Bigblu Broadband Share Discussion Threads

[tightfist] 22/8/2018 08:06

These are surely very "sticky" customers UNLESS fresh cable passes the site? If IIRC customer churn is pretty low and stable or even dropping.Is there anywhere a good fact-based analysis/projection of expansion of cable into ultra-rural areas? Intuitively I cannot foresee a sensible ROCE on laying cable to outlying regions (and hence loss of potential customers as society becomes ever-more connected) but it would be nice to see some facts!?Cheers, tightfist

[cottoner] 21/8/2018 20:51

where's your evidence?

[onjohn] 21/8/2018 20:01

too mmany customers leavibng

[tightfist] 21/8/2018 17:59

Interesting article yesterday in the FT, headed "Rural super fast broadband rollout generates £9bn, says report".At the end it reports that "the government hopes to connect an additional 1m homes in the next "few years" to expand super fast coverage to 98%. It is due to introduce a "universal service obligation" to ensure that all homes can get an affordable service of at least 10Mbps by 2020...."How it plans to achieve that is left unspoken, as usual!Cheers, tightfist

[quepassa] 06/8/2018 16:33

The impressive newly branded Bigblu consumer website:

hXXps://bigblu.co.uk/category/case-studies/

QP

[oohrogerpalmer] 27/7/2018 15:26

just when you think it has at last passed through the consolidation price it drops back again !!

[quepassa] 16/7/2018 14:53

you are welcome.

[petewy] 16/7/2018 11:12

Buys going thru as sells on Money AM... Thanks for the post Que Passa.

[cottoner] 16/7/2018 09:58

Breaking out.

[quepassa] 10/7/2018 18:10

For the serious investor , a fascinating Insight note just issued by Edison Research highlighting the growth potential of the satellite telecoms market.

The annual growth rate for the market is forecast to be around 18% pa with another potential 3,000 broadband satellites to be put into orbit over the next decade to cater for growing demand. Northern Sky are forecasting the market to grow to more than $25billion by 2026.


See the newly released Edison Insight on Satellite Broadband here:

hXXps://www.edisoninvestmentresearch.com/research/insights/satellite-broadband



This is what makes BigBlu such a compelling investment in my view.

ALL IMO. DYOR.
QP

[oohrogerpalmer] 10/7/2018 14:27

It a welcome tick up but we are only at the consolidation price!!!!

[quepassa] 10/7/2018 12:00

a stunning recovery and clear BREAKOUT for BigBlu which has enjoyed several very strong trading sessions in the last few days.

A sharp recovery after relisting under its new corporate name of BigBlu.

The share fell from 120p upon relisting to a June 20th. low of 107p but has now strongly rallied by some 20% to a new high of 131p.

The company and share price look set to continue north, supported by improving sentiment, greater recognition and its growth through acquisition.


A core long-term multi-bagger prospect for the speculative growth portfolio.


ALL IMO. DYOR.
QP

[oohrogerpalmer] 09/7/2018 13:51

Nice tick up, news out on something??

[weatherman] 06/7/2018 23:00

Oil and gas ?

[james1b14] 04/7/2018 22:30

Seems reasonable but.... No revenue at all according to interim/annual reports.Debt is under control(ish) which means any new assets and operating costs are dependent on investments.There is Minimal information in their reports to demonstrate how and when they will begin to make money.The description I have seen elsewhere for this company states that it's function is to acquire oil and gas producing assets along with technology and mineral rights. Since they have been public since late 2014, when will they start to show some decent return and revenue on those assets, Let alone a profit?

[costax1654x] 04/7/2018 14:18

HNR is a small mcap,producer,without debts,with a third party paying for drilling,and 2 wells producing....no dilution,and cash in bank....worth a look!!

[quepassa] 04/7/2018 08:30

Fully concur, tightfist.

And big reduction in debt. Very buoyant outlook.


Great upside potential.


ALL IMO. DYOR.
QP

[tightfist] 04/7/2018 08:11

Not a racehorse, BBB is a share for the patient - genuine organic growth continues within a large addressable European market, high recurring revenue, establishing relationships, increasing gross margin, operating leverage potential - what's not to like?The headline numbers! It takes a while to appreciate the underlying fundamentals of BBB/SAT because customer acquisition/inorganic growth costs absorbs the FCF and some.I do like the Broker Target of +100% according to Stockopedia - presumably this is n eventual buy-out scenario?Cheers, tightfist

[p1nkfish] 04/7/2018 08:07

Wirh Mills on the board and his money on the line this will perform, or else.

Watch this white space.

[cottoner] 04/7/2018 07:39

From today's RNS

Outlook

The Board is confident that the solid performance of the core business and the recently completed acquisitions will continue for the remainder of the current financial year and the outlook therefore remains encouraging. The Company continues to evaluate further complementary acquisition opportunities and technologies as part of its growth strategy and is confident of achieving its previously stated 2020 target of 150,000 customers.



Andrew Walwyn, CEO of BBB commented, "Trading in the period was strong due to continued customer sign up, improving retention rates and increased data demands of existing customers. I believe that we will see further growth in the second half of the year post the fibre disposal and the increased marketing spend in the JV as consumers continue to demand faster and more dynamic broadband services wherever they're located. The first half of the year has been mainly about consolidating our acquired customer bases and integrating systems across our networks. This momentum is expected to continue into the second half, and I look forward to updating shareholders in due course."