Appscatter Share Discussion Threads

[hazl] 11/6/2018 17:46

Nice change to get a blue finish....hopefully marks a bottom now.

[hazl] 11/6/2018 10:57

A bit of interest here today .
We ought to have the news soon.
AGM coming up as well.

[hazl] 10/6/2018 14:27

hxxps://gc.senecapartners.co.uk/seneca-partners-backs-appscatter-ipo/

FORGOT to mention these in terms of support.

[petewy] 08/6/2018 09:24

Interesting ready.

[hazl] 07/6/2018 19:45

But it does show that it's just PI's selling now and I would suggest that we would have finished blue today if you hadn't sown your seeds of doubt.
Again to be fair it was the extra news of the joint partnership that caused a drop recently, but I imagine that if we get news soon on that, sentiment might improve.
At the end of the day we are talking about unknowns and we can only speculate.
I still like this firm.

[barvin] 07/6/2018 19:27

hazl7 Jun '18 - 18:37 - 246 of 248

How can you present a bear-case on a company that has only just started and just announced it's maiden results?

_____________________________________

The above is a pretty naive thing to say, but you make some valid points in the other parts regarding your investment criteria.

The reason I put the prospectus link in, was the director's lock-in actually expires in 3 months. They just need consent from the brokers to sell in the proceeding 12 months by the looks of it. So not the huge lock-ins you suggest.

[hazl] 07/6/2018 18:55

Here we have the relevant piece concerning share holdings and time-frames.

'
17. Lock-in and Orderly Market Arrangements
The Board’s aggregate interests in Ordinary Shares following Admission will amount to 17,798,894 Ordinary
Shares, representing approximately 28.17 per cent. of the Enlarged Share Capital. On Admission the
Directors will also hold options over a further 2,621,891 Ordinary Shares, further details of which are set out
in paragraph 6.5 of Part V of this document.
Each of Philip Marcella, Manish Kotecha, Jason Hill, Clive Carver and Michael Buchen (being Directors
holding Ordinary Shares), together with William Booth, who holds 2,155,473 Ordinary Shares representing
3.41 per cent. of the Enlarged Share Capital, have undertaken, save in limited circumstances, not to dispose
of any of their interests in Ordinary Shares at any time prior to the first anniversary of Admission. In order to
ensure an orderly market in the Ordinary Shares the Directors have further undertaken, in respect of
themselves and each of their connected persons, that for a further period of 12 months thereafter they will
not (subject to certain limited exceptions) deal or otherwise dispose of any such interests without the prior
consent of Smith & Williamson and Stifel.
In addition, certain other holders of Existing Ordinary Shares have agreed not to dispose of interests in
Ordinary Shares amounting to an aggregate of 7,396,767 Ordinary Shares, representing a further 11.71 per
cent. of the Enlarged Share Capital, at any time prior to the first anniversary of Admission.'

[hazl] 07/6/2018 18:45

Thank you for reminding me about the Admission Document again it makes interesting reading.....

'appScatter
● appScatter is a B2B SaaS platform that allows clients to distribute and manage apps on multiple app
stores
● After more than three years in research and development, appScatter has been revenue generating
since January 2017. In the five month period ended 31 May 2017, the Group had invoiced sales
totalling approximately £0.7 million
● In addition to over 800 Paying Users as at 31 July 2017, appScatter had, as at that same date, over

It makes interesting reading......'8,000 businesses and individuals, who have registered their interest in using appScatter post launch
via appScatter’s self-service web portal. The number of registrations of interest, from businesses
spanning from individuals to SMEs and multinational blue chip enterprises, is currently increasing daily
● As at 31 July 2017, appScatter is tracking, on a daily basis, over 842 million app URLs from 7.2 million
apps whilst monitoring 1.7 million active app publishers
● The Directors believe that there are currently no direct competitors to appScatter that offer a similar
breadth of tools to those offered by appScatter. There are companies which offer some of the services
provided by appScatter but these competitors typically cover only a handful of app stores and with
only a portion of the services offered by appScatter'

[hazl] 07/6/2018 18:37

I'm not at all sure what YOUR point is.

How can you present a bear-case on a company that has only just started and just announced it's maiden results?
At this point,the only things any of us can go on,is the macro picture,the opinion of the experts,the willingness of any founder investors,and expertise any of us might feel we have ourselves.

I had exactly the same negativity from a poster or two on the PRSM thread, when I first invested in it and look at the price now!
I am not saying APPS will be another Blue Prism we cannot tell,because I believe it is too early.
If we were certain,this company would have a much higher share-price.

Putting that to one side, I look at it like this,there are no guarantees in this business but if I like an idea and the evidence for the business model seems sound,I am willing to give it a chance.
I don't spend a fortune on any speculative stock but try to pick sensibly.
It's actually those that I have held and sold too quickly that I regret most I find.
Things like SEE that languished for ages at about 5p suddenly doubled practically over night as it's fortunes changed.
That is the nature of new speculative stocks.
Who knows?
You could be right or I could be right, but a lot of small AIM stocks are sentiment driven and I think you know that and are just stoking people's fears.

I believe we have an interesting investment here and it is early days as APPSCATTER has only just started out.
If it succeeds,then I believe it is a very lucrative market.

IMO

[barvin] 07/6/2018 17:01

I would be reviewing those lock in periods ( see section 17)


Not sure what your point is. You have shown there are some canny private equity firms who have been lucky enough to make multiples on their early investments so far.

[hazl] 07/6/2018 16:24

hxxps://www.crunchbase.com/person/michael-buchen#section-partner-investments

for Ruffer investments Venture round


Venture Round - appScatter
Organization Name
appScatter
Announced Date
Aug 31, 2017
Funding Type
Venture - Series Unknown
Money Raised
£9M

[hazl] 07/6/2018 16:22

Non-excutive director

[hazl] 07/6/2018 16:19

ANOTHER SEED FOUNDER

Mountain Partners
Mountain Partners is a globally operating company builder headquartered in Zurich, Switzerland.

[hazl] 07/6/2018 16:16

NOT ONLY have they invested they have agreed not to sell within a certain time-frame.

Quite honestly I would rather look at the facts than some shorter trying his luck
but I cannot speak for everybody.




Polar
'Polar Light Ventures specializing investments in incubation, seed/startup, early venture, bridge financing, and growth capital companies. The firm invests in software and services, food products (food tech and alternative protein space), diversified financial services, electronic funds transfer and transaction services, healthcare, pharmaceuticals, biotechnology, and healthcare equipment and services. '

[hazl] 07/6/2018 16:12

NEXT ON THE LIST
POLAR LIGHT VENTURES

[hazl] 07/6/2018 16:10

Lets look at some of the founding investors in this company.
Ruffena Capital
'

Established in 2013, Ruffena Capital has evolved to become a boutique private equity advisory business with its own investment platform - focused on raising true growth capital or alternative finance, typically in the £2-10m range for its clients. Ruffena’s investors are largely a private audience of experienced UK and international investors, funds, family offices and certain wealth managers, who prefer established, highly tangible opportunities that can demonstrate the ability to scale and generate returns. Ruffena secured or advised upon over £42m going into client projects over the 2016-17 financial year. In the current year this has risen significantly and Ruffena has also had two clients IPO and one full exit in 2017-18. Ruffena does take on some earlier stage projects, however they must emphatically demonstrate thorough planning; tangible commercial potential; and a workable investment proposition.'
Note the last paragraph....

'Ruffena does take on some earlier stage projects, however they must emphatically demonstrate thorough planning; tangible commercial potential; and a workable investment proposition.'

What an accolade!

[barvin] 07/6/2018 16:05

I don't claim to be a guru and most certainly am not arrogant. It's like arguing with a child with you. I have shown you the bear case, show me the bull case here.

[hazl] 07/6/2018 15:46

Some of us have been interested in the stock market for years.Your arrogance is palpable.It's easy to put people off stocks particularly at this difficult time near a bull market top. I suspect really that you have had little success yourself but still like the sound of your own voice. At least l don't claim to be any guru but am happy with my stocks over the years.

[barvin] 07/6/2018 15:04

I am bearish on loss-making, overvalued AIM tech stocks. Period.

There are blind investors who don't analyze the stock in detail rush in as the price is pumped up, in LSAI's case I am confident of a placing that will cause huge dilution. A large majority of investors in AIM are just amateurs who gamble, you can see this type of person in full view on LSE boards.

Likely money used on the markets leveraged on credits cards or money transfers with 0% offers.

APPS just happens to be the most overvalued imo and coupled with the most outrageous running costs as revealed today.

[hazl] 07/6/2018 14:48

Looking forward to the confirmation of the tie-up here.
Separately,I see that the posters on LSAI have the measure of a certain poster who was trying to 'make trouble' by the looks of it.

[barvin] 07/6/2018 13:58

Not trying to upset anyone, just making a perfectly valid bear case on this share.

You can see what happens when a share is pumped and ramped, ask the poor sods that paid 93p a share a few months back.

I'd genuinely be interested to hear how you can class this share as good value. When it has a £34million market cap and has just shown revenues of just £1.8m and cash outflow of £8million in a year. The cherry on the top being them today openly hinting that they need to raise more money soon, which will, of course, add to that excessive market cap.

[hazl] 07/6/2018 12:02

Old link....February 2017!
Won't even look at the rest,then.

I know how posters like you work.
You try to cause upsets on bb. As I am not the argumentative sort
I will leave you to it and go back to PRSM .
APPS will make it or not, regardless of what we say here.

[hazl] 07/6/2018 11:32

We all know that when a high growth share has fairly recently floated the usual valuations can't apply.
I have already stated that perhaps they were trying to grow a little too quickly with the recent acquisition.

From my point of view, I think you follow certain posters around and show resentment at any successes so I can only assume you are yet another s t i g alias.