BNN Technology Share Discussion Threads

[ssc85] 09/8/2017 11:43

Speaking of the stock price, looks like 2x 210k share buys for the second day in a row. Either they're coming through incorrectly or the lack of price increase is odd. We've seen it fluctuate on much smaller volumes!

[delboy39] 09/8/2017 10:34

PJ :
Glad you are back even though just with a new number .

Your posts are so much fun to read as they show a bitter twisted mind

It is even more laughable that you think your posts affect the stock price .
What a plonker 😂

[pj888] 09/8/2017 08:18

Glad I ammuse you, I will keep posting as ever time I do the share prices comes off that little bit more and I make a few extra quid, everyone's a winner!

[pj888] 09/8/2017 08:05

Or am I just parading as someone new? :-)

[birotop] 09/8/2017 08:01

The newbie is very busy....3/08/17..

[pj888] 09/8/2017 07:57

Why would a serious business, with the growth potential that you all harp on about,use valuable company resources to sell replica football shirts? They need to give some sort of news and some sort of indication they are actually doing something constructive. However upon this announcement the share price dropped as serious investors can see through the big brand affiliation.

What forecast for income generation for the sale of these shirts were announced? What is the value of the replica shirt market in China? The only reason for this strategic move into retail is to be able to use the A word (Alibaba). They wasted no time in throwing around Alibabas turnover figures with zero mention of how it will actually enhance BNN business model, other than they will get 80% of something that they haven't or don't have the ability to forecast.

[pj888] 09/8/2017 05:25

"Makes" and I know he is, thats why I refered to one of his previous positions.

[and11] 09/8/2017 00:19

pJ888! Nasdaq listing - interesting comments again... BNN have an income... & let me think of recent company's that listed on Nas! Oh yeh! Twitter & Ubber... who lose hundreds of millions each year... you talk total rubbish... no idea what your talk about... why do they invest you ask, oh yeh! Again for there potential income, profits & rewards these companies offer...These is what BNN offer... short sighted pj888...

[and11] 09/8/2017 00:12

Pj888! They already have a PR company that will be replaced.. & DM's brother is a Matketing man... your comment marks no sense...

[pj888] 08/8/2017 23:15

Nasdaq listing has been delayed due to the fact that unlike listing on AIM, you have to actually have a proper business model, generate income and ideally make a profit before application, currently BNN do fit the criteria. Maybe if the replica kit sales go through the roof they will reconsider their application. Alternatively they may wait until they generate income from insurance claims for Chinese residents who have had food poisoning on their all inclusive holidays to Magaluf.

[pj888] 08/8/2017 23:02

No new external PR company will be appointed while DM'S brother (ex Satchi and Satchi)is head of marketing.

[vegpatch] 08/8/2017 22:58

As a minority investor in the Chinese business can people remind me what the protections are for BNN e.g. Is there a put / call mechanism in place or anti-dilution arrangements.

Serious question (not for me)

[charlesdarcy] 08/8/2017 22:58

Veg ;
It's not advice but a opinion , unlike yourself .
The other difference is that you hold no position here .

Obviously you are part of the sad gang who have no financial position but have all the answers .

[snowyflake] 08/8/2017 22:04

PC - whatever interim or trading report figures are released (providing they come up to scrutiny but that would apply to any company!!) I have enjoyed your agm reports and your posts since.

[perfect choice] 08/8/2017 21:42

Just a case of which figures you are talking about snowflake. If you want to wait until the official financial results for the full year (allowing you to deduct H1 figures to establish H2 growth) are out then that will be next April 2018. Even then BNN will have a negative EBITDA for the full year but is forecast to be positive for H2 by extrapolation.

It is the trading statement figures I expect to see, which will be the key signs before then. With a direct contractual correlation of GTVs to commissions and so BNN income for 3 of the 4 current revenue streams running now, that will be enough for me. I expect BNN to be on Nasdaq before the full results are published next April (Q1 2018 is my forecast) so take your choice. Cost control is the other factor of course and while there will be incremental cost due to ongoing investment for expanding services, one thing I do know about this market sector (which I have worked in previously with well known airline (not BA!) and holiday booking sites and their transactional booking engines, so similar in principle to BNNs core platform), is that incremental revenues will be highly profit generating. Get the revenues in on relatively fixed cost platforms and the profit will be well taken care of.

Right now I see minor risk for downside from the current price (delay or slow growth/rollout is my only real worry) versus major potential for upside, but figures have to be published either way to validate which way BNN goes. My money is on upwards and we are not too far away to seeing that IMHO. Good night from me now.

[vegpatch] 08/8/2017 21:12

Nope Charles not all of you. I like perfect choices reasoned arguments, even if I disagree. He has put time and effort into them and potentially they make sense.

On the other hand, not sure what you add part from "GLA" or "Again sit tight and pick up on the dips" or this investment classic from July "Yes a bit early , but looking good to reach 70p in the next day or so .
News at the end of the month and 80p+". Hmmm more voting machine than weighing machine. Not sure I will be taking your investment advice.

[snowyflake] 08/8/2017 20:52

and PC that if reflected in future figures should satisfy one of the points which vegpatch raised at 18.42; if however not reflected in future figures that will satisfy the other side of vegpatch's argument. And imo the either or will govern the decision whether or not to float on Nasdaq.

[perfect choice] 08/8/2017 20:21

Its not worth even commenting charlesdarcy, these knockers cannot grasp opportunity investing and look to post distractions from the growth potential about to unfold here.

The fact is BNN now has 4 revenue generating sources operating (B2B mobile top-ups, telco deal, motorist platform, sports partnership (advertising/Tmall store(B2C)) but only 1 (B2B mobile top-ups) of which will be represented in the H1/interim results when published. So expect knockers to play a game when they are published. For H2 the sources of income will increase to 6 (previous 4 + student recruitment platform and local government partnership). So timings and rate of revenue growth can always be a risk in this game but the right time to invest is about now IMHO for those who want the maximum gain opportunity.

Profit will come in due course of course but primary need now is evidence of gross revenues for these initiatives and that we will shortly see.

BNN seem to be very keen on that student platform it seems as was apparent at the AGM. To quote the RNS "major international fast food and retail companies, and utility companies to be amongst the first employers to use the platform" I get the feeling they have pent up demand to use this platform for recruitment purposes and it will be a material revenue generator in Q4. I'm also keen to see an update on the motorist platform app which was due to be launched at the end of last month so now live. This will generate significantly higher commissions at x5 or more that of mobile top-ups thus a significant contributor for H2 revenue growth and so that full year earnings forecast. I'm also very keen on the local government partnership with pilots in two provinces, Yunnan and Shandong, during Q3 2017, then roll out to 8 other provinces; but for H2 I only expect the pilots to generate any income so this is really a 2018 big earner in my books.

The value here is that these are 4 revenue streams now and 2 underway for revenue generation by end of H2, not promises for the future, so 6 due to be generating income by end of this year. Focus for BNN now is to build those revenue streams.

[charlesdarcy] 08/8/2017 19:05

Vegpatch :
What was your point of your post if you are not short & own no stock ?

Other than to tell us all how stupid we are & how smart you are ?

Nothing new looking back on your history of posts !

[vegpatch] 08/8/2017 18:42

Some of you have no concept of what it is to invest. You merely speculate.

Investing 101: If the profits and cash flow come, the shares will rise. If they don't then it will fall. Short term shares are voting machines (driven by populist sentiment driving buying and selling) long term they are weighing machines driven by weight of cash flows.

The reason the shares have not risen despite the eternal optimism of Delboy39 etc is that
1) the recent announcements haven't really driven the profit dial.
2) the company still has much to prove before investors believe in it and hence justify the current valuation.
3) some interesting negatives have started to emerge e.g. Don't we all love a related party relationship or two, also DMs egregious pay

Net net there are more sellers than buyers at the moment.

Nope I am not paid to "deramp" and I am not short. But I do look in once in a while to see what excuses one or 2 of you come up with as to whe the shares should be going up when they are falling and why every single piece of negative info is "false"

This is a classic echo chamber....