Australian (ASX) Stock Market Forum

TNY - Tinybeans Group

Jump to new
Ho Hum

TNY 5.gif
 
verce said:
My general observation is that the vast majority in this thread would like to see TNY fail, and do everything in their power to put a negative slant on things. Sometimes it’s deliberate and subtle, other times the negative assessment stems from a misunderstanding or lack of knowledge.

Technology stocks are just not well understood in Australia. People would rather invest in companies that dig up rocks out of the ground.
Click to expand...
Perhaps tech stocks are misunderstood by most of us here down-under, after all there are very few of them to look at listed on the asx (compared to the plethora of mining specs for example).

I don't think anyone is wishing for TNY to fail or have a negative sentiment towards it, they do question their findings which is reasonable in my opinion. If there is interesting technology developments whether it is TNY related or otherwise it would be interesting for people who are not aware, I believe. As barney said this is interesting to watch and I may learn something in the process of being an observer.
 
I don't think anyone here who doesn't have a vested interest in TNY care either way. Sometimes things are much clearer on the sidelines. My only concern is i feel you seem to be relieved when you get positive comments yet upset when negative?
Boggo's chart shows it can go either way, I would be interested in what you have planned in both directions?
 
willoneau said:
I don't think anyone here who doesn't have a vested interest in TNY care either way. Sometimes things are much clearer on the sidelines. My only concern is i feel you seem to be relieved when you get positive comments yet upset when negative?
Boggo's chart shows it can go either way, I would be interested in what you have planned in both directions?
Click to expand...

The fact of the matter it is, there are very few B2C stocks listed on the ASX, so TNY doesn't resonate with your average investor. It's not iron ore or infant formula, so people tune out to the huge potential here.

The US market would value TNY at many times its current valuation for its state of progress - especially when they are closing revenue contracts with Fortune 500 companies. Not bad for a MICROCAP stock.
 
verce said:
The fact of the matter it is, there are very few B2C stocks listed on the ASX, so TNY doesn't resonate with your average investor. It's not iron ore or infant formula, so people tune out to the huge potential here.

The US market would value TNY at many times its current valuation for its state of progress - especially when they are closing revenue contracts with Fortune 500 companies. Not bad for a MICROCAP stock.
Click to expand...

In which case the ultimate value of TNY will be very big indeed. If one believes in its value this is the time to take a position.

The fact that other investors don't necessarily see this potential right now just means it might take longer for the market to price it accurately. But it should still be a success no ?
 
basilio said:
In which case the ultimate value of TNY will be very big indeed. If one believes in its value this is the time to take a position.

The fact that other investors don't necessarily see this potential right now just means it might take longer for the market to price it accurately. But it should still be a success no ?
Click to expand...

Hi @basilio

Absolutely agree 100%

I've found the most profitable positions I've ever held have been when everyone dismissed the stock and held it in contempt.

The majority of people stay poor, and it's the minority who become wealthy. Being a contrarian pays off. I strongly believe I am on to a winner here. History will judge me accordingly.
 
verce said:
The US market would value TNY at many times its current valuation for its state of progress - especially when they are closing revenue contracts with Fortune 500 companies. Not bad for a MICROCAP stock.
Click to expand...

Have the TNY management ever talked about an eventual US listing to capitalise on this?
 
kenny said:
Have the TNY management ever talked about an eventual US listing to capitalise on this?
Click to expand...

From the recent investor call:

"We are definitely constantly talking to new people about the story to invest. In terms of a placement, the company is not currently raising capital, as the company has enough cash to fund its operations and is very focused on getting to cashflow break even. Having said that, the board is evaluating all sorts of growth options. There's a variety of options that may present at the next three, six, twelve months and there will be options to potentially accelerate things with a placement. It's not something we're actively doing at the moment. I really feel through the activity we're doing, through broadening the story, especially with U.S. investors, we’ve really had amazing interest here that I think will start to really come up in the next three to six months. That's really the strategy today. Then, potentially there might be something we do based on capital in the future, but the board will evaluate that as we see it."

"We've been talking to the regulatory authorities to be over the counter traded so U.S. residents will be able to participate in and buy the stock in the U.S. We're actually in the thick of the process at the moment and are hoping that over the next one to three months we'll get all the approvals and clearances to be able to be traded over the counter. It would be a secondary listing as they call it. Obviously, the primary listing is ASX, but U.S. residents will be able to trade, and U.S. investors will be able to buy and sell the stock in the U.S. without having to have an Australian brokerage account. This is something we're excited by because even with most of our audiences in the U.S. and most of our revenue in the U.S., it definitely gives the appeal to U.S. investors."
 
https://www.dmxam.com.au/27_06_19_asymetric_returns_from_nano-caps.html

A success story – Tinybeans Group (TNY)

Having followed the progress of TNY for some time, and after constructive engagement with management, we acquired a small position in TNY at the start of the April at 35c. On our forecasts it was significantly undervalued for a very fast-growing business that was rapidly becoming a significant (3 million plus users) global social media platform. It had been heavily sold off since its IPO at $1 two years ago yet was now in a far stronger position. User numbers had tripled since the IPO, and the company was consistently reporting triple digit revenue growth. As a result, at a $10m enterprise value, we viewed the downside as limited, and the upside as significant.

Since our initial entry, the company has signed a milestone advertising contract with Lego. While not that meaningful in dollar terms, Lego is high profile and provides credibility. The announcement certainly excited the market and was the catalyst that drove the price higher (currently $1.20). With such low liquidity, violent moves up and down are not uncommon in this space.

The current market cap of ~$40m is still low relative to many other fast growing, market leading, ASX businesses with a global addressable market and substantial ‘blue sky’. Our position here is now ‘free-carried’ and we still see material upside if growth continues resulting in TNY becoming a significant global family platform
 
brands.png


Huggies (Market Cap of parent company Kimberly-Clark ~$47.71B USD)

Burt’s Bees Baby (Market Cap of parent Company Clorox ~$20.13B USD)

Auvi-Q (Market Cap of parent company Kaleo not listed, but likely a multi-billion-dollar pharmaceutical company in the US)

Lovevery (Market Cap not listed, but likely in the millions of dollars and is a family-oriented company fits with TNY’s profile)

Ladder (Market Cap not listed, but is a life insurance start-up in California that has raised over $54M in funding from investors)

Apparent Insurance (Market Cap unclear, but family-oriented company fits with TNY’s profile)

If you don't see the value in Tinybeans closing revenue contracts with these massive US companies, that's on you.
 

Similar threads

System
REM - RemSense Technologies
Replies
10
Views
3K
pabloran
P
System
EDV - Endeavour Group
3 4 5
Replies
83
Views
14K
finicky
finicky
System
OPN - Openn Negotiation
Replies
3
Views
2K
Country Lad
Country Lad
System
SKO - Serko Limited
Replies
9
Views
5K
Country Lad
Country Lad
System
IS3 - I Synergy Group
Replies
0
Views
4K
System
System
Top