Supply@me Capital Share Discussion Threads

[disney14] 24/9/2020 11:43

Tati ma he gahndmr singh

[still waiting] 24/9/2020 11:41

I don't think the m cap even covers the fees to be earned on the existing backlog of inventory awaiting monetisation..
Nothing in for any growth at all from existing clients or new clients from new lenders etc..

covid has wrecked company balance sheets, working capital needs replenished ASAP.

Crazy imho.

[hughez87] 24/9/2020 11:41

In AK and SYME we trust. Huge interviews and huge upside coming here. People panicking and selling but impatience costs you money. I really don?t understand simpletons coming onto boards to talk down particular shares. Has to be a pathetic way of life.

[bmwman3] 24/9/2020 11:37

Exactly! The goons I refer too are the posters trying to disrupt and trick people in to selling!

[joeblogg2] 24/9/2020 11:31

The world has gone mad. Director buys at 0.7 and now 0.5 :(((

[bmwman3] 24/9/2020 11:28

Then this flies market wants hard facts! Noticed the goons have done their job and disappeare! Unbelievable

[still waiting] 24/9/2020 11:26

just waiting for AZ to name a few parties..

once legals done ?

[mo5h] 24/9/2020 11:25

Spot on mate.Peeps don't realise the number of contracts both with funders and clients are endless and the legals do take time.When (any day now) the pieces are set by AZ it's going to be Check Mate.And for us patient investors it will be CHEQUE MATE

[notknowing] 24/9/2020 11:23

It's a SIPP share. Ask the guy who sold ASOS for 50p, or Netflix for $2.

[cashistrash] 24/9/2020 11:23

All these drops just seems as though the share price is getting played around. They take it down, big buys get filled, PI's are left scratching their heads..

[ccr1958] 24/9/2020 11:20

This purely a traders share atm ... please correct me if I am wrong..I am interested to buy in ...

[notknowing] 24/9/2020 11:16

Don't forget! We are investors/traders, most of us make vast sums of money doing what we love. The paid derampers are just that, salaried employees earning buttons. Especially the two most obvious muppets operating out of an Indian callcentre.

We are above them in the food chain. Let's keep it that way.

[bmwman3] 24/9/2020 11:16

Havnt been letting you as yet

[bmwman3] 24/9/2020 11:15

If you can buy

[julianw2] 24/9/2020 11:14

This has got to be the turning point now to add a few more :)

[julianw2] 24/9/2020 11:10

Yeah I make you right there - I'm learning fast - so transparent they are :)

[dubian99] 24/9/2020 11:10

Course Rog
language is meaningless, numbers are meaningless,
speech, contracts, life, all meaningless

[cashistrash] 24/9/2020 11:09

Exactly, does AZ seem worried to anyone? No, he is as cool as they come and our time will come.

[julianw2] 24/9/2020 11:08

AZ emailed someone back on Twitter today - Dr Share ( a retired police officer) and told him to keep calm - more positive news coming soon.

[cashistrash] 24/9/2020 11:06

Julian don't bother with this guy, you know his game. Filtered him ages ago, gets boring after a while

[julianw2] 24/9/2020 11:05

God you really do have an axe to grind with this company - did AZ run off with your wife or something lol

[still waiting] 24/9/2020 11:03

that director buy now showing a 500K loss, will he be concerned ?

I doubt it.

[extrader] 24/9/2020 11:02

Hi all,

Interesting release from hxxps://bebeez.it/en/2020/03/18/italys-fintech-scaleup-supplyme-will-list-london-march-23-with-227-5-mln-pound-market-cap/

Extract :

.."Supply@ Me is today 92.2% controlled by TheAvantGarde Group spa, which in turn belongs to Zamboni and other investors, while the remaining 7.8% is owned by a group of investors who in June 2019 had subscribed to a club deal investing 2 million euros in capital increase, based on a 100% equity value for Supply@ Me of 25 million euros . At the end of the operation, TheAvantGarde Group will dilute to 72.95%, while Equita sim and Ceresio sim will enter as new investors on behalf of their private customers, and the Maltese asset manager Parrot Capital (Global Capital Plc), each with 4.98%.

Supply@Me operates in the segment of the so-called inventory monetization, that is, the enhancement of the warehouse of industrial companies....

The important updated assessment of Supply@Me compared to that of mid-2019 is due to the fact that in the meantime “the company has originated contracts with client companies for the disposal of the warehouse for a total total of over 900 million euros and that it is three-year contracts, which offer investors of securitization notes a more competitive yield range than financial products existing on the market in the context of working capital”, Mr. Zamboni explained to BeBeez, adding that “in the meantime we are signing agreements with institutional investors” and that “we have invested more than 1.5 million euros in legal fees to have a bullet proof structure and be operational from this year “. And Mr. Zamboni added: “In April[2020], we will bring our first issue on the market for a value greater than 250 million euros, which will be placed by an important UK operator [StormHarbour] with which we have an agreement for a total of one billion euros of issues distributed in four tranches and we have a target of 3.5 billion euros in 2023 “.

My takeaways (with the caveat that there may be some journalistic license and AZ exuberance in the above) :

(1)"SYME" has gone from an equity value of Euro 25 million in June 2019 (extrapolated from a Euro 2 million investment for 8%) to an equity value of £ 225million in March 2020 (extrapolated from a 1.01% Placing Proceeds of £ 2.2 million). The balance of the 'equity value (ie 99%)' was made up of Consideration Shares, this value has since been written down/off as 'Deemed costs of listing' ....£ 224.4 million.

That's a lot of advisor's fees and 'corporate hospitality ' ;-<<br />

(2) The difference in ascribed value comes from the 'pipeline of future business' (see below) and a Euro 1.5 million investment in legal fees 'to have a bullet-proof structure'. Both are - Sept 2020 - as yet untested/unproven propositions (or, at least, not yet RNSable)

(3)The only specifics in the pipeline quoted in March 2020, were that StormHarbour would bring to market a Euro 250m + deal by April 2020.

(4) The seed investors , who got 8% of SYME in June 2019 for Euro 2 million , appear to have ended up with nearly 15% (3 x 4.98%) of SYME postRTO in March 2020, ie 3 x 1.63 billion shares 4,890,000,000, 'worth' on paper at peak £ 48.9 million and even today £ 25 million.

Nice work if you can get it.

So far, on the above numbers/background, SYME is more a case study of 'financial engineering' than of 'fintech'.
The coronavirus is both a problem (delay) and an opportunity (demand), let's see how things pan out over the next few months.

ATB

[wilc42] 24/9/2020 11:01

Sorry I meant to say cannot give me a buy price.