Member Info for roleybirkin

Interesting question you pose maidit308?
Difficult to know whether the shares are a buy, hold or even a sell as we have had very little information forthcoming across Q1.
It would be extremely useful to have a Q1 update as my guess is the share price may continue to drift on no news?
I guess patience is the order of the day?

Great to see some of the more significant holdings rising strongly.
Lido currently up 12.18% to $4.80...

The share price performance has indeed been shocking Ricardo, but so have 100's of other similarly sized companies this last 10 months.
BUT....
The companies revenue and ARR performance has been superb.
At £13.50m valuation (10.50p by 128.666m shares) the company looks cheap give $6.85m ARR on 30% growth for 2022.
That suggests £5.18m ARR (at 1.312 exchange rate) so a forecast revenue multiple of just 2.60.
Patience required.

Ash, what LIES has Cathal actually told?
Just curious...

https://venturebeat.com/2022/03/30/anzu-closes-its-latest-funding-round-with-20-million-raised/?utm_content=202810041&utm_medium=social&utm_source=linkedin&hss_channel=lcp-17907575

It’s been a bit of a banger month for Anzu.io, the world’s most advanced in-game advertising platform. The very end of February had Anzu announcing a content focused partnership with NBCUniversal. The two companies are back together, but this time it’s all about funding.

NBCUniversal and HTC have both stepped in to fund Anzu, increasing its total capital raised to $37 million since 2017. The total list of investors for this round also include Sony, WPP, Riot Games’ Marc Merrill, and many others. Also the Chicago Cubs.

The directors did not sell any shares.
They hold the same number as pre the placing but their respective holdings fell to 9.24% due to the issue of additional shares.

Guidance for 2022 was set at £50m with Covid related work standing outside of that number.
The company have also stated that over 90% of the 2022 number was already contracted prior to the end of January, so it would be fair to state that the £50m should be secure and in place for this year prior to the end of March?
I would hope that any further contracts signed in the coming 9 months to raise the £50m number.

Consistent buying today. Nothing too sizeable but great to see 21 buys against just 2 sales.
Volume only 14.5m so a slow day.

The impatient idiot may just be a tax efficient investor?
If you want to strike a tax loss (we are getting ever closer to 5th April) then you wish to sell, BUT if you sell and then buy you can actually be forced to net those two trades off rather than collect your tax loss.
BUT, if you buy and then two days later sell you have the opportunity to net the sale against your earliest buys.
Thoughts?

Guessing we should see an RNS detailing the new shares in issue total?

Thanks LTB.
Based on what you outlined,
1- that would suggest £600k of service fees across 2022. So that would be good news?
2- I would agree there is likely small orders periodically coming from MW, so again positive?
3- I can only think NB buying shares and taking up his warrants in an open period is very positive indeed.
Outside of what you have mentioned would be news on any tie up with a Government on the water front. Been talked about but would be good to get news and obviously what percentage of that £5m may be due to Msys for delivery of product?

It is still only month 3, but it would be nice to get a quarterly update anytime soon.
I sense that things have been moving quietly forward in the background and await an understanding of the revenue generation from the collaboration with Modern Water and there Q1 £5m of product/orders.
I am also keen to get an update on Msys Q1 sales in there own right away from Dvrg and also the maintenance numbers as they will contribute in the quarters to come.

Gfinity at 1.55p bid this morning delivering a strong 24% increase for MOS.
Here's hoping the discussions between the two companies is progressing well also.

Krunch have been bought on a historic 3.88 times revenue and that is fair value.
Some of the Krunch revenue may well have come from MOS as they had a working relationship but likely maybe 50% plus would be coming from other partnerships and deals.
Summary - Krunch should deliver a revenue stream and the forecast 2022 Krunch revenues will also be fully additive to MOS.

Lot of positive activity happening with the RGO portfolio.
Smarttech247 could list as early as April, whilst both Low6 and Pluto Digital are also on the listing path.
Exciting time to be a holder and 1.134p offered looking good value.

Any feedback or thoughts?

10 days to identify and do this deal indeed!......

You are all spot on. It did not take 10 days. It actually took less than 7 days to be correct...

The raise is clearly to fund whatever is required to drive this joint venture, but what are the drivers and what will the venture look like?

They are Paving the way…

The share price means little. All about following the company growth in clients, revenues and product.
Happy to continue buying at these levels.