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Should get some sort of trading update soon hopefully. Said early December in the end of this interview around 19mins 30secs in.
https://www.**********.co.uk/articles/equals-h121-results-q-a-09c2daa/
Seems that way. Hopefully we come back to life soon. Need a but of news or an update really
Hopefully a buyer is found reasonably quickly so we can resume and upwards share price. Will top up on the dip here I think.
Sounds good to me would be nice to see that sort of growth continuing next year. They also provide crypto liquidity through a partnership with Tap Global but I think they want to build out their own crypto platform. This would be interesting to see if they have much demand for it but if cryptocurrencies end up being common place in business transactions this could be a smart and lucrative move.
Thanks for the clarification on gross vs net profit will make sure to be more clear in the future. I read on the questor article that Bernstein expect revenue of around 50mil for the full year most of which is coming in from the end of H2. Entire H1 Revenue was 16.9mil and q3 revenue came in at 11.7mil so total so far is 28.6mil so to get to 50mil would be amazing. According to the trading update q2-q3 growth was 33% so if that is maintained looking at at least 15.5mil Q4 if growth rate is maintained. So full year will be around 44.1mil. We also had the 1.5mil transaction in there to add so 45.6mil would be a good guess for me. Then add in a but of travel revenue and 50mil is possible.
Assuming 50mil is hit would need to keep growth at 60% to hit 80mil. Could be possible though as Q3 2020 to Q3 2021 was annual growth of 62%.
Obviously this is just some back of napkin maths but this is my thought process on where we are going. Very excited about future prospects here.
Could help bump up travel revenue maybe now People are allowed to travel to the USA again
Would this mean CA would be force to sell their stake if they are forced to wind down the fund at the AGM. Hopefully not a heavily discounted placing but O guess adding some other institutional shareholders to the register could be good though.
This might drift a bit now as I think there are a lot of nerves around the current holders selling. As the share holder register get less concentrated the shares will get more appealing however. Also still have ML extradition to contend with. Still up a good chunk on the ipo price of 330p that it was first avaliable to retail at though which is still a gain most people could only dream of in 6 months. May have to wait till next earnings update or maybe an update on new products to really get the shares going again.
Yeah I think I will accumulate some more leading up to earnings report. I think there will be a big upside beat coming from the return of travel revenue that isn't reflected in current estimates. Travel used to be 30% but after covid was only around 5% so any sort of return to the norm could be a few million extra £ incoming.
I think if I saw the 50s I'd be backing up the truck on this one. Needs a few more significant transaction rns or some news else may drift down till earnings on the 10th of Jan. Still pretty excited about the upside though.
I assume CA stands for Crystal Amber. Thanks for the video nice commentary on the company there good to see other people see this share has room to run. I'm guessing will have to wait to see next earnings report to see any significant move. If growth is shown to continue could be pretty good as the company would move from turn around mode to growth mode and would hopefully get a higher valuation rating. Fingers crossed for something similar to alphafx multiples.
I would look at interactive investor if you have a large portfolio. As the charges are a flat fee. Dealing is £7.99. Stamp duty is un-avoidable as far as I'm aware on UK stocks. US stocks don't have stamp duty but if you trade US stocks you need to watch put for fx fees and they are a few % each way. Should also keep and eye as there have been rumours of and interactive investor IPO in the press a few months back and you know it will be open to retail investors who are customers of Interative investor.
I don't really get why the valuation here is such at discount less than 3 times forward sales if they hit the £50mil plus for the year. They made 10.2mil profit in H1 so full year only puts them on the PE ratio of 6 which is low for the growth numbers they are putting up.
Good news shows they can attract larger corporate clients must have a pretty good offering. Even though it may now be a one off I would potentially expect more large transactions going forward as they can now be clearly trusted to complete them.
I sold out last week to buy AVEVA for an earnings trade which didn't go my way and I lost like 3% but feel like it was a lucky trade after what happened here. Would have been a 5 figure drawdown if I'd still been here. That's crazy, shocked me a bit.
I'm going to sit on the side lines till this blows over a bit I think. In the mean time I'm going with equals group shares. GLA
Solid update. I guess it shows that thr OISOFT acquisition was a very good idea as its keeping the growth up. But 9% was lower than I would have liked maybe thays why the share price is lower today. Was hoping we would be heading back to the 4000p range.
Knew I should have held on. But fancied a cheeky trade on AVEVA earnings. I reckon this will pump hard Monday with the tecso Hack and ftse 100 entry
Will this company benefit from Interest rate rises?
My average was 3.45 I miss seeing 180% gain on my portfolio screen ??
I've bitten the bullet and sold out at 945p. Put my cash into AVEVA for the trading update next week. Which Is also on the 27th. Hoping for a little pump there next week while I wait out on Dark and will be back in on any significant Dips.