Smartspace Software Share Discussion Threads

[nico115] 23/11/2021 14:34

Cos it shouldn't be a free ride

[loglorry1] 23/11/2021 13:40

Directors get free shares why would they need to buy ? ;-)

[nico115] 23/11/2021 13:29

Let's see if a 60pct fall entices directors you buy !!I'd they believe their own internal forecasts they will be HUGE buyers of SMRT Herr as they look bloody cheap now

[nico115] 15/11/2021 18:21

Haha nor can I !!No sleep for 3 days doesn't help !!

[darryn1] 15/11/2021 18:18

You first said "can't wait to sell my shares on a rally" and "I've lost faith and trust in this management" and then you said "I'm still bullish here and have a decent position".
I can't figure out whether you're coming or going!

[nico115] 15/11/2021 17:53

I'm still bullish here and have a decent position Sum of the parts still a lot higher than mkt cap

[nico115] 15/11/2021 16:36

If management shares your positive view they would NOT collectively have decided to buy 10k shares each Pathetic I don't share your enthusiasm and can't wait to sellMy shares on a rallyI have lost faith and trust in this management and don't believe a word they say.Sorry but that's my genuine opinion ..not deramping as no interest in adding.

[homeboy] 08/11/2021 19:38

didn't previous ceo jump ship on this and end up at PTY

rubbish business checking swipe cards for people who now work from home lol, got well ahead of itself, coming back to earth now, big time

[harrogate] 08/11/2021 16:42

No doubt management credibility has taken a massive hit here. And it will take a good run of positive news to recover it. But the fact remains that the swiped on business is growing fast has a number of positive actions that should increase ARR and ARPU in the next 12 months and based on real and recent M&A in this market is worth more than the current market cap. But they need to get their heads down stop promoting so aggressively and hit the numbers over the next 18 months. I am sticking with it

[nico115] 08/11/2021 11:58

I don't share your optimism Harrogate I can't wait to sell Into a rally above 100pI don't trust the directors any more How dare they ramp the stockUp at investor meet and buy such a paltry sumDon't tellMe it's just a coincidence that they all decided to invest 10k ?!! Hmmmmmm

[harrogate] 05/11/2021 08:16

I think they will move to a 100% SAAS business eventually. And be taken out. Have to accept some bumps in the road of course and we have hit a large bump. If only the price was only 25% below its ATH.

[masurenguy] 05/11/2021 08:09

"This sector is awash with M&A at prices of 10x ARR". Very interesting comment Harrogate. On that basis you would potentially value the business at 50% above the current shareprice, which is still circa 25% below its ATH just over 4 months ago.

[harrogate] 05/11/2021 07:14

I think the key here is the rising ARR in the Swiped On business. This sector is awash with M&A at prices of 10x ARR and I think this business alone is worth more than the current market cap and could be sold in a heartbeat. The warning was all around Space Connect and especially a specific deal. They have said no need for cash and at this price it is a matter of waiting as the ARR and ARPU grow. The recent IMC presentation was informative. I am underwater a fair way here but holding on

[masurenguy] 05/11/2021 06:52

Hmmm....down to just 18% above the placing price of 72.5p to fund the Space Connect acquisition 2 years ago. On my watchlist - no position.

[nico115] 02/11/2021 14:47

Pathetic amounts by the directors ?!!

[average down mug] 30/10/2021 11:18

🤡☝A039; told ya I should have stayed on Friday nice recovery gl.

[cordwainer] 28/10/2021 18:19

maybe because of shorts closing ?

[gswredland] 28/10/2021 17:19

I'll go along with that hope!

[wanttowin] 28/10/2021 14:28

I don't think so its been all selling today, perhaps that big 110k buy yesterday @87p nudged the price up. Fingers crossed it was a director buying..

[gswredland] 28/10/2021 13:27

Tipped somewhere?

[ali47fish] 26/10/2021 07:46

I can't fathom why the results are published twice within a short period- aim not sure there is any difference between the two

[average down mug] 22/10/2021 18:54

I really do wish you all the very best my trade was small but I should have stayed I think you will have a rise of 8% Monday IMO gl I didn’t come here and cause fear like shorts! I hate them thanks for taking time mate! MMS we’re horrid today i got in when they gave a chance! I hate peeps losing money 🤡👍👍 adios xx

[cordwainer] 22/10/2021 18:00

well timed @mug, it was 73.9 for me.
Probably another trading update late december.
Operational improvements i.e. centralised product support at Mildenhall, focus on larger clients, increasing ARPU should start to feed through in 2nd half with any luck.
Still early days in the SaaS journey whereby faster growth means more front-loaded costs.

[average down mug] 22/10/2021 16:56

Can I just add I was able to get in at 71 the spread was 70 71 what the mms did today was disgusting I hope you recover ☝️313;