Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Anyone serious about immo give me a follow on twitter at slowie100, we have a few highly researched individuals on there. This site went to the dogs years ago you'll waste half your lives reading posts from lads in their mums box room who aren't old enough to buy shares but insist on offering you advice.
Decent update today, some will feel slightly aggrieved at another placing but this was always about a capital intensive land grab which was going to require cash. They've opened around 10 stores, created more than a dozen pieces of content & have fully paid up headsets of over 400 of which over 300 are installed. Pretty good going. With every month passing & each new headset added the losses narrow, the larger the content catalogue the slower content can be added & then its all CAPEX for the headsets, larger deals will be cheaper to purchase, install, train & deliver on a per headset basis.
Worth noting that this MGM Grand deal is likely going to yield massive revenues for the company. 500k visitors at a minimum of $2.50 a head is $1.25m / £960k pa net Immotion. That equates to £26,666 pa per headset or £512 per week. The aquaria average is £476 gross/ £238 net per headset. Completely missed by the market.
You are incorrect, there's literally not one major holder selling down, the holdings RNS showing reduced percentage holdings was due to an increase in the number of shares therefore diluting their position. I would suggest that the speed of which todays ABB was filled its highly likely we have institutional buyers taking a position NOT selling.
Hi mate, yes I was in ORE many years ago. How you're still patrolling these boards I'll never know, I couldn't handle it. Worth taking a look here if you haven't before a very interesting company right on the cusp of delivering on all the potential IMO. I moved over to twitter where I can share research easier & block the likes of Ronald Trump haha.
Good evening all , I stopped using this site a few years ago but thought I'd take a look given we have had a nice volume increase of late to see if there's any sensible posters on here & all its really done is validated my reason for not looking.
RonaldTrump; where to start with your comments.
Firstly, the company has gone from 35 headsets at IPO to 302 as it stands, plus the 27 already contracted takes us to 329, with the remaining STC headsets of which there's 66 we will be at 395 headsets. Thats more than a 10 fold increase in about 18 months, meaningful progress IMO.
The shareprice over the last 7 months is down 12% not 30% & has risen about 30% in a few weeks.
With regards to anyone being able to watch this at home shows several things, you've not tried the content yourself & have done very little, if any research. The content immotion create is unique in that it is world class in its quality & is synced with motion. This makes the kit too expensive for someone to have one at home but would also cause motion sickness.
If you look at the partnerships immotion have you must surely see they are no amateurs that are putting in content you can watch at home. Merlin, SeaLife, Legoland, EMAAR, Madame Tussauds, London Eye, O2 London to name a few.
The company have stated several times they expect to be EBITDA breakeven in Q1 2020 with a target of 410 headsets. My personal view is this is conservative because this figure was calculated through a blended average of retail & partner / aquaria headsets. At the time the headset split was roughly 50/50 with approximately 118/119 respectively. Retail then and now is the weak link hence the focus on aquaria / partner deals. Due to retail headsets lowering the average with a massive increase in the much higher yielding headsets should mean fewer headsets need to be added than the company suggested IMO.
The number of aquaria headsets, the highest performing headsets has gone from 30 at HY 2019 to 81 as of now with a further 38 subject to contract taking the potential total to about 119.
With regards to major shareholders dumping, theres zero evidence of that, in fact, the price has trended up under strong volume indicating the exact opposite of what you're saying.
Hopefully my notes will mean you take a deeper look at the company, see their average revenues, partners, content quality, licensing agreements & rapid revenue growth as a company going places.
You can have a takeover or directors buying but you won't get both.
Big fail lol
701k is my top up lol
I'm like the walking dead at the moment. More than doubled my betfair account since start of World Cup. Hoping PF can deliver the goods ASAP so can 4 x my Pf
Sleep.....what's that
:D if only
The 500k buy order is mine guys, cheers for the tip AT, if it's good enough for Phil Green it's good enough for me.
At has got money on Rooney to be BBC commentator at 2016 euro's when he'll be 30....how the mighty fall lol
He doesn't speak, he dribbles
Is there nobody better than Neville, he reminds me of heskey
Agreed, doing my nut
Well he's started with a positive 11 but what will b stronger the will to win or the fear of losing
Like the heskey comparison too!!!!
Rooney playing out of position in biggest game of his career....will have to see how he deals with that. After costa result both teams will be happy with a draw IMO. Agree with ferry kick ballo about will bring out the worst of him
Hi mate, hope you're well. Great minds must think alike, still grafting away but thought I'd see thoughts on mexico v cam, may wait till I get home and have a beer / takewway and bet on Spain v holland whilst watching it, let us know what you put on.