||ORD SHS NPV
||EPS - Basic
||Market Cap (m)
Audioboom Share Discussion Threads
Showing 3526 to 3549 of 3550 messages
|OK I will take a look.|
|Deleted by ADVFN.|
|Good to see confirmation that Herald took a load in the placing.
They are probably the best performing small cap fund over the last 30 years|
|Oops - point = punt|
|Herald Investments clearly have not done any due diligence and are just taking a point with over 6% of the company ;-)
As they say, follow the smart money|
|"The very brave" being new II who have a very successful track record of tech investments.
Mervin - Revenue increasing a great rate and cost streamlined to target value added areas (US)|
|costs excalating rapidly.|
It will not be the VCT, as under the new rules introduced in November 2015 (Brussels Diktat), VCTs cannot buy second hand shares in AIM listed companies, only new ones issued through subscriptions, placings etc.|
|Someone has acquired about 1.5% on the open market recently, if it is one and the same, then a TR1 should appear shortly|
|I wonder who the 'new institutional VCT investor' is.
Since they own less than 3% of the company I assume they won't have to issue an RNS.|
|ELB = What does spotify look like in your clearly poorly written spreadsheet?
I wonder what spreadsheet herald investment trust are using ?|
|I ran the revised broker figures suggesting they need £23m revenues to breakeven through a spreadsheet over the weekend and came out with a fair value of 0.7p which is less than a penny.|
|Adventurous - nail on the head.
Much better to get bigger and better foundations now by investing in the future. Things change, AB adapting well to the fast evolving market.
Most importantly is it is not the revenues that are reducing (they are not) but the investment in land grabbing and tech to exploit that.
|State owned BBC have undermined their business model in the UK (they do not have to consider profitability) - with the US now showing growth that is where the efforts are being entered now. Required additional funds to roll it forward - always better for a company to re-evaluate and adjust, rather than sink.
Of course there are always some who think that forecasting is an exact science!!!!!|
|Dunno rach. What I do know is the company were previously saying they would breakeven in Q1 2018 but now we find Allenby saying 2019 and they will need revenues of more than £20m pa to do so. I feel misled.|
|EnglishLongBow - If the outlook is so gloomy I wonder why large institutional investors are jumping onboard now?|
|well worth a read all the way through. massive potential, some competitive risks. hinges on advertising take up which looks like is well underway. could be massive but i expect will be taken over at some point. at some point might also need more funds but not for a good while. a punt ... yes ... but a punt with huge potential.|
|The Allenby research note can be found here:
|Once trust in management goes shares become worth nothing. Allenby says they won't break even until 2019 and will need to generate more than £20m per annum revenues to do so.|
From my broker, who presumably got it from Allenby
It has just occurred to me that most of the shares will not be issued until after the EGM on April 7th, so assuming Herald have invested, their shares won't be issued until after April 7th, so if they have gone for >3%, they won't notify until after that date.|
|Timbo - where have you heard that?|
|Apparently Herald Investment trust (the legendary Katie Potts) had a nibble in the placing, presumably the holding is under 3% though which is a shame.|
|This is the real news of the day ... £40k of stock purchased by a director:
Together with a revitalised sounding RP, I believe the share price is on the verge of a reawakening.|