Market Cap of £7.5m ridiculous. They must be able to sort out the financing surely ??
You can't even say there has been selling as the volume is tiny. This is either a stonking buy or a giant fraud !! I favour the former . |
Market pricing in placing?
USA market also jittery, but I think this will be short term |
lol..i get u now |
Nothing serious just that perhaps if these were losing $3.7B/yr they'd be valued at $150B too. |
Does look like moving to EBITDA positive has been a mistake valuation wise.What do you mean by that ? |
Does look like moving to EBITDA positive has been a mistake valuation wise..
Key Points
CNBC has confirmed that OpenAI expects about $5 billion in losses on $3.7 billion in revenue this year — figures first reported by The New York Times.
Revenue is expected to jump to $11.6 billion next year, a source with knowledge of the matter confirmed.
OpenAI, which is backed by Microsoft, is currently pursuing a funding round that would value the company at more than $150 billion. |
In addition, we recently announced the completion of a new working capital facility which eliminates the need for any additional funding to cover operational working capital, providing a strong foundation for continued expansion."
It is clear here, covers only operational working capital
They will need at least $3m if not loan is not extended or redeemed |
WH,
yes we need clarity on that |
That's great but what is commercial model. How do they earn revenue from this - is it flat fee, based on uplift.Lots of unknowns. I hope they are making money out of these clients |
BD,
You are right with regards to that. I am expecting further growth year on year.
Just need this balance sheet sorted |
I thought they were only just getting started in the grand scheme of things.?...
Successful Integration of 4D AI with Leading Global Demand-Side Platform
8th Jan
Silverbullet, a provider of AI driven digital transformation services and products, is pleased to announce that it has completed the roll-out and integration of its 4D AI Advanced Contextual pre-bid targeting capabilities into a leading global demand-side platform (the "DSP").
The DSP, which empowers advertising buyers through a self-service, cloud-based platform, is owned by a Nasdaq listed global technology company with annual revenue of approximately $2 billion. From video to display, mobile, and connected TV, it enables advertisers to manage and optimise digital campaigns across a variety of formats and devices and has been a significant driver in the shift towards programmatic advertising, where ads are bought and sold in real time using automated processes rather than through traditional manual negotiations. |
Still learning here and happy to be corrected but isn't 4D only just taking off as it comes into its own as different browsers ditch their third party cookies?
If so growth should accelerate going forwards. |
FFS - cannot understand why growth on 4D so slow.Interesting to understand how many of the blue chip clients are taking 4D vs Services. Always been interested in what the 4D commercial model is - recurring licence or a more risk/reward modelAt 25% of IPO price we are miles behind where should be |
BD Yes they can extend I think , sure I have seen this but that requires goodwill and a positive growth as you say , it is a possibility They may have cash as well so may need less than £2.5m |
Thanks for the headsup dean44.
re 802
That would seem the best option as things stand imo. GRL did that with their convertibles as they weren't in the money. They were still converted way above the current share price level but lower than originally envisaged.
They were unsecured too.
Don't they also extend when necessary, guess that would depend on confidence in the co. growing and share price advancing in the future though?
RNS on CLNs.. |
Yes Parsons I was going to add today but will hold off until this is resolved Fortunate to have average price of 39p which I bought on the last drop |
Say for sake of calculation 5m shares issues at 50p, will pay that off So we know how much cash the company might have in bank ?May is airing the corner so I expect some solution by next month or certainly in new tax year as these notes have some tax implications https://harperjames.co.uk/article/convertible-loan-note-explained/#section-11 |
This is probably the one issue that is holding back the price. |
Could they reissue a new note at a lower optional price for the same amount to pay back the initial note ? |
Dean As share price has not recovered to these levels , that is a good point What options are there to the company without having to pay back the noteThey have to raise via equity dilution to pay that back this time |
One important thing to note is that they have a convertible loan note due for repayment at the end of May this year.
Including the interest over £2.5m will be due.
The conversion price is £1.10 so it is unlikely to be converted. |
New to these so learning still but aren't the new clients a result of third party cookies now being dropped from browsers? This co's ai offering seems to be aimed at helping advertisers hit their audience without them so growth should continue to pick up going forward? |
Understand that. I have been in since IPO so want this to work more than most. Way under water as are all those who bought preIPO.Just not sure £2.8m to £3.5m is a huge increase in 12 months for 4D. In 2023 4D was just starting so an extra £700k revenue when 2023 was not really a full year is not brilliant.Anyway we all want this to do well. I would take my IPO price if anyone wants to buy this company.Good new clients though - amazing list considering size of company |
Watfordhornet don't forget that in that year they discontinued the low margin business and the 4D AI is at a much higher margin and is growing much faster !! |
That is committed/recurring. You cannot extrapolate Jan out for rest of year.YoY was c 10% increase. That was what I thought was a little disappointing |
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