Member Info for Scoobydoo321

Per Proactive Investor -
FinnCap added that Revolution Bars is back in business.

"Opening bookings are encouraging and we expect a good summer driven by the government’s vaccines programme, leading into September when universities reopen and then the key run-in to Christmas," said the broker.

Assuming no further virus-related setbacks 45p is the new target price, finnCap said.

"RBG’s share price has more than tripled since its April 2020 low point, but it still has a long way to recover, in our view. It's highly cash generative and the stock could rerate quickly once evidence of sustained recovery becomes evident. "

Come'un guys .....3................2................1........................HEAVE!!!!!!!!!!!!!!!

@Matt and Surp - I share the same sentiment as you guys. When it comes to earnings - there are so many assumptions particularly with in/out of lockdown again - so difficult to quantify. Then you have acquisitions being earnings accretive. Overall, sentiment wise - RST, I see as being a safe, value, rather boring investment that does what it says it will do on the label. It's a Michael Atherton, knocking a few 1's and 2's around - keeps pf ticking over.

As for value wise, I suppose you are buying a stock that is no.1 / no.2 in their market - so comes with a wee premium which is fair.

Polar Cap are pretty savvy - so it's an endorsement of the good job that RST is doing. + if they are buying = RST has passed their DD.

My entry (btw- a small portion of my pf), particularly for Surprised's was when the SP was a wee bit knocked over. So very much of a no-brainer for patient, boring, lifeless ( :) ) like me who were seeking for value stocks a little late.

I'm no expert on GL, its politics or economy - my 2 cents - I reckon if they backtrack on any approval given to Jay - this will be hugely detrimental to GL's GDP / economy and for many many more years to come.

I mean which miner is going to invest into GL if they backtrack on it? What kind of country would it be - if Danish + GL's government were to invest into Jay only for it to be reversed - GL has always considered to be a solid jurisdiction.

So rather than extreme polars - if anything, GL new gov may impose further environmental conditions - which may make Jay's life harder. This could be the "mid-way" house. This would be what I perceive as the worst case scenario.

@itrade - I reckon the management are pretty savvy - with some savvy appointments - give them a bit more time

@itradeshares MODE are trying to keep cash burn down - I think this is very sensible - and to capitalize on word of mouth for now until possibly their open banking platform is fully ready.
I don't think there is anything wrong with this from a management perspective.
The opposite side of the coin is - to go in big with marketing - end up throwing millions away and then going back to shareholders to ask for more $.
I know, as a s-her which option I prefer.

hello hello......anybody out there out there ....o..ut ...there

very quiet here

I reckon there is going to be a snowball effect that's about to / is happening with Gfin.

WHAT THEY DO FOR OTHERS
Existing clients get even stickier - more campaigns
New clients expected to capitalize on their knowledge, abilities based on their strong existing list of clients.

WHAT THEY SHARE WITH OTHERS
As we come out of lockdown, more and more events as esports take off throughout the world

WHAT THEY OWN OUTRIGHT
Gfin stadium will bring in revenue (sponsorship)
Increasing outsourcing of their tech platform IP
More and more corporate sponsors choose Gfin due to their existing partnerships / sponsorships.
More and more users in GDM - my son says "Dad did u get the company who did "Magic-the Gathering" given their mobile app recently launched".

I often ask myself the inverse - given what we know - Can I see the company value going down?
No, absolutely not.
Gfin, IMO, is primed for bigtime growth (all the heavy lifting was done in 2020 by John et all - top bloke!)

Understandably not pretty results - since who is going to dress up at home.
PJ's / leisurewear have been plat du jour
However, with end of lockdown - seeing friends + corporate events + gatherings on the cards soon - social wear will be needed - particularly if customers sadly like me have - uhummmm have had a bit too many snacks during lockdown.

typo - "bought" below should say "brought" !

The major family shareholders know what they are doing - they have bought a company out of the woods before in the Financial Crisis in 2008/9 and sold off for mega multiples a few years later. They are very well versed.

I reckon it's going to be a very positive year for them with staycation, pent up demand for social occasions.

The recent rise was fairly substantial from 30ps to 47p+ in a fairly small period of time - and a lot must be attributable to traders - in and out.
RNS means = more time - for traders it means - no food on their table - and zzzzzzzzzz
So they go off to other stocks where there is more short term catalyst for SP rise.
So they sell off their positions, SP falls to reflect increased supply of shares.

@Landie88 short answer - Yeah!!!

Funds adding to their position / opening new position - probably find out soon with imminent TR1 form.
Excess shares getting hoovered ....and rightly so.....SP is significantly underpriced

12-Apr-21 14:54:09 63.00 2,250,000 Unknown* 62.00 64.00 1m O
12-Apr-21 14:54:09 63.00 2,250,000 Unknown* 62.00 64.00 1m O
12-Apr-21 14:53:54 63.00 248,000 Unknown* 62.00 64.00 156.24k O
12-Apr-21 14:53:54 63.00 248,000 Unknown* 62.00 64.00 156.24k O
12-Apr-21 14:53:30 63.00 2,000,000 Unknown* 62.00 64.00 1m O
12-Apr-21 14:53:30 63.00 2,000,000 Unknown* 62.00 64.00 1m

Liquidity is key here and that's not an issue now - simply a waiting game for the imminent good news

Effective response to lockdown - securing liquidity position
· In July 2020, liquidity was secured through an increase in committed debt facilities from £21.0 million to £37.5 million including a Coronavirus Large Business Interruption Loan Scheme ("CLBILS") term loan of £16.5 million and a net equity fundraising of £14.1 million;

· On 16 December 2020 the Group's bank, NatWest, postponed loan facility amortisation payments of £7.5 million originally scheduled for the end of March 2021, and £1.0 million originally scheduled for the end of June 2021;

· Most recently, in April 2021, NatWest agreed to waive £2.0 million of amortisation scheduled for September 2021 and approved a further £3.5 million CLBILS, taking total available facilities to £40.3 million; and

· The above provides sufficient liquidity to trade through the Government roadmap including downside scenarios.

Similar to THS where Fidelity is selling out - the rock hardly moves but when it moves - it will fly.

Their Silicon Valley appointment appears to be waving their magic with good PR again - per BRSD twitter feed -
The pandemic has given rise to thousands of websites claiming to sell the COVID-19 "vaccine" but our CEO
@TheYoavKeren
warns consumers not to be fooled by this #cyberthreat. Interviewing on
@KTVN
he speaks about this new #cyberisk:
https://hubs.ly/H0KM35c0 #BRSD

@apple - ST continues - ".....even if you attribute nil value to the Spin holding, then analysts at Edison estimate that Allied Minds’ remaining portfolio companies and net cash of US$22.3m (6.7p a share) still have a combined value of £104m (42.5p a share)."

@apple - From ST "....a share of my NAV per share estimate of 65p."

Here we go - travel back on the cards - so is AVAP!
So strap up for the journey upwards.