Tinybuild Share Discussion Threads

[angersharkz] 19/6/2023 16:58

Disc0dave45 - ‘Hope catching this falling knife works out for you.’

There you are. Dig a little deeper and you find the MO of the person behind all the negativity. Not the old falling knife ruse. Never heard that one of ADVFN before. It was boring the first time.

I think what we’ve established is that you’re projecting your own opinions and stating them as fact when in reality it’s nothing more than a load of old bluster.

I’ll stick with my original assertion that your posts are nothing more than unsubstantiated opinions.

As for AI. Yes, I can fairly confidently say that it will not impact the gaming industry in the slightest. It’s never been easier for people to write and produce their own music and videos but there aren’t more millionaire musicians.

That’s a fact.

[johndoe23] 19/6/2023 16:48

Stopped out at 38p this morning. Looking fortunate now!

[disc0dave45] 19/6/2023 16:24

Https://www.makeuseof.com/how-ai-generated-games-could-impact-the-games-industry/

[disc0dave45] 19/6/2023 15:44

"Operating profit increased by 27% to $15.9m (2021: $12.5m), thanks to lower share-based payment expenses and exceptional costs. It includes a $11.1m write-off of the intangibles from the Versus Evil/ Red Cerberus acquisition broadly offset by a reduction in deferred earn out payment"So am I correct in saying that excluding other income attributable to Versus Evil/Red Cerberus then bottom line profit would have been $400k (2021 $8.2m).

[epicwarlock] 19/6/2023 15:40

OuchThis looks very company specific/ to do with (Luke's?) overhang....as compared to competitors it looks hugely undervaluedI too have written before about concerns regarding the CFO looking a bit light weight as well as dropping the COO role from the structure coupled with massive hiring, which seems out of line with the development pipeline unless it leads to some blockbuster titles.....but that alone wouldn't justify what has happened during the last 2 trading days IMO

[babbler] 19/6/2023 15:08

Someone is offloading huge chunks Nothing to do with placing. Just illiquid and someone selling 250k shares at least in one chunk today and daily big sells.

[disc0dave45] 19/6/2023 15:07

Fair point: Excluding $2m one-off items in 2022 (2021: $5.5m), operating cash flow increased by 13% to $21.3m (2021: $18.8m).

What’s their future contingent considerations?

[hatfullofsky] 19/6/2023 14:33

What's the Op Cash Disco ?

[angersharkz] 19/6/2023 14:22

Disc0dave45 - I’ve bought in very recently and I’ve got some more cash on the side to pick up a few more if it goes under 30p. I’ve watched this trickle down for a while and there isn’t anything in the publicly available information that warrants such a decline.

I have digested what you’ve said and responded accordingly? Which part of my responses are incorrect? If you don’t want to or can’t repeat such a poignant issue then what are we talking about lol?

There’s clearly some intense selling pressure on this at the moment. We don’t know the exact cause of it but I suspect it will come out in the wash very shortly. Sure, we can all speculate but until I have some solid information one way or the other this looks like an absolute bargain.

[disc0dave45] 19/6/2023 14:07

AngerDid you buy 3 days ago?Don't think you've actually digested what I've posted, and been posting for a while now. Not going to waste my time repeating myself.Hope this works out for you, think you were too hasty buying but hey.

[disc0dave45] 19/6/2023 13:44

AngerQ&A Investor Meet Company 30th March 2023.Question 17 - Alex will you be buying more shares?Alex - "yes I absolutely would, expect measures to be taken that would allow me to do so at a general vote". Namely a waiver of rule 9 as I've posted numerous times. Didn't take the major holders at SHOE long to get their vote and buy shares. Perhaps it's all in hand?.They were also asked about the persistent seller and is it any members of the board?, they replied nobody on the management team has been selling - but Luke had already resigned with immediate effect on the 29th March, so make of that what you will.

[peddlers] 19/6/2023 13:38

I'm in for a few now ! the price looks very cheap, certainly once this gets going it could surge very quickly.

[nakedmolerat] 19/6/2023 13:38

from 300p to 32p

how low can this go before it's a recovery?

[disc0dave45] 19/6/2023 13:26

H1 cash burn $6m, H2 cash burn $16.1m.

[hatfullofsky] 19/6/2023 13:26

CEO holds nearly 40%, could he / would he take it private ?

[hatfullofsky] 19/6/2023 13:14

Who knows but this statement indicates cash is under control.

Outlook
-- The pipeline for 2023 and beyond is strong and includes a number of larger budget games alongside continuous investment in the catalogue including updates, DLCs and console launches.
-- The timing of these investments and of new releases means that the net cash position is expected to dip lower in the first half of 2023 and to improve in the second half of 2023 to rise above $26.5m by the end of December 2023, excluding potential unannounced M&A.

[primarch1] 19/6/2023 12:50

Smells of a shares issue to me bolster there cash reserves

[disc0dave45] 19/6/2023 12:49

They only pay divi's to the CEO's wife, nobody else.

[disc0dave45] 19/6/2023 12:48

AngerHaven't made any unsubstantiated claims, I'm posting up facts, I have more of them if you like!.1 - FACT I don't know if TBLD is on the GS short ETF and never said anything different.2 - FACT Alex has said he wants to buy as the shares are too low, but simple fact is he hasn't bought. 3 - FACT He can waive Rule 9 and increase his holding without being forced to make a bid. But he hasn't, please explain why!Your handle is spot on, chill out dude.

[peddlers] 19/6/2023 12:43

Ex dividend date ? Oops no dividend

[peddlers] 19/6/2023 12:41

Got to be worth a punt at 32p

[hatfullofsky] 19/6/2023 12:35

Or is Luke selling down ?

[hatfullofsky] 19/6/2023 12:35

Was about to ask the same thing, been on my watch list but I don't understand the fall. They have cash. Could a legal battle be on the cards with Luke and Alex ?