Silver Bullet Data Servi... Share Discussion Threads

[parsons4] 15/3/2024 08:38

This is just one of many on AIM that are well undervalued. To be invested in this market you need to have nerves of steel, not be invested in any AIM company that needs finance and be calm !!!! all IMHO of course.

[chester9] 15/3/2024 08:32

10 percent down off 12k sales. Mad

[scrutable] 12/3/2024 16:04

Why do most imvestors judge a share through the rear view mirror and not by the view of the road ahead?.

Note, crucially from its last report as advertisig changes from studying cookies to "delivering post-cookie, next-generation contextual video advertising ", as "business turns to a smart use of data" for over 70 global clients including Fiat Chrysler Automotive, Dolce&Gabbana, Heineken, Vodafone and Jägermeister.... and just recently huge billings to come from winning Mars

Silver Bullet has also created close partnerships with key global MarTech and AdTech partners, including Salesforce, Oracle, Adobe, Xandr. Markets are today dominated by such cooperations

Through their 4D, SB has has developed proprietary intellectual property for use within addressable video content built on advanced computer vision models, establishing it as a leader in delivering post-cookie, next-generation contextual video advertising.

Their billings are likely to astonish markets when looked at, at the end of 2024,
(through the rear view mirror). Although incorporated in the Uk, they are booming in the USA, and are also well established in Germany, Italy , and Australia

[money never sleeps] 04/3/2024 10:51

SMithie6 - could that be because the company is still small in relation to number of staff and they need more hands on deck? Anyways, I'm not convinced we should expect to see straight line growth at this stage.

[smithie6] 04/3/2024 10:34

I think the price has fallen because the mkt is not so impressed by H2 turnover being lower than H1, that data combined with the high p/e.

[hamidahamida] 04/3/2024 10:00

Profit taking may push this near 1 pound

[owenski] 04/3/2024 09:49

It is likely they'll raise at some point but not a given, I doubt if it'll be a lot anyway, and the recent raise of 1m was bought up by one investor off book.

They're growing fast.

[money never sleeps] 04/3/2024 09:43

I would not be suprised if that did happen next though. Reasons?

a) They are targetting a big and rapidly expanding opportunity.
b) Recent interviews speak of streamlining to keep costs tight / reach EBITDA +ve in early 2024,
c) Last raise was small and market reaction was overall positive.
d) Recent share price provides suitable grounds for a repeat raise without too much dilution.

I'm invested up to about 50% of what I would like to hold. Would be more but I've been burned in the past on other stocks with CEO's peddling fluffy nonsense.

[aimscam1] 04/3/2024 09:08

Funding coming trades are telling you . Looks like around the 120p mark . Always happens constant selling rinse repeat .

[mustau] 02/3/2024 09:54

Hopefully some of that 280 comes to my home!!

[money never sleeps] 01/3/2024 22:03

$700bn market. Google 60% of cookie ad revs. The rest have already transitioned away from cookies. Did I hear that right? So where has that $280bn share found its new home?

[smithie6] 01/3/2024 14:07

How does the turnover in H2 compare with H1 ?

....was it about flat ?!

£8.3m for the year, & £4.2 in H1
So, £4.1 in H2.

No growth.
Can someone explain that since this is supposed to be a high growth company & the annual turnover was up. ( H1 must have had a lot of growth wrt to H1 in the previous year).

[czar] 01/3/2024 08:06

Sorry £14m EBITDA £1m

[chester9] 29/2/2024 21:26

hTTps://investors.wearesilverbullet.com/investors/financial-reports.Historical data here. Revenue confirmed today..I think they are forecasting/expecting a lot more than 12m.Just take FY22 and extend.

[chester9] 29/2/2024 21:18

They used prior year not last year.

[smithie6] 29/2/2024 21:16

Chester
...your calcs use 2021 & 2023 ?!
You jumped 2 years, or is it a typo ?

[czar] 29/2/2024 13:08

A few people taking profits today, understandable but not the way to really grow your investment, I've bought a bit more today. I don't think I've ever seen a better investment that will either deliver in spades over the next few years or get bought for many times today's price, probably a bit of both.

[chester9] 29/2/2024 12:48

https://podcasts.apple.com/gb/podcast/the-sharepickers-podcast-with-justin-waite/id910474791?i=1000647499904Ian James with Justin Waite this morning

[chester9] 29/2/2024 12:31

I am not saying they will deliver 12m but to get EBITDA positive they will need to be close to it as phrase they have used is early FY24

[chester9] 29/2/2024 12:29

Figures are in half and FY results on web page .Prior year 2021 EBITDA was -8m .65% reduction takes you to FY23 -2.8mTo get 2.8m margin at 75% you need 3.8m. 8.3 + 3.8 = 12m :)

[smithie6] 29/2/2024 12:20

Can you maybe post your calculation to prove your claim ?