Member Info for Theanalyzer

Good news that BPM is out of LEBC as I had feared they were going to go bust because of pension misselling liabilities.

It’s their only majority shareholders and it was the longest duration holding and was it looking to me like they might never get out.

Recovery of equity investment at last valuation and loan will give more cash to newer ideas.

Peterkel

The first article is 8 years old and second relates to using false information. Also the FCA are well aware who TW is as he writes to then asking them to act.

The real reason why some shares do badly over longer periods of time is simply, lack of delivery by managers.

You can write any types of negative articles but if figures every six months so strong growth then the share price will respond.

SYME hasn’t delivered even remotely close to its promises.

You and Savvy dream up theories of elaborate and complex scams and ignore the simple facts.

figtree harry

you are ignoring the £5 million innovate loan and the £1.9 million bank loan in your buy vrs for £1 million and it’s a deal, it’s a steal, it’s sale of the ******* century calculations.

factor in the ongoing losses and suddenly its not such a bargain after all.

Jonah

Get back to your payroll duties.

VRS get full Twitter pump from usual suspects like Andy Blowster oh I didn’t take part in placing and now I am buying. I suspect exact opposite is true I.e he is trying to sell his placing shares.

He also uses preferred ramp of assets sales for millions being multiples of market cap deliberately ignoring Innovate loan of £5 million and other loans of £1.8 million at Interims.

Never mind that AAC is not worth millions and any buyer knows that VRS is a forced seller which help on price negotiations.

Don’t fall for the pump.

One and only

The number of shares is in placing RNS, its 496 million back in Dec 2022 before last five placings in around 12 months it was about 196 million.

Anyone buying is crackers imo but there are always some who like a punt.

Jemgeee

Why would anyone pay £5 million for AAC.Cyroma?

It’s a loss making business £261,000 in last audited accounts with net assets of just £557,000 which isn’t growing revenues.

You are also ignoring £5 million Innovate loan in your value calculation.

I appears that someone just dumped 800,000 shares in 4 blocks of 200,000 for £80,000 of sale proceeds? I hope they didn’t buy them at £1 or higher because that would be a chunky loss.

Pedro

Insider ownership is set out in interim accounts

Chewy8uk

You could write a short novel on number of promises that AZ failed to deliver on.

The claim that Tradeflow was valued at £31 million. It was never valued at more than £14 million in the accounts. It was written down in value in 2021 and 2022 and then sold for £2 million and TAG didn’t pay up on time either.

Centrifuge Crypto commencement on onboarding 20 Jan 2023 business update - never heard of again.

Remember £8.5 million of VeChain due Dec 2022 10 months later nothing announced.

Demolition

Get the budgie some chest expanders

Woody

I just explained how convertible loan note funding works and you repeat the same question and then you say perhaps there were two versions of the Prospectus, which would be illegal by the way. EGHOS set terms and conditions which Iconic must follow before they can down funding which are in recent accounts. Perhaps you should read them.

Icon need to do an RTO but haven’t mentioned a target yet.

Woodyjohn

EGHOS did not give Iconic £3 million upfront. EGHOS lend in chunks and then convert the debt into shares which it then sells on a forward settlement basis.

EGHOS try and limit debt exposure and because they only convert debt into shares after selling the shares they are safe from declining share price. All EGHOS need is a willing supply of mug punters to buy the shares they are offloading.

Iconic had already burnt though £1 million by the time year end accounts were published.

EGHOS biggest risk is a suspension because then they can sell shares to get their cash back.

The other key beneficiary ofIconiv is Ott Companies who are charging a £50,000 in fees a month but only being paid £25,000 a month to save cash.

Owning shares as ordinary punter is simply a mugs game specially when you work out that they may be something like another 15 million more shares yet to be issued

Lse99

Versarien wrote off all the historic goodwill associated with the mature business a few years ago as they couldn’t support their value beyond net assets which is a couple of million.

You also appear to be ignoring the £5 million innovate loan.

Bean

They have just released H1 numbers

So real numbers could only be for July to Sept

More importantly many of points relate to future periods and estimates

A strong update just after interim results.

I think we need to see them reflected in actual results before share price really responds.

Jedster74

A lot but not all of the so called Twitter stock experts are actually selling when they are telling everyone to buy.

They work in teams picking small cap, illiquid stocks which can easily be moved up by telling the latest greatest investment story typically on LSE, ADVFN, Twitter and Telegram groups.

Long term many of their investment stories are total duds.

They trade profitably on the volatility and spikes they create.

They cost newbies a lot of money.

If you follow them then you need to get your timing in and out right otherwise they will cost you a lot of money.

They typically blame illusory shorters and market makers when things go wrong to try and excuse the fact that the company promoted was always a poor quality investment.

The interims don’t require an audit opinion or even an auditors review so it should be straightforward exercise.

No real excuse for not publishing on a timely basis.

When a company is financed by CLNs it nearly always end up costing shareholders a lot of money.

Iconic lost a lot of people money under the David Sefton period and continues to do so.

When interims arrive next week punters will get a clearer view of financial position of Iconic.

It will show a group will hardly any assets and a bucket load of convertible debt.

So it’s needs a deal.

TwoGood

Why wouldn’t the funders charge the current interest rates. SYME’s USP is pretending customers haven’t borrowed money but made a sale for which they pay a fee.

The real issue in my view is how funders would assess the credit risk inherent in lending on various types of inventory without detailed data on credit risk involved. Traditional lenders have huge amounts of such data but still can and lose money on lending.