done any maths, or do you just see the name Facebook and cream your pants thinking everything they lend their name to will make you rich? £60m is chump change to FB. They could buy the business tomorrow if it excited them that much.
If you think anything FB are doing is orientated around EVRH, you’re jumping to conclusions because they suit you. VR early adopters are gamers, not music fans. The research is there if you want to find it.

Bloodshot: That’s nearly as funny as your 9p average ( you mentioned in a previous post)

I’ve looked at this in even more detail now. Enjoy watching your investment dwindle away over the next year while you fantasise about this being a billion dollar business. I say fantasise because it isn’t going to happen. You compare EVRH to Spotify? They have something you Don’t: Users.

Expect 1p by next year here. The cash you have is going to get spent faster than you imagine.

If you want to actually get taken seriously, I invite you to explain what percentage of VR adopters are going to pay for EVRH streaming of Def Leapord, in order to justify your MCAP and deliver some ROI

I won’t hold my breath

75+ skilled employee wage bills + offices, + Dev & Operational costs
No way to accurately project future revenue amounts or timings

The directors aren't buying up shares at 4.5p
A £60m MCap

I can't believe people ever bought this share in double figures, I'm not convinced even at current price. Am I missing something?

Don't worry. Its been pumped, you'll have a chance to buy cheap again tomorrow

Jones: Paraphrasing what was said? by who?

Jones: another person helping to fill this board with useless shite. Well done

@laidback I had to laugh when I saw your comment. FFS can’t take you seriously when your heavy in ‘GCM resources’, the company borrowing money at wonga rates, and stiffing investors since longer than I can remember. You’re too used to rummaging around in the gutter to understand dealing shares in a real company. You suspect the worst because you’re used to seeing it elsewhere..