Member Info for KnockOutthePin

Sorry YT not Spotify

Maybe this afternoons Parliamentary Inquiry re streaming revenues will shine a light on 7D. Companies involved are Spotify, Twitch and Soundcloud. https://committees.parliament.uk/work/646/economics-of-music-streaming/

Can anyone shed any light on where Genedrive are on this? CEO said news Jan and ‘we think UK Govt will be interested’ but I’ve not seen any updates at all? In the light of latest news on UK testing budget of c.£7Bn on PoC it would be very interesting to get status update from management.

Think everyone is getting a bit over-excited talking 5p etc. The status of 7D is positive now as PL has addressed most of the issues to get the business onto a good trajectory but let’s not forget that the heady 3/4p days of TikTok/Triller speculation were based on primarily speculation and not solid orders/revenue numbers. IMO (and delighted to be logically challenged) the business can now support c.2.25p depending on the value one applies for future growth potential/sentiment. If there is lots of +ve strategic growth potential as there seems to be this can be icing on top of the 2.25p but late 2’s be excellent for now rather than talk of 4p which would require either many, many new orders/revenue or some insight on major new growth potential. IMO DYOR etc...

This is what you would expect of course. However, businesses are successful because 'people make things happen' as products just 'sit on shelves'. Particularly it seems in GDR! Yes customers do follow their own processes but GDR should know what these are and be able to analyse and evaluate these and explain and forecast when they will get Orders/numbers. Imagine if businesses just said 'the customers will (probably) send us the orders when they are ready. The job of the GDR sales team is to understand and talk to the customer and influence this process to win business - if not they should be replaced after a reasonable time. It feels to me that because GDR says they sell indirectly (Channels), that they have to just wait for orders and most importantly that the business is missing understanding of sales. If these accounts are locked up with incumbent suppliers GDR should qualify out and go where they can win. Likewise if Channels cant sell, go direct. If you sell and generate revenue you don’t have a business. I also wonder what the placement funds are being spent on as there are no requirements for people/resources to deliver against orders? As a LT holder this is really disappointing and I don’t know how much longer even loyal investors will wait.

Just started researching Grafenia on the back of a rise I noticed 5 few months ago and their spike up today. I thought their Half-Year Update was terrific; extremely refreshing and down to what really matters in this corporate world of flowery language, business-speak and cliches. It said clearly what they do/want to do 'on the can’ and clearly they have good insight re the print industry and how to take to forward in 2021+. Great job and will make me invest once this current SP excitement calms down and I understand why it’s happened as clearly no one does yet from reading this BB!

Yes and great to see LTH’s seeing the benefits - not always the case on AIM. ABB a great partner and more to come hopefully Got a long way to go yet... GLA

New to this share and thus analysing where its at now rather than historically and to me this trading update is very +ve and IMO, speaks to a MC greater than £8m. Having said that, wrt JCEP’s comments I am from a telco background and having run a similar scale business I’d note that revenues can be extremely spiky as one or two large orders can have a disproportionate effect on revenue. To LTHs; should there be a red light wrt revenue concentration?

One correction. Re ‘he would like to think the income in one part of the company alone will make a 50/100% profit by next year and he feels bullish about it’ that is not correct. He said he would be looking for revenue growth in 2021 of 50-100% and is bullish about that.

That means that the SP should follow that and grow similarly or more based on 90% margins and economies of scale.

Second that - and shame on all those who were impatiently having a go at him. We all want the SP to go up but sometimes you have to be patient (as Warren Buffett would say) to let the management deliver on what they’ve said they will do. Be great to see some retractions today after this very +ve trading update but those chancers who bought in over 2p will still be moaning till SP gets them above water. Rather they should accept the risk they took when THEY made the decision to buy at that point.

Are they supplied by this company>?
https://www.bindingsite.com/en?disclaimer=1

Does anyone know who’s test this is?

NCYT buy GDR - rationale? NCYT must be looking to use their MC/cash to diversify for more sustainable revenues I would think so attraction of GDR could be Hearing Test potential revenues maybe but Covid? Maybe US presence for Covid with BC relationship - do they have any US presence? But product overlap makes it look unlikely to me and if I was NCYT I’d want existing or very near revenue streams.

Re Vaccine updates - AZN: https://www.wired.com/story/the-astrazeneca-covid-vaccine-data-isnt-up-to-snuff/?bxid=5cec24903f92a45b30e65a77&cndid=54875132&esrc=bounceX&mbid=mbid%3DCRMWIR012019%0A%0A&source=EDT_WIR_NEWSLETTER_0_DAILY_ZZ&utm_brand=wired&utm_campaign=aud-dev&utm_mailing=WIR_Daily_112520&utm_medium=email&utm_source=nl&utm_term=list1_p4

GDR & SNG both spiked up c.8%

I’d guess they are just employees who want to to exercise/sell some of their options now the price is nicely up. Nothing wrong with that of course. Smart employees will often sell some of their options as they vest when the price has risen and bank some profit and keep the rest for future vesting and ideally more rises. So generally I don’t think this is indicative of anything wrt future RNSs, and SP rises/falls.

Better still, were the company to be acquired by a larger company with the right distribution channels this is a global market of billions. Not necessarily B2C but for hospitals for example. My wife was in hospital recently (not Covid) and all the nurses and visitors were required to wear the destroy their PPE every time they went near her in case she got an infection from them as her immune system was down. The market it is therefore billions and if it works as it says on the tin, it can change usage patterns, efficacy and costs as it protects a lot longer.

Was about to say this as well. Think what RachelsDad may have meant was he is not on the Executive Mgmt team who run the company day-to-day but he is most certainly a Director and Chair of the BoD.

Me too - some new customers/contracts I suspect...

Hi All, can anyone share any business details about DIVOC? I’m thinking revenue, profitability, # of employees, existing customers, facilities etc. Tia