Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Yes however my expectations are firmly managed. lol 7p feels realistic if they have a good year. Taking their book value to around £20m.
Praying for this share this year. Will it be their year? Could we see something like 7p near Christmas? Think the annual report in April is critical for the markets response. If they are leveraging some new substantial revenue from partnerships we will find out. Have to hope some of the customers trialling the software put pen to paper.
Alight uptake of followers of late. Currently 821. I think last time I checked late last summer they were around 575.
They need it. Cash runway is short, this year is make or break year for them and any shareholders. If they cant tun a profit by the end of this year or possibly Q1 next year then the risk of share issue and dilution will leave us with next to nothing. Most holders would bail by that point anyway myself included.
Certainly sounds like it. If Night Market sell Locations verify product surely LSAI could win very big here. Barke may be able to give us some much more accurate information?
From what Barke previously said about partnerships it sounds like Horizon may attempt to hide the fact that their previous ad campaigns have not used targeted ads by creating a subsidiary (Night Market) and branding it as something new. Rather than just approach companies with Verify and asking them if they want targeted ad spends.
Welcome Barke. Nice to see somebody very knowledgeable in the industry and you have give us an open invitation to pick your brains.
What is your short and long term verdict on LSAI? With your level of knowledge do you feel confident LSAI are placed well deliver? Do you think LSAI may be the next purge in digital ad space like Integral Ad Science? If so what type of revenues could they anticipate long term or what could the company be worth in say 10 years if they haven't been acquired by then?
I don't think net worth has anywhere near the relevance you are implying. More about what are you selling, what is the benefit for us as a client and can you support our needs with staff numbers. I'm really hoping the Horizon partnership yields big returns. How interesting could it be later this year with a mid year update showing nearly double revenue from today. Break-even would be in touchign distance if not just surpassed. Then the MM's cant play games with the share as profit starts to talk.
Something common to these partnerships and the distributed information is there is never a contract value associated with it. Its just ' a new partnership' .... great Hitler and and Mussolini had a great partnership but it wasn't for the greater good.
They need to say partnership estimated to be worth £xxxx pm in increased revenue through blah blah sales. The market might start to pay more attention.
Looks like its due to that big £13k sell.
Im hoping that selling off their data collecting assets their overheads should reduce. Plus any new clients from x-mode. Should help them get ever closer to break even. Needs to happen this year regardless of other factors.
Will it give LSAI a license to put their prices up for location data?
Wouldnt that put them at about 8.5-9p per share. Wouldn't mind that. Glad i kept watching.
Very odd. I might wait until the pump and dumpers get off the share. I think i will buy back close to the date of full year results if it doesnt pick up before then. Revenue growth looks pretty good. The £1.2m revenue is what i expected. hey still need to near enough double it to break even. Still a fair wasy for them to go.
Ive only just bought in and hoping to stay here for the long haul. Stockopedia has this share down as its top stock at the moment. The low salary of the CEO and the dividend are a big draw so I heeded the advice. Im surprised it doesn't get more interest from taders.
People getting carried away in their own hype and hot air. Thinking that a placing will be at 2.25p the same as last year when in reality there is no idea what the next placing price will be.
No bad news in the RNS. Still showing 8% growth but the share has dipped. What were the markets expectations?
I agree something is coming (now i slimmed down ffs). The share probably wont go very far though. Ill be surprised if it gets above 2p. The future proposect of another dilution and way off break even with cash runway to dry up around September. They need to increase revenue very quickly to stand a chance.
A lot of it wasn't a lot of it was me slimming down. The total silence from the board has killed my confidence in the share. I will still be watching but not holding out much hope. If they do start getting a move on I will buy back in.
So break even for them is around 250m ads per month assuming revenue per impression is constant across all clients.
I misread the verified ad impressions chart on their presentation. The total number on the left axis is cumulative hence when they reported that the were hitting £100k they verified about 80m-85m ad impressions. The last month on the chart was September where they verified 120m impressions so extrapolate the revenue and its 100x120/85 = £141kp/m