explorer

Forum Replies Created

Viewing 20 posts - 1 through 20 (of 29 total)
  • Author
    Posts
  • in reply to: General Discussion #13332
    explorer
    Registered Boarder

    I agree with @hw_tw that the company cannot do anything about the audit and reputation damage already done. But it can do a lot of other things to rebuild it.

    1. The company was planning to improve its accounting practices and in the AGM we were promised that the investors would be informed about it. The company can let us know that.

    2. Promising Limited review report of its consolidated statements for the current FY.

    3. The company was expecting 250Cr FCF by end of March. So by now, they should have some cash that can be used for ESOP buying. Use a small percentage to buy some taken shares in the ESOP account. This will improve the sentiments.

    4. Provide forward guidance for growth and FCF for the next FY.

    5. Inform if they are going to stick to the dividend distribution policy which states 15% of FCF will be distributed.

    in reply to: General Discussion #13232
    explorer
    Registered Boarder

    I think it is the right time to use the fund reserved for ESOP. Though the quantity it could buy could be less but it will increase the confidence level of retail investors. This fall has driven away a large number of retail investors. The company must remember the share price is still supported by retail investors.

    7+
    in reply to: General Discussion #12958
    explorer
    Registered Boarder

    I did further exploration and the below link lists Aditya Vuchi and Neelima Marupuru as the directors along with the CEO of TensorGo, Chilukuri Srinivas. Now the question is, did we get TensorGo as well for 566Cr?.

    https://www.quickcompany.in/company/tensorgo-technologies-private-limited

    in reply to: General Discussion #12957
    explorer
    Registered Boarder

    In relation to my previous post, both MediaMint and TensorGo operate from the same IT park. MediaMint is on the 5th floor whereas TensorGo is on the 1st floor. There is another company founded by the Ex-owner of MediaMint(Aditya Vuchi) that operates from the 1st floor of the IT park. Any insights, Hyderabad guys?

    in reply to: General Discussion #12955
    explorer
    Registered Boarder

    I have been trying to understand how exactly MediaMint can help with Brightcom’s operational improvements and I came across an article on MediaMint’s website which talks about improving operational efficiency through automation. The article says MediaMint has built out a development group called TensorGo to build few capabilities. TensorGo seems to be an AI startup. What do you guys understand from this article? Is TensorGo owned by MediaMint? If so, we have more things to cheer.

    https://mediamint.com/flexible-staffing-and-automation-a-competitive-advantage-during-uncertain-times/

    https://www.tensorgo.com/#

    in reply to: General Discussion #12865
    explorer
    Registered Boarder

    Thanks Admin, for creating this forum and thanks everyone (special mention to Logan) for keeping the spirits high. Though my journey with Brightcom started in 2014, it was a difficult one travelling alone. If not for this wonderful community, I’m not sure if I would have sustained this longer despite my confidence in BCG. Though at times I needed my capital back for personal reasons, I decided to delay my gratifications. I’m glad that my decision is being rewarded today. Keep supporting each other, we will grow together.

    in reply to: General Discussion #12819
    explorer
    Registered Boarder

    My guess is the revenue and PAT would either meet or beat the guidance. Given that the guidance came after 2 months in the quarter, the company would have had clear visibility of the sales. If I were SKR, I would downplay and surprise the market.

    in reply to: General Discussion #12794
    explorer
    Registered Boarder

    @admin no worries. I found the contents on public forum. So I thought it is okay to share.

    2+
    in reply to: General Discussion #12749
    explorer
    Registered Boarder

    We discuss a lot about Adtech but hardly anything about the media division of the company. BCG is foremost a media company even before it ventured into the Adtech business. Can someone throw lights on the list of media we own? is https://literally.media/ owned by BCG?

    I’m curious about this because the websites owned by Literally are worth tens of millions of dollars and they seem to generate good revenue as well based on their traffic. I understand these websites are operated by the company but are they owned as well? If so, how stupid was the market to value the company for less than 500Cr for such a long time?

    http://cracked.com owned by Literally alone generates a revenue of 24 million USD as per below. Not to mention, the profit margin will be much higher when both owned and operated.

    https://www.konaequity.com/company/crackedcom-4391288517/

    in reply to: General Discussion #12665
    explorer
    Registered Boarder

    Just a thought. I know this forum has been doing a wonderful job by spreading the right information to the people thanks to the administrator and the contributors.

    I introduced Brightcomgroup to a couple of friends. As newcomers they had few questions and I directed them to this forum as I thought it would be a better idea to learn from the intelligent community than me. Though this forum is rich in content, they seem to be having trouble searching for information. Some of the valuable information is lost/not easy to find in the threads. So I was wondering if we could create an index for frequently asked questions. That way we can point all the newcomers to the document. This will also avoid repetitive questions on the Telegram group.

    in reply to: General Discussion #12663
    explorer
    Registered Boarder

    Those who still keep questioning the name changes of the company should try to understand the reasons as well.

    1. Lanco Global to Ybrant Digital – Ybrant got listed in India by reverse merging with a listed company called Lanco Global. When acquisition/merging happens, why would any company want to have the name of the smaller company? Ybrant Digital had better brand value than Lanco Global.

    2. Ybrant Digital to Lycos Internet – Ybrant Digital acquired Lycos. Lycos, even today, is a popular name in the US. To give an analogy, what Yahoo used to be in the 00s Lycos used to be in the 90s. Ybrant wanted to capitalize on the brand value of Lycos, which is one of the many reasons for the acquisition. To know how popular Lycos was, go through its wiki page.

    3. Lycos Internet to Brightcom Group- Because of the settlement dispute with Daum, Lycos lost the trademark and the company was forced to change the name. Even when the dispute was in court, Daum objected to the usage of the Lycos trademark(see point 12 in the attachment).

    in reply to: Fundamentals and Business Related Activities #12523
    explorer
    Registered Boarder

    I think there is a difference to certified partners as opposed to non-certified partners.

    The following link details the difference. Currently there is just a handful of certified partners across the globe(53 as per google). I’m glad that our company is one of them. Having the certified partner badge in itself will attract and bring a lot more publishers and advertisers.

    https://sortable.com/blog/ad-monetization/what-it-means-to-be-a-google-certified-publishing-partner/

    in reply to: Fundamentals and Business Related Activities #12522
    explorer
    Registered Boarder
    in reply to: General Discussion #12403
    explorer
    Registered Boarder

    Based on the hints given by SKR, Mediamint is likely to be the company that is being considered for acquistion. They have their presence in US and Europe(Poland) and they have over 1100 employees. They work with Hulu, Disney, Netflix, Pinterest etc., The services offered by them(product strategy, product development and operational support needs) align with the description provided in the company’s LOI disclosure.

    If the speculation is true, it is a great news for us. From my analysis, they work for the same industry but offer distinct services and so they will complement each other well. With cross-selling services to the existing customers of both companies, I can foresee the future EPS that SRK promised.

    https://www.mediamint.com/

    They have shown tremendous growth in the recent past(based on head count growth)

    Attachments:
    in reply to: General Discussion #10956
    explorer
    Registered Boarder

    @logan I sent an email with my DP ID asking about the status of the dividend for which they responded asking my bank details. I gave them the details and the money was credited yesterday.

    I have an NRO account.

    2+
    in reply to: General Discussion #10919
    explorer
    Registered Boarder

    Just an update..after couple of follow-ups, I got my dividend now. Sending email to ir@brightcomgroup.com with your DP ID and bank details might help.

    3+
    in reply to: General Discussion #10910
    explorer
    Registered Boarder

    Have you guys received the dividend? If no, please hit like.


    @admin
    , can you create a poll please? Many like me would like to know what percentage of the investors have received the dividend.

    in reply to: General Discussion #10565
    explorer
    Registered Boarder

    I am on hdfcsec. I neither received the current one not the previous one. I will give it a week before officially lodging the complaining with both management and on scores portal.

    8+
    in reply to: General Discussion #10449
    explorer
    Registered Boarder

    @sobha If he can share the info in the office why not in the public forum? BTW I’m not aiming at individuals. I’m aiming at all the members who support this approach.

    4+
    in reply to: General Discussion #10448
    explorer
    Registered Boarder

    If you think we have collective responsibility we should be putting pressure on the management to disclose the needed information through the exchanges and not to the individuals. Can someone quote the messages in this forum even in the conference call? I’m sure the management will refuse that. If that’s the legality why do we confuse the innocent investors?

    4+
Viewing 20 posts - 1 through 20 (of 29 total)