Member Info for thehierarchy

Mathew 7:6

May be of interest
https://www.cambridge-news.co.uk/business/business-news/growth-no-longer-forbidden-blackbird-14885914

https://www.cambridge-news.co.uk/business/technology/corpus-clock-inventors-firm-still-14747851

Certainly living up to his name, the emphasis firmly on the latter! Roll on next month and a further forward thrust.... not forgetting we have the fourth franchise to be revealed of course.

/www.cambridge-news.co.uk/business/business-news/buying-building-paying-dividends-cambridge-14595865?utm_source=google_news&utm_medium=referral&utm_campaign=google_news&utm_content=sitemap

http://www.cambridge-news.co.uk/business/technology/frontier-developments-jurassic-world-game-14149146

Agreed, took a small position here last month. Looks very well placed to continue with progress along with the added potential upside from an improving situation.

http://www.cambridge-news.co.uk/business/business-news/could-online-payments-firm-boost-13853121

No i'm afraid not, but I am currently waiting to hear back on a conference call date with management, so will be doing a write up in due course.

Looking at the Broker comment below it is certainly a very interesting situation with some serious upside potential. Every major contract signed reduces execution risk on HomeSend�s huge profit potential; a 5% share of just the $600bn remittance market would bring $100m annually to eServGlobal�s share (note Mastercard handles 26% of global card payments). On a 15x multiple that would be a $1.5bn business. A still prudent 90% discount values it at $150m, with �15m for the core business; an 18p target price.

http://www.cambridge-news.co.uk/business/technology/party-time-zoo-private-punter-13692074

http://www.cambridge-news.co.uk/business/technology/pro-reveal-sales-icing-cake-13408989

http://www.cambridge-news.co.uk/business/technology/interim-results-show-amino-still-13314534

http://www.cambridge-news.co.uk/business/business-news/should-you-add-engineering-firm-13311255

http://www.cambridge-news.co.uk/business/business-news/growth-opportunity-zoo-private-punter-13265577

A few more thoughts/observations http://www.cambridge-news.co.uk/business/technology/elite-dangerous-playstation-4-launch-13253521

http://www.cambridge-news.co.uk/business/business-news/investment-opportunity-isnt-tax-ing-13013199

http://www.cambridge-news.co.uk/business/technology/touchstar-is-revitalised-12977107

Biglittle post from 2015- enough said! Share price at an all-time low since the release of Elite Dangerous. Worrying. Also worrying 1) Frontier have cut off the feed to backers of the amount of money raised by Elite Dangerous. 2) the three months before that cutoff show extremely poor takings. Here's a revenue chart of the official figures taken from a backers forum http://i.imgur.com/KsRhBT7.png . 3) Frontier have been heavily discounting the game, In the last month 10%, then 25% then 40%. The full edition of the game has had its price dropped by 10% apparently permanently. This all suggest like Elite Dangerous is past its sell-by date. Pretty disastrous for a one-product company.

Chrisdp8, I think the important thing from what the CEO says, is that they have other irons in the fire re-funding (if required). No hint as to what that may be, possibly a mix, that may include a small placing. Interesting that they don't fancy raising down at current levels, although I guess if there is further positive news to come with further tie ups in India or China, then raising at a higher price could be on the cards and supported. All in all on a risk/reward basis looks worth it, there appears to be something of a sea change regarding strategy and delivery.