Big Sofa Technologies Share Discussion Threads

[nimbo1] 11/7/2017 10:54

I've got enough here that I'll be in a position to celebrate if it can 5bag + but not too much that I need to worry about it...so just the right amount. I feel bearish at the mo :-0 (not here though I might add).

[hazl] 11/7/2017 10:38

Nimbo I thought it was you......

[pet lover] 11/7/2017 10:37

Who will be the investor to take the market cap over £15M.?

£14.9M right now.

[pet lover] 11/7/2017 10:28

The number of available shares to purchase in BST is not huge.

From the placing document just under half are with directors and old existing shareholders.

As this company gets noticed by the wider market, getting hold of a decent holding gets more difficult.

You just end up paying more.

The lack of sales in the last few days has started to lift the share price across all the Market Makers.

This is very early days, this time next year I believe the shares will move in a single day, what they trade at this morning.

[pet lover] 11/7/2017 10:17

TOM picked this one share as his tip of the year in January.

I believe he did so on the basis of its potential growth.

Yesterday two new appointments were announced .

It's yet another signal, for investors, on the company's pathway to super fast growth.

[nimbo1] 11/7/2017 10:09

Hazl you shopping for shares here this am?!

[smart_investor] 11/7/2017 10:02

Thats 250k shares bought in one trading session plus 2 hours all to one holder.

[smart_investor] 11/7/2017 10:00

Hi, Its the OXMAN

I will stick my neck out here.

Someone with very deep pockets has been accumulating big time since 8am yesterday. The following trades are the same buyer in my opinion. All 25k amounts.

4 x 25k yesterday and already 2 x 25k today

Today: 09:51:09 26.40 25,000 Shares
Today: 08:01:54 26.15 25,000 Shares

Yesterday: 14:18:13 26.00 100,000 Shares
Yesterday: 09:25:15 25.99 25,000 Shares
Yesterday: 08:43:38 26.32 25,000 Shares
Yesterday 08:24:43 25.80 25,000 Shares
Yesterday: 08:00:12 25.40 25,000 Shares

Pattern starting to emerge.

[its the oxman] 11/7/2017 09:46

All rather encouraging how share price has held up since results. Looks poised to test 30p - hopefully on further positive news.

[pet lover] 11/7/2017 09:01

Yes I think SMART INVESTOR is a uni type. Knows his stuff and appears to have been in at the start.

See his old thread

[hazl] 11/7/2017 08:57

Excellent post smart trader and worth repeating when we get newbies popping in here,
again.

[pet lover] 11/7/2017 08:56

Disco Dave:

How can you not fall in love with a company valued at just £15M with revenues that I believe will grow no less than 1,000% this year.?

Each new survey is worth 3 times what it was just 6 months ago.

Recurring revenues ( see last set of accounts )

Very high gross margin.

3 new massive agreements won

[hamidahamida] 11/7/2017 08:55

Grossly underpaid pet you are spot on

[bumpa33] 11/7/2017 08:51

Also with respect, these days if you want to pump a stock you do it on LSE or Twitter, not here.

[bumpa33] 11/7/2017 08:49

DiscoDave - it's fair to ask questions sure, it's right to be sceptical, but at least read up first and then ask the questions :)

[pet lover] 11/7/2017 08:46

Disco Dave

This stock is NOT BEING PUMPED.

You have chosen to ignore the growth story, the new agreements, other posters.

One fine day, I am pretty sure you will have wished you bought in at today's prices.

However I respect that it's not a stock for you.

Might like to look back at OTHER growth stocks valued at just £15M,and see what they went on to do.

Good luck

[pet lover] 11/7/2017 08:40

Well done SMART INVESTOR

Disco Dave, that should help you catch up.

At £15M BST is grossly undervalued.

Hell, it requires a tiny amount of profit to justify its valuation.

What the market is missing is its ability to become a stonking cash cow.

The 3 massive agreements this year have yet to be priced in .

[hamidahamida] 11/7/2017 08:35

Smart investor Nice post

[discodave4] 11/7/2017 08:35

Pet lover"We now have 500 sales staff v a maximum of 8 in the last accounting period."What recurring profits?What exactly do they do?You can get free video analytics software off the net, they have no USP, no moat, nothing........their cash burn is ridiculous and not sustainable IMO.June sales three times January's - What was their revenue in January?, its all meaningless.Anyway, good luck, but be careful, this is being pumped like crazy.DD

[smart_investor] 11/7/2017 08:33

IPSOS and P&G are two completely different types of clients to Big Sofa and will approach the selling/use of the BST platform to their clients/sub-divisions in different ways.


IPSOS will be selling the BST platform to their 500+ global clients through their case managers & sales team. See promotion video below:


Also see a webinar here which is jointly run by Big Sofa & IPSOS and they are pitching to IPSOS clients at a conference. It is 36 mins long so make yourself comfortable but it is really interesting and shows you the tie up between BST (11m valuation) & IPSOS (1.4 billion valuation) is real:



On the other hand, P&G have the immediate use of the BST product & will pay BST a sizeable (in my opinion) licensing fee to use that product. P&G will not have to go to their sub divisions and sell the BST platform as they own the subdivisions! They will be telling the like of Pampers, Gillette, Oral-B & Braun to go and use it for their own benefit. P&G valued at over £150 billion - take a look at some of the companies they own:



Regarding pricing I think its likely that:
IPSOS will pay a lower licensing fee (as they do not know the numbers they will sell) but have to pay more per project depending on how many they sell to clients.
P&G will pay a much higher licensing fee and will have unlimited use of the platform but will pay a lower one off cost per project.

All my opinion of course.

[pet lover] 11/7/2017 08:32

Disco Dave.

You have the wrong end of the stick, please do your research first, then come back.

I can not tell you what gross and operating profits might be in 2017, and at this stage it's immaterial.

All that is required is very fast growing revenues, that keep growing for the foreseeable future.

That guarantees a following from investors and the city as they like myself are forward looking.

The directors predicted at leat two million profit last December for 2018.

Since last December everything is going to plan with growth running at 300% over the last six months.

I dear say you don't have any stocks growing that fast in your current portfolio.?

[hazl] 11/7/2017 08:24

'Big Sofa Appoints Brand and Market Research Heavyweights as Strategic Advisers '.
From yesterday's RNS.

I would suggest that these people people know a heck of a lot more than most of us here, especially the naysayers.
Again they are eXperienced advisors, who would hardly wish to get involved, unless they had some respect for the future prospects of the firm.

IMO

[bumpa33] 11/7/2017 08:22

BST 500 - where did you get that figure from?

[hazl] 11/7/2017 08:20

THE recurring profits are very good in my book and that's what we have here,.
Plus some 'heavyweights' brought in to oversee things!