The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Can Q1 costs outstrip Q4 costs? Wont know this answer until its too late. No raise in 2023 according to city. Delusion right there. The difficult part is guessing which month. Its ok though if for growth. Vomit.
Wonder if the view numbers are going the same direction as the funds 1.7 1.5 1.3 1.1 2.4 big jump at the end there
Well a reach RNS can be done on cash now we are educated by Roley what they are. Why wait if its the critical matter and why investors are rightly cautious on the ramp antics of this BOD.
Cash update at the end of march will be important and a very good sign if they are confident to publish it along with some directional guidance on cash flows.
Same thing said twice last year at similar junctions. Big new thing, get in the car for it, bang. Hopefully 3rd time lucky and history doesn't repeat.
Day closer to lambo or placing. Peterhouse want another juicy fee.
Considering IGS income livescores revenues must be nearly non existant
There is no update on these yet for December 2022 as they likely don't impress. Even later to issue than last time.
25% of $60000 would be a good number to retain but we simply don't know and they rightly will not say. even if it's 100% and the client gets nothing, February is another loss making month. The next 4-5 weeks, let's see if they can bring in enough to break even but how sustainable is this.
New contracts require cash so I suspect that is why they have dried up. Maybe clients are not prepared to take shares only.
The contract forecasts are back end loaded as you 'have to allow time to build a brand' - most revenue is in year five probably but the contracts are also subject to termination clauses for year 3 review.
I just don't like it for an excuse of a low share price. Lots of reasons why it's this low. Plus Billyesy came plenty on the scene just before last placing then disappeared for few months and now is back.
Markets being poor is not a reason why the share price is where it is. The UK markets hit their all time high this month. £100k revenues maybe the reason when the NFT side was touted to be in the £millions and if it's a few years time then is it good enough?
Shares will be printed soon for the contracts now AGM has given the green light. ME will take the salary. These could be next updates mixed in with a drop to make look good which is the drill here. I'm shocked Peterhouse are still the brokers after the last debacle.
Just the one cash point would be fine
We have been been told loads of times that there is plenty coming worth waiting for. It would be nice to know the information that you fellas got at the AGM! As for difficult questions you asked, will they start the raise process again when cash gets to £1.2m like last time? I'm sure this was asked or will the drops be enough to get cash increasing? ..... or they hope it will
It makes sense that NFT is a new revenue stream for sports entities to generate income. Corporate entertainment is not new. It's for sure an angle for PR for the core NFT side which is where MOS are going to make their money if all goes according to plan of course.
Just that corporate entertainment is not new and doesn't need NFT sales for it. It's not like they doing the NFT process a favour. I cannot see them giving away much of the proceeds. More like MOS has bought the package and recouping through the NFT sales. Profit won't be as high as with core NFT sales.
Most of Gaby corporate drop is going to go to her team not MOS.