Brave Bison Share Discussion Threads

[ken chung] 31/7/2019 07:54

Awful news.Lemmings and mushrooms only.

[phowdo] 31/7/2019 07:48

Need to shakeout all the pumpers who were saying it was going to 3p.
Perhaps good opp if it gets anywhere near 1p.

[deccer1] 31/7/2019 07:47

A fine short.Let it slide real good.

[dplewis1] 31/7/2019 07:45

New investors won't be that happy (although Tangent paid 1.2p for theirs I think) so it would be wise of Kate to significantly add to her holding to show faith. Pretty harsh markdown so far..

[albert zog] 31/7/2019 07:43

Don’t forget Q1 was Clare; Q2 is Kate. The FB issues will be linked to Kate and/or execution issues

[qs99] 31/7/2019 07:40

So c.£11m market cap, c.£4m+ (assuming big clients payment in July as they say) so c.£7m EV as EBITDA is positive for full year let's assume. How far must it fall therefore to reflect today's lower guidance? if it does £500k EBITDA in full year underlying, then a multiple of 6? £3m-£4m doesn't seem unreasonable, but then depends how people see 2020 panning out given the actions taken.

Will we see directors pile in or not on such a move?

DYOR

[dplewis1] 31/7/2019 07:39

Great news if you're Claire Hungate. Most of it happened on her watch but Kate gets the blame!

[albert zog] 31/7/2019 07:36

All reads very well until ..... there is a material reduction in revenue / EBITDA full year expectations. Doh! Some of this is priced in of course

[qs99] 31/7/2019 07:22

Interesting, not great, but very interesting. Took action back in April (wonder why did not inform market then?) and seems to be having an immediate effect which is the positive so management have moved quickly it would seem, but not able to offset the decline. APAC motoring ahead and London co-location and losing 2 senior people IMO should benefit EBITDA. H2 still likely to be EBITDA +ve so IMO that should help temper the fall on the off.

DYOR obviously on all the above. As people say, may have to ride this one out as it has big old net cash position, it is still EBITDA +VE, has taken quick and appropriate action in my view and so would be intrigued to know what 2020 EBITDA forecasts still could be. Anywhere near £500-£750k/£1m (why not?) and with the net cash improving each year then there should clearly be a floor to any market reaction today.

GLA holders, meanwhile nice to see CEY my golder RNS this morning....

[dplewis1] 31/7/2019 07:08

They're out - probably explains why it sold off a bit yesterday. Cash has reduced considerably.. I'm glad I trimmed a few here last week. Might have to ride it out with the rest of my holding.

[mr. t] 30/7/2019 14:10

Interim results were 31 July last year, so they could be out tomorrow.

[dplewis1] 30/7/2019 11:33

Yuck. What's happening here then?!

[mdchand] 27/7/2019 12:51

hxxps://tubularinsights.com/brave-bison-beauty-brands/?utm_medium=feed&utm_source=feedpress.me&utm_campaign=Feed%3A+reel

Not sure if this has been posted before, but some nice PR....

[clocktower] 24/7/2019 08:37

Why BBSN needed more production facilities:

[russ505] 23/7/2019 16:46

The benefits to building a co-branded content strategy

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[dplewis1] 19/7/2019 16:49

Nice to see it didn't dip into the close so hopefully the buyers were a bit stickier than the usual day trading crowd.

[andysand] 19/7/2019 15:06

Next week? No idea. But 3p is the target in my opinion and I think we'll be there within a month or two. Maybe a lot sooner depending on news flow.

[clocktower] 19/7/2019 14:57

Will a move come before the end of next week, driving this upward again?

[dplewis1] 19/7/2019 14:51

They had a shocker to be fair. Rinsed by the MMs

[tsmith2] 19/7/2019 14:30

1.5mn at 2.19!