Smartspace Software Share Discussion Threads

[harrogate] 05/11/2021 07:14

I think the key here is the rising ARR in the Swiped On business. This sector is awash with M&A at prices of 10x ARR and I think this business alone is worth more than the current market cap and could be sold in a heartbeat. The warning was all around Space Connect and especially a specific deal. They have said no need for cash and at this price it is a matter of waiting as the ARR and ARPU grow. The recent IMC presentation was informative. I am underwater a fair way here but holding on

[masurenguy] 05/11/2021 06:52

Hmmm....down to just 18% above the placing price of 72.5p to fund the Space Connect acquisition 2 years ago. On my watchlist - no position.

[nico115] 02/11/2021 14:47

Pathetic amounts by the directors ?!!

[average down mug] 30/10/2021 11:18

🤡☝A039; told ya I should have stayed on Friday nice recovery gl.

[cordwainer] 28/10/2021 18:19

maybe because of shorts closing ?

[gswredland] 28/10/2021 17:19

I'll go along with that hope!

[wanttowin] 28/10/2021 14:28

I don't think so its been all selling today, perhaps that big 110k buy yesterday @87p nudged the price up. Fingers crossed it was a director buying..

[gswredland] 28/10/2021 13:27

Tipped somewhere?

[ali47fish] 26/10/2021 07:46

I can't fathom why the results are published twice within a short period- aim not sure there is any difference between the two

[average down mug] 22/10/2021 18:54

I really do wish you all the very best my trade was small but I should have stayed I think you will have a rise of 8% Monday IMO gl I didn’t come here and cause fear like shorts! I hate them thanks for taking time mate! MMS we’re horrid today i got in when they gave a chance! I hate peeps losing money 🤡👍👍 adios xx

[cordwainer] 22/10/2021 18:00

well timed @mug, it was 73.9 for me.
Probably another trading update late december.
Operational improvements i.e. centralised product support at Mildenhall, focus on larger clients, increasing ARPU should start to feed through in 2nd half with any luck.
Still early days in the SaaS journey whereby faster growth means more front-loaded costs.

[average down mug] 22/10/2021 16:56

Can I just add I was able to get in at 71 the spread was 70 71 what the mms did today was disgusting I hope you recover ☝️313;

[average down mug] 22/10/2021 16:14

Should have stayed in 🤡☝A039; Still a profit is not until banked think you be blue on Monday gla 💋

[mysteronz] 22/10/2021 15:51

Cordwainer i agree i sold after the last update as the H1 to H2 looked to be a big jump. Just for context and feel for holders today.

Id like them to articulate how much is a reduction in Naso vs core. It looked a big downward reduction to be just NASO

[cordwainer] 22/10/2021 13:51

23% return on my book cost despite this volatility and admittedly a couple of badly timed top-ups.

[average down mug] 22/10/2021 13:13

Ok I’m off with 9% free money gla 💋 sold out best of luck 🤞🤡

[average down mug] 22/10/2021 13:11

🤡☝A039; today 🤣

[average down mug] 22/10/2021 13:01

Well invest some more then I’m only 9% up ☝️313; lol

[cordwainer] 22/10/2021 12:18

please stop spamming, we're investors not punters.

[average down mug] 22/10/2021 12:06

78 to sell 💥🔥🚀🚀8640;

[average down mug] 22/10/2021 11:52

76.25 gimme 80 🔥💥🚀🆙7385;🆙ӹ85;🆙🆙;🆙🆙🆙🆙
27385;🆙385;🆙㇂5;🆙🆙🆙🆙🆙🆙7385;🆙ӹ85;🆙🆙;🆙🆙🆙🆙
27385;🆙

[average down mug] 22/10/2021 11:13

76.25 to sell now 🤡☝A039;🆙㇂5;🆙 boooooooom 💥🔥🚀🚀