Tinybuild Share Discussion Threads

[scepticalinvestor] 28/5/2021 08:51

Cant buy this via HL it seems

[oldvic] 15/5/2021 12:28

nice mention in Mail today

[martywidget] 29/4/2021 12:44

Here's the link:
Questor: this computer games firm’s founders believe in the shares and we should too
28 April 2021 • 5:00am

[johnyee 7] 29/4/2021 07:58

Tipped as a buy in the Telegraph today

[thewheeliedealer] 16/3/2021 20:48

Hi all,

My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast last week and part of our discussion includes TBLD but I hold TM17 myself and we talk about the sector. As always we also chatted about loads of other Stocks and Ideas for research and a fair bit of educational stuff with regards to Investing and Portfolio Management.

Specific topics in this one include the risks of anonymous Twitter Accounts and the devious tricks the ‘owners’ get up to, and we give examples of our own Trades and how we have Scaled in and Scaled out etc.

Anyway, if you use Youtube, Apple, Audioboom, Overcast, Google+ or Spotify you can find it under the 'Conkers Corner' Channel (you want Podcast TPI 44) and you can find it on Soundcloud at the link below.

I hope you enjoy it and find it useful, we try to keep them light and they are totally unscripted, with the intent being that it is like you are eavesdropping on us having a chat down the local boozer (we can dream !!).

Cheers, WD
@wheeliedealer

[74tom] 10/3/2021 15:02

IPO'd at 169p yet lists at 225p, where did the additional £100m of value come from? It already looked very expensive, now with a market cap of £430m it looks ridiculous, with revenue of $18m / £12.9m for the latest half year with profit of $1.1m. So trading on around 17 x revenues, which makes the likes of SUMO look cheap (it's on 7.5 x revenues).

This is a US style valuation without the scale. Corsair is valued at $3.1b but had revenue of $1.7b in 2020 with profit of $100m.

This seems like a significant overvaluation, I can't see any material upside from this level for a number of years.

[johnyee 7] 09/3/2021 09:37

Floated today at 169p in oversubscribed placing.