Member Info for Trendz

So it’s pretty clear from the price action that a placing has been agreed and leaked. I suspect the price was agreed a few weeks ago, so taking a standard AIM 25% discount price from say £1, I think AVCT is looking at 75p. The question is how much will it raise - any less than funding phase 2 will be a shame. For the company, you really have to hope it’s a good institution or two that is being onboarded.

Obviously a challenging market but looking at the big picture, management have managed to turn around years of heavy loss making. Balance sheet is strong. This is already at bargain basement valuation and is an easy hold for the ongoing recovery. Technical uptrend too. Trendz

Looks like the updated broker valuation is 12p. Looking at other similar debt free companies, we must be on a forward p/e of at least 10, which would mean at least 10p. A very easy buy and hold IMO

I'm waiting for the pre-close update in March before I make any decisions. The debt level will be key...

Right - Stockopedia is showing the new forecasts! Obviously the broker note is not made available to us plebs until after the big boys have it... We are looking at EPS of 0.87 for FY24 and 1.08 for 25. This means EAAS trades on a forward p/e of 7.27. Plus cash, plus growth. Insane valuation

I think there must be something bad coming out in the accounts. A big receivables write off? Something isn’t right when you look at the financials and market cap

Toe*!

2000 bucks is still a great price to produce at! I’ve dipped my tie in here - what is the bear case? The forecasts and balance sheet look too good to be true

Morning. I bought in this morning and had do it at best - seems to be no stock available. Looks incredibly cheap, unless the financial statements are miles off?

Morning, gents. Are we not supposed to have had revised forecasts / a management presentation following completion of the sale?!

Quite comical really. ANX is number 1 on the bargain shares list and is down. All 7 others are up 10-20%

Boom. Fireworks time

Woosh - ranked the 6th best value stock in the U.K.! Could see absolute fireworks here over the next few weeks. 100% upside is doable IMO

Anexo is ranked his number 1 bargain share of all U.K. listed entities!

Presume we can expect revised forecasts early next week. Current market cap is baffling

Https://x.com/trendz_lse/status/1753018034254741740?s=46

Looks like a slight miss on the bottom line. I would like more info on the debt situation…

I've also done a quick thread on X - views welcome! https://x.com/Trendz_LSE/status/1752631608509698486?s=20

morning, gents. my reading of the timings is as follows but please correct me if i’m wrong:

1. shareholder vote - wed 7 feb

2. completion within 3 business days but expected on thur 8 feb

3. management presentation - fri 9 feb

4. new forecasts / broker note week commencing 12 feb

looking at the numbers for the continuing business is getting me excited! the growth is incredible and the reduction in overheads and finance costs is going to move the dial on net profit quite a lot. add in the cash in the bank and i really feel the market is seriously miss-pricing this. back of *** packet it should be closer to £50m market cap post close, imo

What am I missing?