Digital Barrier Share Discussion Threads

[value viper] 04/11/2017 16:54

started a new thread guys

[value viper] 04/11/2017 16:39

Would G4S like to simply by THRU and be done with it ?

[john09] 04/11/2017 14:13

yeah sounds a great investment lol

[escapetohome] 04/11/2017 14:07

Slimmed down, dual focus dumped, single entity ripe for takeover, new management sorely needed.

[escapetohome] 04/11/2017 14:06

Ripe for takeover!

[john09] 04/11/2017 13:50

It's not a takeover target. They actively sought a buyer, and the CEO has gone to become the CEO of that entity. You could argue the actual disposal is the company left - the company you're left with in your hands!

[escapetohome] 04/11/2017 13:39

Thats becuse its a takeover target, the old ceo would soon be out of a job, in any case , if he stayed on.
Business rationalised and ready for takeover.

New management required to run this company ""advertised ""

[john09] 04/11/2017 13:28

Problem is that the CEO Is choosing to go along with the video business i.e. The disposed business and not stay to run the remaining business Thruvision. This completely undermines in my opinion the whole anouncement and strategy i.e. They are offloading the video business because they want the standalone thruvision business which has amazing prospects. Doesn't smell right

[finkwot] 04/11/2017 13:15

yes, please create a new thread if you feel like it. I would but I'm not really very excited by this whole story...still have a few though

[value viper] 04/11/2017 10:15

market cap is around 26 million GBP i believe now which i guess is reflecting cash proceeds due to business , most of which is to be returned in due course as a cash payment to shareholders ??
if returned, say 20p per share (guess) , share price then falls again bringing cap to what 2-3 million (guess again); then what......consolidation to get price up a bit ??
unclear how this pans out now......guess co will be looking to announce new deals asap
to vindicate new strategy ?! clearly massive disappointment for shareholders to date.
BUT with over 80% of stock in institutional hands, might not take much to get it going again ? how do others see this playing out - I'm interested in the future potential (if any) ; a new THRU thread to be created maybe too.

[bentley43] 26/10/2017 16:10

hxxp://www.itsinternational.com/categories/detection-monitoring-machine-vision/features/edgevis-removes-bandwidth-barriers-to-mobile-streamed-video/

[mr macgregor] 29/9/2017 16:25

It would be better for shareholders if they sold both the video business and ThruVis and returned the cash. This lot couldn't run a bath. This bit tickled me:
"Reflecting the smaller size of the Thruvision Business, it has also been decided to reduce Colin Evans' and my annual remuneration, by 25%".
Given they're getting rid of 92% of the business, a reduction of salary by 92% would have been appropriate.

[techno20] 29/9/2017 13:37

Very disappointing. I sold 90% of my holding on wed / thurs, so at the low point, but the risk:reward was too much for me. Given the Herald funding was only agreed yesterday, this was hours away from suspension. I'll hold on to the rest for interest as much as anything. It's a damn shame as the technology looks world leading.

[aishah] 29/9/2017 12:58

Disappointing.

[john09] 29/9/2017 12:08

Too weird this one for me. Shambles

[napoleon 14th] 29/9/2017 11:57

Sold 6 months ago. Not unhappy. Staying out.

[kemche] 29/9/2017 11:47

Raise millions to build the video business. Incur yearly losses on the business. Sell it off to concentrate on the other sub-scale part of the loss making business. Squander the money. Come back to the market with a begging bowl. Repeat until retirement beckons.


Nice job if you can get it.

[hew] 29/9/2017 07:49

"The cash consideration being offered under both proposals is expected to be in excess of the current market capitalisation of the entire Group at close of business on 28 September 2017"

Plus whatever value ascribed to the "Thruvision Group" adds to a modest top-up at this level for me.
DYOR

[melton john] 29/9/2017 07:09

Sell off of video business, change name to Thruvision, pay off debts. Start as much smaller business.

[john09] 27/9/2017 20:05

Yep. I don't subscribe however

[geraldus] 27/9/2017 19:51

Is Techinvest still published?

[eswr] 27/9/2017 09:16

I did own this from about 24 pence but sold all my shares.

[eswr] 27/9/2017 09:15

Not looking good at all. Need to publish year end accounts or face suspension by 30 Sept 2017. Why have they not published? Because they are not a going concern without additional capital. The Directors cannot sign off the accounts. Only had £1m cash at 31 Mar 2017 and likely still burning cash. Institutions are fed up with funding more and more into this company and will want a big pound of flesh to advance further funds. There are probably tough negotiations going on and institutions want a low price - hence taking the company to the wire.

If they were selling the company at an attractive price and were in discussions with a buyer they would have announced that to the market to try and support the share price. They have said nothing hence NOT likely to be taken over any time soon. Fund raising on the way and institutions will be trying to average down as much as possible. Could be a convertible loan/debt but that would make the equity even more unattractive. We shall see but highly likely to be very bad news for existing shareholders.

[melton john] 27/9/2017 08:32

Buy the bump? I wouldn't risk it unless you're closing a short. They have till Friday to publish overdue finals then suspension. Cash shortage? Fundraising? Institutions? Spendthrift management? To many unanswered questions.

[techno20] 26/9/2017 18:49

So much for my hope of results on Monday. A dire week so far. I still hold out hope that the likes of US govt depts and G4S will have only partnered / placed orders following due diligence that the financials aren't as bad as the share price suggests! We'll find out imminently.