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[zxie] 16/8/2022 08:28

INSP shares jump soon

[purchaseatthetop] 15/8/2022 19:00

£1.5m to insiders for Krunchdata
£250k to Tim Scoffham
£500k to Quanta Media Group Holdings
Advance payments to numbers of potential clients
Gross margin collapsing per their own data when it should be rising having paid off Krunchdata and Scoffham.

This is what I see. Quite simple. If you disagree then argue against it.

[hazelst] 15/8/2022 16:40

Once a thief, always a thief!

[purchaseatthetop] 15/8/2022 16:32

“I am not saying some of what he says isn’t true”.

Then apart from claiming that I will do my best to bring down MOS and that I am sick in the head, what are you saying? Nothing. Pure hot air as usual.

[dubois] 15/8/2022 16:28

Everyone, just ignore him (yes like I should). He is sick in the head from jealousy out of what happened to him.
He is here totally to cause trouble and will do his best to bring MOS down. I am not saying some of what he says isn't true. Some things you just have to accept.
The bod have not got everything correct, but just just look where we are now after not long ago being about to close up shop. Do you really think Mexico would would with a company that was about to fail.

I am afraid he is simply a sick individual who needs help.

[purchaseatthetop] 15/8/2022 16:22

Itaconix. As soon as I realised the CEO had lied to the investors, I was out. Must trust what you are being told.

[dexdringle] 15/8/2022 16:13

....but those pesky bodies and skeletons do tend to move about. See Itaconix......

[purchaseatthetop] 15/8/2022 16:03

Dexdringle. I have not gloated since I told holders at 0.65p that this was hugely overvalued. No joy there. If this shoots back up then me being right may partially reverse. But let’s see.

Most people do not know how to break down the Quanta deal. But I love it. Holders might like to know what it really is. Then the Krunchdata skim. The Scoffham scoff. Everybody is eating well except PIs.

I enjoy the analysis. I get it right. I get it wrong. Investors can either read my posts or filter me. But at least they know more because I know where to look for the skeletons and bodies. Such fun.

[purchaseatthetop] 15/8/2022 15:51

£500k. Converted at 7p per share. Makes about 7.1m shares plus a few for interest.
Qusnta Media Group Holdings has just over 201m shares right now per Companies House.
Hence about 4% if MOS get around 8m

Must be 7p as b) and c) have not happened.

[rmsl1] 15/8/2022 15:46

Can you please explain further how you get the 4% in Quanta? I have pasted the loan agreement below for further guidance. The Loan, which accrues interest at 5% per annum until repayment or conversion, and which is redeemable on 31 December 2022, can be converted into Ordinary Shares in QMGH ("Ordinary Shares") earlier on the following agreed basis: at a price per Ordinary Share being the lower of a) £0.07 per Ordinary Share, b) the price any other Ordinary Shares are issued prior to conversion or c) a discount of 20% to the valuation of the Ordinary Shares in connection with Admission to AIM or any other regulated market or on change of control of QMGH.

[purchaseatthetop] 15/8/2022 14:59

Sorry. No but nice idea. Far too opaque for me. That £500k “lent” to QMGHs is coming up for repayment or conversion on 31/12/22. Would never invest with that kind of ridiculous deal being part of the game. Remember QMGHs was a dormant company until 18 days before that “major contract win” worth £480k over four years was announced on 18/3/21 and then we only found out on 31/3/21 that MOS was lending them £500k which could be converted into 4% of their share capital on 31/12/22.

[citycanary] 15/8/2022 14:52

IMHO this is AIM, an unregulated casino with little logic. This share could either continue to bump along at .25p indefinitely or seriously multi-bag out of nowhere. Nobody has yet called it correctly.

Worth a punt.....

DYOR and GLTA

[dexdringle] 15/8/2022 14:48

You should buy some. You know you want to. With all this negativity you're just playing hard to get.

Go on. Press that 'buy' button. You'll feel better once you've done it... 😂

[purchaseatthetop] 15/8/2022 14:18

Dexdringle. Cheeky little investment!

[dexdringle] 15/8/2022 13:57

purchaseatthetop 15 Aug '22 - 12:24 - 29493 of 29497

Dexdringle. Interesting that you never post on boards where you are not invested but here you are posting. Are you invested?

=============

Yes, 1 million shares at 0.25p or thereabouts.

Like I said, chump change.

[purchaseatthetop] 15/8/2022 13:41

Rmsl. Either they are capitalising overheads spending for some reason or they are as you say reallocating from overhead to gross costs which would help to explain why the gross margin has fallen so much in H2. Or they have got their figures wrong.

I do not know which it is but I think it is sensible to review company data to ensure it makes sense. Which this does not. Sorry Dubois but you seem to think ignorance is bliss.

Whooppeeee! Another NFT contract that costs money up front.

[rmsl1] 15/8/2022 13:21

Hum as far as I am aware they don't need to disclose this until the accounts are being audited. If auditors disagree with their change, then they will have to amend it and change it back the way it was.For now, I doubt they would disclose a wrong ebitda...

[purchaseatthetop] 15/8/2022 12:46

Rmsl. There may be some logical answer but that has not been highlighted on the RNS. H1 and H2 are clearly identifiable through the two RNSs and as I always say, I look at RNSs and look for inconsistencies. This is a serious one.

What happens if they have not changed their accounting policies and in fact their figures are simply wrong? Would that be serious for investors? You bet it would. Therefore, the BoD need to clarify what has happened.

[rmsl1] 15/8/2022 12:31

They more likely changed some of their accounting treatment for some reasons and considered some operating expense as cost of sales. If that's the case, they would have needed to reclassify the entire year and therefore moved some operating expense incurred in H1 to cost of sales instead.Making the analysis H1 / H2 that you are doing not possible at all. Take £1.1m as revenue for the year and c £500k gross profit meaning c 50% GP margin. That would make more sense imo.

[purchaseatthetop] 15/8/2022 12:24

Dexdringle. Because it is fun. And I like the faux outrage of idiots like Dubois. And the offers of mental care help. And lots of other things. Interesting that you never post on boards where you are not invested but here you are posting. Are you invested?

[purchaseatthetop] 15/8/2022 12:18

Let me make is simple for you dubois.

The 4/8/22 RNS had revenue £1.1m. Gross profit £498m and Net Loss of £490k. That means for the year overhead total of £988k from the gross margin.

The 18/3/22 H1 RNS had revenue of £282k. Gross profit of £205k and net loss of £640k with total overhead of £845k.

Therefore H2 had revenue of £818k. Gross profit of £293k and a profit of £150k with total overhead of £143k.

Therefore, with the figures presented by MOS total overhead In H1 was £845k but that had fallen to £143k in H2.

These are the figures given out by the BoD. Do you realise just how stupid you look if you still accept these unless of course you are paid to cover for the board. Either show me my calculations are wrong or I can continue simply laughing at you. Where are the figures wrong? Come on!

[purchaseatthetop] 15/8/2022 09:27

Dubois. Do you have a view on the clearly ridiculous data given in the RNS? How on earth will overhead have fallen by 60% in half 2 to 30/6/22?

No point in being rude unless you understand the analysis. I was answering Stabilo.