**ON AN EXTENDED BREAK from Twitter** … Disclaimer: my tweets DON’T constitute investment advice or recommendation
Joined February 2010
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I highlighted in 2021 I’d no longer publish portfolio updates as my investments are usually contrarian small caps that endure significant volatility👇🏻Overall I’m doing ok in 2022 but still find Twitter far too noisy & now plan on an extended break
Wishing all Twitterati well 🙏🏻
#EQLS ~ V little to say recently but dropped in to compliment @equals__money on yet another outstanding set of results 👏🏻
*Interim revs +86% YoY
*Adj EBITDA +203%
*Cash at bank +63% to £16.5m
They also indicate strong start to Q3👇🏻with revs +55% & revs per day £289k (vs £187k)
#EQLS ~ An outstanding H1 update with EBITDA (yet again) “ahead” of expectations. Significant rev growth of +84% which has pleasingly occurred across each business unit & product area. Well done to all @equals__money 👏🏻👏🏻👏🏻
Glasshalfull retweeted
This really is tragic news as Steve was such a genuinely nice guy who made many of his friends & contacts through Fintwit connections early days on the Motley Fool. He will be sorely missed at @ShareSocUK events & he attended every #Mello. He helped so many & taken far too early
#SMRT ~Positive update with Group H1 revs +46% & recurring revs +49% YoY👇🏻
-@swipedon ARPU +44% & ARR +35% 👍🏻
-@spaceconnected flat in H1 but Evoko Naso now seeing billings ahead of expectation
- A+K sales +36% YoY
- Net cash £2.0m which is up marginally since April ‘22 (£1.9m)
#MJH ~ Absolutely dreadful LTIP payout @MJHudsonCorp especially as the share price has fallen c.50% since IPO. Excellent thread on the issue by @PerpetualValue👇🏻
Hello, the unroll you asked for: threadreaderapp.com/thread/1… See you soon. 🤖
#OMIP ~ Positive H1 results with revs +13% YoY translating to a +39% uplift in EBITDA as op leaverage kicks in👇🏻Their catalogues were valued at £34.8m in April 2022 vs a current mcap of £15m. Well done to @MichaelInfante4 & his excellent team 👏🏻
#TPX ~ Strong FY22 results slightly ahead of the March t/s. Organic growth +16% & adj dil EPS +52% to 9.4p👇🏻 On a PER of 15. Look forward to @tamzinpiworld webinar midday
Shares down (-50%) since Nov 2021. FY23 est to grow revenues to £97.8m (+22%) & adj EBITDA to £13.7m (+12%)
#TPX ~ In-line with previously upgraded FY22 estimates & also making 2 immediately earnings enhancing acquisitions👇🏻Signalling FY23 £100m run rate rev targets a year ahead of target👏🏻
@TPXimpact share price down (-35%) in last 3 months despite excellent operational performance👇🏻
#GETB ~ Strong H1 results alongside an upgrade for the FY 😃 Lovely metrics with acceleration of ARR by +21% & ARPU +15% in constant currency. Recurring revs of 94% & GM’s at 90% while cash increased to £2.1m alongside a v positive outlook
Well done GetBusy 👏🏻👏🏻👏🏻
#GETB ~ Nice contract win for subsidiary @VirtualCabinet_ with a top 10 UK accountancy firm👇🏻H1 results released on Wednesday against a backdrop of consistent Director buying, 93% recurring revs, growing ARPU & superb @MelloEventsUK presentation. Only valued at 1.4x ARR!!!
#GETB ~ Nice contract win for subsidiary @VirtualCabinet_ with a top 10 UK accountancy firm👇🏻H1 results released on Wednesday against a backdrop of consistent Director buying, 93% recurring revs, growing ARPU & superb @MelloEventsUK presentation. Only valued at 1.4x ARR!!!
#GETB ~ Lovely to see the consistent Director buying over the last year. Yet another small purchase by CFO Paul Haworth @CfoGetbusy yesterday👇🏻
Look forward to seeing GetBusy present @MelloEventsUK in a fortnight
#ZOO ~FY22 results a day late BUT well worth the wait!
Organic growth +78% & adj EBITDA +84% as op gearing emerges. V positive outlook with Q1 FY23 trading ahead of the significant growth of Q4 FY22👇🏻7* upgrades in FY22👇🏻& I’d expect more in FY23
Well done @zoodigitalgroup 👏🏻👏🏻
#ZOO ~ Attached details of the 7* upgrades for @zoodigitalgroup in the last 12 months👇🏻
Interesting to observe that the share price was 112p on the 1st of these upgrades in April 2021 & a year on only 113p when the 7th arrived today … despite +65% revs & +78% EBITDA upgrades!🤔
#AGFX are a well run operation. New broker’s forecasts appear sensible (unlike predecessor) while they undergo considerable tech investment for their platform. #EQLS are through this heavy investment period with growth now turbo-charged as per yesterdays update. Best wishes🙏🏻
I've sold my remaining holding in Argentex #AGFX this morning following FY results: investegate.co.uk/argentex-g… backed the wrong horse here, should have followed @Glasshalfull1 into Equals #EQLS Argentex hasn't innovated and is again talking of investing for growth.
#SMRT ~ AGM trading update in-line with @swipedon continuing to trade well with ARR & ARPU increasing (note: SO ARR growth est. of 30%+ in FY23); A+K with a strong start to year & revs significantly higher; Space Connect having best ever trading in May for Evoko after slow Q1👇🏻
#SMRT ~ FY22 results in-line with Feb t/s BUT superb start to FY23 with strong ARPU & ARR growth across the board & group ARR +59% & ARPU +62% YoY!!!👇🏻Net rev retention of 130%
Cash of £2.28m end Q1 & indicate group will be cash generative towards end of this FY
#EQLS ~ An outstanding H1 update with EBITDA (yet again) “ahead” of expectations. Significant rev growth of +84% which has pleasingly occurred across each business unit & product area. Well done to all @equals__money 👏🏻👏🏻👏🏻
#EQLS ~ Just wow! Revenues +86% to £22m to 15th May (vs. £11.9m in 2021) an avg. of £241k per day (vs. £129k per day) & forecasting EBITDA ahead of expectations @equals__money
Brokers previously upgraded revs to £54.4m for FY22 but at that run-rate we should see them do £60m+
#SMRT ~ FY22 results in-line with Feb t/s BUT superb start to FY23 with strong ARPU & ARR growth across the board & group ARR +59% & ARPU +62% YoY!!!👇🏻Net rev retention of 130%
Cash of £2.28m end Q1 & indicate group will be cash generative towards end of this FY
#SMRT ~Excellent presentation by CEO & CFO on @InvestorMeetCo today. All aspects of business seeing increased demand 😃Targeting high ARPU & ARR growth
Many competitors acquired at high multiples in 2021👇🏻Closest peer Envoy (2x size) valued at $1.4bn with #SMRT at only £21m!!!
#EQLS ~ Just wow! Revenues +86% to £22m to 15th May (vs. £11.9m in 2021) an avg. of £241k per day (vs. £129k per day) & forecasting EBITDA ahead of expectations @equals__money
Brokers previously upgraded revs to £54.4m for FY22 but at that run-rate we should see them do £60m+
#EQLS ~FY EBITDA marginally ahead of Jan t/s. Flagging an outstanding Q1 FY22 with revenues +78%👇🏻😀
Bullish outlook: Faster adoption of products & making excellent progress in 2022. Brokers have c.£51m rev forecasts for FY BUT @equals__money look set to blow this out the park!
#GETB ~ Lovely to see the consistent Director buying over the last year. Yet another small purchase by CFO Paul Haworth @CfoGetbusy yesterday👇🏻
Look forward to seeing GetBusy present @MelloEventsUK in a fortnight
#GETB ~ AGM update confirms growth accelerating with ARR +19% to £17.0m (30.04.22) with a “very high level of confidence” four the FY👇🏻
With GM’s of 92% & recurring revs of 93% I’m astonished this is still only valued at 1.7x ARR (see previous tweet from 4th April👇🏻)
#GETB ~ AGM update confirms growth accelerating with ARR +19% to £17.0m (30.04.22) with a “very high level of confidence” four the FY👇🏻
With GM’s of 92% & recurring revs of 93% I’m astonished this is still only valued at 1.7x ARR (see previous tweet from 4th April👇🏻)
#GETB ~Looks like seller(s) finally cleared. Massive volume Friday👇🏻
Shares (-46%) in 12 months despite FY21 ahead & consistent Director buying in March👇🏻Super MRR & ARPU growth metrics with 93% recur revs & cash gen. Cheapest SaaS growth stock in the UK? Only valued 1.5*ARR!!🤔
#SMRT ~ Launching multi-language variant of @swipedon platform in S Korea
Importantly this allows rapid deployment in “local language’ versions throughout Asia. No requirement to open offices or increase overheads … with far lower CAC👇🏻
