Member Info for Trendz

company's*

Please can someone explain to me how this debt will be managed? In my mind there are 4 options. 1. Continue to borrow to service debt costs. 2. Hope that the company becomes profitable in the near future and use all operating profit to pay down debts. 3. Sell Regal and partially pay down debts and pursue option 1 or 2. 4. Massive debt for equity swap.

Either way, I'm really struggling to see how the companies $1b dollar valuation is maintained.

Ahh that explains it. My price target is 250. ST at 180 (quite conservative if you ask me) still leaves 25% upside. I won't be selling at 180 but image that many of the ST punters will. Perhaps a rerate to 180 then consolidation...

On very low volume. What is happening here?!

£8.8m revenue forecast for 2022, with EBITDA loss narrowing. Company funded until 2023, and quite possibly through to profitability inflection point, in their view. Overall tone is cautiously bullish. Obviously they are a paid broker but it does provide good big picture summary.

Buying a piece of BIDS at £18m valuation seems like a very very attractive risk reward bet to me!

I don't see this moonshotting but I can see £35-40m valuation this time next year, if the company performs as guided to the market.

Hi gents - when will we find out the Nasdaq capital raise price?

Ha inside info been leaked? Imagine that what is being discussed on this board would be very hard to keep pinned down.

Funny old game this. I’ve added on the news. This is trending slowly up quite nicely

They do then say that to be conservative they have only earmarked £1.2m revenue @75% margin… but in the last year it did £2.3m revenue @90% margin. Nice and conservative - evidence of a well run company. Either way, substantially profit enhancing. Great deal

£1000 for me. 100 %

Would you kindly share the broker note?

Looking at this - the company generated £2.3 million last year and is quite profitable. And we are paying 1 x annual revenue plus 1 x GFIN shares. Absolute bargain, no? How are we getting these amazing deals done? Kudos to the management here.

My thoughts exactly! https://twitter.com/richardjp87/status/1429842642712604674?s=20

Hurry and subscribe - this will be very very popular! Big deal for GFIN, no discount... we are going to become a monster e-sports / gaming company!

Yep - the market is expecting an awful performance from Loop this year. My kind of investment. Valued like ****e but serious upside. Risk reward good… how many AIM companies out there are valued more than loop but have 0-5m revenue? Hundreds! Market cap is ridiculous here

Thanks @lolades.

Tweeted this: https://twitter.com/richardjp87/status/1428608839700602883?s=20

ARB just seems far too cheap (regardless of ones long term view of BTC)...

Brilliant news. Pleased that we will be bringing on US investors and doing a significant raise.

I know that that the US valuations for bitcoin miners are multiples higher than for ARB on AIM but please could someone enlighten me as to specifically what this multiple is? Are we valued at 50 percent of Nasdaq peers? More, less?! Thanks!

Am I right in thinking that Napster (excluding the Melody VR business) generates around £75m a year? Then add in the Melody VR revenue and you are left with a market cap of about 50% of the annualised revenue?

Even by AIM standards, this seems pretty bargain basement territory. There seems to be no value attributed to the prospects of growth once the new business is launched later this year/early next?

Grateful if someone could fill me in why this is valued like a classic AIM dog.

Ta!

How under the radar is this company?! great update.

I posted a lot on here earlier this year but the regime doesn’t have time views that go against their own. I like the deramping - keeps you appraising your judgements regularly

is simply that the market needs to see some evidence of large, dependable sales. I pointed out back in April that the SP was pricing in significant sales, which haven't been realised. Objectively speaking, Avacta is still more highly valued than Novacyt (I appreciate that Avacta has many other bows) and Novacyt has made hundreds of millions over the last 18 months. Cue the abuse