[Raja]

Dear all,
Company has given clarification

Attachments:

1. 759cec85-2216-4b32-8c31-b58233c7e3aa.pdf

[Raja]

There are 4 major benefits,
1. Improve liquidity for normal trading of shares without uc and lc
2. Reward long term share holders
3. Unlock value for future expansion & buyouts
4. Avoid paying high dividend and use this reserve for future growth
Anything more or less favorable informed members can enlighten

[Raja]

Dear all,
Company is considering bonus shares for share holders on 25th January, this is in addition to other agenda…results etc.,
Best wishes

[Raja]

Dear friends,
Good news, our bcg is added to BSE S&P 500 effective 7th Jan,replacing Gateway distriparks.
Good luck and best wishes

[Raja]

Dear all,
https://mobile.twitter.com/KailashNichani/status/1474296968092389377/photo/1
Check this out. Good luck

[Raja]

Dear all,
Shortly our company will cross 20k crores market cap. Beginning to become a large cap…
Thanks to admin and all other valuable members for making me stay invested in BCG.

[Raja]

Msg from company…
Check out our new Brightcom Player!
Brightcom has created an engagement-based video player.
It features custom formats, a real-time reporting dashboard, easy integration, high-quality video content, and ongoing player optimization.
Another stream of income. Good news

[Raja]

Summary of today SKR & Aditya Interview on TV5 Channel..

The anchor welcomed both Suresh Reddy (currently in US ) and Aditya Vuchi (in Hyd from MediaMint)
👉Anchor: What is the basis of valuation?
👉SKR – Depends on the buyer and seller. Usually we base acquisitions on 7-10x of EBITA. Beyond that it is expensive.
👉Anchor) Congratulates Aditya on the sale. What will you do with the money?
👉Aditya) I will be concentrating on his new start up idea “Doosra” which is in Mobile space.
👉Anchor) With proliferation of AdTech, there is a huge shift of advertising online. What do you exactly do?
👉SKR) Shared more context and the impressions doubled because of the pandemic. Digital Ads are much more targeted and technology plays a big role in matching the customer with the right Ad.
👉Anchor) Which medium in AdTech has more potential?
👉SKR) Changes with time but now Audio has lot more growth.
👉Anchor) Who are your major clients?
👉SKR) Usually we deal with top Ad agencies.
👉Anchor) How do you compare with leaders in Adtech Affle ? (haha)
👉SKR) Affle is more of a regional player. We are stronger in other regions.
👉Anchor) Asked about the number of employees
👉SKR) Explained the confusion and congratulated Aditya on excellent processes he built. They are hiring a lot of people every month.
👉Anchor) To Aditya: You have lot of big clients What do you do for them?
👉SKR) There is a software service using all these platforms to run these campaigns.
👉Anchor) How are you raising the funds for this acquisition?
👉SKR) Combination of stock and equity. Preferential allotment has been given and approved by shareholders. We will use the money for acquisition.
👉Anchor) The share price has increased now . Can we expect the acquisition preferential be less?
👉SKR) Yes . Sebi price will be high. It may come around 120.
👉Anchor) How do I explain this business to layman?
👉SKR) It’s quite easy. Explained about general adtech business. The various players in the eco-system. Last year topline 2800 crores and 400 crores bottom line. We gave 70 to 80% increase in both top and bottom line this year. We have a big Q3 coming in and seeing tremendous growth in this business. We will do 5000 crores in topline and 800 crores in bottom line. This is just organic growth. Media mint numbers will be added next year.
👉Anchor) Asked about the spread of this investment and congratulates both. It is a multibagger.
👉Anchor) We wanted to clarify something. We have said so many times that the company changed the names so many times. People may ask Why are we interviewing the promoters now? We are rerating now because of free cash flow.
👉Anchor) Final thoughts?
👉SKR) Happy to make a regional acquisition.
👉Anchor) To Aditya- Will you remain the BCG?
👉Aditya) I will be there for 6 months but the rest of leadership will continue with BCG

Thanks to @pvijay116 for making it easy for people who don’t understand the Telugu. He has taken effort to convert it in message..

[Raja]

Dear all,
Congratulations to admin and all members in this forum. Now the next leg of journey starts. Thank you all for all the valuable information. Cheers

[Raja]

Dear all,
Please check the latest press release from the company dated 13th August 2021 *BRIGHTCOM GROUP ANNOUNCES STRONG Q1 RESULTS* – bse website.
I will post again in this forum after BCG touches 3 digits – maybe 2022 or earlier. (since in the previous msg ONE member was talking on behalf of EVERYONE)
Best wishes to all long term investors

[Raja]

Results are on expected line, this was indicated by the management that multiple EPS are expected in future.
The growth ingredients are getting in place one by one,
Debt free
PW
Bonus
FPI
New company doing well on growth-being acquired
ESOP
LOC
New business head, etc.,
I have a feeling that this forum is also infected by vested interest, not a surprise considering the potential of this home grown digital marketing global company- having potential to be listed in NASDAQ.
Just compare this result with subex, mastek etc., also compare with their current PE.
Genuine investors enjoy the growth in coming days.
Best wishes to all

[Raja]

Dear all,
Now only 61.9 lakhs PW is pending – to make balance payment…
Hopefully this payment will come in today or before 17th.
Today is results day. Best wishes

[Raja]

Dear all, logic says only investors having shares will be eligible for bonus shares.. can any one throw some clarity on vgs input. Also interesting to know only 7 million has to be paid for daum

[Raja]

Dear vgs, many thanks for your informative analysis, also your thoughts on hw tw queries …..

[Raja]

Hi vgs, brightspot has updated the record date as 20th… I am sure FPIs will not get bonus shares… simply because as of now they are not alloted the shares. Tomorrow onwards it might stabilize and possibly move forward. Results can be another event to be factored. Best wishes to all long term investors

[Raja]

Hi all,
Share trading ar 40, if we take bonus share into consideration, the average cost comes to 32.
Shares alloted to FPI is around the same price.
Looks even if operators still bring the price down, it is likely to spring back to cross the year high…
Anyone have a different view, pl share.
Beat wishes to all long term investors

[Raja]

Hi vgs, if possible please give an update of the relevant info…if you are logged in and participating. Thanks

[Raja]

Hi Chris, thanks buddy. Thought of buying few thousands tomorrow but will buy right away. Cheers

[Raja]

Hi everyone,
out of 33.18crores alloted to 54, 49 have paid totalling to 32.18 crores.
Only 1 crore pending with balance 5. Hopefully this should come early next week before 5th August. Hoping for arrest of lc by that date or earlier.
Best wishes

[Raja]

Dear Admin,
I have just joined the forum but have been going through the discussions for the last 6 months. One of my friend has introduced me to this share and the forum and I am holding this share. The insight and knowledge the forum members have of this company is phenomenal and I am adding small quantities everyday. Wishing all forum members the very best to see this share in triple digits by the festive season. Good luck and Best wishes

[Author]

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