Member Info for Sonic80

Thanks for sharing your email reply ManfromWales. Definitely looks like being an exciting time for TOM.
Way undervalued at current £4m market cap and expecting it to jump back up soon.
Trying to buy this dip as well but can’t get any quote with HL. Can anyone get a quote to buy? HL not the best recently and thinking of changing to new broker.

Sentiment will return here soon enough.
The market cap is now only £5m for a company with funding and a JV partnership in place to exploit a potential 10,000 bpd (~£400k per day revenue) asset.

DMSL were already profitable, and now them merging with TOOP will result in cost savings of £1m per year. That means that the combined group will achieve profitability a lot sooner than TOOP would have done alone, so lessening the need for any placing.

On top of that, growth levels are really taking off at the moment with the shift towards more people working from home and requiring better internet.

Current price is below previous placing price and below what the CEO paid to buy on the open market.

Looks like a good opportunity to me.

DMSL were already profitable, and now them merging with TOOP will save result in cost savings of £1m per year. That means that the combined group will achieve profitability a lot sooner than TOOP would have done alone, so lessening the need for any placing.

On top of that, growth levels are really taking off at the moment with the shift towards more people working from home and requiring better internet.

Current price is below previous placing price and below what the CEO paid to buy on the open market.

Looks like a good opportunity to me.

It would be quite a combination if funding news gets announced next week just as gold price takes off.
Gold currently sat right on that $1770 breakout level.

And the 490k delayed buy...

Global spending on ad-based video on demand (AVOD) is set to more than double to $53 billion by 2025. Very good news for online video content companies.

https://www.digitaltveurope.com/2020/06/01/us-overtakes-china-as-home-of-avod-with-spending-to-top-us53-billion-by-2025/

https://t.co/7rLUgXK9bb

Good news.

No problem at all. Happy to help. Thanks for all your research on BBSN, especially on Twitter. Prospects looking really strong going forward. Wouldn’t be surprised to see a long, steady rise from here. So undervalued at current market cap, especially given recent growth levels. Pleased to see slightly more regular news flow since new chairman has been in place as well. Wouldn’t be surprised to see a lot more clients attracted to BBSNs YouTube channel management service. So many success stories there. Looks like it’s a really flourishing branch of the business.

They’re all buys. You can do a dummy trade to double check if you haven’t got level 2.
Think it’s the MMs trying to make it look like people are selling. Not sure anyone’s falling for it!
Should see another steady rise from here IMO.

YouTube channel management arm of the business looks to be rapidly growing. Year on year revenues for this area were already up 66% to £5.3m, all existing clients were retained, and now a cluster of new clients have also been announced. Each client pays a management fee to BBSN, as well as a percentage of the revenues achieved, so it will be interesting to see how these new client channels grow from here.

With so many success stories to their name (link up TV, World chase tag, PGA Tour golf, European Tour golf, etc.), it’s easy to see how more clients will be attracted to join BBSNs brand leading YouTube channel management team as well.

Company growth levels looking very strong indeed from here.

The ?? on the previous post was supposed to be a thumbs up!

YouTube channel management arm of the business looks to be rapidly growing. Year on year revenues for this area were already up 66% to £5.3m, all existing clients were retained, and now a cluster of new clients have also been announced. Each client pays a management fee to BBSN, as well as a percentage of the revenues achieved, so it will be interesting to see how these new client channels grow from here.

With so many success stories to their name (link up TV, World chase tag, PGA Tour golf, European Tour golf, etc.), it’s easy to see how more clients will be attracted to join BBSNs brand leading YouTube channel management team as well.

Company growth levels looking very strong indeed from here. ??

Thanks Vectran. I agree that the levels of growth in BBSN at present are very impressive.

I’m afraid I think you are getting it a bit wrong with how BBSN are remunerated for their online content though. Your discussion about engagement rates is true for a lot of types of online advertising, but not the video type that BBSN specialise in. For static ads, engagement is a big factor, but I’m afraid the calculation is not engagement / total views, like you said. It is a factor of views and engagement combined, so either or both going up would have a positive impact. Your calculation would see remuneration go down as total views go up, which isn’t the case.

The remuneration for video ads (e.g. those playing before, during or after an online video) is a bit different. It’s has a direct correlation to viewing numbers and view times of the content video, both of which BBSN have shown to be increasing dramatically. The engagement in the advert is much less of a factor. Viewers only have to watch the video ad for BBSN to get paid. They will get paid more if the viewer clicks on it, but the majority of remuneration is just for them watching it, in the same way that TV adverts work.

So I’m afraid my own view is that your analysis into engagement rates is not as appropriate for BBSN, and the impressive increases in viewing numbers and times is instead what investors should be focusing on. These should have a very positive impact on BBSNs revenues and profits going forward, but to what degree is anyone’s guess at the moment. For what it’s worth, I’m impressed with your desire to look into it more and try to work it out, but I’m not sure engagement rates will help you too much. The viewing numbers and times should be a better guide, and the rates of growth BBSN are showing in them do allow for a bit of blue sky thinking, so it’s looking very positive at the moment for investors.

Sorry for such a rambling message. A bit rushed at the moment. If you’re holding here then I think you will do well. We should see a steady rise towards H1 results RNS in the summer, which will hopefully surprise us all. It seems to be shaping up to do so very nicely so far...

Just to clarify my last post, BBSN will definitely expect to see a significant increase in revenues when Instagram and TikTok monetise their platforms, which is due to happen later in 2020. It is certainly an announcement to look out for because it will have a very positive impact on BBSN, and is likely to increase interest in the company. I just don’t think Vectrans stats should be used to predict how big that increase might be. The official figures from the company would be a much more reliable source to base analysis on. But either way, needless to say that the increases in revenues are now looking even better with the acquisition of The Hook Group than they already were before. Lots of factors coming together very nicely for BBSN, which is why the rise in share price is looking so strong going forward, and is expected to steadily continue from here.

Vectran, I think you’re missing lots of points here I’m afraid. Please reread the RNS. I don’t think anyone will be trusting your figures over those in the RNS. Yours are completely contradictory. You said that in early 2019, BBSNs engagement rate for their Facebook pages was 0.25%. At that time BBSNs Facebook pages were bringing in around £1.5m / month in revenues. Yet you think that The Hook Groups Instagram engagement rate being 0.44% would be poor? If you’re stats are correct, then BBSN would be in for a bumper increase in revenues when Instagram monetise their platform later this year, but unfortunately it seems your stats and analysis are way off. The figures in the RNS are the ones you should be concentrating on. It’s all about views and viewing times for remuneration on social media platforms, and BBSNs growth in those is off the chart.

BBSN tweet from this morning confirming the increased activity for their online content brands during lockdown.
20% increase in views, 56% increase in followers.
Should have big positive impact on revenues.
https://twitter.com/bravebisonio/status/1254694333359501312?s=21

Confident this will come good and go on a strong bull run from here. Not going to happen overnight, but looking good for a steady medium-term move to me.
Fundamentals very strong.
Good cash position.
Rapidly growing online presence.
Should also benefit from increased online activity during lockdown.
Looks way undervalued at a £6m market cap to me. Expecting it to be multiples of that by year end.

Happy with progress from an investor point of view. BOD seem to have negotiated 2019 well in my opinion. Excited for the years ahead...

Was expecting to see more of a rise from #BBSN results RNS this morning.
Market cap £5m
Cash £4.2m
No debt or other borrowings.
Revenue £16.8m, including YouTube management revenues up 66% and Snapchat revenues up 484%.
Revs also now expected to increase faster during lockdown, as confirmed by recent tweet from the company.
Hopefully interest will pick up here over the coming weeks.
Due a rise in my opinion...

RNS due in the next couple of days. Not expecting 2019 results to be too different to expectations from November RNS with revenues around £16m and posting a small loss. All eyes on forward looking statement and Q1 2020 update. Could be at inflection point IMO...