Member Info for Stalin123

The market always know before we do. They had handouts in Q1 and furlough money. Not sure just guessing but you know what they say the share price never lies. Anyhow we do have a seller.
That’s the only thing I’m right about ( probably).

I can only assume that H1 numbers are not great and that the market expected much better uptake from gorilla trek than has been delivered.
The spin offs I again can only assume have no value to speak of and we have a seller who every time there’s a decent buy ( of which there is few ) just sells another chunk.
I’ve always topped up on pullbacks but not this time.

I’m starting to doubt my estimates of revenues. If the numbers were great then share price would surely reflect this, or am I just wetting the bed.
I’ve been holding for so long I’m starting to second guess myself maybe switch off until the next RNS which shouldn’t be far away.

Who knows why someone sells. However the price action doesn’t fill me full of confidence for the forthcoming update. Still small volume on shares in issue. It’s very slow progress also.

That would be nice :))

Also think it’s to late for this summer unless they target Australia not for their upcoming summer. There’s a number of large zoos and aquariums combined.

I’m not sure how much the big installations cost to install. Got to be a few quid. They had 900k cash from memory in the last RNS that mentioned it. Hence the longer term contracts.
They may need to proceed slower than we think to manage cash flow without raising from us and them of course.
However the zoo uptake does seem slower than I expected.

I think your estimate of 1.3m is about right give or take a 100k and hope August is about 1.6m. June maybe 900k giving 7.2m for the year plus 4 slower months to come. Still think 11m is possible?

I’m not sure if the spin offs have much value or how much it would take to get Vodica commercially viable as a stand alone business. Hope I’m wrong on this one.
However on a positive note the next trading update on LBE should be very good. I think they need summer cash from this business to expand without doing a raise and of course the China deal is going to help.
It’s turned into a slow burner but it’s way undervalued at this price if they hit 10-11m revenues and control the expense which I’m sure they are doing.
Providing the market doesn’t get much worse it only goes up from here imo.

More seats opened this month than trades ffs. Stole that from another board but it’s unreal.

I’m sure that’s what they’ll say and I guess depending on the numbers they produce they might be right. However I expected a few more zoo contracts than the 2 they have. Maybe they are working hard on the spin offs ( maybe )

However they do normally work very hard behind the scenes and might surprise us. Unless they sign any new deals don’t expect an update till middle of August judging by last year. It’s hardly hold onto your hat type of company. Bit boring at the moment and the market where in doesn’t help.

This must be the lowest volume share on the stock market apart from the suspended ones :)))

We didn’t buy them they were developed in house. I’ve no idea how much immo spent on them internally to bring them to market. As for the supply issues last year and going forward I have no idea.
Radio silence as they are being spun out at some point in the near future I hope.

I can’t see this being this price for much longer if the summer month numbers come in as I expect them to. I honestly believe 12m revenues including China deal getting scaled up and without the expense of the other 2 divisions on the balance sheet the market will wake up.
However still not sure how the spin offs will work and think this may have a hold on the share price. For now.

https://twitter.com/Immotion_Group/status/1543512350971551745?s=20&t=W0OQ1KBW1GgqkVO56PbhYg

Not much information but we have 134 more seats than this time last year ( should easily hit 500 this year ) plus the money for nothing China deal.
Spin offs hmmm might get a surprise but can’t see these bringing much to shareholders pockets.
Overall good and June sounds promising.

If you really believe it will drop that low I would sell your holding and buy back in at the lower price. That’s what I did back then sold at 4 ish and repurchase at 2p.
We’ll see how it goes ?

Good luck with your pre covid price of 1.5p. The reason it was that price was the market believed immo would go bust. No danger of that happening this time around.
Of course I could be wrong, more good news than bad to come imo

Based on a 5% uptake I get it to about 400k again taking the visitor numbers from the RNS. Rapid rollout next year could be 1m with no capital expenditure.
Big overhead obsorption.