Brave Bison Share Discussion Threads

[hazl] 02/2/2024 12:25

That observation by BBSN obviously rings true, because look how superdry reacted this morning.
Perhaps bricks and mortar isn't dead for retail after all?

I think we are onto a winner here whatever happens to supedry, though, because they have lots of competition.

imo

[z1co] 02/2/2024 12:03

Someone is definitely increasing their holding by buying in blocks of 500,000.

[photon] 02/2/2024 12:02

There was a 500k block seller around on the day of the trading statement (as well as 500k buyers) and it seemed to me at the time like a stale seller that had been responsible for suppressing the price for 3-4 months. The renewed demand for the stock seems to have cleared out the seller, for now anyway.

[z1co] 02/2/2024 11:56

Another 500,000 BUY reported 1 hour late and shown by advfn as a sell

[hazl] 02/2/2024 11:45

Now this is bang upto date and something I hadn't realised.
There has been a change and young people do have visiting a store their first preference.



'In recent years, the retail commerce landscape has undergone a significant transformation. With the rising influence of the Gen Z and Millennial generations shaping the future customer base for all brands, it’s crucial for businesses to evolve their omnichannel strategies to effectively capture and maintain the attention of these demographics. Adapting to the changing dynamics is not just a necessity; it’s a strategic imperative for long-term success in engaging the evolving consumer preferences of these influential generations.'

'We understand the importance of catering to Gen Z in the omnichannel journey. We've witnessed numerous retailers turning to us for solutions like 'buy online, pick-up in-store' (BOPIS) and have benefited from our agnostic payment partner approach. Retailers are keen to meet Gen Z consumers on whatever channel they need and convert them with the payment methods they prefer.

Bricks-and-Mortar Still Matter

The 2023 Drapers report on Gen Z and Millennials —which was created in partnership with BigCommerce and looked at data from a survey of more than 2,000 adults—revealed shifts towards mobile-centric omnicommerce, preferences in physical stores, and values regarding sustainability, data privacy, the metaverse, and the cost of living crisis.

Graeme opened the discussion by highlighting “One of the more surprising things to come out of the report is that, when asked how they prefer to shop for fashion, more than half (53%) of Gen Z and Millennials chose physical bricks-and-mortar stores as their number one shopping channel—a significant increase from 39% in 2022”. Gen Z in particular favoured in-store shopping for the first time in four years.'

[hazl] 02/2/2024 11:43

Written on 24th January.

'On the morning of 6th December, 20 esteemed brand leaders gathered to explore the shift initiated by Gen Z and Millennials in the realm of traditional commerce, and delve into strategies that brands can employ to effectively respond to these trends.

Hosted by BigCommerce in collaboration with Brave Bison, the conversation around the tables was led by Michaela Weber, VP, Business Development & GM of Payments BigCommerce. '

[hazl] 02/2/2024 11:35

How to Ensure Your Brand Isn’t Left on the Shelf

'In recent years, the retail commerce landscape has undergone a significant transformation. With the rising influence of the Gen Z and Millennial generations shaping the future customer base for all brands, it’s crucial for businesses to evolve their omnichannel strategies to effectively capture and maintain the attention of these demographics. Adapting to the changing dynamics is not just a necessity; it’s a strategic imperative for long-term success in engaging the evolving consumer preferences of these influential generations.'
Braveb

[hazl] 02/2/2024 11:34

This is what the brands want.
Understanding and interaction with the younger generation!

[hazl] 02/2/2024 11:22

The thing is they have such noteable clients now.
Well known and respected brands!

There is no way this is going to stay at this price for long in my opinion.

[z1co] 02/2/2024 11:06

With this compound growth thee shares could get tipped by the likes of SCSW , Simon Thompson of IC and then the price will really take off.

Buy and hold these cheap shares for the next 6 to 12 months rather than trade.

[z1co] 02/2/2024 10:47

The current year will be the 4th consecutive year of growth for Revenue , PBT and EPS thus the shares deserve a much higher PE.

Peeps are beginning to realise how undervalued the shares are.

The share price could easily rerate to 4p to 5p in the next 6 months.
If this growth continues next year then definitely a lot higher than 6p.

[clocktower] 02/2/2024 10:05

Wishful thinking Photon 4p maybe though, and I guess there would be another acquisition.

[photon] 02/2/2024 09:48

Musing on what might be fair value here. PBT per share is 0.28p, they have told us. Given 20 percent growth YoY, which may be conservative given the apparent recent acceleration in business and income, we could model 0.336p forward PBT per share, for example. A ratio of 20 is not unusual for media companies and not unreasonable in this situation. This would give a near term price target of 6.72p. Supported by healthy cash reserves.

[hazl] 02/2/2024 09:29

Did you know that billionaire Baron Michael Ashcroft has a stake ?




He saw it was undervalued .

imo

[hazl] 01/2/2024 18:34

Don't worry...not many sells, in my opinion.

I agree though, that it has reached a new level and deserves a better share price.

The market will correct, in no time.

imo

[z1co] 01/2/2024 18:15

Peeps are selling on these small rises but if they hold until the results they could be selling at 3.5p to 4.0p because the PE at 2.50p is still very low for a company that is experiencing strong growth.

Results will be excellent as will will the outlook for 2024.

From the trading update:

Adj. EBITDA of not less than GBP4.3m (FY22: GBP3.0m), growth of 43% year-on-year , and Adj. Profit Before Tax of not less than GBP3.6m (FY22: GBP2.6m), growth of 38% year-on-year, both results ahead of market expectations.

Net cash was also ahead of market expectations at GBP6.8m, an increase of GBP2.5m from 30 June 2023 (H1 23: GBP4.3m).

Third consecutive year of growth in Net Revenue / Gross Profit, Adj. EBITDA and Adj. EBITDA per Share. Net Revenue / Gross Profit has quintupled since 2020 and Adj. EBITDA per Share has doubled since 2021.

[hazl] 01/2/2024 17:50

Exzctly a late buy in 'disguise' can spur people mistakenly into selling sometimes.
Bur maybe they would have done anyway.
But a good result.
Up over 8% at close.

imo

[z1co] 01/2/2024 15:54

With so much growth over the last 3 years and 2024 will be another strong year.

Big share tippers like SCSW and even Simon Thompson of IC will no doubt be looking at this company.

Still far too cheap.

[hazl] 01/2/2024 15:43

I didn't realise they helped 'milk and more' during lockdown.

Clever milk and more for finding them!

Milk & More needed a cutting-edge digital platform to seamlessly connect the supply chain with the milkmen and women of the UK.

[hazl] 01/2/2024 15:38

'In the era of composable, your eCommerce platforms must drive growth, not get in the way. We curate platforms to suit your business and customer needs, informed by our strategic and certified partnerships with many core technologies including SAP Commerce Cloud, Big Commerce, Salesforce Commerce Cloud and Adobe Commerce.

'

[hazl] 01/2/2024 15:36

'You want value-driven growth, not just implementation. We get it done.
Brave Bison Commerce designs and builds platforms for ambitious and complex companies. We’ve successfully delivered over 300 eCommerce projects and helped to bank £1.6 billion, and counting, in transactions for more than 60 global B2B, B2C, D2C and B2B2C brands.'

[hazl] 01/2/2024 15:35

'We get it done'.

[hazl] 01/2/2024 15:24

A measured rise....jolly good.

[z1co] 01/2/2024 14:32

Thanks hazl

[z1co] 01/2/2024 14:32

Breaking out of the current range and once 2.50p then it will get 3p fairly quickly.

The shares are trading on a very low PE.

A reasonable valuation is 4p to 5p for this year.