RE: Stockbox Interview Tomorrow8 Nov 2022 12:32
As a LTH, I think what pleases me more than anything is DE's determination to get the story out there since the Summer via interviews, which are clearly ongoing and, most recently, clear evidence of a lively, proactive Twitter and also a revamped website on its way.
Nobody wants hype but hearing the trumpet of substantive and enduring success coming over the hill certainly does it for me!
I took a long, slow read of the Align full report last night and I'd commend it to all to do the same, especially from p15 onwards -Strategy for Growth. Like them, I believe it to be conservatively compiled but more will be known on this as 2023-24 come along - I think the market will need time to find the confidence to really believe.
I found Align's correctly but nevertheless heavily discounted Sum Of The Parts (SOTP) exercise particularly interesting in view of DE's recent interviews where, more than once, he refers to having taken a number of enquiries about certain of the businesses and words to the effect that if the price were ever right, they may well go for it, the preference then being to return a large slice of the proceeds to shareholders.
I can only think looking at any of those heavily discounted SOTP's, which in most cases individually exceed the current market cap of them all, that any such event and subsequent distribution to shareholders could be very tasty indeed and certainly helps to mitigate what limited risk may exist here at current levels.
Anyway, maybe one for the future, after a bit more development of the assets. Meanwhile, I particularly liked the first para of Align's conclusion on p28:
"In our view, Kazera looks at this point to be very neatly positioned on the cusp of greatness. The board is seeking to run a company that makes money, in contrast to a traditional AIM company. Very soon, Kazera looks set to be making money from three different projects, selling four different products, which will allow the team to begin to leverage on this success...."
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