AV1 - Adveritas Limited

[barney]

AV1 has been on my **** list for a while now

Interesting …. Over subscribed cap raise … Director involved … mmm

 

[Trav.]

Interesting …. Over subscribed cap raise … Director involved … mmm

Still down 24% on my trade so yes not my best trade at the moment.

 

[Knobby22]

My tip for this month.
Hoping for a good report Monday and a few more deals.

 

[Knobby22]

I am being patient with this one, because if it bolts the rewards will be great.

Not the greatest English below: Good to see they are confident "however" (and then shows why so the word however shouldn't have been used).

From the annual report issued today:

Whilst the future of Adveritas looks extremely positive as we enter the sales phase, we are still early in our journey. We are confident,"however", that the 2019-2020 financial year will see strong growth in revenue from enterprise level clients as well as increased new TrafficGuard functionalities to service clients at the mid and low-level price point to expand our total addressable market.

 

[Knobby22]

There you go 15c!

 

[barney]

Still down 24% on my trade so yes not my best trade at the moment.

You back in the black now Trav?

 

[Trav.]

You back in the black now Trav?

Yes mate, hopefully AV1 can break the shackles off and continue this run.

 

[barney]

Yes mate, hopefully AV1 can break the shackles off and continue this run.

Yeah, good luck with it. Always nice when that portfolio dollar sign turns back to green

 

[Trav.]

Well officially of my **** list now

AV1 has been on my **** list for a while now as I should have sold in June as SP really started to dive. Being stubborn ( stupid ) I am still holding and hoping that today's news and SP rise will turn it around for AV1.

Still small volume which has been an issue for me as I see games being played (easy to drive price down) by some and the liquidity becomes an issue when looking for an exit.

View attachment 96776

 

[Knobby22]

I bought more shares at 12c, wish I had bought lower, so my average price is 0.129c.

Strategy update today is not required and makes me think they are going to do another raising. Recurring revenue needs to be a lot higher before they are profitable. It all depends how quickly they get new partners. We shall see over the next 6 months.

 

[Knobby22]

Sold a third just in case there is a raising.

 

[Trav.]

I sold today at 17c (16.7% up) so the brakes should be released for you mate @Knobby22 good luck !!

 

[barney]

I sold today at 17c (16.7% up) so the brakes should be released for you mate @Knobby22 good luck !!

If you decide to sell and you sell at the high of the day which is also the equal high of the last 7 months, you have to be happy with that, whether it goes higher or not

 

[Trav.]

@barney It took me nearly 2 weeks waiting on that order to filled.

Also looking at my records my original target was 18c but run out of patience as can be seen in this thread.

 

[Knobby22]

@barney It took me nearly 2 weeks waiting on that order to filled.

Also looking at my records my original target was 18c but run out of patience as can be seen in this thread.

19c now. You did release the brakes!

 

[Knobby22]

The AGM must have ben convincing, did anyone go? Price at 22c as I speak on no news.

 

[Knobby22]

Sold at 19c today. Probably should have got more but really want the money for something else. Also worried price was going to continue dropping.

 

[Dona Ferentes]

nothing out of the ordinary:

02 Aug: Key Highlights

● All sales channels gaining momentum
● Continued strong growth in subscribers to TrafficGuard’s Freemium product (fraud detection)
● Strong initial conversions of Freemium subscribers to paying “land and expand” customers
● Growing revenues and pipeline in TrafficGuard’s Google Pay-Per-Click anti-fraud product
● Growing customer diversification, with over 40+ revenue-generating clients
● Trialling new strategic partnerships for sales leverage for the September quarter
● Record balance sheet strength
● Positive outlook from the accelerating global shift to digital business models, high sales leverage from agencies, strong Enterprise-level and Google PPC pipelines.

then a bit of whooshka and a Speeding Ticket on Friday 14 Aug

 

[Dona Ferentes]

and buy the rumour, sell the fact? (if you can find a buyer)


Key highlights (Ann. 12 April):

● Freemium subscribers, a lead indicator of future growth in paying customers, up 49% (since 31 December 2020) and most recently grew 23% MoM in March
● Freemium subscribers now sit at around ~ 2,100 companies
● New sign ups occurring daily from all around the world
● Conversion from Freemium subscriber to paying customer remains above management expectations, averaging 15% in the March quarter vs a global average of 2-5%
● Adveritas is now providing its TrafficGuard anti-fraud protection to approximately 170 paying customers, up from 120 (as at 31 December 2020)

TrafficGuard detects, mitigates and reports on ad fraud before it impacts digital advertising budgets. Three formidable layers of protection block both general invalid traffic (GIVT) and sophisticated invalid traffic (SIVT) to ensure that digital advertising results in legitimate advertising engagement. TrafficGuard uses patent-pending technology and proprietary big data accumulated by the performance advertising business previously operated by the Company.

 

[Craton]

Interesting stock (and history) this one. From the AGM presentation on page five, reporting it is now moving from "ScaleUp to Scaler" stage.
Dart has landed on this stock pick for the Dec 2024 Tipping Comp.