Member Info for You_Having_a_Laugh

News will not be released until the right time.
Patience.

News is due.

Positioning in run up to Christmas sales is a priority for publishers, advertisers and the platform people.

Watch.

Money is made on the buy.

A cheap takeover is possible, being unlucky with the timing of calling off the FSP and the virus hitting the share price could give any bidder a nice opportunity to steal the company.

I hope they could make it more punchy than this mouthful.

"Control 100% of your Spend. Transform your Source-to-Pay processes; save money and create efficiency gains while increasing compliance and reducing risk."

What are margins on broker sales vs alternative?
That might be a reason, plus time taken, plus succes rate.

If anyone hears of rumours of headcount reductions please post it.

certainly agree there.
comes a time when value needs to be outed and then we see if they can deliver.
he's set his own deadline.

Watched video. I dont think Hall wants to pay dividends. His demeanour changed when it was mentioned. I think he would be more in favour of an aquisition or tender offer.

Came across s a bit shifty to me.

Thanks Ewan.

Has anyone got a list of UK addresses from the past as I thought there were more than listed on the website now. Have they closed any as I thought there was one in South Wales but nne now. If they cut back it might be a reason for the share price responding.

sale to pe very possible.

some people are probably here without understanding the med-long term target and need.

the market place/platform is the money ball.

because the platform is where the money is.
get that right and the advertsiers and games meet.
the wavefront of games is too wide to win them 1 by 1 and to expect that to be a good model.
platform can grow rapidly - the games and advertsiers meet - a market place.
big $.

There will be a market platform for games and advertsiers to meet. That's the golden ticket.

Brilliant. Has something leaked about the next results release or what?

Listen 1hr 40m onwards -

https://traffic.libsyn.com/secure/investlikethebest/EP.185_-_Matthew_Ball_FINAL.mp3

https://traffic.libsyn.com/secure/investlikethebest/EP.185_-_Matthew_Ball_FINAL.mp3

Listen 1hr 40m onwards -

https://traffic.libsyn.com/secure/investlikethebest/EP.185_-_Matthew_Ball_FINAL.mp

Can respect yours but do you know how BIDS intend to achieve theirs? Scalable platform matters. Individual games not so important as they will look after themselves. So will advertsisers. A place to meet is needed.

Its going to the play book on pivot from perpetual licence (single sales) towards SaaS. Standard sort of change with consequence of reduced close in revenue growth for visibility. It should re-rate but the need is for growth to be obvious and transpraent then once costs covered by high vissibility subscription it becomes easier to plan reliable dividends.

Dividend that later gets cut, pulled or staganted is actually a negative. It needs to be understood with high probability growth path.