Silver Bullet Data Servi... Share Discussion Threads

[parsons4] 06/4/2024 06:53

czar
I think your broker was probably right, there have not been too many profits to have in this last tax year so a few profit-takers was expected. A good time to top up !!! The fun is just beginning with the demise of "cookies" GLA

[watfordhornet] 04/4/2024 11:31

Let's hope so - annoyed I missed the buying opportunity a few months back

[chester9] 04/4/2024 10:55

Last day of tax year tomorrow. After that the slide in price may continue until results at end of May.

[czar] 27/3/2024 09:31

I asked my broker what happened and he said looking at several small trades all within a few minutes it lookd like an IFA closing clients positions to crystalise a profit or loss within the current tax year. He also thought there could be some ISA buying after 6th April.

[watfordhornet] 27/3/2024 07:56

Out of interest how do you know that?

[czar] 27/3/2024 07:45

How annoying, a wealth manager closed a handful of positions ahead on the end of the tax year yesterday in a clumsy fashion, hopefully he buys them back for the start of the new tax year on 6th April. SBDS looks a great ISA share for 24/25.

[czar] 21/3/2024 07:18

Fantastic news and still with the massive benefit of Google deprecating cookies during 2024 to come. The big years for Silver Bullet will be 2025 and beyond. The market cap on the London market is derisory, we have to move to the US but need a higher valuation to do so. Bloody frustrating.

[chester9] 21/3/2024 07:17

1.7m added to previously announced 5.1m on 29 Feb that's now 6.8 m. FY 23 8.3 m looking good

[chester9] 21/3/2024 07:10

Greene King and Heineken 1.7 m contracts renewed

[aishah] 18/3/2024 13:59

"Digital ad agencies contacted for this article wanted to know how Google ads would work when the third-party cookies disappeared. They believe that Google does not really know the answer."

Well SDBS certainly do. Added to holding on the dip last week.

[parsons4] 16/3/2024 05:59

Thanks owenski a very positive interview as he said the demise of cookies has only really just begun and many big advertisers don't yet know how they are going to deal with it !!!

[owenski] 15/3/2024 20:07

Don't know if this has been posted, recent interview regarding latest trading update.



Ian James certainly speaks with conviction about his business.

[chester9] 15/3/2024 10:12

"The company continues to move towards position of positive adjusted EBITDA in early full year 24."The million they received in late November helps but agree it would be good to see them confirm that fact at end of May, or earlier last year they gave a Q1 update on April 18th.

[watfordhornet] 15/3/2024 08:49

ParsonsSBDS will need finance.

[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.