Brave Bison Share Discussion Threads

[someuwin] 01/2/2022 14:43

The BBSN AJ Bell / Shares magazine presentation next Thursday where they talk about their plans for 2022 should wake peeps up to the huge potential here.

[clocktower] 01/2/2022 14:32

Well I really only popped to see how much activity there had been on the thread but if you think that there is extra activity on the thread and your figures have encouraged buyers, I think you are over estimating the effect of either of our comments.

However, you cannot compare apples with the price of pears or strawberries out of season with those that are in season even but maybe you are right and it is just the crazy market that is placing a value on this company without considering what the directors have said or failed to say.

Where is the wealth being transfer too, as this stock was around 1.8p before the dilution at 1.35p

[red army] 01/2/2022 14:28

First step is to close above 1.9p

[zico01] 01/2/2022 14:17

Mr market must be reading this BB ... sudden influx of buys and the share price is heading towards 2p ... at last.

We still have a long way to go.

[zico01] 01/2/2022 13:54

For the current ending 31/12/2022 we are likely to have a t/o of £32m to £33m a measly 1 x sales rating should give us a 70% upside to 2.975p.

That is the very least.

[zico01] 01/2/2022 13:40

ct , the new management team led by Oli Green and the subsequent restructuring that took place in 2020 has transformed the company.

The company has given 3 trading updates ahead of it's expectations over last year or so.It's only a matter of time before Mr market rerates the shares.

We are making profits more than DBOX and BOOM ... we made £0.4m last year after £0.7m acquisition costs on a t/o of £21m. This year we are likely to make atleast £1.8m pbt.

If you compare the 3 companies BOOM DBOX and BBSN ... we are seriously undervalued.

[clocktower] 01/2/2022 13:20

Remember zico01 - turnover is vanity - profit is sanity.

While I agree that profits are likely to rise, there are other more serious issues surrounding the acquisition policy, and the valuation of this company that already has over 1 billion shares in issue.

Hats off to you though chum, its doing well but struggling to get anywhere near the highs that it was even when it was loss making, which goes to show how crazy the share market is.

How much tunneling has gone on over its life?

[zico01] 01/2/2022 13:16

DBOX at 16.75p is valued at nearly £19m ... yet sales for the period 31/12/21 will only be £3.6m ... so is valued at more than 5 x sales.

We are clearly lagging well behind others in the sector.

A similar rating applied to BBSN could see the share price above 8.5p

[someuwin] 01/2/2022 12:42

DBOX up over 20% on a tip. Similar business to BBSN. These digital publishing / marketing companies offer huge growth opportunities.

[zico01] 01/2/2022 10:28

At 1.75p ... mkt cap of £18.8m ... the shares are trading at less than 1 x it's sales for December 2021.

Compare this to BOOM priced at £17.00 and valued @ £265m expected sales for December 2021 £44m ... the shares are trading at nearly 6 x it's sales for Dec 2021

Mr market has to rerate BBSN significantly higher ... even at 3.5p the shares will trade at less than 2 x the sales for Dec 2021.

[someuwin] 01/2/2022 08:57

Can currently buy £4k. But not £5k.

[zico01] 30/1/2022 15:32

hxxps://www.cityconfidential.co.uk/free-share-tips-brave-bison-1-65p/

From last paragarph:


=== and further growth at the company looks on the cards given the fact it is operating in a rapidly growing sector ===


The company is nicely poised in a fast growing sector and will do extremely well over the foreseeable future.The shares will rise a lot higher to reflect this anticipated growth.

[zico01] 26/1/2022 21:53

The company has been listed on the AIM for 8 years ... but it is under the new management team led by Oliver Green.

Oliver Green joined the company in December 2019 and the rest of the team at various points in 2020.

The actions taken by this management have transformed the business to such an extent that by the 2nd half of 2020 the company traded ahead of forecasts.

The strong trading that the company experienced in H2 2020 continued throughout 2021 and the companys latest trading update issued last week was again ahead of forecasts.


The company has achieved it's first ever profit before tax
It's generating substantial amounts of cash
They have net cash at 31/12/2021 of £4.7m of which they generated £2.9m in H2 last year
Will be increasing it's revenue and profit before tax for this year again

The company has started 2022 very strongly ...

ct is posting will it be a rinse and repeat ... NOT a chance of it happening.They have nearly £5m in cash which will increase substantially again this year.

The share price will start to rise at some point to reflect the last year and a half of exceeding the forecasts and the impending growth in the current year.

btw they are likely to exceed this years forecasts again ...

[clocktower] 26/1/2022 14:49

It was a tongue in the cheek question, as you well knew I am sure zico01. :-)

While there are buyers there are also decent sellers still around either taking profits or cutting their losses from paying 1.8 - 2p a short time ago. Although some of them were I expect paying 1.8p before the last raise, they really have not yet been able to receive a decent return on their investment but hey ho the BoD then issued stock at 1.35p which must now be worth a lot more if those same investors were willing to pay 1.8p before the raise imo.

Will it be rinse and repeat? At least the company looks like making good money now, which is great, and I admit far exceeded my expectations, as I had admitted before, and congratulated you.

[clocktower] 26/1/2022 09:45

So did those 1 million shares get sold yesterday?

[zico01] 26/1/2022 08:51

We must have a buyer in the background ... yesterday you could get a quote for 1 million shares sub 1.70p ... right now you can't even buy 50,000.

[someuwin] 26/1/2022 08:31

Will let me buy £2k. But not £3k.

[someuwin] 26/1/2022 08:13

...Cheers - good article.

[someuwin] 25/1/2022 09:21

Over 100% upside to get to Cenkos new target of 3.5p...

"...By applying the average FY22E EV/Adj EBITDA of 14.9x to the Brave Bison FY22E Adj/EBITDA, we estimate a fair value of £38m, equivalent to 3.50p per share, implying significant upside potential."

[zico01] 24/1/2022 16:17

The rerating will happen ... the company has exceeded it's forecasts for the past 18 months and will exceed it's forecasts this year again.

H2 2020
H1 2021
H2 2021

Social Media is growing at a phenomenal rate and it is not going to slow down anytime soon.The company said in the TU "we expect trading to remain strong".

[zico01] 24/1/2022 15:47

ct, the share price is down by 0.5p from intra day high on Thursday ... it went to 2.1p.This is a bargain price again due to the markets ... you will not get 1.40p ... but you can keep dreaming.

The shares are going way past 2p after this brief pause ... 2.5p to 3.0p by April.

[clocktower] 24/1/2022 15:26

Well if they buy a £10m business they will need cash or provide a lot of shares at a discount imo - so the risk is there. Once they are at least three times the current size, the risk will reduce imo but until such time as they give 100% assurances that all shareholders will be treated equally , I consider the risk high, although I agree with you on the basis that some folks were pay around 1.8p before they issued more paper, and on that basis they should be willing to pay 2.5p but I still considered them overvalued on the current earnings, when folks were buying at almost 2p - in light of what they seem set to do.

Good luck but the shares are coming back to the levels that might soon attract me at 1.35/1.4 as I mentioned.

[zico01] 24/1/2022 11:08

ct, the company had £4.7m cash at the end of December ... they will be generating substantial cash throughout the year so they will NOT be raising further funds for the foreseeable future.

Your having a laugh suggesting 1.40p ... market cap at that price will be less than £15m ... if you exclude the £5m cash ... the business is worth less than £10m ... they will have a t/o of over £33m this year and pbt of at least £1.8m.

The company generated £2.9m cash in 6 months up to December ... that is some achievement ... and ct your suggesting it could be worth only £10m sometime in the future ... wake up ... they should be worth between 2.5p to 3.0p ... will happen by April ... as you said recently patience is required.