Silver Bullet Data Servi... Share Discussion Threads

[chester9] 29/2/2024 12:06

Just a thought if EBITDA has improved by more than 65% and assuming margin maintained then costs vs H2 22 are significantly down. .If those costs are held in FY24 then revenue expectation must be well past 45% growth to get EBITDA positive.. That's over 12m

[edwardsj] 29/2/2024 11:01

My 9,999 but showing as a sell

[someuwin] 29/2/2024 09:20

Early profit takers out. Buyers moving in...

[parsons4] 29/2/2024 09:06

I was too busy writing the above I missed the 135 to 140 price darn it !!!

[adorling] 29/2/2024 08:56

Great results - added to holding so appreciate the weak short term holders giving me that opportunity :-)

[parsons4] 29/2/2024 08:43

I would imagine 4D AI has a higher gross profit for one. Also the current order book is fantastic. They expect profits EARLY in 24. Overall these are fantastic results and are only the beginning. If the shares come back much more I will be topping up but I doubt I will get the chance. This is a prime take-over candidate with at least a £50M take -out price right now IMHO

[hamidahamida] 29/2/2024 08:37

This drop is big on good results Just hope no placing

[aishah] 29/2/2024 08:32

Committed revenue of £5m for the current year. And we're only in month 2! Happy to add here on weakness.

[czar] 29/2/2024 07:53

Watford I'm sure this will be bought out by one of the big agencies but it is so early stage the management will be looking for a decent multiple of today's price IMHO.

[hamidahamida] 29/2/2024 07:52

PODCAST: Ian James CEO of Silver Bullet Data Services discsusses their trading update and outlook:audioboom.com/posts/8466076-...@Silverbullet_HQ #SBDS

[watfordhornet] 29/2/2024 07:40

I know just original projection figures pre IPO have been hugely missed. I know Google delays have not helped.Anyway - I am a shareholder and holding on but hope they have an exit plan post cookie removal.Needs to be taken over but not yet

[hamidahamida] 29/2/2024 07:39

4DAI was fully launched late last year and in just 2 month's this division has already booked over 1.1 million in revenue -:-

[czar] 29/2/2024 07:35

Watford give em a chance cookies won't be off until the end of this year but "revenue from 4D AI increased 85% to £2.8m (FY22: £1.5m)" 4D revenue is growing much faster than services but will accelerate as cookies are phased out. This is an early stage super growth business IMHO.

[czar] 29/2/2024 07:28

"The strong start to the new financial year reflects the strength and sustained engagement of key global client relationships and the increasing importance of 4D AI for clients and media agencies as they transition to AI driven, first-party data and privacy-safe digital marketing. As a result of this, the Company continues to move towards a position of positive adjusted EBITDA in early FY24."

Super growth company with a $700 billion addressable market that is forecast to be over $trillion in a few years. And still its only about 50% of the launch price in 2021.

Good to see the mention of the relationship with OpenX, this is massive they do 365b transactions a day.

[watfordhornet] 29/2/2024 07:27

Is it only me but a little underwhelmed tbh by these results.Still small revenue from 4D which is recurring and too much % from services

[hamidahamida] 29/2/2024 07:20

Silver Bullet Data Services #SBDS Trading Update to 31st December 2023- Total Group revenue increased by 42% to £8.3m (FY22: £5.8m) and revenue from 4D AI increased 85% to £2.8m (FY22: £1.5m).- Committed revenue for 2024 currently in excess of £5m, £1.1m of which derived from 4D AI and £4.0m from CX Services.Read that again Committed revenue for 2024, in just the 2nd month of the year, is 60% of the entire revenue of 2023!This is a proper tech growth company in one of the hottest spaces around, AI solutions to third party cookie deprecation within digital advertising (a $700b a year market and growing).

[aishah] 27/2/2024 11:06

UKHotViews
Silver Bullet expands Mars with $2.3m contract win
Marc Hardwick, 08:36, 27 February 2024

AIM listed “contextual data” services provider Silver Bullet has announced a $2.3m extension of its contract with Mars Petcare, part of US-headquartered multinational Mars Inc, best known for its confectionary and pet food brands.

Silver Bullet predominantly operates in the crowded marketing and advertising services space, providing data driven transformational services including “first party data strategy and customer journey activation advisory services” along with technology implementation, integration and AdTech/MarTech managed services.

On the product side it offers 4D, its contextual data product. This is a “contextual targeting solution designed to help clients face challenges posed by the post-cookie era.” A relatively new product it has garnered several clients and agencies (including Britbox and Dolce & Gabbana) who are using it for contextual targeting including video and display programmatic advertising, as well as for generating insights on consumer activity online using its “unique deterministic contextual data”.

Silver Bullet has worked with Mars since 2022 facilitating the implementation of its first-party data strategy working with Salesforce Marketing cloud. The new contract will broaden support across three main areas - Customer Experience Activation, Data Management & Integrations and Data Visualisation & Insights.

[john09] 27/2/2024 09:45

Thats good news. Wish SBDS was able to benefit from the revenue mars creates from this

Wonder if theres more announcements and maybe a tip around the corner

[czar] 27/2/2024 09:15

Going EBITDA positive soon

" Silverbullet has experienced strong revenue growth this year, with revenue having increased by 79% and overall operating costs reduced by 8% in H1 2023 versus H1 2022, as it moves towards a position of positive EBITDA in early FY24. The Company is witnessing significant demand for the AI-driven insight capabilities the 4D AI Platform can provide, with clients increasingly seeking innovative ways to utilise AI in conjunction with privacy-safe data assets to drive marketing performance and ROI."

[owenski] 27/2/2024 08:40

They recently raised 1m off books to a single investor too, so should be funded for a while at least.

[czar] 27/2/2024 08:34

This is quite hard to buy, I think this is the wrong price and it can quickly get over £2 with a bit more buying. What happens if they land another big deal? I tried to buy 10,000 shares but couldn't get them.

[aishah] 27/2/2024 08:20

No stock available in size to add. Some heavyweight users of 4D AI for a small company like SBDS!
If this was listed in the US then share price would be in the multiples.

[smithie6] 27/2/2024 08:18

2.3m$ contract price for 1 year, for working with just 1 company !!!!!!!!!

Wow !