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  • in reply to: General Discussion #12945
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    @Logan – I have thanked you many times, but want to thank you once again. We all are lucky to celebrate each of these milestones only because of your knowledge sharing which reinforced the shape of things to come.

    I have been reading lots of articles about personal finance since more than 15 years, stories of people who invested in Infy, Wipro early. I always had this feeling that if I could get a chance to come across such a scrip in my life. Glad that we all have discovered BCG at an early stage and this Indian company is simply admirable.

    in reply to: General Discussion #12939
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    Thanks @hw_tw for a neat summary.


    @explorer
    – that was brilliant exploration.

    Congratulations to all the investors. Feels really great to see all the events unfolding as envisaged. Thanks to management for walking the talk. Will bring lot of credibility. With the combined workforce (co-founder, their management and employees) we will have more brilliant brains working on a mission to aim bigger goals in the Ad-Tech space.

    in reply to: Questions to ask / Post-Conference Update #12882
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    The CEO reiterated that the focus is on growth – ROE and FCF which is what matters most to the shareholders. I remember in one of the conference call, one caller casted doubt that enough is not being done to improve the share performance and suggested few things (like inviting MFs) which did not go down well with CEO and that was the only time I felt CEO to be little annoyed. In hindsight, the evidence of meticulous planning of years is visibly clear, paving the way to improve the shareholders wealth in the most rewarding manner and those who kept faith and patience are reaping all the gains.

    Requesting Logan, HW_TW, Odysee and all others to share your thoughts on today’s call.

    in reply to: Questions to ask / Post-Conference Update #12866
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    I have sent the below set of questions to IR. Thanks again to @hw_tw and Logan.

    On Financials and the market
    – Any change in the guidance numbers for the next two quarters.

    – For the current quarter since we are half way through, what is the run rate you are seeing and if there is any revision

    – There is a mention of 250cr CF in Q1FY22. Could you provide revenue and PAT guidance for this quarter too

    – Can we get a breakup of growth figures from Brightcom, Compass, Protector and BLocal business

    – What were the key drivers of revenue growth, can we attribute this to increased number of impressions or increased cost per impression or Google MCM partnership or something else

    – It’s mentioned that we are clocking around 60 billion impressions per month. What’s the growth rate of this number compared to last year. If possible, could you please publish this number along with publishers, agencies count on quarterly basis

    – We have seen a dip in AdAuth figures from around 52K publishers to around 47K, thought this has not impacted revenues. Any specific reason for this drop, can we see this increasing in future and most importantly how much we attribute this to BCG’s revenue

    – Are we planning to launch BLocal in any other countries

    On partnerships
    – How much percentage of revenue we are clocking from Google MCM partnership. Do we see more players becoming MCM partners in future and if there is any impact, how are we planning to mitigate this

    – Like in the past are we targeting any country specific exclusive partnerships with players like FB, Microsoft or in Audio ad space like with Spotify or other players

    On Acquisitions
    – Any update on Indian DM company due diligence. What’s the outcome, are we going ahead if so, will it be possible to reveal the name of the company and tentative timeline.

    – Any update on growth of this company in terms of employee count

    – In general the IT Industry is facing challenges like Attrition (the Great Resignation), increased Salaries, Travel restrictions etc. Are we seeing any similar challenges within BCG or with the target DM company

    – Given that audio Adtech is an evolving industry both in terms of technology and market, what kind of acquisition we are targeting at. Will this be a pure product company with smaller team or a service provider or a combination of both

    – What would be the size of Audio Adtech companies we are in discussion with both in terms of team size and revenues

    – What kind of valuations we are looking at. Given that BCG’s valuations are still low compared to other Adtech companies and given that there will definitely be a difference with the target DM or the Audio Adtech company. Any valuation higher than BCG’s current valuation might have an impact from the market. How do we plan to address this as the growth rates of the target company and the value addition which it brings on table for BCG can’t be quantified.

    – Are we looking at multiple acquisitions in Audio Adtech space

    – Will Mr. Satish Cheeti be operating this division from India or he will be sitting in the US close to customers.

    – What will be the target revenues we can expect from this segment in this FY and for the next FY.

    – What will be source of funding for this acquisition and will there be any equity dilution at the subsidiary level or will it be from the cash flows generated internally

    – Do you have plans to acquire a CTV ad company?

    LOC

    – Now that there’s growth in the business without additional funds, do you see the necessity of an LOC?

    Nasdaq listing
    – Last time you had mentioned that we need to get the right valuations in the Indian market before we look at Nasdaq listing. I understand from fellow knowledgeable investors that we match all the criteria for Nasdaq listing. Do you feel that this is the right time both in terms of timing and given the bucket list of to-dos on our side or we have to wait for it. Any updates on this front.

    MSCI Smallcap Index Inclusion
    – What will be the effect of this inclusion in terms of fund inflows. Do we expect any MFs entering.

    ESOP
    – Are there any shares accumulated as of date, is this planned for this or next FY

    Other queries

    – Given that there are other forms of asset / content monetization models … like subscriptions, NFTs etc; do we have any plans to enter this space or go deep in Adtech space itself

    – We are seeing from other listed Adtech company like Affle that there is also a good market scope for Cost Per Customer Acquisition model at least in India. Do we see similar scope in US or any other country and any plans to get into this space either with in-house technology or a new acquisition

    – Given that we are strong on SSP side, does it make sense to also enter into DSP side too with in-house product and provide end to end capabilities to customers across

    – Do you expect Android to make similar changes to its privacy policy like Apple/iOS did?

    – What’s the impact of global supply chain issues on BCG (and it’s subsidiaries)? Does it lead to a cut in ad-budget by advertisers?

    – What headwinds do you see for ad-tech companies in the future?

    – Annual Report and AGM updates

    in reply to: General Discussion #12864
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    Congratulations to all the investors. The journey has been very rewarding. Everyone should be feeling proud.

    in reply to: Questions to ask / Post-Conference Update #12861
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    Thanks @hw_tw and @Logan for preparing the questions. I will be sending to IR before Wednesday EOD.

    in reply to: General Discussion #12792
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    Hi @explorer – I have taken out some of the contents that you have shared on compass platform due to legal concerns as this may not be for public consumption.

    in reply to: Coffee Day – CCD #12767
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    Indian Export Data for September 2021. Coffee exports are higher by 69% compared to Sep 19 and 63% vs Sept 20.

    ( international coffee prices are trading at high level due to reduced output from Brazil. Source: International Coffee Organization – Daily Coffee Prices)

    in reply to: General Discussion #12737
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    @Brightspot – Sure, you may start a new topic for Suzlon in the Hidden Gems section of this website – https://brightcominvestors.com/hidden-gems/

    3+
    in reply to: General Discussion #12652
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    @odysee – I could not thank you enough for the role you have played in the success of this forum. You have by and large stood along Logan and have immensely contributed towards nurturing an atmosphere for constructive discussion.

    in reply to: General Discussion #12648
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    Thanks @Logan – Your research and thesis have been 100% immaculate. We have been so lucky to get a mentor like you disseminating valuable information at an early stage. Some of your writings in this subject will continue to help as a reference of study for all the new investors/analysts wanting to understand the Ad-Tech space.

    in reply to: General Discussion #12627
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    @Logan – The third point which you stated “3) Company has changed its name few times so it must be a fake company”, was the reason given by the moderator of Valuepickr forum to lock the BCG thread.

    I was the reason why they locked the BCG thread as last year I was posting about important events in Valuepickr BCG thread as well so that more investors benefit out of it. They summoned me saying I am biased with positive side only, and asked for my identity proofs and the reason why I should not be banned. I provided all necessary evidences, and they left me saying I should not be posting biased posts. The same day they blocked the thread as well with the same reason. That incident/moment was my lowest point in my investing journey with BCG as it questioned my abilities. That the founders of Valuepickr forum are not thinking well about the company, but I stood my ground and continued here.

    I am waiting for the day when they are forced to reopen the thread again.

    https://forum.valuepickr.com/t/brightcom-group-limited-formerly-lycos-internet-way-to-digitalization/866/425

    in reply to: Brightcom Group’s Valuation #12610
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    in reply to: Fundamentals and Business Related Activities #12477
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    If the projections work out as conceived, we will be heading to have a bright time. Management would have considered whether they want to hold greater stake in a smaller company or do they want to grow the company bigger (especially at a time when growth opportunities in this industry is knocking) though at the cost of little dilution. The later option is always sensible and I am sure the maths is done right.

    in reply to: Proceedings of investors conference call 24th Aug 2021 #12475
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    Thanks Jay for posting, will be helpful for many.

    Thanks Logan for the questions, which was taken first. Even though we were late to send this time, happy that it was considered by the IR team.

    in reply to: Questions to ask / Post-Conference Update #12464
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    @Logan – Thanks for the questions. I have mailed it to IR.

    in reply to: General Discussion #12402
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    @conservative_indian sir has started telegram channel from today. Please see his below message.

    Moneycontrol is not allowing my ID to publish any post. Even simple one line post without any weblink is getting removed immediately after posting. Any one can search Value2Wealth or conservativeindian as key words in telegram to search. We can share to reconnect. Thank you.

    in reply to: General Discussion #12213
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    Welcome @Brightspot to this forum. You are doing a good job in the mmb towards investor awareness and I like your energy.

    You may use the technical discussions thread to share your thoughts on price projections. Here mostly the discussion is about business/ industry developments so that new investors can understand the value and not take it as buy/sell call.

    in reply to: General Discussion #12197
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    Thanks @kris for understanding.

    I would like to steer away from discussions concerning any individual whether you name anyone or not. We have the liberty to discuss using our nickname and in return we should not take things into granted before we name someone.

    in reply to: Digitization of the railway (Kernex & HBL) #12183
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Viewing 20 posts - 1 through 20 (of 301 total)