Member Info for Theanalyzer

SOH summarised the point about growth pretty well, revenue up over 100%, gross margins up and administrative costs down about 25%. I know many were expecting much faster revenue growth by 100% isn’t exactly shabby. More encouraging were words on product extension at Holland and Barrett.

Exciting upside in Sweetbiotix over medium term.

Skin value will now post TW article be reflected in full in balance sheet.

SOH does deliver on his promises is my take but his approach is to diversify the risk across product line and levels.

I suspect 2021 will be profitable ex Skin fair value changes.

Cenkos as a larger broker may well start to generate new investor interest - the comparison withe other companies in space was encouraging.

Just trades profitably and is generating capital.

It’s trades at a huge discount to published IFRS net asset because of fears of impact of No Negative Equity Guarantee in Equity Release product. The IFRS accounts already make a significant provision for this liability but it could theoretically be considerably greater.

Given the scale of discount, actions of management to hedge out some of this downside risk and real world factors such as the U.K. having a structural housing problem which means that property will not be a zero yield asset even if prices drop and equity release property cannot be sold which is why I invested.

Itisagame if you look at year accounts they disclosed that the management service contract with Greencastle could with broken if two of three amigos left Iconic. The accounts disclosed that 85% of revenue was from one party ie Greencastle in the accounts. I don’t recall seeing the potential break clause for change of Iconic Directors prior to those accounts.

The fact that none of the Directors had any shares or share options meant they didn’t really have the same interest as shareholders in share price of company or loss of value when they walked out. The walkout, the termination all happened vey quickly.

Factor in that

Itisagame. I don’t think Infotagion was that great an asset but I agree that the loss of the business should have been reported.

Gay Star News is still owned by Iconic through Nucco Media I believe but it only cost £33,000 from the administrators so it’s hardly Joe Media.

Trademaster I hope you realise that David Beckham paid massively less than even IPO price so he was guaranteed a huge profit even if IPO price halved?

I wonder if SJH will ever come back? The CFO said Mid Feb at end of January so now he has missed his 5th deadline. Meanwhile all the big U.K. banks have published their audited accounts for year ended 31 Dec 2020. What an absolutely shambolic performance for such a small group of companies.

Amanda is doing what she said she would selling off non core businesses at pace.

Group will be significantly less complex once sales complete.

This will put more pressure on remaining businesses to perform as level of focus on them will inevitably increase.

Cash and capital surplus building up at group which will lead to return of capital.

How will Reddit assault work? There is no significant position that might be pressurised to unwind but there a lot of holders sitting a various degrees of losses who may take opportunity to offload their shares.

The company is a long was away from being a clean shell due to host of legacy issues.

I will enjoy watching from sidelines.

If enough people pile into a £2 million market cap company its price could easy zoom up but what happens when there are enough shorters to burn and rampers sell - big losses for people caught on the spike.

You need to look more closely a number of the companies are dissolved and others are former Directorships where has resigned including Iconic Labs.

SJH stated mid Feb for results, so with no results to date, it looks like SJH are into last week of February and yet another missed deadline. How can the CFO be so poor at managing the process of getting his accounts audited?

TexaTacos spiking a stock price ultimately benefits a few at expense of many. Sure everyone feels richer when price spikes but ultimately like Gamestock price reverts back to true value and there are some lucky winners who brought and sold early enough but some losers who brought too late and didn’t sell. It’s a risky game especially for a stock with no technical factors like a massive short issue like Game stock had which aided the price rise.

I suppose it’s all the rage at present. If Iconic were a Cannabis play.

Report other day suggests that Aviva are progressing talks to sell multiple businesses in France, Italy, Poland and even Turkey which if they come off will probably leave group with surplus capital.

I suspect more details will ermerge with final results

We can all agree that the key issue for SYME is can it get the funding.

Having your share remaining suspended for this long won’t help decisions being made by the credit committee of potential lenders to a new asset class which involves inventory monetisation via tokens and use of unproven technology. It makes company look incompetent at managing it’s own financial affairs which is not a good look when you are trying to persuade people to lend to your new innovative financing product.

Eshaitan Opti state that costs have dramatically declined in the year so I think they are closer to profitability than you are indicating.

Millfield do you think SYME would have got shares suspended over accounting year end fiasco if they had a CFO?

The accountants are disclosed as Azets ( it’s on front page of accounts RNS) a small firm based in Fareham. I suspect they don’t look after many listed companies but they are probably cheap.

Rob95
The new Directors need to clean up the mess that left behind by previous Directors before a clean shell even exists. One to avoid as there are better and cleaner shells in the market.

Woolworth is clueless about business and has ironically filtered many who could improve his understanding. What a tool

I simply pointed out your view that AZ was controlling timing of restoration of listing was wrong.

The RNS clarifies that the company isn’t controlling the restoration date despite TardyBoy’s suggestion yesterday.

It might just be the FSA is checking that the published account now mean that SYME has now met the listing requirements and checking compliance with rules is taking weeks.

It could also be that FCA are looking into other matters perhaps concerns of their own or looking at TW allegations.

Perhaps TardyBoy can come up with some insight of what the FCA might doing.