Brandshield Systems Share Discussion Threads

[aidenabettin] 10/12/2020 07:35

Add Vietnam(Weshop) to the list. hTTps://www.gov.uk/government/news/uk-strikes-singapore-and-vietnam-trade-deals-start-of-new-era-of-trade-with-asia

[aidenabettin] 10/12/2020 07:33

The deals are coming thick and fast. hTTps://www.gov.uk/government/news/uk-and-canada-sign-trade-agreement

[aidenabettin] 10/12/2020 07:30

On the Brandshield side with regards to Japan what does ' limiting privacy ' mean? What changes will we see post Brexit when UKGDPR kicks in. hTTps://www.forbes.com/sites/emmawoollacott/2020/12/02/uk-japan-trade-deal-damages-data-protection-mps-warn/

[aidenabettin] 10/12/2020 07:20

Sets us up nicely for the Weshop launch. No surprise just official confirmation. hTTps://www.independent.co.uk/news/uk/politics/uk-singapore-free-trade-agreement-b1769123.html

[aidenabettin] 09/12/2020 10:09

Spreadex still on the radar.Are they stayingvuntil the Weshop deal is completed? Keeill always last. It must be a ship to shore problem

[aidenabettin] 09/12/2020 08:01

Edit: I said it was never ever going to be an IPO

[aidenabettin] 09/12/2020 08:00

I said it was never ever going to be an RTO

[aidenabettin] 09/12/2020 07:59

Selling down where?.The last TR-1 was due to consolidation and we should see another couple shortly

[aussieswinger] 09/12/2020 07:56

Why are all the Weshop share swapping holders (big guns hawk etc) selling down then ?
Brandshield are far from a start up, been losing money for years along with failed Myshield and the Election shield product. Weshop missed Xmas again ? The track record of all speaks of recurrent funding with no profit. The casual mention of netflix last year when they failed to get ipo away was laughable (no actual business link)

[aidenabettin] 09/12/2020 05:23

This company would make a good collaboration with Weshop. hTTps://thecangroup.co.uk/.We could also have a connection for Brandshield on the pharma side with AstraZeneca . hTTps://find-and-update.company-information.service.gov.uk/company/09679603/officers. hTTps://www.centusbiotherapeutics.com/news-and-media.html

[aidenabettin] 09/12/2020 00:35

The share swap between TSI and Brandshield was a clear sign that an RTO was being lined up(only to me) regardless of all concerned with the company and connected media pushing IPO.Why would Weshop do a share swap with TSI if not going down the same route?.Brandshield and Weshop will merge imo with a Weshop value of c$25M. Next investment into Weshop(10%) by its major shareholder has to be completed by the end of Feb. Brandshield could have a shareprice of 30p-40p if not higher at that point. Brandshield would have no problem raising capital to buy Weshop for c$22M at an elevated shareprice. Sp is already up 20% since 1st Dec and Brandshield have yet to release any news..#M&A

[tommyknockers1] 08/12/2020 19:21

Weshop are a Brandshield client and Brandshield own a chunk of shares, so it would seem like common sense to moi?

[algernon2] 08/12/2020 19:15

Remember only Virgins can tame Unicorns according to Myth (and Alan Garner in that wonderful childrens book "Elidor" ).

"Save maid that is makeless no man with me mell."

[aidenabettin] 08/12/2020 15:39

Why did our CEO join the board of Weshop? .This show has hardly begun and ive no doubt will run and run.#unicorn

[aidenabettin] 08/12/2020 15:29

hTTps://www.msn.com/en-gb/money/other/why-uk-m-a-advisers-are-preparing-for-a-bumper-2021/ar-BB1bK6s0.#M&A

[paddyfool] 08/12/2020 15:28

Aussie, not sure your maths are right. They have paid down a convertible of around $1 million with the raise, but have net assets of $6.5 million of which around $5 million is cash. The right hand column is the one to look at. So with that kind of cash there will be no additional raise in the near future.
The progression on ARR is good over the past three years from startup. These kind of businesses will not break even for a while yet. It may be that at the end of 2021 early 2022 they are back for more money. This is likely to be with a far higher ARR. If they continue the growth of the early years lets say that by then the ARR is in the range of $5 million then the valuation of this business could potentially be between 8 and 25 times that. The raise of cash against the background of an ARR as suggested would be easy at many times todays valuation.
You cannot judge these type of businesses on cash generation as they are unlikely to generate cash in the early years. Equally they will not be profitable in this time either. They will need additional support and cash, albeit if the plan goes as indicated at a far higher valuation. . You will note in the prospectus that a considerable amount of the money raised will be spent on getting to market.
I am invested here as I see the possibilities that Brandshield offers and the additional value in TSIs holding.

[aidenabettin] 08/12/2020 13:45

The acceleration of e-commerce. hTTps://www.fool.com/investing/2020/12/01/2-reasons-amazon-will-keep-taking-ad-sales-from-go/

[aidenabettin] 08/12/2020 11:00

No pain no gain no brain no pain.Its all in your mind these games you are playing.Trains leaving the station just saying

[aussieswinger] 08/12/2020 10:56

They have been about for years and never made a profit and continue to offer the same service ? Those figures are woeful and underreported . The cash raise seems like it was for conversion of existing liabilities . Raise soon for working capital.

[aidenabettin] 08/12/2020 10:47

How much to buy if they had been in profit?.$50M-$100M

[aussieswinger] 08/12/2020 10:42

hxxps://www.brandshield.com/wp-content/uploads/2020/09/Investore-Presentation.pdf

Most people have missed this pg 15-16. Brandshield were 3 mill in the hole prior to RTO and have never been in profit

[johncasey] 08/12/2020 10:18

always follow the j money

[aidenabettin] 08/12/2020 10:05

Should be more TR-1's on the way. Will we get the big one that spreadex have gone or will they remain until the Weshop deal is done. 25%/ week will make the problem with 200:1 a bit easier to bear