Guscio Share Discussion Threads

[oilbuy] 13/5/2015 22:06

Indeed swizz. Still an opportunity to top up. Hoping the next news keeps us in double digits.

[swizz] 13/5/2015 18:19

ob, Indeed and I am happy to keep nibbling away, just a pity it moved really....GL S

[oilbuy] 13/5/2015 17:25

Still below placing price.

[swizz] 06/5/2015 07:15

ob, Cheers and I hope all is good your end, I took my time with this one, but I am very happy with the position and still building when the opportunity arises......GL S

[master rsi] 05/5/2015 23:29

Today's closing Candlestick ... HAMMER has made it bullish

the pattern gives a .....BULLISH HARAMI CROSS pattern

BULLISH HAMMER: This pattern occurs at the bottom of a trend or during a downtrend and it is called a Hammer since it is hammering out of a bottom. It is a single candlestick pattern that has a long lower shadow and a small body at or very near the top of its daily trading range.

[oilbuy] 05/5/2015 21:50

Evening swizz.Good luck with the new thread. Thanks for the research. All sitting nice and steady waiting for new figures.

[swizz] 05/5/2015 18:34

Good to see the intraday turn around and also good to see the news from NAHT and this will just add further to the potential for S2A and YST, along with Sportsdata, these guys are mixing in the right circles, with impressive levels of due diligance.....GL S

NAHT @NAHTnews · 39 minutes ago
We're proud to announce @YouthSportTrust as our new charity partner #NAHT2015 Find out more here

[master rsi] 05/5/2015 10:58

from being down on the day is now UP
seller gone, the enticement of cheap shares worked

[master rsi] 05/5/2015 09:29

3 MMs at offer now, only 1 at bid

[master rsi] 05/5/2015 09:27

A Market Maker has moved the price down twice to entice buyers and is working, already had to move the offer up

GMPS - 09:16

[swizz] 01/5/2015 14:38

Good to see the S2A team raising awareness........GL S

Skills2Achieve @Skills2Achieve · 6h
Find out more about @Skills2Achieve at the @NAHTnews conference in Liverpool today #NAHT2015

[swizz] 28/4/2015 03:11

Good to see the Sportsdata team and Youth Sports Trust accelerating the exposure of Skills2Achieve.......GL S

"The Free Trial for Skills2Achieve"

April 27, 2015

"Sportsdata and the Youth Sport Trust have developed and launched a two-week free trial for schools to use. This officially launched Monday 13th April and has seen a good take-up of schools signing on and getting to know the programme. Teachers and schools can easily upgrade to receive the full version – with all their data being saved on the fully licenced version once their trial ends. It has been so positive getting such great feedback from the communities. "After watching a presentation on SKills2Achieve at the YST 2015 conference, I have convinced my school that this a great tool to support the PE in our school" CS, The Berkeley Primary School."

Link....

[swizz] 26/4/2015 10:17

It will be interesting to note how the Sportsdata team have faired in recent weeks and how many schools have utilised their Primary PE and Sport Premium grant and purchased the Skills2Achieve programme?....GL S

explanation...

Mapping

The 3rd phase of mapping takes place from March 2015 June 2015 and will look to build on the delivery and early impact and establish further insight into the impact the Primary PE and Sport Premium is having by developing a national and local picture that will help to understand the priority areas where further support can be provided to help schools continue to effectively utilise the funding.

Part 1 - Website Reviews

Maintained schools and academies must have published, on their website, information about their use of the Primary PE and Sport Premium by 4 April 2015.

- Schools should have published the amount of grant received
- how it has been spent (or will be spent)
- what impact the school has seen on pupils’ PE and sport participation and attainment as a result.
- Schools should also consider how their use of the premium gives pupils the opportunity to develop a healthy lifestyle.

This can be displayed as the school sees fit as long as it is evident to anyone looking on their website.

The Youth Sport Trust has developed a template that you may like to use to identify development priorities, monitor progress and track the impact being made. This could also be used to demonstrate the effective use of the Primary PE and Sport Premium to Ofsted and for putting the appropriate and relevant sections on your school website

[swizz] 21/4/2015 22:01

JJ, just a flying visit, but I think you are spot on with your sports club thinking, having taken a close look at the platform in recent weeks the dynamics and functionality are a perfect fit for the academy and youth development structures operated by football and rugby clubs, in fact it is scalable to any sports IMHO on a world wide basis!, the recent appointments to the board would appear to indicate the the next phase is about to happen, reading between lines of some of the feedback from UKIS, this was alluded to over the weekend......GL S

[jjcamargo] 21/4/2015 10:45

cheers in advance swizz. I'm interested in how this feeds into, for example, professional football and rugby (NW) clubs for example, if at all possible

[swizz] 21/4/2015 10:15

JJ, I am away for a few days and will respond in more detail over the weekend,

I don't believe the questions around RT and CML lay at his door, I believe that is one that BB should answer from the earlier CHA set up,

I think the sector we are focussed on should mitigate any political risk and curriculum upheaval, but fair point to raise, my research has increased considerably since NW interest was disclosed and it was at that point I took an initial holding, since then I have been building slowly and continue to do so,

Sportsdata is only part of the jigsaw IMHO, albeit a very strategic part and I understand the level of due diligence undertaken by the Youth Sports Trust is very exacting, so for them to come through that with a meaningful collaboration is quite something,

I will look to catch up soon.....GL S

[jjcamargo] 21/4/2015 07:46

swizz, any political risk in this at all in your opinion? Schools in the public sector etc.

Also, what's your opinion of RT.. i know you have deep knowledge (or at least deeper than mine) of the circles involved here. I see RT (and remember CML and CHA) and am not convinced, but NW has a lot of clout. I'm erring on the side of caution as yet here but it does have a tiny mcap and they are surely the most fun!!

[swizz] 20/4/2015 18:02

A new thread if anyone is interested.....GL S

[swizz] 20/4/2015 17:52

Feedback from UKIS, courtesy of Jam4U.......GL S

UKIS & GUSC Discussions/Research

Created by Jam4u - Today 15:56

Apols for my delay in posting this, but wanted to make sure I had all my positions as I'd want them etc. and I wanted to do some follow-up reserach to validate the things I had learnt from discussions. I will do this two bits as not enough space ...

Part 1 of 2:

GUSC

I met with Tony Humphreys the NED.

Basically, They are concentrating on developing and maximising their investment in Soortsdata Ltd and providing all the support needed to make sure that this investment is successful.

The first product that Sportsdata have available is 'Skills2Achieve' which was launched a few months back (Feb 2014).

The main thing here is the connection that Sportsdata have through the Youth Sports Trust, This is opening doors for them all over the place starting with Primary Schools - Therefore, the first target market is primary schools - up to 22,000 of them!

They are already having some decent success. In Fab 2014, (in GUSC's RNS), they announce that 40 schools had already signed up and were fully paid. They also stated that a further 160 had signed agreements to buy, so one assumes that the majority if not all completed on this commitment. That's 200 schools already or just under 1%. And remember that was back in Feb 2014. In the RNS released back in Feb 2014, GUSC say that this was their target and yet in that same RNS the board of GUSC believed that this would be achieved by the start of the Summer term (ie. by now). Clearly since then 2 months have passed and one assumes that word of mouth has got out, with the Youth Sports Trust promoting it too, that more schools would have signed up.

Now, why would schools sign up? The following is taken from their sales brochure on the product but not directly quoted .... It means that the schools should they subscribe to Skills2Achieve (the main Sports data product at the mo), then its in their interest as it supports OFSTED judgements around 'Health and Well Being, Behaviour and personal, social and cultural moral development'. Their are other USP's too including the product is set against the National Curriculum for PE as well as it provides a clear framework for PE assessment without levels and allows tracking and recording of sporting achievements for each and every pupil.

Part 2 of 2:

Now here is the best bit. I asked about pricing and that was very simple and transparent .. it basically works in bands. The more pupils there are in a school then the higher the price. The fee was licence based and paid annually. The specific bands are:

000-100 pupils £550
101-300 pupils £650
301-499 pupils £695
500+ pupils £750

Now we know already that 200 are committed (as at Feb). That equals revenues already of £100k. One assume more schools will be signed up. So, I did some scenarios, and this is what came u...

Now, look at the table below - even if they get 10% at the lowest cost (£550 per year) then they will be sat on revenues of at least £1m a year minimum. When I tipped this company last week it's mcap was £1.2m. Now admittedly lets remind oursleves that GUSC own 30% of Soortsdata Ltd at the moment, so revenue for GUSC would be around £350k for a conservative number of schools and at the lowest rate being calculated. In other words there is good upside to this number.

No. of Primary Schools: 20000 No. of Schools £550
1% 200 £110,000
2% 400 £220,000
3% 600 £330,000
4% 800 £440,000
5% 1,000 £550,000
6% 1,200 £660,000
7% 1,400 £770,000
8% 1,600 £880,000
9% 1,800 £990,000
10% 2,000 £1,100,000

Now one assumes that private schools will also be targeted and is in addition to the above.

Then add to that, I note from the Youth Sporst Trust Website that they also work with Middle and Secondary schools too, and one assumes there will be a product at that level too. Remember this istheir 'first' prooduct.

Tony (the NED) also indicated that they are looking at other markets and pointed me to the new NED's that were appointed and suggested to me that that was not a coincidence. the inference being they already know what they want to target next and watch this space for that.

Now, looking at the Mcap and the very simple and transparent revenue model, and then looking at the management, and then looking at the scope, product potential and the contacts this is I believe destined for great things, and at these share price level I am topping up where ever possible since by end of year I fully expect this to be worth at least double but likely more.0

Remember they will be releasing other products and targetting other markets too ....

[swizz] 20/4/2015 17:43

Well guys, decided to start my first thread of 2015 as I am now planning to make Guscio a core holding of my SIPP and I will develop the header further in the days ahead,.........GL S

[swizz] 20/4/2015 17:34

Further feedback from UKIS, courtesy of Jam4U.......GL S

UKIS & GUSC Discussions/Research

Created by Jam4u - Today 15:56

Apols for my delay in posting this, but wanted to make sure I had all my positions as I'd want them etc. and I wanted to do some follow-up reserach to validate the things I had learnt from discussions. I will do this two bits as not enough space ...

Part 1 of 2:

GUSC

I met with Tony Humphreys the NED.

Basically, They are concentrating on developing and maximising their investment in Soortsdata Ltd and providing all the support needed to make sure that this investment is successful.

The first product that Sportsdata have available is 'Skills2Achieve' which was launched a few months back (Feb 2014).

The main thing here is the connection that Sportsdata have through the Youth Sports Trust, This is opening doors for them all over the place starting with Primary Schools - Therefore, the first target market is primary schools - up to 22,000 of them!

They are already having some decent success. In Fab 2014, (in GUSC's RNS), they announce that 40 schools had already signed up and were fully paid. They also stated that a further 160 had signed agreements to buy, so one assumes that the majority if not all completed on this commitment. That's 200 schools already or just under 1%. And remember that was back in Feb 2014. In the RNS released back in Feb 2014, GUSC say that this was their target and yet in that same RNS the board of GUSC believed that this would be achieved by the start of the Summer term (ie. by now). Clearly since then 2 months have passed and one assumes that word of mouth has got out, with the Youth Sports Trust promoting it too, that more schools would have signed up.

Now, why would schools sign up? The following is taken from their sales brochure on the product but not directly quoted .... It means that the schools should they subscribe to Skills2Achieve (the main Sports data product at the mo), then its in their interest as it supports OFSTED judgements around 'Health and Well Being, Behaviour and personal, social and cultural moral development'. Their are other USP's too including the product is set against the National Curriculum for PE as well as it provides a clear framework for PE assessment without levels and allows tracking and recording of sporting achievements for each and every pupil.

Part 2 of 2:

Now here is the best bit. I asked about pricing and that was very simple and transparent .. it basically works in bands. The more pupils there are in a school then the higher the price. The fee was licence based and paid annually. The specific bands are:

000-100 pupils £550
101-300 pupils £650
301-499 pupils £695
500+ pupils £750

Now we know already that 200 are committed (as at Feb). That equals revenues already of £100k. One assume more schools will be signed up. So, I did some scenarios, and this is what came u...

Now, look at the table below - even if they get 10% at the lowest cost (£550 per year) then they will be sat on revenues of at least £1m a year minimum. When I tipped this company last week it's mcap was £1.2m. Now admittedly lets remind oursleves that GUSC own 30% of Soortsdata Ltd at the moment, so revenue for GUSC would be around £350k for a conservative number of schools and at the lowest rate being calculated. In other words there is good upside to this number.

No. of Primary Schools: 20000 No. of Schools £550
1% 200 £110,000
2% 400 £220,000
3% 600 £330,000
4% 800 £440,000
5% 1,000 £550,000
6% 1,200 £660,000
7% 1,400 £770,000
8% 1,600 £880,000
9% 1,800 £990,000
10% 2,000 £1,100,000

Now one assumes that private schools will also be targeted and is in addition to the above.

Then add to that, I note from the Youth Sporst Trust Website that they also work with Middle and Secondary schools too, and one assumes there will be a product at that level too. Remember this istheir 'first' prooduct.

Tony (the NED) also indicated that they are looking at other markets and pointed me to the new NED's that were appointed and suggested to me that that was not a coincidence. the inference being they already know what they want to target next and watch this space for that.

Now, looking at the Mcap and the very simple and transparent revenue model, and then looking at the management, and then looking at the scope, product potential and the contacts this is I believe destined for great things, and at these share price level I am topping up where ever possible since by end of year I fully expect this to be worth at least double but likely more.0

Remember they will be releasing other products and targetting other markets too ....

[dosser2] 20/4/2015 08:34

Now selling

[swizz] 19/4/2015 23:48

Some feedback from UKIS, thanks to wrightman and Agnogna1 from L.S.E. ........GL S

Had short meeting with company I came away very reassured, the model is sound and Sports partners Youth Sport Trust should begin to deliver schools soon - 200 of some 20000 they already work with soon. A couple of thousand of these by say the end of this term and this results in very significant amounts of cash. An extremely interesting and scalable model.wrightman - Today 23:30

Met with CEO and Yeomans as well as the new NED at the show.

We chatted for a while about sports data and the direction of the business, they were very concentrated on sports data and were confident of where it was going. There was no plans to diversify and they were concentrated on sports date.

This is my own opinion.

I asked about a RTO of sports data - Marcus yeoman's then pulled the CEO over and said talk of an RTO on sports data. The both laughed, i obviously hit a nerve here. They then eased up a bit and said that the remanding shareholders were a private equity firm who they were negotiating with. I said is that why the NED was bought on board, they laughed again.

In my view and this si not a ramp but the impression I have - that these negotiations are ongoing/current and we may here news soon.

Spoke about liquidity- Marcus Yeomans said that he thought there was 20% free float and that he knew investors who held quite a lot of stock and he would be surprised if there was more than 12-15% currently being tradable.

Overall extremely pleased and they seem a jolly affable confident bunch who seem absolutely clear where this is ongoing.

Hope this helps.Agogna1 - Today 22:11