Location Sciences Share Discussion Threads

[sunshine today] 20/1/2021 13:54

First ten minutes great introduction to our companies 3 software products

Also of note : our man is an extremely good speaker.

[brut winky] 20/1/2021 13:25

Cheers sunshine Today, plenty to catch up on.

[sunshine today] 20/1/2021 11:43

470M shares in free float.

With trades of one million at a time, it’s not going to take long for a good portion of those to be eaten up.

[sunshine today] 20/1/2021 11:35

Brut Winky, might like to read my thread as well.

[brut winky] 20/1/2021 11:24

Just joined the club, Mark Slade's latest tweet has done it for me, been watching these for a week or so and look like quite an unique investment opportunity with very little exposure to the average investor, hopefully that will change. Barclays Wealth having 10% at not far off this price is encouraging as well.

[sunshine today] 20/1/2021 10:54

It’s staggering undervalued, when one considers the scramble for audited precise location data, that is occurring right now.

[sunshine today] 20/1/2021 10:37

Grossly undervalued

Investors have paid ten times the price, yet the company now has 3 software platforms.

[plunge] 20/1/2021 10:30

Here is Mark Slade's latest posting on LinkedIn today.

2021 is the start of the 'DO NOT TRACK' years.

I think that this year will see a huge change in the way advertisers target consumers.

These changes are being forced upon us by the phasing out of 3rd party cookies and changes to Apple's privacy settings.

Critically, Apple is introducing a third option for consumers to manage the location data they share.

Previously the options were:
a) Share location data or
b) Don't share.

The consumer will now have a third option to 'share approximate location' which will pass location signals that are only accurate to approximately a 10 square mile area.

Identifying precise vs approximate location data will be critical to success for location advertising - our Verify product solves this, contact us to learn more.

[sunshine today] 20/1/2021 09:43

From the LSE site.



Notice the astronomical fees being charged for location data subscriptions.

AWS' marketplace included listings such as "X-Mode US Location Data Panel" for $600,000; "Big Box Shoppers (US Only)" for $240,000; and "Health and Wellness (US Only)" for $240,000. The listings also advertised data more specifically geared for combatting COVID-19, with either free data for researchers or paid versions for commercial use. AWS listed the data since at least last May.

[sunshine today] 20/1/2021 09:32

After 3 minutes 50 Sec

[sunshine today] 20/1/2021 09:25

The analyst in the top header YouTube clip expects revenues of $50M in the medium term.

The company says software margins are 80%.

That puts the companies potential future valuation, on a realistic PE of 20.

@ £500M plus.



THAT IS NOT A TYPO ERROR.



That’s why today’s £2.4M valuation is more than just cheap, it’s crackers.

It gets even cheaper, when you remove the £1.2M cash on the books.

To top the lot, it’s got £19M tax loss on the books.

[sunshine today] 19/1/2021 14:10

According to Statista, spending on location-based mobile advertising in the US is around $ 27 billion. However, location data can easily be tampered with or misused, which has led regulators and technical platforms to restrict the practice. Both regulators and Big Tech are currently scrutinizing how location data is being collected and used – another sign of growing pressure on Ad Tech’s data practices

[sunshine today] 19/1/2021 13:43

Plenty of disgruntled sellers all selling out at a massive loss.

I prefer to do it the other way round.

[sunshine today] 19/1/2021 13:39

550M shares in issue.

80% free float.

470M shares free float.

[sunshine today] 19/1/2021 13:10

Must be a good chance this was not the first time, the issue, or similar issues, have surfaced.

What if first time round LS had a very good idea something was wrong, but could not perhaps prove it.?

Second time round, Blis (unwittingly) may have dug themselves into a rather large hole.

[plunge] 19/1/2021 12:58

Indeed.

Referring back to the potential defamation claim and presumably also subject to audit, it will be interesting to see whether Blis is prepared to provide its underlying data (i.e. prior to manipulation) to an independent arbiter for him/her to check and validate LSAI's evidence.

[sunshine today] 19/1/2021 12:40

100% Agree.

Remember LS is itself being audited.

Media Rating Council

[plunge] 19/1/2021 12:13

Welcome sunshine Today

The one thing taxing my mind is how Blis is going to get out of this predicament (of its own making) without affecting its bottom line.

[sunshine today] 19/1/2021 12:06

Plunge

100% agree

It also puts Blis on the spot, for past, and future revenue streams, more importantly clients .

Let’s put ourselves as BUYERS of advertising, with budgets of hundreds of millions.

The very first question is, “are we getting value for money.”

The industry will rapidly dump any company within the chain, if, a hint of dishonesty is found.

A sea of change is finally upon us.

[sunshine today] 19/1/2021 11:43

Valued at a crazy £400,000 each

IQG, another listed location company is valued at £58M ,with profits not even pencilled in till 2023.

[plunge] 19/1/2021 11:35

Taken from the 14/12/2020 RNS:
"Furthermore, through numerous communications between Blis and Location Sciences' engineering teams, it became apparent that Blis was attempting actively to learn the proprietary nature of the Location Sciences software. This is disputed by Blis."

Now today we get this announcement from Blis:


"With the transformation that's taking place within the advertising industry, Blis is focused on continuing to develop innovative solutions that reinforce it's privacy-first approach to accurate location-powered targeting at scale, using machine learning and massive datasets. Blis has made a range of new engineering appointments across the UK."

This certainly suggests to me that LSAI was right in its assertion Blis was trying to acquire its IP. More reason to discredit the latter's potential defamation claim.

[sunshine today] 19/1/2021 10:05

Location Sciences has 3 different software products on offer

1/ Insights

2/ Verify

3/ GeoProtect

[sunshine today] 19/1/2021 07:49

18 months ago this share was ten times today’s price.

It’s totally down to investor sentiment, depending on ones view, of future prospects at any given time.

Today, optimism is at its low point, reflected in the share price, I believe that’s about to change.

[bradwellbasher] 19/1/2021 07:00

Theirs a good positive start to the day

[sunshine today] 19/1/2021 05:46

Good morning :

bradwellbasher, investing in shares is extremely simple, made hugely complicated by others.

Having invested here, you have passed the first rule with flying colours.

You have a slice of a potential billion pound company, that you have purchased, for the price, of a single cigarette.

If sales of the companies software gain traction towards $50M a year, (the analyst target over the next few years), then you never need to invest, in another share, during your entire lifetime.

ARGO is an example of a stock that did nothing, until the price of Bitcoin, went through the roof, in the last 4 months. It has since hit a high of 30 times its previous low.

If you believe , like myself, that the world’s largest advertisers are no longer willing to pay for a product, riddled with fraud, then the future here, is bright indeed.