Actual Experience Share Discussion Threads

[ny boy] 10/12/2021 09:04

Proven right again steve695..a good call indeed!👏7995;

[steve695] 26/10/2021 15:19

NY Boy, I think the fair value is impossible to calculate for now, at least until we see some details of the amount of revenue being generated from the software services offering.My guess is that the price will continue to slide lower as they've now lost most of the potential for explosive growth they had when their business model was to sell the product.

[01283] 26/10/2021 12:59

Could do with more visiability on sales, they did employ a bunch of people over the summer, and are still looking for a sales exec
hxxps://www.actual-experience.com/job-listings/sales-executive

So things can't be all that bad...can they...

[ny boy] 26/10/2021 11:05

steve695,

You were right about the justification of the valuation when the share price was over 130p, the market agrees.

No idea where fair value is now, has been drifting down for months

[steve695] 26/2/2021 09:29

Congrats to any PIs who've done well with the rise over the last few months.I personally cannot see how such a high valuation is justified. The pivot into professional services simply means that the market didn't want their product.For those not aware, the reduction in cost base comes from staff cuts.

[longstaycarpark5] 26/2/2021 09:15

Nailed it.

[01283] 09/12/2020 11:47

Normal pattern resumed - seems to be the reverse of form from 25th Nov, partner updates and framework agreements. Seems like only way is up.

[grabster] 25/11/2020 12:43

Normal pattern resumed. Having peaked at 310p exactly three years ago, the share price had already fallen by two-thirds before the March 2020 Covid dip.

Having climbed back up to touch that pre-March level, and stalled, it now appears to be resuming the decline it was previously experiencing.

Anyone view the chart differently?

[01283] 27/8/2020 17:07

Broken 100p with late flurry...what's up?

[01283] 22/7/2020 15:12

Rumours of US interest...more trades in pm

[wapper] 22/7/2020 12:05

Nice tic up again .Very difficult to buy even in very small volume

[rumobejo] 08/6/2020 15:01

50p breakout for £1, stay on the #ACT !!!

[steve695] 12/2/2020 15:18

Operations director leaving this sinking ship. One can only assume he's fed up with them not actually managing to sell anything.Should really be the CEO given the boot.

[pugugly] 24/1/2020 16:31

Just come by as a top lsit faller to see if any value but having read all post in this remarkably short thread - Thanks to all posters - decided not to waste any cash folling further -

Best wishes to all posters for a healthy and profitable New Year - The data and analysis in virtually all posts MUCH better than most brokers ANAL-ISTS.

[steve695] 24/1/2020 15:49

All job vacancies removed from their website today

[steve695] 24/1/2020 11:32

Oh dear, down another 30%Anyone who subscribed to the last placing has seen the value of their investment halved in only 6 months.CEO and Sales Director need to be shown the door ASAP, would be surprised if the VCs aren't thinking this

[pierre oreilly] 23/1/2020 11:35

I didn't say or imply like for like revenue has increase.

I said your post was disingenuous, which it was and was designed to be, as you know.

[12345onceicaught] 23/1/2020 10:33

"1st line - revenue increased 79%
Your post is disingenuous."

Please re-read the release: like for like revenue has NOT increased; no new customers signed; no increase in monthly revenue from existing customers. The increase reflects the fact that there is a full year of revenue from those customers rather than a partial year - i.e. annualisation.

[steve695] 23/1/2020 09:59

Yes, revenue up 79% albeit from a very small base.They also have a bit more cash left than I expected, circa £7m.I'm not convinced that they'll ever be able to grow revenue enough to overcome the large cost base. After all these years, sales and marketing costs alone are still higher than revenue.Surely another capital raise within 12 months is inevitable?

[pierre oreilly] 23/1/2020 09:32

1st line - revenue increased 79%

Your post is disingenuous.