Member Info for Whippetout

Wtf, big drop based on nothing.

I had an ad impression on my phone today for Le Monde. Whilst sat in Starbucks in Watford. Thought to myself, somebody needs to improve their impressions focal point.

Totally disagree. roughly 300million ad impressions gives the m approx £100k revenue. They issues info at Mello stating they have an order book of around 600million ad per month hence there revenues must be closer to £200k per month. Another 200million on trail periods, assuming a loyalty of 90% (currently 100%) you are looking at about £270kp/m. This isn't adjusted for Christmas increased ad spend. Saying there is no prospect is blind.

I'm not surprised in the slightest. I thought a flat and boring period would happen up to Christmas and been proved right. The share price reflects that they are much like a consultancy firm, little in the way of assets other than a small amount of intellectual property and experienced staff that is yet to create profit. They are still little more than a skeletal team of about 23 people worldwide and they are clearly working hard as their sales rate is growing pretty quickly. They are also starting a race from miles behind the start line with the legacy issue of proxama and the state of their finances. There are market disrupting in their combat of fraud, fighting any subversive money making is always difficult hence the slower contract set up issues this year. They also have to educate the market, companies may be unaware of their wasted spend. This isn't an easy task they are undertaking.

The share price wont grow a great deal I don't think until profitability is in sight. The share price will follow their revenue & profits. The only risk is if any major holders begin dumping stock but I doubt it as they are all running at massive losses currently.

Expected it to be quiet this month. Im not surprised at all. Would expect to see something before christmas though.

Do you know that for sure or are you leaping to assumptions? Whole Foods operate in the US largely like a subsidiary of Amazon and the marketing teams of the two firms will not be the same people and there's no guarantee they talk to each other. Amazon would be hot **** as a client but to imply they are within grasping distance is wild unless you have supporting evidence.

Mark spreading his LSAI seed. https://www.bmmagazine.co.uk/entrepreneur-interviews/entrepreneurs/getting-to-know-you-mark-slade-ceo-location-sciences/

Nice buy of 1m for £21k before close. Hope to see a few more. The company are shoing promising signs. Winning an award themselves and aiding volvo's marketing agent in another award. Looking good to be honest.

Loads of small firms will mean more work for staff for longer to win clients and maintain them, opening yourself up to more overheads and more staff required in both sales and accounts which you may argue is growth but much lower margin. With Verify's scale-ability its far better suited for the biggies.

Revenue will have the biggest bearing on the share. Still need to see some growing revenue figures after Christmas. If the mello presentation is anything to go by, new clients are coming through the door with regularity but they need to big to have the impact on LSAI's bottom line.

So you're expecting people to impulse buy after a 15min presentation from a company they've never heard of? I expect more pragmatism than that. . .although there are an awful lot of idiots on this planet.

Well as they stated previously the slower start to contracts has delayed their business outlook by about 6-8 months. We may now be starting to see results that were originally anticipated for around Easter. It could get very interesting and hopefully exciting next year. I liked the presentation very short and all the key info on there looking positive. Plus about another 33% of impressions on trail runs.

We use Monte Carlo modelling in condition assessment of cable suspension bridges. When we inspect a bundle of wires (10000+ wires) we only see around 7% of them when we drive in wedges and splay open hence the condition of the other 93% we havent seen must be 'best gussed' based on the average condition of the 7% we an see. The hundreds of thousands of iterations of probability then give you a bell curve distribution with a number of wires at different levels of corrosion. So this method for marketing purposes makes sense.

Bit of blue for the early morning stiffness

England's path through that tournament should be a lesson to anybody of any walk of life. There's no point in being nearly brilliant enough.

Some big ones going in today. Looks like its definitely been held back.

Good news, I think Singapore would be a good little market to try and crack to break into Asia.

Break even is more likely to be this time next year Kitlow. Still around £250k per month to break even but as revenue grows cash runway increases. Increasing sales and revenue is all we need to watch for.

yup bright red.

Given that the ask for the 100k share transaction went from 2.20 up to 2.22 I would say yes that suggest they are buys and the most recent unknown is also a buy with the ask at 2.25.