Member Info for philipc240

Hopefully first RNS of a news rich period coming up! Think we're limited with not much of a raise until the financials have been confirmed regarding potential of a placing unfortunately!

I'm hoping it's a case of lesson learnt from previous ramps and rather under promise over deliver oppose to over promise and under deliver in 2019...hopefully we'll find out in next couple of month...

Bit of a novice so anyone with more knowledge thank you in advance if able to guide my understanding here, but fact NAV so much lower than MC, does the market value reconciliation explain the difference here? All Agronomics holdings aren't available to trade to normal PI's, so the price difference between NAV and MC can primarily be attributed to the market value reconciliation (with a lot of interest and being in a hyper trend sector with limited avenues for getting direct exposure).

Not sure if already been posted or everyones aware but found this on Twitter this morning which was a good - https://docsend.com/view/46spqmfxrmnnmfzc

Good overview and noticed only dated 2nd Feb so relatively new. Nice and concise overview.

Good podcast actually. Alan Green is very much a bull. Hope he's right but can't help but feel if placing wasn't imminent they surely would have stated that in the TU?

Valid comment, I should clarify, disappointing TU in terms of breakdown of revenue and costs. Disappointing in that I don't feel we know much more than what we did from Decembers update? And obviously disappointing how the SP has reacted.

Interesting criticism regarding increasing headcount especially senior commercial hires - fact they're growing headcount like this reassures me they are confident of success, you tend to increase staff count when there's demand...

Feel the wording really hasn't helped within the RNS (but admittedly confirmation bias on my side but the writers of RNS should have same confirmation bias). Would be good to have more detail and breakdown, increase of staffing levels presumably explains increased loss.

James states full publication of results will be released - any idea of when this would be? I cannot see the full results from last year broken down?

Like to think the SP will hoover around here until some positive news flow, as we're essentially where we were post Decembers positive update minus any excitement and poorer sentiment (caused by current SP drop).

TU last year was 07h00. I heard somewhere it was definitely coming in January this year (11th Feb last year to be fair) so presume will come out next week now?

Been following ARB since the 7p days (Justin Waites original pump days!) and never jumped in. Well done to everyone who has made money here well deserved.

Looking to get in but with SP volatility looking for a good entry price. Whats everyones average here (for those who don't mind sharing obviously).

See reference to a link? Anyone got the link?

Yeah can't see how this is price sensitive, and kudos to BigDish for releasing an RNS as a reminder there's no money involved here, whilst simultaneously serving the purpose of highlighting they have Pizza Hut on the app which helps spread the word.

Either way positive news for existing holders but suspect some people will get spiked with this change in sentiment.

Was there a proactive investor interview today? I cant find it on their website.

Do we know why Norris was selling?

150k is what % of a sell? And what price did they hold them at do we know? Imagine it's well over 400% up in which case cant blame them for taking a little profit - pay off some bills.

Has anyone any information about how long till BigDish are integrated within the EPOS solution? Be good if we could monitor restaurant numbers once live on their platform.

Agree like the business model here. Does anyone know how long a hostel takes to bring online and costs associated? Even being cash generating I cant see how they can continue to expand without going back to market for more money? Looking to get in but with just 10m in bank at last fundraise this must be pretty much all gone with last 3 acquisitions? Hopefully someone can correct me as price is good if fully funded...

Good news about progress here -building looks lovely. Though does anyone know how much cash that leaves them with in the bank?

That's up 23 from pre new launches then of 102? Good percentage gain key will be continuing this momentum....alot easier to gain 25% from 100 than 1000 and so on.

Looking forward to more new locations if continues at current rate can see FOMO bringing this back to 7p easily.

Not sure when their Social Media manager started but could explain substantial increase for August. As only Brighton went live can't imagine that alone would have caused 143% increase in website/app traffic by itself.

Anyone ever used SimilarWeb? I noticed Justin Waite (blogger) uses this and interesting to see BigDish has had a 143% increase in visits from last month (18,846 in July compared to 7,773 in June and 5,043 in May). 94.95% of this traffic is from the UK.

Really good website for being able to track momentum and uptake of users.