General Discussion

Viewing 20 posts - 3,521 through 3,540 (of 4,960 total)
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  • #11368
    VALUEBUYER001
    Registered Boarder

    SKR has killed golden goose 🦆 FII/ Institutions and almost all patient long term Investor s by suppressing prices, artificially. The curses of lot of people will have ****** on ***. Live let live SKR. Your purpose has been achieved PW @ peanut 🥜 price. Afterall ashes will be put in a river or sea. God bless

    #11369
    VALUEBUYER001
    Registered Boarder

    Feel sorry for the harsh words but these are the voices of many old aged retail small investors who patiently waited for 6 years and sold in losses.
    My intention is not to hurt or insult anyone. But just represented countless voices who have shed even their last drop of tear and have their eyes dried. God alone can give relief. Praying God to bless with appropriate intellect to appropriate persons.

    #11370
    vgsatwork
    Registered Boarder

    As long as there is no sizeable institutiona or Mutual fund holding in BCG, share prices would not move up significantly. That is unlikely to happen without significant improvement in corporate governance. Other way out is to hope that the PW allottees are smart and would do the right thing in their own interest and sell the stake to an institution or competitor. That could provide the price stability for the stock

    #11371
    anirudhreddy
    Spectator

    Dear BCG’ians, Lets do something once and for all in better interest of shareholders and Retailers. I dont think Needy got ears and mind to act on the retailers multiple warnings and requests. @Rathi and Team, Diana, and others, lets not sleep peacefully and dreaam of value discovery by the greedy and needy anytime soon. My patience after 7 years in no mood to even wait for a month from now. Patience defination is ruled out from my dictionary.

    I am gonna protest in Hyderabad and ensure media coverage with all my best ability to expose the cruel intent of the dirty Needy.

    #11372
    Logan
    Registered Boarder

    Replying to #11336

    @Diana, sorry for the late reply, I have not been feeling well from the past 1-2 weeks and I didn’t follow the forum during that time.

    It’s a good news that BCG is planning to go for an acquisition after so many years. I always knew that the CEO will use that PW money for acquisitions. I thought he would go for an AI company (agritech) because he talked more about AI in the AGM. My guess (just a speculation not to be taken seriously) is that the first payment of 65crs will be used to settle with Daum (65PW+31PO=96crs which is $13M). Rest $3M may come from internal accruals or maybe he has negotiated for a lower settlement amount.

    Another major event that happened was Google’s announcement two weeks back. I don’t know whether everyone saw the announcement made by Google regarding cookies, it is a very big announcement and it’ll change how adtech companies track people. Google said it will not come up with new technology to replace the current one.

    All the major adtech companies’ stock crashed more than 30% after that announcement (companies like TTD, Pubmatic, Magnite, LiveRamp etc) . Most of the adtech companies are prepared for this but still the market overreacted to the news.

    I don’t know what impact this has on BCG. Affle was not much affected because it works mostly with apps so it has direct relationship. Google’s move affects mostly ads on Chrome. It has more than 60% market share in that. Many companies have come up with new methods to replace cookies. TTD has Unified 2.0. I think the companies that work directly with publishers won’t be that affected by Google’s move. I think BCG has maintained good relationships with publishers and advertisers all these years which may benefit the company. B Local initiative was a good move.

    #11373
    hw_tw
    Registered Boarder

    TTD’s explanation of Unified Id 2.0 in layman terms – https://youtu.be/mJP2ngh0owc

    #11374
    sac6310
    Registered Boarder

    @anirudhreddy
    u r right bro, seems protest is the only option left to let the management heard retailers pain and voices over the years. court case solved,market bounced to green but the hidden game/agenda of management still keep going on and price still being surpressed .

    #11375
    Rathi_b
    Registered Boarder

    @anirudhreddy , we agree with your views here. Pls can you share your contact details so we can connect?

    #11376
    hw_tw
    Registered Boarder

    Some info on 3rd party cookies and the alternatives

    – While the 3rd party cookies are getting discontinued, the normal or 1st party cookies still remain

    – Companies like TTD, LiveRamp and others all coming up with their own unique anonymous, secured ids as an alternative to 3rd party cookies

    – TTD has moved a step further by open sourcing its technology and also partnering with a organization (Prebid.Org) to maintain the tools, technologies surrounding it

    – LiveRamp too taking a step further to integrate their ATS ids with TTD’s Unified id thus easing the usage of these ids across publishers

    – Lot of adtech companies are partnering with TTD / Prebid.org

    – Behind the scenes a Unified ID 2.0 is nothing but our email-id, ip address, mobile number etc; this data is masked and encrypted so that humans can’t see what’s inside it

    – Google is going in a different direction and not trying to capture any kind of identity information…It’s FLoC approach is based on similar browising pattern across

    My personal view basis above points…I might be completely wrong on this

    While there is a lot of noise around Unified Id 2.0, the adoption seems to be not that big…215 publishers from LiveRamp using it as of last October

    Unified Id 2.0 is inline to GDPR or other Privacy laws it doesn’t seem to address fully Privacy concerns of users…while the User’s information is collected with their consent …But it is being used in a fashion which lot of user’s doesn’t like and are concerned about which led to downfall of 3rd party cookies

    The absence of 3rd party cookies will be a wait and watch game for the adtech ecosystem…It would take some time for the industry to universally adopt to a standard approach basis the benefits it gives both to publishers and advertisers

    While the dust settles down in a year or two there can be increase in non-programmatic / traditional advertising like a brand wanting to put up an ad on a news site …This is irrespective of individual’s interest in that product or service similar to news paper ads

    Brightcom being in this business since long before all these programmatic ad technology solutions came in picture …Basically acting as an ad agency manually striking deals between the brands with its own 47k+ or network of publishers including BLocal

    Brightcom would be benefiting with this uncertainty in adtech …I guess this could be one of the reason for increase in no.of direct accounts in AdAuth stats

    #11378
    mayur
    Registered Boarder

    why bcg should move fast now?

    companies which usually turnaround on financial parameters from losses to profits, they grow as per financial growth and future projections. But BCG is RE-RATING story, and thats how management should portray boldly and get the prices up by any means to a decent PE.
    In India, “BHAV BHAGVAN HAI”
    earlier management understands it, better we will perform in long run.

    unmost focus should be on establishing strong mcap as soon as possible now, as we have addressed most issues. if bcg fails to stage so, the image will always suffer. a correlation is clearly lacking between corporate action and price action at the moment.
    I dnt know where exactly the management is stuck.

    reasons could be:

    1) arrangements of funds to get the transactions done from individual allottees names within 15 days of approval

    2) correction of shp and pledge

    3) wrong assumptions that they will drag and benefit from it in yeilding shares at lower levels.

    any stretch beyond month end is not a good sign.
    even operators crave for such bull phase. and here we r still struggling in Penny zone.

    i wish operator does the following:

    buy continuously till 50 and offer the collected shares at 30 and lock it for 1 years. use the same money, buy froll 100 and offer the same at 70 or whatever the avg price is for sweeping.

    repeat this and do some qips in 3 digits and acquire companies with share swap and some cash. this will keep increasing revenue. lot of corp action will be there.

    God knows why such slowness is there in bcg.

    #11379
    mayur
    Registered Boarder

    so much liquidity is there with retailers and HNIs, nothing will help other than buying it with looots of money in initial stage, faster the rally, lesser the interest cost and other headaches.

    an open offer by an investor to buy 2 cr shares and 30 Rs is what i would consider right away if 60 Cr is in hands. that will stop selling in market, trigger buying till 30.

    #11380
    VALUEBUYER001
    Registered Boarder

    Dr Mayur Ji now I fully understand your calibre and reiterate that you must be nominated as director in BCG from retail investors.Good luck

    5+
    #11381
    anirudhreddy
    Spectator

    @Rathi post no # 11375, many thanks for reaching out to me in taking this forward. Please drop me an email with contact details, i shall call/contact you personally. my email is fighterphi754@gmail.com.

    4+
    #11383
    anirudhreddy
    Spectator

    Hyderabad Investors Team and @Rathi & Team, and few more members messaged me on my e-mail. I have sent my contact details to them. Infact spoke to one of the Hyderabad investor today, we are planning to meet SKR next week once we get other contact details from people in Hyderabad and form a group jointly (Larger Group of 8 to 10 people) to take this forward. Anyone interested who is in Hyderabad, kindly drop me a note with your contact details, shall get back to you and add you in our group.

    Venue and Details will be shared in next few days.

    #11385
    sac6310
    Registered Boarder

    @rathi_b @anirudhreddy @logan & all the Hyderabad team members who plan to meet SKR,
    Please dnt get trapped or fall in his sweet talks this time. If he show any documents, look at it carefully. For example ..high chance that he wil show LoC doc from Goldman sachs which is irrelevant for now. So look at all the proofs very-2 carefully with date mentioned on that.

    #11386
    anirudhreddy
    Spectator

    @sac6310, Your points well noted and we will ensure all the related discussion will happen with skr. however, as collectively we Hyderabad team has decided to wait for few more days max untill end of month for communication on PW’s status from exchanges before going for any meaningful discussion.

    10+
    #11377
    Raviraj
    Registered Boarder

    @Logan #11372

    Technically chart is well poised and once 14 is broken, we might go above 40 and even 55-60 , according to my friend who studies charts.

    What are your views ?

    #11389
    Fox@108
    Spectator

    I really appreciate the efforts of the Hyderabad team who are planning to meet skr soon but previous meetings didn’t bear any fruit on ground with respect to share price manipulation.

    1) As SKR is good with speeches and knows how to deal with shareholders with his words so I request this time the members to pressurize the CEO and make him understand how frustrated the long term investors are and how most investors are planning to take legal steps in any way possible to stop the manipulation if management is least interested.

    2) Also need to highlight the pathetic corporate governance and failed timelines. The recent distribution of dividends (though I don’t care about the dividend neither I mailed to get it) but it highlights the poor governance when they fail to pay according to SEBI guidelines.
    Make them realise investors didn’t care about the dividend but the way it was distributed did more damage than any good to the already shattered corporate governance image of BCG.

    3) Also I beleive questions need to be raised on what’s their future plan with business in India as their standalone performance is not picking up in anyway.

    4) why consolidation of all subsidiaries are kept in hold as its important for market sentiment to grow positive and an entity under one umbrella will unlock the company value further.

    5) Instead of dividends in the near future let the company go for buyback with that money to reduce free floating shares.

    #11390
    anirudhreddy
    Spectator

    @Diana and Logan, request to guide us where are we struck again here in the vicious circle of value discovery and market participation. Nothing seems to excite the market. Completely cluleless about PW’s and things been halted here for what purpose can only be guessing. What will be the situation pre and post PW also could not be acertain. What do you think for a respectable PE market cap we need to wait for more unfolding stories. We have planned meet up with skr, but would like to take your opinion on where we stand as of today. We feel Corporate Governance is the issue and its improvement seems far from over as we wait patiently.

    #11391
    Diana Horton
    Registered Boarder

    @anirudhreddy

    Many Thanks for asking me an opinion.

    I completly agree with you and majority of the members of the forum and there is Blatant Manipulation going on.

    WE have collected as much vital evidence we need to and if need be to bring this management down.

    Having said that, The management has revealed some signs of progress in the pending job, which is a good news. But, thats NO EXCUSE to RIG the stock down.

    Herewith I am attaching the JPEG of the Rally that has happened in the last two years. If you look into the patterns, Every year these guys pegged year end of March or Begining of April for thier rally to begin. It might be thier Finances situation or BENPOS Manipulation to set the record straight before the Financial Year end.

    There is NO meaning having any Kind of sensible conversation with the management as NOTHING TRUE will be coming out and all will be decorated Blatant lies, especially to SUIT the management NEEDS.The pattern is Create an artificial problem or an issue and Peg the same to the M cap suppression and blame the same on the market.

    Anirudh.., I have given myself some time untill the end of this financial year, which is almost a week in front.If the true rally dosent start, I shall reach out to you.I do have your email contact ID to do the needful.

    Hope this helps

    Many Thanks

    …………………….DH

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