Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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.
Just done a small NT 4.49
Would be if you could buy some shares. Mm’s will take a large sell but everything over 5k is NT. Not looking to buy myself but frustrating all the same.
Not sure I can get my head round the drop in SP. Immo have added 108 headsets this year once all installed.
That’s 30% more and extended contract lengths. Ok we have the spin offs and must confess I’m not sure how these will workout for us shareholders.
Anyone got any sensible opinions.
Even at a 52 week low. Well I took another 400k today. The 200k in red is a buy. I’m in no rush to sell let’s see how this all plays out in the next 12 months or so.
No pumpers no trolls :)) got to look at life’s positives I guess.
Something gone pear shaped. I know the market fragile but this drop does seem overdone unless the big deals have fallen apart. The chosen few know before us as always.
Getting the Sh#t kicked out of it today. I think punters are disappointed UVISAN and the HBE haven’t really worked and are now relying on one revenue stream.
Think we need some big zoo deals and great revenue number for May. Hmmm
Correct Rod explained they had been over depreciating the hardware. I also think without the expense of UVISAN and LEO even with the same revenues the bottom line will improve.
Let’s see ?
Thanks monkshood as I said talking out my hat. Maybe
Danny I don’t believe they have, it’s going to depend on how many headsets they manage to install. However they did said in the results RNS that each partner headset was generating £441 if they manage to get to 500 that’s about 11.5m.
Ok they won’t all have a full year so add in immo headsets at their own site to off set that and i don’t think I’m far away.
With a reduced cost base from offloading UVISAN and HBE I think we won’t be far off break even.
Of course I could be talking out my hat so do your own research as always.
Must have taken the IPO. Makes no sense to bash your own investment unless there current credible news that is negative, which at present there isn’t.
I can only see more headsets being added this month and remember immo have added 66 YTD and extended contract length.
It may not rocket like most hope but steady growth tends to hold. However we don’t seem to have been in a Normal market for years now.
24 seater 3 year contract. More to come hopefully.