Member Info for teinba71

I have already explained: He bought 100'000 shares of TAG not Supply@ME. TAG is the biggest shareholder of Supply@ME and he reinforced his position within the group being the Managing DIrector and one of the main shareholders. The transaction values Supply@ME 0.48 . Draw your conclusion now and please read carefully the statement !!!

Read it carefully....He bought 100,000 shares of TAG (the main shareholder of SUpply@ME) for 91 mln euros. It is well explained!

It is one of the best info providers in Italy called WEBSIM.IT
They provide financial news to many banks in Italy...I found it on FINECO BANK, which one of the biggest Italian bank.

Just give time to do the translation on Google and check for huge mistakes -:) Now you see the english version.

The advent of Covid has hampered Supply @ Me plans. It is equally true, however, that a service such as inventory monetization could be one of the solutions to be evaluated for all those companies that have accumulated large stocks of unsold products during the lockdown: “The coronavirus has led to a distortion of the concept of just in time, before, in fact, we worked to optimize the warehouse. After this emergency, the paradigm is destined to be reversed. The supply chain will accumulate stocks to manage peak demand and companies will have to structure themselves. In reality, a service such as inventory monetization does not arise only for companies in difficulty. The possible new wave of bad debts, in fact, could lead to a reduction in the ability to make credit and to the need to find alternative forms of financing ".

SUPPLY @ ME - The business is ready to take off 09/07/2020 08:57 - WEBSIM.IT
An operation of approximately 91 million euros with which Alessandro Zamboni, CEO and founder, wanted to strengthen his stake in Supply @ Me Capital Plc (SYME.L). He did so by exercising an option to acquire 100 thousand ordinary shares in The AvantGarde Group (TAG) from members of the union pact. TAG is the main shareholder of Supply @ Me, listed on the London Stock Exchange and active in the inventory monetization sector. It therefore offers companies with warehouses the possibility to monetize their stocks immediately.

Zamboni - by July 15 - will take the shares for an average figure of 0.48 pounds each, despite the stock trading at a price of 0.1: "After this move there is no longer any doubt about how strongly he believes in Supply @Me, "said Zamboni to Websim," among other things, this is not a simple paper-on-paper operation, because more than half of those 91 million are paid in cash. From my point of view, I get a strengthening of the leadership on the company, which will experience visible growth starting from the September accounts, on the other hand, the shareholders have had an increase in their shares. There has been a perfect alignment of interests. "

Supply @ ME was listed on the London stock exchange last March through a pre-existing spac, the Abal Group which then changed its name to become Supply @ Me Capital Plc. The latest accounts, updated to March 31, showed a turnover increased in the 12 months to 416 thousand pounds compared to 241 thousand in 2019. The gross profit was 26 thousand pounds. These numbers, however, do not yet reflect the new course: "The accounts we have presented represent our year zero", explains Zamboni, "from here we can start with our business and we will see its accounting effects starting from September 2020".
After the listing, the company said, business continued to grow. In fact, the inventory monetization service has already generated more than 1.43 billion euros in contracts with companies interested in using the platform. “At the moment we are traveling at a rate of 10-15 new companies created per week,” continues the CEO, “our business plan by 2024 was to reach 355 companies. To date, we are already at 101 companies, with 272 other requests to analyze and work on. And let's talk about the Italian market only, then starting from September we will also start in the UK and Spain market ".

Supply @ Me management is convinced that it is moving on the market with huge development opportunities: "In Italy, the invoice advance market is estimated at 80 billion euros and sees around 200 operators operate. The inventory monetization market, where we move, has a potential of 400 billion and for the moment there is only us. Understand that the current 1.43 billion is only a small part of a much larger market to be conquered ". (1/2)

SUPPLY@ME - Il business è pronto a decollare 09/07/2020 08:57 - WEBSIM
Un’operazione da circa 91 milioni di euro con la quale Alessandro Zamboni, CEO e fondatore, ha voluto rafforzare la sua quota in Supply@Me Capital Plc (SYME.L). Lo ha fatto esercitando un’opzione per acquisire 100 mila azioni ordinarie in The AvantGarde Group (TAG) da membri del patto di sindacato. TAG è il principale azionista di Supply@Me, quotata alla Borsa di Londra e attiva nel settore dell’inventory monetization. Offre quindi alle aziende con magazzino la possibilità di monetizzare in modo immediato le proprie scorte.

Zamboni - entro il 15 luglio - rileverà le azioni per una cifra media di 0,48 sterline l’una, nonostante il titolo scambi a un prezzo di 0,1: “Dopo questa mossa non ci sono più dubbi su quanto creda fortemente in Supply@Me”, ha detto Zamboni a Websim, “tra l’altro non si tratta di una semplice operazione carta su carta, perché oltre la metà di quei 91 milioni sono pagati in denaro. Dal mio punto di vista, ottengo un rafforzamento della leadership sulla società, che vivrà una crescita visibile già a partire dai conti di settembre, dall’altra i soci hanno avuto una valorizzazione delle loro quote. C’è stato un perfetto allineamento di interessi”.

Supply@ME si è quotata lo scorso marzo alla borsa londinese attraverso una spac preesistente, la Abal Group che poi ha cambiato denominazione divenendo Supply@Me Capital Plc. Gli ultimi conti, aggiornati al 31 marzo, hanno evidenziato un fatturato aumentato nei 12 mesi a 416 mila sterline rispetto alle 241 mila del 2019. Il profitto lordo è stato di 26 mila sterline. Questi numeri, tuttavia, non rispecchiano ancora il nuovo corso: “I conti che abbiamo presentato rappresentano il nostro anno zero”, spiega Zamboni, “da qui possiamo partire con il nostro business e ne vedremo gli effetti contabili a partire dal settembre 2020”.

Dopo la quotazione, fa sapere la società, gli affari hanno continuato a crescere. Il servizio di inventory monetization, infatti, ha già originato più di 1,43 miliardi di euro di contratti con aziende interessate a utilizzare la piattaforma. “Al momento stiamo viaggiando con un ritmo di 10-15 nuove aziende originate a settimana”, prosegue il CEO, “il nostro business plan al 2024 prevedeva di raggiungere 355 aziende. A oggi, siamo già a 101 aziende, con 272 altre richieste da analizzare e lavorare. E parliamo del solo mercato italiano, poi a partire da settembre inizieremo anche nel mercato del Regno Unito e in Spagna”.

Il management di Supply@Me è convinto di muoversi in mercato con grandissime opportunità di sviluppo: “In Italia, il mercato dell’anticipo fatture è stimato in 80 miliardi di euro e vede operare circa 200 operatori. Il mercato dell’inventory monetization, dove ci muoviamo noi, ha un potenziale da 400 miliardi e per il momento ci siamo soltanto noi. Capite bene che gli 1,43 miliardi attuali non sono che una piccola parte di un mercato molto più grande tutto da conquist

This is what SYME looks like at the moment. The fuel being the notes that are expected for Q3 (the sooner, the better). All the other speculations are worthless. Like it or not. I believe in the company business model, but the fact is ....it's still on the paper...early stage fintech startup they say. When the notes will be issued it will be a totally different story. .. until then...make your choice...take a stake if you like it, stay out otherwise. My 2 cents...

There is clearly a battle between those who don't believe in the business model and those who believe.
Will see the outcome...Gla

Thanks!
I am waiting for StormHarbour note to be released...That will be the first concrete sign of what the company aims to do.

SUPPLY @ ME - Enhance the stocks of wineries 10/06/2020 09:19 - WS

Supply @ ME Capital plc (SYME.L) is a company that provides the innovative "Inventory Monetization" service for companies in different industrial sectors.

Supply @ Me is attracting interest from high-end Italian wine institutions and districts, such as Barolo, Brunello, Franciacorta. The Gambero Rosso weekly, Tre Bicchieri, talks about it.

The managing director. Zamboni has released an interview that illustrates the inventory monetization system: "We create value from inventories and stocks in the warehouse, like barrel wines, in the process of aging, but in a different way from what happens with bank loans".

In detail, Supply @ Me first carries out an analysis of the company, then buys the stocks to add liquidity: “We computerize these assets by creating securitisations which, through special purpose vehicles, are placed on the market in favor of foreign investors, who will subscribe of financial securities ", explains the manager.

Zamboni underlines that the companies remain in possession of the wines: “We buy the stocks at a price (for example a thousand euros) which is a middle ground between the free cellar and the retail price, minus our commission which is 8 %. And when the company sells its bottles on the market at consumer prices, therefore higher, it can choose whether to buy back its bottles by returning those thousand euros to Supply @ Me or opt for the exchange, making available other wines from its warehouse, although these will be available in six months, powering the system again. "

www.websim.it

SUPPLY@ME - Valorizza gli stock delle imprese vinicole 10/06/2020 09:19 - WS

Supply@ME Capital plc (SYME.L) è una società che fornisce l’innovativo servizio di “Inventory Monetisation” per aziende di diversi settori industriali.

Supply@Me sta riscuotendo l’interesse di istituzioni e distretti dei vini italiani di alta gamma, come Barolo, Brunello, Franciacorta. Ne parla il settimanale di Gambero Rosso, Tre Bicchieri.

L’a.d. Zamboni ha rilasciato un’intervista che illustra il sistema di inventory monetisation: “Creiamo valore dalle rimanenze e dagli stock in magazzino, come vini in botte, in fase di affinamento, ma in un modo diverso da quanto accade coi finanziamenti bancari”.

In dettaglio, Supply@Me svolge prima un’analisi dell’azienda, poi compra gli stock per immettere liquidità: “Informatizziamo questi beni dando vita a delle cartolarizzazioni che, attraverso società veicolo, sono collocate sul mercato a favore di investitori esteri, che sottoscriveranno dei titoli finanziari”, precisa il manager.

Zamboni sottolinea che le imprese rimangono in possesso dei vini: “Noi acquistiamo gli stock a un prezzo (ad esempio mille euro) che è una via di mezzo tra il franco cantina e il prezzo al pubblico, meno la nostra provvigione che è dell’8%. E quando l’azienda venderà sul mercato le sue bottiglie a prezzi al consumo, quindi più alti, potrà scegliere se riacquistare le sue bottiglie restituendo quei mille euro a Supply@Me oppure optare per la permuta, mettendo a disposizione altri vini del proprio magazzino, anche se questi saranno disponibili in un tempo di sei mesi, alimentando di nuovo il sistema”.

www.websim.it

@Everoptimistic You may be correct on valuation...but you are totally wrong on business model: it's not a "dodgy Pawnbroker" simply because they are NOT lending anything. The companies on the platform are SELLING through the platform their inventories (and so they are improving their balance sheets and ratios). Money is provided through notes first one being StormHarbour(see RNS). Then obviously it's an early stage company..so the risks are mainly in the execution side.

It is one of the most interesting companies in the fintech world. I dont't have additional info as the public ones... problem is it went live in the worst time ever and in a strange segment (SETSQX) that is very difficult to trade from main banks in Italy. Hope this will improve in the future since I know the company has great plans ( I attended a public presentation during the roadshow it was done in Milan). Ciao

Are you trading through a broker? Can you suggest one? thks

Hello everyone, I have a technical question for SETSQX. I am trading from abroad (ITALY) and apparently the only way to partecipate in this market is through auctions. I mean even if I want to buy now @ 0.25 ...the order gets routed to the next auction (whether it will be executed or not it's another story)...there is no way to place order in market maker session...
My question: how do you partecipate to market maker session? Have you got an account with one of those market maker? Which is your bank /brokerage otherwise?
Thanks in advance for replying.
Matteo