Member Info for W13Ken

I started a similarly named thread a while back, not realising the results would be released nearly 6 weeks later this year. Good Luck All!

K3 Capital release their FY results on Monday 1st Nov. Here are my top 5 reasons why I believe the share price should jump over 15% in November to reach 400p+

1. #1 in the UK for M&A, 4th in Europe, 6th globally.
2. 245 M&A deals Jan-Sep 2021, an increase of 93%.
3. 15th June TU: "Exceptionally strong performance” but revenue and EBITDA raised since then in a recent RNS so should be beyond exceptional.
4. Acquisition of multiple complementary earning-enhancing companies (Quantuma, rannd, Knight).
5. Market cap just £255m.

Good points Steph. Fyi K3 Capital (K3C) finally release their FY results on Monday and I expect a decent boost to the share price.

Steve Brown interview with Katie P.

https://youtu.be/e8km8CjAFdA

Accesso Technology upgrades revenue forecast after rapid return to form.

https://www.proactiveinvestors.co.uk/companies/news/964413/accesso-technology-group-upgrades-both-revenue-and-profit-margin-forecasts-after-rapid-return-to-form-964413.html

Accesso Technology Expects 2021 Revenue to Double

https://www.marketwatch.com/story/accesso-technology-expects-2021-revenue-to-double-271635320030

I can't say I fully understand their model but I'd happily take half of that this year :-)

One of the metrics I like best there is GROW's Net Profit Margin of 92.59% which is way ahead of any other share I own.

Some good points there Steph, cheers.

Re "barriers to entry prevent other funds from duplication", can you tell us more on that?

I'm not convnced that GROW joining the FTSE 250 is the reason for the volatility after just a few months as all of the market has been volatile in the last 2 months. Possibly it's just correlation rather than causality.

Re last year's Trading update, we did see an investment update RNS on 26th Oct outlining new holdings in PrimaryBid and ICEYE. Perhaps there may be a pre-TU update again. The TU should have enough positive news on the last 6 months to cause a price jump even without forward guidance.

Steph, good update

Re "

better

"Throwing you head on into 50v50 warfare, in which teamwork is essential and death comes quickly in huge maps, Hell Let Loose is a stunning game that had me playing round after round."

https://www.thexboxhub.com/hell-let-loose-review/

"Directors are limited as to when they can legally buy and sell shares. They cannot trade between the closing of the financial period and the reporting to the market of that information..."

"London-based space tech scale-up Satellite Vu has raised £15m in Series A funding, as it readies plans to launch seven thermal and infrared imaging satellites into orbit.

The satellites will be able to provide real-time data on how green, or energy efficient, every building on the planet is – as the UK seeks to decarbonise its housing sector.

The funding rally, led by London-listed Seraphim Space Investment Trust, saw tech-only venture capital firm Draper Esprit also pile into the fundraiser, alongside Ford Family Trust’s Stellar Solutions."

https://www.cityam.com/londons-satellite-vu-bags-15m-in-series-a-as-it-plots-to-decarbonise-the-housing-sector/

K3 Capital is delighted to announce that we have been named as the UK’s number one financial advisor for the first nine months of 2021 in the Refintiv Global Mid-Market M&A Review.

In order to achieve this position our Group completed 245 qualifying deals, during the first nine months of 2021. This marks a year-on-year increase of 118 deals, which equates to an increase of 93% and almost one deal completing per day.

The report highlights our strong performance during this period, with K3 Capital completing over 20% more deals than our nearest competitor. This impressive display is also reflected in our Group achieving fourth and sixth place within the European and global rankings respectively.

It is rewarding to see our efforts as a group being recognised with the retention of the position we have held since the beginning of 2021. We expect to retain this place as we have currently completed 45 more deals than we achieved during the entirety of 2020, with three months remaining of the year. There is no doubt that this achievement is a reflection of the continued efforts of our Group’s ever-expanding M&A division.

Not long now. Last year's Trading update released on 29th October. Good Luck All on this board...

Here's another Draper Esprit holding that has rocketed in value this year - from $800m to $2Bn! Frothy again? Perhaps, but it will make for an interesting NAV update. I see £45.5m of Aiven fair value for GROW in Mar 2021 so back of an envelope calculation, maybe £113m now?

"Finnish open-source-as-a-service provider Aiven has attracted a $60m extension to its Series C funding which now values the firm at $2bn.

The latest cash injection suggests remarkable growth in the nominal value of the Scandinavian startup, founded five years ago, which was worth $800m when it got its first $100m-tranche of Series C funding in March.

Aiven sells open-source data technologies as a managed service. Unlike some DBaaS systems, which punt proprietary or less permissive licences for their as-a-service offers built on open source technologies, Aiven provides a stack of as-a-service systems in their true open source form.

Apache streaming platform Kafka is Aiven's most popular product, but open source relational database PostgreSQL, which released iteration 14 earlier this month, Apache Cassandra, Redis, MySQL, OpenSearch and more are available..."

https://www.theregister.com/2021/10/19/aiven_valuation/

K3 Capital Group plc, a multi-disciplinary professional services firm providing advisory services to SMEs, is pleased to announce that John Rigby, Chief Executive Officer, and Andy Melbourne, Chief Financial Officer, will provide a live presentation relating to the Final results for the year ended 31 May 2021 via the Investor Meet Company platform on 3rd November 2021 at 4:45pm GMT.

The presentation is open to all existing and potential shareholders. Questions can be submitted pre-event via your Investor Meet Company dashboard up until 9am the day before the meeting or at any time during the live presentation.


Investors can sign up to Investor Meet Company for free and add to meet K3 Capital Group plc via:

https://www.investormeetcompany.com/k3-capital-group-plc/register-investor

Series E, Series E. Pesky lack of editing on this site!

That's a lot of letters but I've never heard of a Series F round.

Draper Esprit don't get a mention in this story but I can see they have been invested in Challenger bank N26 via a seed fund since March 2019 and there was a follow-up investment. There could be more good news here.

Steph, your detective work is strong. Any previous valuations of N26 in the last couple of years?

https://techcrunch.com/2021/10/18/challenger-bank-n26-raises-900-million-at-9-billion-valuation/?guccounter=1

"Plant-based meal delivery service Allplants has secured a third record-breaking funding round to help the business keep up with booming customer demand for vegan products.

The DTC firm claimed the £38m raised was the largest ever series B round for a European plant-based food business.

Publicly listed venture fund Draper Esprit led the round, with backing also coming from consumer-specialised fund The Craftory, VC firm TriplePoint Capital, plus international England footballers Chris Smalling and Kieran Gibbs, musician Zak Abel and Cassandra Stavrou, founder of Proper Snacks.

Existing investors Felix Capital – the venture fund behind Oatly, Deliveroo and Peloton – and Octopus Ventures also participated.

Allplants will use the latest investment to increase its plant-based kitchen in North London to six times its current size. It will also build scalable capacity for rapid distribution into other channels..."

https://www.thegrocer.co.uk/fundraising/allplants-eyes-global-growth-following-record-breaking-funding-round/660880.article

https://www.thetimes.co.uk/article/allplants-beefs-up-firepower-for-vegan-food-deliveries-lvxm5qlrw